Mirabaud Asset Management Ltd Invests $4.36 Million in UnitedHealth Group Incorporated $UNH

Mirabaud Asset Management Ltd bought a new position in shares of UnitedHealth Group Incorporated (NYSE:UNH) in the fourth quarter, Holdings Channel.com reports. The fund bought 13,201 shares of the healthcare conglomerate’s stock, valued at approximately $4,358,000. UnitedHealth Group makes up approximately 2.0% of Mirabaud Asset Management Ltd’s investment portfolio, making the stock its 18th biggest holding.

A number of other hedge funds have also recently modified their holdings of the company. 49 Wealth Management LLC grew its holdings in shares of UnitedHealth Group by 85.8% in the fourth quarter. 49 Wealth Management LLC now owns 1,592 shares of the healthcare conglomerate’s stock valued at $526,000 after purchasing an additional 735 shares during the period. Brio Consultants LLC grew its holdings in shares of UnitedHealth Group by 6.1% in the fourth quarter. Brio Consultants LLC now owns 662 shares of the healthcare conglomerate’s stock valued at $219,000 after purchasing an additional 38 shares during the period. Swiss Life Asset Management Ltd grew its holdings in shares of UnitedHealth Group by 30.9% in the fourth quarter. Swiss Life Asset Management Ltd now owns 382,139 shares of the healthcare conglomerate’s stock valued at $126,148,000 after purchasing an additional 90,286 shares during the period. Peterson Wealth Management purchased a new stake in shares of UnitedHealth Group in the fourth quarter valued at about $264,000. Finally, Drive Wealth Management LLC grew its holdings in shares of UnitedHealth Group by 14.7% in the fourth quarter. Drive Wealth Management LLC now owns 2,367 shares of the healthcare conglomerate’s stock valued at $781,000 after purchasing an additional 304 shares during the period. Hedge funds and other institutional investors own 87.86% of the company’s stock.

Insider Activity

In related news, CEO Patrick Hugh Conway sold 800 shares of the firm’s stock in a transaction that occurred on Thursday, April 23rd. The shares were sold at an average price of $355.00, for a total value of $284,000.00. Following the sale, the chief executive officer owned 17,805 shares of the company’s stock, valued at $6,320,775. This trade represents a 4.30% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Corporate insiders own 0.28% of the company’s stock.

More UnitedHealth Group News

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

• Positive Sentiment: UnitedHealth said it will eliminate prior authorization for 30% of healthcare services, a potentially investor-friendly move that may streamline care and reduce complaints about insurer approvals. UnitedHealth to Eliminate Prior Authorization for 30% of Healthcare Services
• Positive Sentiment: Erste Group Bank raised its FY2027 earnings estimate for UnitedHealth, signaling confidence in longer-term profitability, and kept a Buy rating on the stock.
• Neutral Sentiment: UnitedHealth was highlighted in commentary about value stocks and recovery prospects, which may support investor interest but does not appear to be a direct fundamental catalyst. UnitedHealth: Watch The Recovery In Action
• Neutral Sentiment: Zacks Research cut near-term and Q4 2027 earnings estimates, which is a headwind, but the revisions were not as central as the company’s policy change and may reflect more cautious forecasting rather than a major deterioration. Bullish Quarterly Results: 3 Companies Raising Guidance

UnitedHealth Group Stock Down 0.1%

Shares of UNH opened at $379.49 on Monday. The stock has a market capitalization of $344.63 billion, a PE ratio of 28.66, a P/E/G ratio of 1.64 and a beta of 0.64. UnitedHealth Group Incorporated has a 1 year low of $234.60 and a 1 year high of $387.21. The company has a debt-to-equity ratio of 0.69, a quick ratio of 0.80 and a current ratio of 0.80. The company’s 50-day simple moving average is $304.54 and its 200-day simple moving average is $316.98.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share (EPS) for the quarter, topping the consensus estimate of $6.76 by $0.47. The business had revenue of $111.65 billion for the quarter, compared to analysts’ expectations of $109.84 billion. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The business’s quarterly revenue was up 2.0% on a year-over-year basis. During the same quarter in the prior year, the company earned $7.20 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Analysts forecast that UnitedHealth Group Incorporated will post 18.29 earnings per share for the current fiscal year.

UnitedHealth Group Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Monday, March 9th were given a dividend of $2.21 per share. This represents a $8.84 annualized dividend and a dividend yield of 2.3%. The ex-dividend date of this dividend was Monday, March 9th. UnitedHealth Group’s dividend payout ratio is currently 66.77%.

Analyst Ratings Changes

A number of equities research analysts recently issued reports on the stock. UBS Group dropped their price objective on shares of UnitedHealth Group from $430.00 to $410.00 and set a “buy” rating for the company in a report on Wednesday, January 28th. Raymond James Financial raised shares of UnitedHealth Group from a “market perform” rating to an “outperform” rating and set a $330.00 target price for the company in a research note on Wednesday, April 1st. Jefferies Financial Group increased their target price on shares of UnitedHealth Group from $340.00 to $373.00 and gave the stock a “buy” rating in a research note on Monday, April 20th. Erste Group Bank raised shares of UnitedHealth Group from a “hold” rating to a “buy” rating in a research note on Monday, April 27th. Finally, Piper Sandler reaffirmed an “overweight” rating on shares of UnitedHealth Group in a research note on Tuesday, January 27th. One analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $378.88.

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.