Rare Wolf Capital LLC Invests $1.59 Million in UnitedHealth Group Incorporated $UNH

Rare Wolf Capital LLC acquired a new position in shares of UnitedHealth Group Incorporated (NYSE:UNH) during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm acquired 4,829 shares of the healthcare conglomerate’s stock, valued at approximately $1,594,000. UnitedHealth Group makes up 1.0% of Rare Wolf Capital LLC’s holdings, making the stock its 25th biggest holding.

Several other institutional investors have also modified their holdings of the stock. Founders Capital Management LLC grew its holdings in shares of UnitedHealth Group by 3.0% in the fourth quarter. Founders Capital Management LLC now owns 982 shares of the healthcare conglomerate’s stock valued at $324,000 after purchasing an additional 29 shares during the period. Kellett Wealth Advisors LLC boosted its holdings in UnitedHealth Group by 1.7% in the 4th quarter. Kellett Wealth Advisors LLC now owns 1,746 shares of the healthcare conglomerate’s stock valued at $576,000 after purchasing an additional 29 shares during the last quarter. Cooper Financial Group grew its stake in shares of UnitedHealth Group by 0.7% in the 4th quarter. Cooper Financial Group now owns 4,338 shares of the healthcare conglomerate’s stock valued at $1,432,000 after buying an additional 30 shares during the period. Successful Portfolios LLC raised its position in shares of UnitedHealth Group by 2.6% during the 4th quarter. Successful Portfolios LLC now owns 1,194 shares of the healthcare conglomerate’s stock valued at $411,000 after buying an additional 30 shares during the period. Finally, McLean Asset Management Corp grew its position in UnitedHealth Group by 1.6% in the fourth quarter. McLean Asset Management Corp now owns 2,000 shares of the healthcare conglomerate’s stock worth $670,000 after acquiring an additional 32 shares during the period. Hedge funds and other institutional investors own 87.86% of the company’s stock.

More UnitedHealth Group News

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

• Positive Sentiment: Leerink Partners lifted its price target on UnitedHealth Group and reiterated an outperform rating, pointing to stronger expected margins at Optum Health and improving turnaround momentum. Article
• Positive Sentiment: Recent commentary from Wall Street suggests investors are becoming more confident that UnitedHealth’s operational recovery is gaining traction after last year’s share price decline. Article
• Neutral Sentiment: UnitedHealth was mentioned among healthcare and enterprise-advisory companies in a story about Optura adding strategic advisors, but the announcement was not about UNH’s operations or guidance. Article
• Neutral Sentiment: Several roundup-style articles highlighted UnitedHealth as a stock to watch, but they did not add a new company-specific catalyst. Article
• Negative Sentiment: Earlier in the period, UnitedHealth fell more than the broader market in a trading session, reflecting some lingering volatility even as analyst sentiment improved. Article

Wall Street Analyst Weigh In

Several brokerages have recently commented on UNH. Truist Financial upped their price target on UnitedHealth Group from $395.00 to $440.00 and gave the company a “buy” rating in a research note on Monday, June 1st. Argus raised shares of UnitedHealth Group from a “hold” rating to a “buy” rating and set a $400.00 target price on the stock in a research report on Wednesday, April 22nd. HSBC upgraded shares of UnitedHealth Group from a “reduce” rating to a “hold” rating and set a $300.00 price target for the company in a research report on Tuesday, April 7th. Bank of America raised shares of UnitedHealth Group from a “neutral” rating to a “buy” rating and increased their price objective for the stock from $420.00 to $450.00 in a research report on Thursday, June 4th. Finally, Raymond James Financial raised UnitedHealth Group from a “market perform” rating to an “outperform” rating and set a $330.00 target price on the stock in a research report on Wednesday, April 1st. One analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, five have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, UnitedHealth Group has an average rating of “Moderate Buy” and an average price target of $409.75.

Insider Buying and Selling at UnitedHealth Group

In other news, CEO Patrick Hugh Conway sold 800 shares of the firm’s stock in a transaction 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 directly owned 17,805 shares in the company, valued at approximately $6,320,775. This trade represents a 4.30% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Insiders own 0.28% of the company’s stock.

UnitedHealth Group Trading Up 0.3%

Shares of UNH stock opened at $400.86 on Friday. The stock has a market capitalization of $364.04 billion, a P/E ratio of 30.28, a price-to-earnings-growth ratio of 1.61 and a beta of 0.64. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $415.98. 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 has a 50 day moving average price of $371.80 and a 200 day moving average price of $329.05.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 EPS for the quarter, beating the consensus estimate of $6.76 by $0.47. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The company had revenue of $111.65 billion during the quarter, compared to analysts’ expectations of $109.84 billion. During the same quarter last year, the company posted $7.20 EPS. The firm’s revenue was up 2.0% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Equities research analysts predict that UnitedHealth Group Incorporated will post 18.32 EPS for the current fiscal year.

UnitedHealth Group Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, June 23rd. Shareholders of record on Monday, June 15th will be issued 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 is Monday, June 15th. This represents a $9.28 annualized dividend and a yield of 2.3%. UnitedHealth Group’s dividend payout ratio (DPR) 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.