Whittier Trust Co. Has $13.43 Million Holdings in UnitedHealth Group Incorporated $UNH

Whittier Trust Co. cut its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 9.5% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 38,479 shares of the healthcare conglomerate’s stock after selling 4,043 shares during the period. Whittier Trust Co.’s holdings in UnitedHealth Group were worth $13,428,000 as of its most recent filing with the SEC.

Other hedge funds also recently made changes to their positions in the company. Beacon Financial Strategies CORP acquired a new stake in shares of UnitedHealth Group in the 4th quarter valued at approximately $26,000. Foster Dykema Cabot & Partners LLC raised its stake in shares of UnitedHealth Group by 69.4% during the third quarter. Foster Dykema Cabot & Partners LLC now owns 83 shares of the healthcare conglomerate’s stock valued at $29,000 after acquiring an additional 34 shares during the last quarter. 1248 Management LLC acquired a new position in shares of UnitedHealth Group in the 3rd quarter worth approximately $29,000. Holos Integrated Wealth LLC acquired a new position in shares of UnitedHealth Group during the 4th quarter valued at $29,000. Finally, Hurley Capital LLC lifted its position in shares of UnitedHealth Group by 81.6% during the 3rd quarter. Hurley Capital LLC now owns 89 shares of the healthcare conglomerate’s stock valued at $31,000 after acquiring an additional 40 shares during the period. 87.86% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several research analysts have weighed in on the stock. UBS Group lowered their price objective on shares of UnitedHealth Group from $430.00 to $410.00 and set a “buy” rating on the stock in a report on Wednesday, January 28th. Jefferies Financial Group lowered their price objective on shares of UnitedHealth Group from $418.00 to $340.00 and set a “buy” rating on the stock in a research report on Wednesday, January 28th. Oppenheimer dropped their price objective on shares of UnitedHealth Group from $415.00 to $385.00 and set an “outperform” rating on the stock in a report on Wednesday, January 28th. KeyCorp reissued an “overweight” rating on shares of UnitedHealth Group in a report on Wednesday, January 28th. Finally, Weiss Ratings downgraded shares of UnitedHealth Group from a “hold (c-)” rating to a “sell (d+)” rating in a report on Monday, March 2nd. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, eight have assigned a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $363.42.

UnitedHealth Group Price Performance

UNH stock opened at $316.29 on Friday. The company has a debt-to-equity ratio of 0.72, a quick ratio of 0.79 and a current ratio of 0.79. The firm has a market cap of $287.09 billion, a P/E ratio of 23.98, a P/E/G ratio of 1.45 and a beta of 0.40. The firm’s fifty day moving average is $285.88 and its 200 day moving average is $317.70. UnitedHealth Group Incorporated has a 52 week low of $234.60 and a 52 week high of $489.79.

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

UnitedHealth Group Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Monday, March 9th were paid a $2.21 dividend. The ex-dividend date of this dividend was Monday, March 9th. This represents a $8.84 annualized dividend and a yield of 2.8%. UnitedHealth Group’s payout ratio is currently 67.02%.

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.