Rovida Advisors Inc. Raises Stock Holdings in UnitedHealth Group Incorporated $UNH

Rovida Advisors Inc. raised its position in UnitedHealth Group Incorporated (NYSE:UNH) by 100.0% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 30,000 shares of the healthcare conglomerate’s stock after purchasing an additional 15,000 shares during the quarter. UnitedHealth Group accounts for about 8.9% of Rovida Advisors Inc.’s holdings, making the stock its 5th biggest holding. Rovida Advisors Inc.’s holdings in UnitedHealth Group were worth $10,358,000 at the end of the most recent reporting period.

Other hedge funds have also added to or reduced their stakes in the company. Brighton Jones LLC lifted its holdings in UnitedHealth Group by 176.2% during the 4th quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate’s stock worth $22,384,000 after buying an additional 28,231 shares during the period. Revolve Wealth Partners LLC lifted its stake in shares of UnitedHealth Group by 137.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate’s stock worth $2,033,000 after acquiring an additional 2,324 shares during the period. CMT Capital Markets Trading GmbH acquired a new stake in UnitedHealth Group during the 2nd quarter valued at approximately $340,000. Cornercap Investment Counsel Inc. acquired a new position in shares of UnitedHealth Group in the 2nd quarter worth approximately $767,000. Finally, SP Asset Management LLC raised its stake in UnitedHealth Group by 7.0% during the second quarter. SP Asset Management LLC now owns 133,618 shares of the healthcare conglomerate’s stock worth $41,685,000 after buying an additional 8,687 shares during the last quarter. 87.86% of the stock is currently owned by institutional investors and hedge funds.

UnitedHealth Group Stock Down 1.2%

UnitedHealth Group stock opened at $288.59 on Friday. The company has a current ratio of 0.79, a quick ratio of 0.82 and a debt-to-equity ratio of 0.72. UnitedHealth Group Incorporated has a 1-year low of $234.60 and a 1-year high of $606.36. The firm has a market capitalization of $261.95 billion, a price-to-earnings ratio of 21.88, a price-to-earnings-growth ratio of 1.34 and a beta of 0.41. The firm’s fifty day moving average price is $309.18 and its two-hundred day moving average price is $325.83.

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

UnitedHealth Group Announces Dividend

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

Wall Street Analyst Weigh In

A number of analysts have weighed in on UNH shares. Jefferies Financial Group decreased their price target on UnitedHealth Group from $418.00 to $340.00 and set a “buy” rating for the company in a report on Wednesday, January 28th. Sanford C. Bernstein reiterated an “outperform” rating on shares of UnitedHealth Group in a report on Wednesday, January 28th. Oppenheimer reduced their price objective on shares of UnitedHealth Group from $415.00 to $385.00 and set an “outperform” rating for the company in a research report on Wednesday, January 28th. Wells Fargo & Company cut their target price on shares of UnitedHealth Group from $400.00 to $370.00 and set an “overweight” rating on the stock in a research note on Friday, January 30th. Finally, Weiss Ratings lowered shares of UnitedHealth Group from a “hold (c-)” rating to a “sell (d+)” rating in a report on Monday. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, eight have given a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $372.13.

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.