Waverly Advisors LLC Raises Stock Position in UnitedHealth Group Incorporated $UNH

Waverly Advisors LLC increased its position in UnitedHealth Group Incorporated (NYSE:UNH) by 8.1% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 31,582 shares of the healthcare conglomerate’s stock after acquiring an additional 2,370 shares during the period. Waverly Advisors LLC’s holdings in UnitedHealth Group were worth $8,546,000 as of its most recent SEC filing.

A number of other institutional investors also recently bought and sold shares of UNH. Vaughan David Investments LLC IL increased its holdings in UnitedHealth Group by 2.7% during the 4th quarter. Vaughan David Investments LLC IL now owns 150,773 shares of the healthcare conglomerate’s stock valued at $49,772,000 after acquiring an additional 3,934 shares in the last quarter. Fideuram Intesa Sanpaolo Private Banking S.P.A. increased its stake in shares of UnitedHealth Group by 1,287.2% during the 1st quarter. Fideuram Intesa Sanpaolo Private Banking S.P.A. now owns 60,022 shares of the healthcare conglomerate’s stock worth $16,241,000 after purchasing an additional 55,695 shares in the last quarter. J. Safra Sarasin Holding AG lifted its stake in UnitedHealth Group by 127.6% in the 4th quarter. J. Safra Sarasin Holding AG now owns 34,947 shares of the healthcare conglomerate’s stock valued at $11,536,000 after buying an additional 19,591 shares in the last quarter. Vanguard Group Inc. increased its position in UnitedHealth Group by 1.1% during the fourth quarter. Vanguard Group Inc. now owns 91,600,260 shares of the healthcare conglomerate’s stock worth $30,238,162,000 after buying an additional 995,210 shares in the last quarter. Finally, Sumitomo Mitsui Financial Group Inc. boosted its stake in shares of UnitedHealth Group by 8.7% during the fourth quarter. Sumitomo Mitsui Financial Group Inc. now owns 102,260 shares of the healthcare conglomerate’s stock valued at $33,757,000 after acquiring an additional 8,226 shares during the last quarter. 87.86% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several equities analysts recently issued reports on UNH shares. Barclays upped their price objective on shares of UnitedHealth Group from $429.00 to $441.00 and gave the company an “overweight” rating in a research note on Monday, July 20th. JPMorgan Chase & Co. upped their price target on shares of UnitedHealth Group from $466.00 to $516.00 and gave the stock an “overweight” rating in a research report on Tuesday, July 21st. DA Davidson set a $512.00 price objective on shares of UnitedHealth Group in a research report on Tuesday, July 21st. Weiss Ratings raised UnitedHealth Group from a “hold (c-)” rating to a “hold (c)” rating in a research report on Friday, July 10th. Finally, Mizuho lifted their price objective on shares of UnitedHealth Group from $470.00 to $493.00 and gave the company an “outperform” rating in a research note on Monday, July 20th. Two investment analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and five have given a Hold rating to the company. According to data from MarketBeat, UnitedHealth Group has a consensus rating of “Moderate Buy” and an average target price of $455.92.

UnitedHealth Group Trading Down 0.9%

Shares of NYSE:UNH opened at $416.89 on Tuesday. The company has a market cap of $378.59 billion, a PE ratio of 26.83, a P/E/G ratio of 1.46 and a beta of 0.62. The company’s 50-day moving average price is $408.53 and its 200 day moving average price is $346.11. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $461.62. The company has a quick ratio of 0.80, a current ratio of 0.78 and a debt-to-equity ratio of 0.66.

UnitedHealth Group (NYSE:UNH) last released its earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 EPS for the quarter, beating the consensus estimate of $4.94 by $1.44. UnitedHealth Group had a net margin of 3.14% and a return on equity of 16.53%. The firm had revenue of $112.03 billion for the quarter, compared to analysts’ expectations of $110.81 billion. During the same quarter last year, the company earned $4.08 EPS. UnitedHealth Group’s quarterly revenue was up .4% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. Sell-side analysts anticipate that UnitedHealth Group Incorporated will post 19.69 earnings per share for the current year.

UnitedHealth Group Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, June 23rd. Investors of record on Monday, June 15th were issued a dividend of $2.32 per share. The ex-dividend date was Monday, June 15th. This is a positive change from UnitedHealth Group’s previous quarterly dividend of $2.21. This represents a $9.28 dividend on an annualized basis and a yield of 2.2%. UnitedHealth Group’s payout ratio is 59.72%.

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.