NS Partners Ltd Lowers Stake in UnitedHealth Group Incorporated $UNH

NS Partners Ltd trimmed its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 5.8% in the 2nd quarter, Holdings Channel.com reports. The firm owned 139,338 shares of the healthcare conglomerate’s stock after selling 8,617 shares during the period. UnitedHealth Group makes up approximately 2.5% of NS Partners Ltd’s portfolio, making the stock its 11th largest holding. NS Partners Ltd’s holdings in UnitedHealth Group were worth $57,913,000 at the end of the most recent quarter.

A number of other institutional investors have also recently made changes to their positions in the company. PBCay One RSC Ltd bought a new position in UnitedHealth Group in the 1st quarter worth approximately $14,343,000. Lee Johnson Capital Management LLC purchased a new position in UnitedHealth Group during the second quarter valued at $6,180,000. Vaughan David Investments LLC IL lifted its stake in UnitedHealth Group by 2.7% in the 4th quarter. Vaughan David Investments LLC IL now owns 150,773 shares of the healthcare conglomerate’s stock worth $49,772,000 after purchasing an additional 3,934 shares in the last quarter. Kinsale Capital Group Inc. increased its holdings in shares of UnitedHealth Group by 13.4% in the second quarter. Kinsale Capital Group Inc. now owns 38,510 shares of the healthcare conglomerate’s stock worth $16,006,000 after purchasing an additional 4,557 shares during the last quarter. Finally, Fideuram Intesa Sanpaolo Private Banking S.P.A. boosted its stake in UnitedHealth Group by 1,287.2% during the first quarter. Fideuram Intesa Sanpaolo Private Banking S.P.A. now owns 60,022 shares of the healthcare conglomerate’s stock valued at $16,241,000 after buying an additional 55,695 shares during the last quarter. Hedge funds and other institutional investors own 87.86% of the company’s stock.

UnitedHealth Group Price Performance

NYSE UNH opened at $389.92 on Tuesday. The company has a market cap of $349.99 billion, a price-to-earnings ratio of 25.09, a PEG ratio of 1.36 and a beta of 0.62. The stock’s fifty day moving average price is $412.95 and its 200 day moving average price is $361.54. UnitedHealth Group Incorporated has a 1 year low of $255.96 and a 1 year high of $461.62. The company has a debt-to-equity ratio of 0.66, a current ratio of 0.78 and a quick ratio of 0.78.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings data on Thursday, July 16th. The healthcare conglomerate reported $6.38 EPS for the quarter, topping the consensus estimate of $4.94 by $1.44. UnitedHealth Group had a return on equity of 16.53% and a net margin of 3.14%.The business had revenue of $112.03 billion for the quarter, compared to analyst estimates of $110.81 billion. During the same quarter in the prior year, the firm posted $4.08 EPS. The business’s quarterly 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. As a group, equities research analysts forecast that UnitedHealth Group Incorporated will post 19.82 earnings per share for the current year.

UnitedHealth Group Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, September 22nd. Investors of record on Monday, September 14th will be given a dividend of $2.32 per share. This represents a $9.28 annualized dividend and a dividend yield of 2.4%. The ex-dividend date is Monday, September 14th. UnitedHealth Group’s dividend payout ratio is 59.72%.

Insider Transactions at UnitedHealth Group

In other news, CEO Patrick Hugh Conway sold 1,169 shares of the company’s stock in a transaction on Friday, August 21st. The shares were sold at an average price of $390.00, for a total transaction of $455,910.00. Following the completion of the sale, the chief executive officer owned 15,328 shares of the company’s stock, valued at $5,977,920. This represents a 7.09% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. 0.19% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

A number of research analysts recently weighed in on the stock. Weiss Ratings lowered shares of UnitedHealth Group from a “hold (c)” rating to a “hold (c-)” rating in a report on Tuesday, July 28th. BMO Capital Markets set a $512.00 price objective on UnitedHealth Group in a research note on Tuesday, July 21st. DA Davidson set a $512.00 target price on shares of UnitedHealth Group in a research note on Tuesday, July 21st. Royal Bank Of Canada increased their price objective on shares of UnitedHealth Group from $463.00 to $478.00 and gave the stock an “outperform” rating in a research report on Friday, July 17th. Finally, TD Cowen increased their price target on UnitedHealth Group from $337.00 to $430.00 and gave the stock a “hold” rating in a report on Tuesday, July 14th. Two analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $456.56.

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.