Westfield Capital Management Co. LP Increases Stock Position in UnitedHealth Group Incorporated $UNH

Westfield Capital Management Co. LP grew its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 4.8% in the third quarter, Holdings Channel reports. The firm owned 241,010 shares of the healthcare conglomerate’s stock after buying an additional 10,977 shares during the quarter. Westfield Capital Management Co. LP’s holdings in UnitedHealth Group were worth $83,221,000 as of its most recent SEC filing.

Other large investors also recently bought and sold shares of the company. Roberts Glore & Co. Inc. IL boosted its holdings in shares of UnitedHealth Group by 12.6% during the 3rd quarter. Roberts Glore & Co. Inc. IL now owns 5,424 shares of the healthcare conglomerate’s stock valued at $1,873,000 after acquiring an additional 605 shares during the last quarter. Catalyst Financial Partners LLC boosted its holdings in UnitedHealth Group by 26.6% in the third quarter. Catalyst Financial Partners LLC now owns 5,181 shares of the healthcare conglomerate’s stock worth $1,789,000 after purchasing an additional 1,087 shares during the last quarter. Hurley Capital LLC lifted its holdings 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 buying an additional 40 shares during the period. Empirical Asset Management LLC grew its holdings in shares of UnitedHealth Group by 142.2% in the third quarter. Empirical Asset Management LLC now owns 5,901 shares of the healthcare conglomerate’s stock worth $2,038,000 after acquiring an additional 3,465 shares during the period. Finally, Lummis Asset Management LP lifted its holdings in UnitedHealth Group by 441.3% in the third quarter. Lummis Asset Management LP now owns 249 shares of the healthcare conglomerate’s stock valued at $86,000 after acquiring an additional 203 shares during the period. 87.86% of the stock is currently owned by institutional investors.

UnitedHealth Group Trading Up 3.7%

Shares of UNH opened at $284.11 on Thursday. 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 has a 50 day simple moving average of $313.51 and a two-hundred day simple moving average of $325.44. UnitedHealth Group Incorporated has a 1 year low of $234.60 and a 1 year high of $606.36. The firm has a market cap of $257.35 billion, a P/E ratio of 21.54, a price-to-earnings-growth ratio of 1.26 and a beta of 0.41.

UnitedHealth Group (NYSE:UNH) last announced its quarterly earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.09 by $0.02. The company had revenue of $113.73 billion for 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%. UnitedHealth Group’s revenue for the quarter was up 12.3% compared to the same quarter last year. During the same period in the previous year, the firm posted $6.81 EPS. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. On average, equities analysts expect that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

UnitedHealth Group Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, March 17th. Shareholders of record on Monday, March 9th will be issued a dividend of $2.21 per share. This represents a $8.84 annualized dividend and a yield of 3.1%. The ex-dividend date is Monday, March 9th. UnitedHealth Group’s dividend payout ratio (DPR) is currently 67.02%.

Analyst Upgrades and Downgrades

Several equities analysts have recently weighed in on UNH shares. Weiss Ratings reiterated a “hold (c-)” rating on shares of UnitedHealth Group in a research note on Wednesday, January 21st. Piper Sandler reiterated an “overweight” rating on shares of UnitedHealth Group in a research note on Tuesday, January 27th. Truist Financial decreased their target price on UnitedHealth Group from $410.00 to $370.00 and set a “buy” rating on the stock in a report on Monday, February 2nd. Royal Bank Of Canada reduced their price target on UnitedHealth Group from $408.00 to $361.00 and set an “outperform” rating for the company in a research report on Wednesday, January 28th. Finally, Morgan Stanley cut their price objective on UnitedHealth Group from $411.00 to $409.00 and set an “overweight” rating for the company in a research note on Friday, January 23rd. One research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, nine have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $372.13.

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.