Invesco Ltd. Grows Position in UnitedHealth Group Incorporated $UNH

Invesco Ltd. boosted its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 23.1% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 5,309,788 shares of the healthcare conglomerate’s stock after buying an additional 996,150 shares during the quarter. Invesco Ltd. owned 0.59% of UnitedHealth Group worth $1,752,814,000 at the end of the most recent quarter.

Several other hedge funds have also recently made changes to their positions in UNH. Vanguard Group Inc. raised its stake in UnitedHealth Group by 1.1% during the 4th quarter. Vanguard Group Inc. now owns 91,600,260 shares of the healthcare conglomerate’s stock valued at $30,238,162,000 after buying an additional 995,210 shares during the last quarter. State Street Corp grew its holdings in shares of UnitedHealth Group by 2.5% in the fourth quarter. State Street Corp now owns 45,232,170 shares of the healthcare conglomerate’s stock worth $14,931,592,000 after acquiring an additional 1,119,834 shares during the period. Capital World Investors lifted its holdings in UnitedHealth Group by 3.8% in the fourth quarter. Capital World Investors now owns 22,591,042 shares of the healthcare conglomerate’s stock valued at $7,457,723,000 after acquiring an additional 824,120 shares during the period. Price T Rowe Associates Inc. MD boosted its position in UnitedHealth Group by 3.7% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 18,829,054 shares of the healthcare conglomerate’s stock worth $6,215,660,000 after purchasing an additional 680,077 shares during the last quarter. Finally, Capital International Investors increased its position in shares of UnitedHealth Group by 6.6% during the 4th quarter. Capital International Investors now owns 18,655,111 shares of the healthcare conglomerate’s stock valued at $6,158,734,000 after purchasing an additional 1,155,162 shares during the last quarter. 87.86% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of analysts have commented on the stock. Barclays upped their target price on shares of UnitedHealth Group from $373.00 to $429.00 and gave the company an “overweight” rating in a report on Tuesday, May 26th. UBS Group boosted their price objective on shares of UnitedHealth Group from $410.00 to $460.00 and gave the company a “buy” rating in a research report on Friday, May 22nd. Leerink Partners lifted their target price on UnitedHealth Group from $400.00 to $462.00 and gave the company an “outperform” rating in a research report on Wednesday. Mizuho upped their price target on UnitedHealth Group from $440.00 to $460.00 and gave the stock an “outperform” rating in a research report on Monday, June 8th. Finally, Royal Bank Of Canada lifted their price objective on UnitedHealth Group from $361.00 to $400.00 and gave the company an “outperform” rating in a research report on Wednesday, April 22nd. One equities research analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, five have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, UnitedHealth Group has a consensus rating of “Moderate Buy” and an average price target of $409.75.

Insiders Place Their Bets

In related 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 transaction of $284,000.00. Following the completion of the transaction, the chief executive officer directly owned 17,805 shares of the company’s stock, valued at approximately $6,320,775. This trade represents a 4.30% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Insiders own 0.28% 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

UnitedHealth Group Stock Up 0.3%

UNH opened at $400.86 on Friday. 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 stock has a market cap of $364.04 billion, a price-to-earnings ratio of 30.28, a price-to-earnings-growth ratio of 1.61 and a beta of 0.64. The firm’s fifty day moving average is $371.80 and its 200 day moving average is $329.05.

UnitedHealth Group (NYSE:UNH) last announced its quarterly earnings data 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 return on equity of 14.65% and a net margin of 2.68%.The business had revenue of $111.65 billion for the quarter, compared to the consensus estimate of $109.84 billion. During the same period in the previous year, the business earned $7.20 earnings per share. The business’s revenue was up 2.0% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. On average, sell-side analysts forecast that UnitedHealth Group Incorporated will post 18.32 earnings per share for the current fiscal year.

UnitedHealth Group Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 23rd. Stockholders of record on Monday, June 15th will be given a dividend of $2.32 per share. The ex-dividend date is Monday, June 15th. This is an increase from UnitedHealth Group’s previous quarterly dividend of $2.21. This represents a $9.28 annualized dividend and a dividend yield of 2.3%. UnitedHealth Group’s dividend payout ratio (DPR) is 70.09%.

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.