Vulcan Value Partners LLC Sells 24,487 Shares of UnitedHealth Group Incorporated $UNH

Vulcan Value Partners LLC lessened its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 2.0% in the third quarter, Holdings Channel.com reports. The firm owned 1,198,338 shares of the healthcare conglomerate’s stock after selling 24,487 shares during the period. UnitedHealth Group comprises 7.5% of Vulcan Value Partners LLC’s portfolio, making the stock its 3rd largest holding. Vulcan Value Partners LLC’s holdings in UnitedHealth Group were worth $413,876,000 at the end of the most recent quarter.

Several other large investors have also modified their holdings of UNH. North Capital Inc. lifted its holdings in UnitedHealth Group by 16.2% during the 3rd quarter. North Capital Inc. now owns 194 shares of the healthcare conglomerate’s stock worth $67,000 after buying an additional 27 shares during the last quarter. Sunflower Bank N.A. lifted its position in shares of UnitedHealth Group by 1.5% in the 3rd quarter. Sunflower Bank N.A. now owns 1,916 shares of the healthcare conglomerate’s stock worth $662,000 after buying an additional 28 shares during the last quarter. Axis Wealth Partners LLC grew its position in shares of UnitedHealth Group by 1.7% during the 3rd quarter. Axis Wealth Partners LLC now owns 1,631 shares of the healthcare conglomerate’s stock valued at $563,000 after buying an additional 28 shares during the last quarter. Abound Wealth Management lifted its holdings in UnitedHealth Group by 13.5% in the third quarter. Abound Wealth Management now owns 244 shares of the healthcare conglomerate’s stock worth $84,000 after acquiring an additional 29 shares during the last quarter. Finally, Auxano Advisors LLC lifted its holdings in shares of UnitedHealth Group by 3.4% in the 3rd quarter. Auxano Advisors LLC now owns 964 shares of the healthcare conglomerate’s stock worth $333,000 after purchasing an additional 32 shares during the last quarter. Institutional investors own 87.86% of the company’s stock.

UnitedHealth Group Trading Up 0.1%

Shares of UNH stock opened at $290.11 on Monday. The company has a quick ratio of 0.82, a current ratio of 0.79 and a debt-to-equity ratio of 0.72. The stock has a 50-day simple moving average of $316.85 and a 200 day simple moving average of $325.30. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $606.36. The stock has a market capitalization of $262.79 billion, a P/E ratio of 21.99, a P/E/G ratio of 1.33 and a beta of 0.41.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings data on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share for the quarter, beating the consensus estimate of $2.09 by $0.02. The company had revenue of $113.22 billion during 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% on a year-over-year basis. During the same quarter last year, the firm posted $6.81 EPS. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. On average, sell-side analysts expect that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

Several brokerages have weighed in on UNH. KeyCorp reaffirmed an “overweight” rating on shares of UnitedHealth Group in a research report on Wednesday, January 28th. Sanford C. Bernstein restated an “outperform” rating on shares of UnitedHealth Group in a research report on Wednesday, January 28th. Weiss Ratings reiterated a “hold (c-)” rating on shares of UnitedHealth Group in a research report on Wednesday, January 21st. Mizuho cut their target price on UnitedHealth Group from $430.00 to $350.00 and set an “outperform” rating on the stock in a research note on Thursday, February 5th. Finally, Deutsche Bank Aktiengesellschaft lowered UnitedHealth Group from a “buy” rating to a “hold” rating and set a $333.00 price target on the stock. in a report on Wednesday, October 29th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, nine have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $372.13.

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.