Neo Ivy Capital Management Takes $3.75 Million Position in UnitedHealth Group Incorporated $UNH

Neo Ivy Capital Management bought a new position in shares of UnitedHealth Group Incorporated (NYSE:UNH) in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 10,856 shares of the healthcare conglomerate’s stock, valued at approximately $3,749,000. UnitedHealth Group comprises about 0.9% of Neo Ivy Capital Management’s holdings, making the stock its 13th largest position.

Several other hedge funds have also recently made changes to their positions in UNH. Guerra Advisors Inc bought a new position in UnitedHealth Group during the third quarter worth $1,059,000. Berkshire Hathaway Inc acquired a new position in shares of UnitedHealth Group during the second quarter valued at about $1,572,193,000. Carnegie Investment Counsel grew its stake in shares of UnitedHealth Group by 2.2% in the 3rd quarter. Carnegie Investment Counsel now owns 105,621 shares of the healthcare conglomerate’s stock valued at $36,471,000 after buying an additional 2,316 shares during the period. EverSource Wealth Advisors LLC raised its stake in UnitedHealth Group by 48.9% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 5,790 shares of the healthcare conglomerate’s stock worth $1,806,000 after buying an additional 1,901 shares during the period. Finally, Phoenix Financial Ltd. boosted its holdings in UnitedHealth Group by 111.5% in the third quarter. Phoenix Financial Ltd. now owns 41,986 shares of the healthcare conglomerate’s stock worth $14,282,000 after acquiring an additional 22,137 shares in the last quarter. 87.86% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

UNH has been the topic of a number of research reports. JPMorgan Chase & Co. lowered their target price on UnitedHealth Group from $425.00 to $389.00 and set an “overweight” rating on the stock in a research report on Monday, February 2nd. Barclays lowered their price objective on shares of UnitedHealth Group from $391.00 to $327.00 and set an “overweight” rating on the stock in a report on Friday, January 30th. Royal Bank Of Canada reduced their price objective on shares of UnitedHealth Group from $408.00 to $361.00 and set an “outperform” rating for the company in a report on Wednesday, January 28th. Oppenheimer dropped their price target on shares of UnitedHealth Group from $415.00 to $385.00 and set an “outperform” rating on the stock in a research report on Wednesday, January 28th. Finally, Morgan Stanley decreased their price objective on UnitedHealth Group from $411.00 to $409.00 and set an “overweight” rating for the company in a report on Friday, January 23rd. One research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, eight have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, UnitedHealth Group has an average rating of “Moderate Buy” and a consensus target price of $372.13.

UnitedHealth Group Stock Down 0.7%

UNH opened at $286.86 on Friday. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $606.36. The company has a debt-to-equity ratio of 0.72, a current ratio of 0.79 and a quick ratio of 0.82. The company’s 50-day moving average is $308.28 and its 200 day moving average is $325.68. The firm has a market capitalization of $260.38 billion, a P/E ratio of 21.75, a PEG ratio of 1.33 and a beta of 0.41.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings data on Tuesday, January 27th. The healthcare conglomerate reported $2.11 EPS for the quarter, beating the consensus estimate of $2.09 by $0.02. UnitedHealth Group had a net margin of 2.69% and a return on equity of 14.79%. The firm had revenue of $113.73 billion during the quarter, compared to analyst estimates of $113.38 billion. During the same quarter last year, the business posted $6.81 EPS. The company’s revenue for the quarter was up 12.3% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. Research analysts expect that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

UnitedHealth Group Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 17th. Shareholders of record on Monday, March 9th will be paid a $2.21 dividend. This represents a $8.84 dividend on an annualized basis and a yield of 3.1%. The ex-dividend date is Monday, March 9th. UnitedHealth Group’s dividend payout ratio is 67.02%.

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.