LGT Fund Management Co Ltd. Has $4.73 Million Position in UnitedHealth Group Incorporated $UNH

LGT Fund Management Co Ltd. increased its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 526.4% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 17,494 shares of the healthcare conglomerate’s stock after purchasing an additional 14,701 shares during the quarter. LGT Fund Management Co Ltd.’s holdings in UnitedHealth Group were worth $4,734,000 at the end of the most recent reporting period.

Several other institutional investors also recently modified their holdings of the stock. Founders Capital Management LLC raised its position in UnitedHealth Group by 3.0% in the fourth quarter. Founders Capital Management LLC now owns 982 shares of the healthcare conglomerate’s stock valued at $324,000 after purchasing an additional 29 shares during the last quarter. Kellett Wealth Advisors LLC boosted its position in UnitedHealth Group by 1.7% during the 4th quarter. Kellett Wealth Advisors LLC now owns 1,746 shares of the healthcare conglomerate’s stock worth $576,000 after buying an additional 29 shares during the period. Cooper Financial Group raised its stake in shares of UnitedHealth Group by 0.7% during the fourth quarter. Cooper Financial Group now owns 4,338 shares of the healthcare conglomerate’s stock valued at $1,432,000 after acquiring an additional 30 shares during the last quarter. Successful Portfolios LLC raised its position in UnitedHealth Group by 2.6% during the 4th quarter. Successful Portfolios LLC now owns 1,194 shares of the healthcare conglomerate’s stock worth $411,000 after purchasing an additional 30 shares during the last quarter. Finally, Bell Investment Advisors Inc grew its position in shares of UnitedHealth Group by 14.4% in the 1st quarter. Bell Investment Advisors Inc now owns 246 shares of the healthcare conglomerate’s stock valued at $67,000 after buying an additional 31 shares during the last quarter. 87.86% of the stock is currently owned by institutional investors and hedge funds.

UnitedHealth Group Stock Down 1.5%

Shares of UnitedHealth Group stock traded down $6.63 during trading on Friday, reaching $425.05. 3,797,031 shares of the company traded hands, compared to its average volume of 5,701,382. The company has a debt-to-equity ratio of 0.69, a current ratio of 0.80 and a quick ratio of 0.80. The firm has a market capitalization of $386.00 billion, a PE ratio of 32.10, a P/E/G ratio of 1.71 and a beta of 0.62. The company has a 50 day moving average price of $399.40 and a 200-day moving average price of $338.88. UnitedHealth Group Incorporated has a 1-year low of $234.60 and a 1-year high of $434.30.

UnitedHealth Group (NYSE:UNH) last posted its quarterly 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. The firm had revenue of $111.65 billion during the quarter, compared to the consensus estimate of $109.84 billion. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The business’s revenue was up 2.0% compared to the same quarter last year. During the same period in the previous year, the firm posted $7.20 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. As a group, equities research analysts expect that UnitedHealth Group Incorporated will post 18.32 earnings per share for the current fiscal year.

UnitedHealth Group Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, June 23rd. Shareholders of record on Monday, June 15th were paid a $2.32 dividend. This represents a $9.28 dividend on an annualized basis and a yield of 2.2%. This is a boost from UnitedHealth Group’s previous quarterly dividend of $2.21. The ex-dividend date of this dividend was Monday, June 15th. UnitedHealth Group’s payout ratio is 70.09%.

UnitedHealth Group News Summary

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

• Positive Sentiment: Royal Bank of Canada raised its price target on UnitedHealth Group to $463 from $400 and kept an outperform rating, signaling continued upside potential ahead of earnings. Benzinga
• Positive Sentiment: UnitedHealthcare launched a Lifestyle Spending Account benefit through UHC Store, which could make UNH more attractive to employers by adding flexible wellness benefits and simplifying administration. Article
• Positive Sentiment: Several recent articles highlight bullish setup momentum into the company’s July 16 earnings report, with investors expecting earnings and guidance to remain important catalysts. Article
• Neutral Sentiment: UnitedHealth’s home health program HouseCall was reported to be associated with fewer inpatient stays and ER visits, which is a positive operational sign but not an immediate market-moving event. Article
• Neutral Sentiment: Commentary also noted that UnitedHealth has delivered strong cash returns to shareholders over time, but some analysts are questioning whether the stock is now fully valued after its sharp recovery. Article
• Negative Sentiment: The broader healthcare sector was one of the weakest parts of the market today, and UNH was specifically cited as a drag on the Dow, which can weigh on the stock even if company-specific news is favorable. Article

Wall Street Analyst Weigh In

UNH has been the subject of a number of analyst reports. Cantor Fitzgerald restated an “overweight” rating on shares of UnitedHealth Group in a research report on Thursday, June 11th. HC Wainwright set a $492.00 price target on shares of UnitedHealth Group in a research report on Wednesday, May 27th. Bank of America lifted their target price on shares of UnitedHealth Group from $450.00 to $475.00 and gave the stock a “buy” rating in a research note on Wednesday, June 24th. Oppenheimer upped their price target on shares of UnitedHealth Group from $385.00 to $405.00 and gave the company an “outperform” rating in a research report on Wednesday, April 22nd. Finally, Jefferies Financial Group lifted their price objective on UnitedHealth Group from $340.00 to $373.00 and gave the stock a “buy” rating in a research report on Monday, April 20th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, four have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, UnitedHealth Group presently has an average rating of “Moderate Buy” and an average target price of $417.38.

Insider Buying and Selling at UnitedHealth Group

In related news, CEO Patrick Hugh Conway sold 800 shares of the stock in a transaction 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 transaction, the chief executive officer directly owned 17,805 shares in the company, valued at $6,320,775. This trade represents a 4.30% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 0.28% of the stock is owned by insiders.

UnitedHealth Group Company Profile

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.