UnitedHealth Group Incorporated $UNH Shares Acquired by Longfellow Investment Management Co. LLC

Longfellow Investment Management Co. LLC increased its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 175.2% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 5,418 shares of the healthcare conglomerate’s stock after buying an additional 3,449 shares during the quarter. Longfellow Investment Management Co. LLC’s holdings in UnitedHealth Group were worth $1,871,000 at the end of the most recent quarter.

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

Analyst Ratings Changes

A number of brokerages have recently weighed in on UNH. Weiss Ratings lowered shares of UnitedHealth Group from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Monday. Royal Bank Of Canada decreased their price target on UnitedHealth Group from $408.00 to $361.00 and set an “outperform” rating for the company in a research note on Wednesday, January 28th. Jefferies Financial Group cut their price objective on UnitedHealth Group from $418.00 to $340.00 and set a “buy” rating for the company in a report on Wednesday, January 28th. Wells Fargo & Company lowered their target price on UnitedHealth Group from $400.00 to $370.00 and set an “overweight” rating on the stock in a report on Friday, January 30th. Finally, Mizuho reduced their price objective on shares of UnitedHealth Group from $430.00 to $350.00 and set an “outperform” rating for the company in a research report on Thursday, February 5th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, eight have assigned a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $372.13.

UnitedHealth Group Trading Down 1.2%

NYSE:UNH opened at $288.59 on Friday. The stock has a fifty day simple moving average of $309.18 and a 200 day simple moving average of $325.83. 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 firm has a market capitalization of $261.95 billion, a price-to-earnings ratio of 21.88, a price-to-earnings-growth ratio of 1.34 and a beta of 0.41. UnitedHealth Group Incorporated has a 1-year low of $234.60 and a 1-year high of $606.36.

UnitedHealth Group (NYSE:UNH) last announced its earnings results 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 company had revenue of $113.73 billion during the quarter, compared to analysts’ expectations 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 period last year, the company posted $6.81 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. Sell-side analysts forecast that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current year.

UnitedHealth Group Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 17th. Stockholders of record on Monday, March 9th will be given a $2.21 dividend. This represents a $8.84 annualized dividend and a dividend yield of 3.1%. The ex-dividend date of this dividend is Monday, March 9th. UnitedHealth Group’s dividend payout ratio (DPR) is 67.02%.

UnitedHealth Group 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.