Thrivent Financial for Lutherans Has $130.03 Million Stock Position in UnitedHealth Group Incorporated $UNH

Thrivent Financial for Lutherans lowered its position in UnitedHealth Group Incorporated (NYSE:UNH) by 15.1% during the fourth quarter, HoldingsChannel.com reports. The firm owned 393,862 shares of the healthcare conglomerate’s stock after selling 69,930 shares during the quarter. Thrivent Financial for Lutherans’ holdings in UnitedHealth Group were worth $130,031,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Beacon Financial Strategies CORP purchased a new position in UnitedHealth Group in the fourth quarter valued at about $26,000. Anfield Capital Management LLC grew its stake in UnitedHealth Group by 220.0% in the fourth quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate’s stock valued at $26,000 after purchasing an additional 55 shares in the last quarter. Joseph Group Capital Management purchased a new position in UnitedHealth Group in the fourth quarter valued at about $27,000. Foster Dykema Cabot & Partners LLC grew its stake in UnitedHealth Group by 69.4% in the third quarter. Foster Dykema Cabot & Partners LLC now owns 83 shares of the healthcare conglomerate’s stock valued at $29,000 after purchasing an additional 34 shares in the last quarter. Finally, 1248 Management LLC bought a new stake in shares of UnitedHealth Group during the 3rd quarter worth about $29,000. Hedge funds and other institutional investors own 87.86% of the company’s stock.

Key UnitedHealth Group News

Here are the key news stories impacting UnitedHealth Group this week:

• Positive Sentiment: UnitedHealth’s recent earnings “double beat” and improved margins have renewed bullish momentum, with several analysts and commentators arguing the stock still looks undervalued despite the rebound. UnitedHealth: Beaten Down, Not Broken
• Positive Sentiment: UNH is being highlighted as a strong momentum stock, which can support continued buying interest from traders and screens focused on relative strength. Here's Why UnitedHealth Group (UNH) is a Strong Momentum Stock
• Positive Sentiment: JPMorgan and other analysts remain constructive, with price-target increases reinforcing the view that the stock’s fundamentals are improving and that further upside is possible. Here’s What Analysts Are Saying About UnitedHealth Group (UNH)
• Neutral Sentiment: Multiple recent articles are simply drawing attention to UNH as one of the market’s most watched healthcare names, which reflects elevated interest but not necessarily a new fundamental catalyst. Investors Heavily Search UnitedHealth Group Incorporated (UNH): Here is What You Need to Know
• Neutral Sentiment: Some coverage is more about stock-picking comparisons and sector commentary than a direct change in UNH’s business outlook, so the stock impact is likely limited. Forget UnitedHealth: Two Stocks To Buy Now
• Neutral Sentiment: UNH’s move to a new 52-week high has attracted attention, but the article frames the key question as whether the stock is already too far extended after its recent run. UnitedHealth Stock (UNH) Hits a New 52-Week High Today – Is It Too Late to Buy?

UnitedHealth Group Price Performance

Shares of NYSE:UNH opened at $398.84 on Friday. The business has a 50 day moving average price of $314.78 and a 200 day moving average price of $318.01. UnitedHealth Group Incorporated has a twelve month low of $234.60 and a twelve month high of $404.15. The company has a market cap of $362.20 billion, a price-to-earnings ratio of 30.12, a PEG ratio of 1.73 and a beta of 0.64. The company has a quick ratio of 0.80, a current ratio of 0.80 and a debt-to-equity ratio of 0.69.

UnitedHealth Group (NYSE:UNH) last announced its earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share for the quarter, beating the consensus estimate of $6.76 by $0.47. UnitedHealth Group had a return on equity of 14.65% and a net margin of 2.68%.The firm had revenue of $111.65 billion during the quarter, compared to the consensus estimate of $109.84 billion. During the same quarter in the prior year, the company earned $7.20 EPS. The firm’s revenue for the quarter was up 2.0% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Research analysts predict that UnitedHealth Group Incorporated will post 18.29 earnings per share for the current year.

UnitedHealth Group Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Monday, March 9th were given a $2.21 dividend. The ex-dividend date was Monday, March 9th. This represents a $8.84 dividend on an annualized basis and a dividend yield of 2.2%. UnitedHealth Group’s dividend payout ratio (DPR) is currently 66.77%.

Insider Activity at UnitedHealth Group

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of the firm’s stock in a transaction that occurred on Thursday, April 23rd. The stock was sold at an average price of $355.00, for a total value of $284,000.00. Following the completion of the sale, the chief executive officer owned 17,805 shares in the company, valued at approximately $6,320,775. This trade represents a 4.30% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Corporate insiders own 0.28% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts have recently issued reports on the company. Robert W. Baird upped their price target on UnitedHealth Group from $278.00 to $287.00 and gave the stock an “underperform” rating in a research note on Wednesday, April 22nd. Wells Fargo & Company upped their price target on UnitedHealth Group from $370.00 to $397.00 and gave the stock an “overweight” rating in a research note on Wednesday, April 22nd. Raymond James Financial upgraded UnitedHealth Group from a “market perform” rating to an “outperform” rating and set a $330.00 price target for the company in a research note on Wednesday, April 1st. UBS Group decreased their price target on UnitedHealth Group from $430.00 to $410.00 and set a “buy” rating for the company in a research note on Wednesday, January 28th. Finally, Leerink Partners upped their price target on UnitedHealth Group from $345.00 to $400.00 and gave the stock an “outperform” rating in a research note on Wednesday, April 22nd. One analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, seven have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $378.88.

About UnitedHealth Group

UnitedHealth Group Inc is a diversified health care company headquartered in Minnetonka, Minnesota, that operates two primary business platforms: UnitedHealthcare and Optum. Founded in 1977, the company provides a broad range of health benefits and health care services to individuals, employers, governmental entities and other organizations. Its operations span commercial employer-sponsored plans, individual and Medicare and Medicaid programs, and services for customers and health systems in the United States and selected international markets.

UnitedHealthcare is the company’s benefits business, administering health plans and networks, managing provider relationships, and offering coverage products for employers, individuals, and government-sponsored programs.