Kathmere Capital Management LLC Buys 1,233 Shares of UnitedHealth Group Incorporated $UNH

Kathmere Capital Management LLC lifted its position in UnitedHealth Group Incorporated (NYSE:UNH) by 21.6% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 6,942 shares of the healthcare conglomerate’s stock after acquiring an additional 1,233 shares during the quarter. Kathmere Capital Management LLC’s holdings in UnitedHealth Group were worth $1,878,000 at the end of the most recent reporting period.

A number of other institutional investors have also added to or reduced their stakes in UNH. Norges Bank bought a new position in shares of UnitedHealth Group during the 4th quarter worth approximately $4,376,167,000. Capital Research Global Investors increased its position in shares of UnitedHealth Group by 126.9% during the third quarter. Capital Research Global Investors now owns 13,042,049 shares of the healthcare conglomerate’s stock valued at $4,503,419,000 after acquiring an additional 7,293,009 shares during the last quarter. Capital World Investors boosted its position in UnitedHealth Group by 18.8% in the third quarter. Capital World Investors now owns 21,766,922 shares of the healthcare conglomerate’s stock worth $7,516,107,000 after purchasing an additional 3,439,182 shares during the last quarter. T. Rowe Price Investment Management Inc. increased its position in shares of UnitedHealth Group by 141.9% during the 4th quarter. T. Rowe Price Investment Management Inc. now owns 4,109,029 shares of the healthcare conglomerate’s stock valued at $1,356,432,000 after purchasing an additional 2,410,128 shares during the last quarter. Finally, Cardano Risk Management B.V. raised its stake in shares of UnitedHealth Group by 864.4% during the 4th quarter. Cardano Risk Management B.V. now owns 2,523,700 shares of the healthcare conglomerate’s stock worth $833,099,000 after purchasing an additional 2,262,006 shares during the period. 87.86% of the stock is owned by institutional investors.

UnitedHealth Group Stock Down 0.2%

UNH opened at $424.64 on Monday. The company has a 50 day moving average of $392.87 and a 200 day moving average of $335.60. The company has a current ratio of 0.80, a quick ratio of 0.80 and a debt-to-equity ratio of 0.69. UnitedHealth Group Incorporated has a 12 month low of $234.60 and a 12 month high of $430.20. The company has a market cap of $385.63 billion, a PE ratio of 32.07, a price-to-earnings-growth ratio of 1.71 and a beta of 0.62.

UnitedHealth Group (NYSE:UNH) last posted its earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share (EPS) for the quarter, topping 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 quarter in the prior year, the business posted $7.20 earnings per share. The business’s quarterly 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 expect that UnitedHealth Group Incorporated will post 18.32 EPS for the current year.

UnitedHealth Group Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, June 23rd. Stockholders of record on Monday, June 15th were given a dividend of $2.32 per share. This is a boost from UnitedHealth Group’s previous quarterly dividend of $2.21. This represents a $9.28 annualized dividend and a dividend yield of 2.2%. The ex-dividend date was Monday, June 15th. UnitedHealth Group’s dividend payout ratio (DPR) is currently 70.09%.

Insider Activity

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 completion of the transaction, 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 ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders own 0.28% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms recently issued reports on UNH. UBS Group raised their price objective on shares of UnitedHealth Group from $410.00 to $460.00 and gave the stock a “buy” rating in a report on Friday, May 22nd. Wells Fargo & Company raised their price target on shares of UnitedHealth Group from $370.00 to $397.00 and gave the stock an “overweight” rating in a research note on Wednesday, April 22nd. Raymond James Financial upgraded UnitedHealth Group from a “market perform” rating to an “outperform” rating and set a $330.00 price objective on the stock in a research note on Wednesday, April 1st. Morgan Stanley boosted their target price on UnitedHealth Group from $453.00 to $468.00 and gave the company an “overweight” rating in a research note on Tuesday, June 30th. Finally, JPMorgan Chase & Co. increased their price target on UnitedHealth Group from $420.00 to $466.00 and gave the stock an “overweight” rating in a research note on Monday, June 8th. One research analyst has rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $411.42.

UnitedHealth Group News Roundup

Here are the key news stories impacting UnitedHealth Group this week:

• Positive Sentiment: UnitedHealth began covering Guardant Health’s Shield blood test for colorectal cancer screening for eligible members, making it the first major commercial insurer to back the test for adults 45 and older. That could strengthen UnitedHealth’s preventative-care offering and support its long-term growth image. UnitedHealth Group Now Covers Guardant Health’s Shield Blood Test for Colorectal Cancer Screening
• Positive Sentiment: Several recent articles highlight UnitedHealth as an “attracting investor attention” name and a potential turnaround candidate heading into its next earnings report, which can keep sentiment elevated if investors expect operational improvement. UnitedHealth Group Incorporated (UNH) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Analysts and commentary pieces say UnitedHealth’s valuation still looks “reasonable” despite a strong one-year gain, suggesting the stock is being judged on whether future growth can justify the run-up rather than on any fresh operational surprise. UnitedHealth (UNH) Stock Looks Reasonable Even After A 42% Gain
• Neutral Sentiment: Broader healthcare-stock roundup articles and Q1 peer-comparison coverage do not point to a company-specific catalyst for UnitedHealth, but they keep UNH in focus as investors rotate within managed care and healthcare providers. Q1 Earnings Highs And Lows: UnitedHealth (NYSE:UNH) Vs The Rest Of The Health Insurance Providers Stocks
• Negative Sentiment: One article flagged a “Medicare reset” for UnitedHealth, which may reflect ongoing pressure or uncertainty around reimbursement and government-program exposure—an area investors tend to watch closely for margin risk. UnitedHealth Group (NYSE:UNH) Faces Medicare Reset

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.