Westerkirk Capital Inc. Increases Holdings in UnitedHealth Group Incorporated $UNH

Westerkirk Capital Inc. lifted its position in UnitedHealth Group Incorporated (NYSE:UNH) by 9.4% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 24,834 shares of the healthcare conglomerate’s stock after purchasing an additional 2,140 shares during the period. UnitedHealth Group accounts for about 0.8% of Westerkirk Capital Inc.’s investment portfolio, making the stock its 27th biggest position. Westerkirk Capital Inc.’s holdings in UnitedHealth Group were worth $8,198,000 at the end of the most recent reporting period.

A number of other large investors have also recently modified their holdings of the company. Sarver Vrooman Wealth Advisors bought a new position in UnitedHealth Group in the fourth quarter worth approximately $25,000. Beacon Financial Strategies CORP purchased a new stake in UnitedHealth Group during the fourth quarter worth $26,000. Anfield Capital Management LLC lifted its holdings in UnitedHealth Group by 220.0% during the fourth quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate’s stock worth $26,000 after buying an additional 55 shares during the period. Joseph Group Capital Management purchased a new stake in UnitedHealth Group during the fourth quarter worth $27,000. Finally, Foster Dykema Cabot & Partners LLC lifted its holdings in UnitedHealth Group by 69.4% during the third quarter. Foster Dykema Cabot & Partners LLC now owns 83 shares of the healthcare conglomerate’s stock worth $29,000 after buying an additional 34 shares during the period. Hedge funds and other institutional investors own 87.86% of the company’s stock.

Wall Street Analyst Weigh In

A number of analysts have weighed in on the company. HSBC upgraded UnitedHealth Group from a “reduce” rating to a “hold” rating and set a $300.00 target price for the company in a report on Tuesday, April 7th. Raymond James Financial raised UnitedHealth Group from a “market perform” rating to an “outperform” rating and set a $330.00 price target on the stock in a research report on Wednesday, April 1st. Morgan Stanley upped their price target on UnitedHealth Group from $395.00 to $453.00 and gave the stock an “overweight” rating in a research report on Thursday, June 4th. JPMorgan Chase & Co. upped their price target on UnitedHealth Group from $420.00 to $466.00 and gave the stock an “overweight” rating in a research report on Monday. Finally, Robert W. Baird upped their price target on UnitedHealth Group from $278.00 to $287.00 and gave the stock an “underperform” 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 issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, UnitedHealth Group has a consensus rating of “Moderate Buy” and an average price target of $407.17.

UnitedHealth Group Price Performance

NYSE UNH opened at $406.38 on Tuesday. The company has a debt-to-equity ratio of 0.69, a current ratio of 0.80 and a quick ratio of 0.80. The stock’s fifty day moving average price is $350.90 and its 200 day moving average price is $324.27. UnitedHealth Group Incorporated has a 1 year low of $234.60 and a 1 year high of $408.71. The company has a market cap of $369.05 billion, a price-to-earnings ratio of 30.69, a PEG ratio of 1.61 and a beta of 0.64.

UnitedHealth Group (NYSE:UNH) last released its earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share (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 firm had revenue of $111.65 billion for the quarter, compared to the consensus estimate of $109.84 billion. During the same period in the prior year, the firm earned $7.20 EPS. The firm’s revenue was up 2.0% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. As a group, equities research analysts forecast that UnitedHealth Group Incorporated will post 18.32 earnings per share for the current year.

UnitedHealth Group Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, June 23rd. Shareholders of record on Monday, June 15th will be given a dividend of $2.32 per share. The ex-dividend date of this dividend is Monday, June 15th. This represents a $9.28 annualized dividend and a yield of 2.3%. This is an increase from UnitedHealth Group’s previous quarterly dividend of $2.21. UnitedHealth Group’s payout ratio is 66.77%.

Insiders Place Their Bets

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of the stock in a transaction dated Thursday, April 23rd. The stock was sold at an average price of $355.00, for a total transaction of $284,000.00. Following the sale, 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 position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Corporate insiders own 0.28% of the company’s stock.

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.