Navigation Group LLC Buys Shares of 1,549 UnitedHealth Group Incorporated $UNH

Navigation Group LLC acquired a new stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The firm acquired 1,549 shares of the healthcare conglomerate’s stock, valued at approximately $419,000.

Other large investors have also added to or reduced their stakes in the company. Norges Bank purchased a new position in shares of UnitedHealth Group in the 4th quarter worth about $4,376,167,000. T. Rowe Price Investment Management Inc. lifted its position in UnitedHealth Group by 141.9% in the 4th quarter. T. Rowe Price Investment Management Inc. now owns 4,109,029 shares of the healthcare conglomerate’s stock worth $1,356,432,000 after buying an additional 2,410,128 shares during the last quarter. Cardano Risk Management B.V. grew its position in UnitedHealth Group by 864.4% during the fourth quarter. Cardano Risk Management B.V. now owns 2,523,700 shares of the healthcare conglomerate’s stock valued at $833,099,000 after acquiring an additional 2,262,006 shares during the last quarter. Hsbc Holdings PLC raised its stake in shares of UnitedHealth Group by 87.5% during the fourth quarter. Hsbc Holdings PLC now owns 3,916,041 shares of the healthcare conglomerate’s stock worth $1,294,367,000 after acquiring an additional 1,826,948 shares in the last quarter. Finally, Lone Pine Capital LLC purchased a new stake in shares of UnitedHealth Group in the 2nd quarter valued at $528,273,000. Hedge funds and other institutional investors own 87.86% of the company’s stock.

Insider Buying and Selling

In related news, CEO Patrick Hugh Conway sold 800 shares of the stock in a transaction dated Thursday, April 23rd. The shares were sold at an average price of $355.00, for a total transaction of $284,000.00. Following the sale, the chief executive officer directly owned 17,805 shares of the company’s stock, valued at approximately $6,320,775. This represents a 4.30% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Company insiders own 0.28% of the company’s stock.

Analysts Set New Price Targets

A number of research analysts have issued reports on UNH shares. Wells Fargo & Company boosted their price objective on shares of UnitedHealth Group from $397.00 to $485.00 and gave the company an “overweight” rating in a research report on Monday. Bank of America boosted their price target on shares of UnitedHealth Group from $450.00 to $475.00 and gave the company a “buy” rating in a research report on Wednesday, June 24th. JPMorgan Chase & Co. raised their price objective on shares of UnitedHealth Group from $420.00 to $466.00 and gave the stock an “overweight” rating in a report on Monday, June 8th. HSBC increased their target price on UnitedHealth Group from $300.00 to $380.00 and gave the stock a “hold” rating in a research report on Monday, July 6th. Finally, Cantor Fitzgerald restated an “overweight” rating on shares of UnitedHealth Group in a research report on Thursday, June 11th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, UnitedHealth Group currently has a consensus rating of “Moderate Buy” and an average price target of $429.50.

UnitedHealth Group News Summary

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

• Positive Sentiment: Truist raised its price target on UnitedHealth Group to $480 and maintained a buy rating, signaling confidence in further upside ahead of earnings. UnitedHealth Group (NYSE:UNH) Price Target Raised to $480.00 at Truist Financial
• Positive Sentiment: KeyCorp lifted its price target to $475 and kept an overweight rating, adding to the bullish analyst backdrop for UNH. UnitedHealth Group had its price target raised by KeyCorp from $400.00 to $475.00.
• Positive Sentiment: Zacks Research upgraded UnitedHealth to strong-buy and nudged up future EPS estimates, reinforcing expectations that the company can beat earnings again. UnitedHealth Group was upgraded by Zacks Research from hold to strong-buy.
• Positive Sentiment: Analysts have been raising earnings forecasts for UnitedHealth, and several reports argue the company has a strong chance to top Q2 expectations based on its historical surprise record and favorable earnings setup. Will UnitedHealth (UNH) Beat Estimates Again in Its Next Earnings Report?
• Neutral Sentiment: UNH is scheduled to report second-quarter results on July 16, so trading is being driven in part by positioning ahead of the earnings release. UnitedHealth Stock Forecast: Piper Sandler Analyst and Technical Indicators Point to Upside Ahead of Q2 Earnings
• Neutral Sentiment: Technical indicators and some market commentary suggest the stock may have room to move higher after earnings, but this is still contingent on the actual results and outlook. UnitedHealth Reports Earnings Thursday. Here’s How Much Its Stock Is Seen Moving
• Negative Sentiment: Broader managed-care stocks sold off after Elevance Health highlighted margin pressure and weak Medicaid-spending trends, which could weigh on sentiment toward UnitedHealth ahead of its report. Why Elevance Earnings Gave Health Insurance Stocks A Cold; UNH Up Next

UnitedHealth Group Price Performance

Shares of UNH opened at $417.33 on Thursday. The firm’s 50-day simple moving average is $402.80 and its two-hundred day simple moving average is $341.04. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $434.30. The stock has a market cap of $378.99 billion, a PE ratio of 31.52, a price-to-earnings-growth ratio of 1.70 and a beta of 0.62. The company has a debt-to-equity ratio of 0.69, a quick ratio of 0.80 and a current ratio of 0.80.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 EPS for the quarter, topping analysts’ consensus estimates of $6.76 by $0.47. The firm had revenue of $111.65 billion for the quarter, compared to analysts’ expectations of $109.84 billion. UnitedHealth Group had a return on equity of 14.65% and a net margin of 2.68%.The business’s revenue for the quarter was up 2.0% compared to the same quarter last year. During the same period in the previous year, the firm posted $7.20 EPS. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Analysts anticipate that UnitedHealth Group Incorporated will post 18.39 earnings per share for the current fiscal year.

UnitedHealth Group Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, June 23rd. Stockholders of record on Monday, June 15th were given a $2.32 dividend. The ex-dividend date of this dividend was Monday, June 15th. This represents a $9.28 annualized dividend and a dividend yield of 2.2%. This is a boost from UnitedHealth Group’s previous quarterly dividend of $2.21. UnitedHealth Group’s payout ratio is presently 70.09%.

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.