Harbour Wealth Management Group Inc. Makes New Investment in UnitedHealth Group Incorporated $UNH

Harbour Wealth Management Group Inc. bought a new position in shares of UnitedHealth Group Incorporated (NYSE:UNH) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund bought 2,044 shares of the healthcare conglomerate’s stock, valued at approximately $675,000.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. First Growth Capital LLC acquired a new position in shares of UnitedHealth Group in the fourth quarter valued at $660,000. Axxcess Wealth Management LLC boosted its holdings in shares of UnitedHealth Group by 3.3% during the 4th quarter. Axxcess Wealth Management LLC now owns 18,902 shares of the healthcare conglomerate’s stock worth $6,240,000 after buying an additional 611 shares during the period. Birchwood Financial Partners Inc. bought a new position in UnitedHealth Group in the 4th quarter valued at about $2,015,000. Corient Private Wealth LLC grew its position in shares of UnitedHealth Group by 4.8% in the fourth quarter. Corient Private Wealth LLC now owns 431,657 shares of the healthcare conglomerate’s stock valued at $142,494,000 after purchasing an additional 19,606 shares during the last quarter. Finally, Jacobs Equity LLC acquired a new stake in UnitedHealth Group during the 4th quarter worth approximately $559,000. 87.86% of the stock is owned by institutional investors.

Insider Activity at UnitedHealth Group

In other news, CEO Patrick Hugh Conway sold 800 shares of the firm’s stock in a transaction that occurred 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 transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Company insiders own 0.28% of the company’s stock.

Analyst Upgrades and Downgrades

UNH has been the topic of a number of research reports. Morgan Stanley upped their price objective on UnitedHealth Group from $395.00 to $453.00 and gave the company an “overweight” rating in a report on Thursday, June 4th. Sanford C. Bernstein upped their price target on shares of UnitedHealth Group from $444.00 to $492.00 and gave the company an “outperform” rating in a research note on Wednesday, May 27th. 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 report on Friday, May 22nd. Oppenheimer lifted their price target on shares of UnitedHealth Group from $385.00 to $405.00 and gave the company an “outperform” rating in a research report on Wednesday, April 22nd. Finally, Robert W. Baird increased 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 assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $409.75.

UnitedHealth Group Price Performance

UNH stock opened at $400.86 on Friday. The company has a quick ratio of 0.80, a current ratio of 0.80 and a debt-to-equity ratio of 0.69. The firm has a market cap of $364.04 billion, a P/E ratio of 30.28, a P/E/G ratio of 1.61 and a beta of 0.64. The company’s 50-day moving average price is $371.80 and its two-hundred day moving average price is $329.05. UnitedHealth Group Incorporated has a 12 month low of $234.60 and a 12 month high of $415.98.

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

UnitedHealth Group Increases Dividend

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

Key Headlines Impacting UnitedHealth Group

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 Company 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.