Epoch Investment Partners Inc. Trims Stock Position in UnitedHealth Group Incorporated $UNH

Epoch Investment Partners Inc. decreased its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 3.1% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 74,628 shares of the healthcare conglomerate’s stock after selling 2,382 shares during the quarter. Epoch Investment Partners Inc.’s holdings in UnitedHealth Group were worth $20,194,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Brighton Jones LLC raised its stake in shares of UnitedHealth Group by 176.2% in the 4th quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate’s stock valued at $22,384,000 after acquiring an additional 28,231 shares during the period. Revolve Wealth Partners LLC increased its holdings in UnitedHealth Group by 137.1% in the 4th quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate’s stock valued at $2,033,000 after purchasing an additional 2,324 shares during the last quarter. CMT Capital Markets Trading GmbH acquired a new position in UnitedHealth Group during the second quarter worth $340,000. Flow Traders U.S. LLC purchased a new stake in shares of UnitedHealth Group in the 2nd quarter valued at $356,000. Finally, Jump Financial LLC purchased a new position in UnitedHealth Group during the 2nd quarter valued at about $377,000. 87.86% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several analysts have recently issued reports on UNH shares. Sanford C. Bernstein reissued an “outperform” rating on shares of UnitedHealth Group in a research report on Tuesday. Wells Fargo & Company upped their target price on shares of UnitedHealth Group from $397.00 to $485.00 and gave the stock an “overweight” rating in a research note on Monday, July 13th. Morgan Stanley boosted their price target on shares of UnitedHealth Group from $468.00 to $529.00 and gave the stock an “overweight” rating in a research note on Friday, July 17th. Raymond James Financial upgraded UnitedHealth Group from a “market perform” rating to an “outperform” rating and set a $330.00 price objective on the stock in a research note on Wednesday, April 1st. Finally, Oppenheimer boosted their target price on UnitedHealth Group from $420.00 to $500.00 and gave the stock an “outperform” rating in a research note on Friday, July 17th. Two research analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and five have assigned a Hold rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $455.92.

UnitedHealth Group Trading Down 0.7%

Shares of NYSE:UNH opened at $420.40 on Friday. The company has a market cap of $381.78 billion, a PE ratio of 27.05, a P/E/G ratio of 1.46 and a beta of 0.62. The company’s 50 day moving average is $408.00 and its two-hundred day moving average is $345.60. UnitedHealth Group Incorporated has a 52 week low of $234.60 and a 52 week high of $461.62. The company has a current ratio of 0.78, a quick ratio of 0.80 and a debt-to-equity ratio of 0.66.

UnitedHealth Group (NYSE:UNH) last issued its earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 EPS for the quarter, topping analysts’ consensus estimates of $4.94 by $1.44. UnitedHealth Group had a net margin of 3.14% and a return on equity of 16.53%. The firm had revenue of $112.03 billion during the quarter, compared to the consensus estimate of $110.81 billion. During the same quarter in the previous year, the firm posted $4.08 earnings per share. The company’s revenue was up .4% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. Equities analysts predict that UnitedHealth Group Incorporated will post 19.69 earnings per share for the current fiscal year.

UnitedHealth Group Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, June 23rd. Stockholders of record on Monday, June 15th were given a dividend of $2.32 per share. This is a boost from UnitedHealth Group’s previous quarterly dividend of $2.21. 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%. UnitedHealth Group’s dividend payout ratio is 59.72%.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: UnitedHealth’s latest quarter beat profit estimates and management raised full-year earnings guidance, reinforcing confidence that the business is recovering after earlier pressure. UnitedHealth’s earnings comeback hides risk Wall Street can’t price
• Positive Sentiment: JPMorgan reportedly increased its price target on UNH to $516, suggesting analysts see further upside following the improved earnings outlook. JPMorgan Chase & Co. Increases UnitedHealth Group (NYSE:UNH) Price Target to $516.00
• Positive Sentiment: UNH has also been highlighted in multiple stock-screening and momentum pieces as a “buy” or strong momentum name, which can add to near-term trading interest. Is Trending Stock UnitedHealth Group Incorporated (UNH) a Buy Now?
• Neutral Sentiment: UnitedHealth is being widely watched by retail and institutional investors after the strong quarter, but some of the recent articles are primarily commentary rather than new company-specific developments. Is Trending Stock UnitedHealth Group Incorporated (UNH) a Buy Now?
• Negative Sentiment: Even with the upbeat earnings update, investors are still focused on risk factors such as medical cost inflation and margin pressure across the managed-care sector, which could limit how far the rally extends. Can Humana Beat Q2 Earnings Estimates on Growing Premiums?

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.