Trajan Wealth LLC Grows Stock Holdings in UnitedHealth Group Incorporated $UNH

Trajan Wealth LLC increased its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 33.9% in the 3rd quarter, HoldingsChannel reports. The firm owned 85,293 shares of the healthcare conglomerate’s stock after acquiring an additional 21,609 shares during the quarter. UnitedHealth Group makes up approximately 1.3% of Trajan Wealth LLC’s holdings, making the stock its 20th largest holding. Trajan Wealth LLC’s holdings in UnitedHealth Group were worth $29,452,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. Guerra Advisors Inc acquired a new position in UnitedHealth Group during the third quarter worth $1,059,000. Berkshire Hathaway Inc acquired a new stake in UnitedHealth Group in the 2nd quarter worth about $1,572,193,000. Murphy Pohlad Asset Management LLC raised its holdings in shares of UnitedHealth Group by 21.8% during the second quarter. Murphy Pohlad Asset Management LLC now owns 4,425 shares of the healthcare conglomerate’s stock valued at $1,380,000 after acquiring an additional 791 shares during the last quarter. Carnegie Investment Counsel boosted its stake in shares of UnitedHealth Group by 2.2% in the third quarter. Carnegie Investment Counsel now owns 105,621 shares of the healthcare conglomerate’s stock worth $36,471,000 after acquiring an additional 2,316 shares during the last quarter. Finally, EverSource Wealth Advisors LLC lifted its holdings in UnitedHealth Group by 48.9% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 5,790 shares of the healthcare conglomerate’s stock valued at $1,806,000 after purchasing an additional 1,901 shares in the last quarter. 87.86% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of brokerages have recently commented on UNH. Sanford C. Bernstein reiterated an “outperform” rating on shares of UnitedHealth Group in a research report on Wednesday, January 28th. KeyCorp reiterated an “overweight” rating on shares of UnitedHealth Group in a report on Wednesday, January 28th. Morgan Stanley dropped their price target on UnitedHealth Group from $411.00 to $409.00 and set an “overweight” rating for the company in a research report on Friday, January 23rd. Oppenheimer lowered their price objective on UnitedHealth Group from $415.00 to $385.00 and set an “outperform” rating on the stock in a research note on Wednesday, January 28th. Finally, Evercore upgraded UnitedHealth Group to a “strong-buy” rating in a report on Tuesday, January 6th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, nine have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $372.13.

UnitedHealth Group Stock Performance

Shares of UnitedHealth Group stock opened at $290.11 on Monday. The firm has a market cap of $262.79 billion, a PE ratio of 21.99, a price-to-earnings-growth ratio of 1.33 and a beta of 0.41. UnitedHealth Group Incorporated has a 52 week low of $234.60 and a 52 week high of $606.36. The business’s fifty day simple moving average is $316.85 and its 200-day simple moving average is $325.30. The company has a quick ratio of 0.82, a current ratio of 0.79 and a debt-to-equity ratio of 0.72.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings data on Tuesday, January 27th. The healthcare conglomerate reported $2.11 EPS for the quarter, topping the consensus estimate of $2.09 by $0.02. The firm had revenue of $113.22 billion for the quarter, compared to analyst estimates of $113.38 billion. UnitedHealth Group had a net margin of 2.69% and a return on equity of 14.79%. The business’s revenue for the quarter was up 12.3% compared to the same quarter last year. During the same period in the prior year, the business posted $6.81 EPS. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. Equities analysts forecast that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current year.

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.