Hodges Capital Management Inc. Makes New $779,000 Investment in UnitedHealth Group Incorporated $UNH

Hodges Capital Management Inc. purchased a new stake in UnitedHealth Group Incorporated (NYSE:UNH) in the second quarter, according to the company in its most recent filing with the SEC. The firm purchased 1,875 shares of the healthcare conglomerate’s stock, valued at approximately $779,000.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Sarver Vrooman Wealth Advisors acquired a new stake in shares of UnitedHealth Group during the 4th quarter valued at approximately $25,000. Anfield Capital Management LLC increased its stake in UnitedHealth Group by 220.0% in the 4th quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate’s stock valued at $26,000 after purchasing an additional 55 shares in the last quarter. Joseph Group Capital Management purchased a new stake in UnitedHealth Group during the fourth quarter worth $27,000. Nalls Sherbakoff Group LLC acquired a new stake in UnitedHealth Group in the fourth quarter valued at $27,000. Finally, Lifetime Wealth Management P.C. acquired a new position in shares of UnitedHealth Group during the 4th quarter worth $29,000. 87.86% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at UnitedHealth Group

In other news, CEO Patrick Hugh Conway sold 500 shares of the business’s stock in a transaction dated Wednesday, August 5th. The stock was sold at an average price of $410.00, for a total transaction of $205,000.00. Following the completion of the sale, the chief executive officer owned 16,497 shares in the company, valued at approximately $6,763,770. The trade was a 2.94% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. 0.19% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

UNH has been the subject of a number of research reports. Cantor Fitzgerald restated an “overweight” rating on shares of UnitedHealth Group in a research report on Thursday, June 11th. Jefferies Financial Group lifted their price objective on UnitedHealth Group from $340.00 to $373.00 and gave the stock a “buy” rating in a research report on Monday, April 20th. JPMorgan Chase & Co. raised their price target on UnitedHealth Group from $466.00 to $516.00 and gave the stock an “overweight” rating in a research report on Tuesday, July 21st. KeyCorp upped their price objective on UnitedHealth Group from $400.00 to $475.00 and gave the company an “overweight” rating in a research report on Tuesday, July 14th. Finally, Erste Group Bank upgraded UnitedHealth Group from a “hold” rating to a “buy” rating in a research report on Monday, April 27th. Two analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and five have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $455.92.

UnitedHealth Group Stock Performance

Shares of UNH stock opened at $401.52 on Friday. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.80 and a current ratio of 0.78. The firm has a market capitalization of $360.40 billion, a price-to-earnings ratio of 25.84, a price-to-earnings-growth ratio of 1.39 and a beta of 0.62. UnitedHealth Group Incorporated has a one year low of $255.96 and a one year high of $461.62. The company has a 50 day moving average price of $415.74 and a 200 day moving average price of $352.85.

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

UnitedHealth Group Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 22nd. Stockholders of record on Monday, September 14th will be issued a $2.32 dividend. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.3%. The ex-dividend date is Monday, September 14th. UnitedHealth Group’s dividend payout ratio (DPR) is 59.72%.

UnitedHealth Group Company 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.