Commerzbank Aktiengesellschaft FI Sells 5,043 Shares of UnitedHealth Group Incorporated $UNH

Commerzbank Aktiengesellschaft FI lowered its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 6.8% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 69,176 shares of the healthcare conglomerate’s stock after selling 5,043 shares during the period. Commerzbank Aktiengesellschaft FI’s holdings in UnitedHealth Group were worth $22,836,000 as of its most recent filing with the SEC.

A number of other hedge funds also recently modified their holdings of the stock. Northwestern Mutual Investment Management Company LLC raised its stake in UnitedHealth Group by 0.3% during the fourth quarter. Northwestern Mutual Investment Management Company LLC now owns 28,943 shares of the healthcare conglomerate’s stock worth $9,554,000 after acquiring an additional 78 shares in the last quarter. IMG Wealth Management Inc. raised its stake in UnitedHealth Group by 12.2% during the fourth quarter. IMG Wealth Management Inc. now owns 486 shares of the healthcare conglomerate’s stock worth $160,000 after acquiring an additional 53 shares in the last quarter. Phoenix Financial Ltd. raised its stake in UnitedHealth Group by 11.8% during the fourth quarter. Phoenix Financial Ltd. now owns 46,959 shares of the healthcare conglomerate’s stock worth $15,302,000 after acquiring an additional 4,973 shares in the last quarter. Tejara Capital Ltd acquired a new position in UnitedHealth Group during the fourth quarter worth about $3,526,000. Finally, AustralianSuper Pty Ltd raised its stake in UnitedHealth Group by 459.2% during the fourth quarter. AustralianSuper Pty Ltd now owns 170,307 shares of the healthcare conglomerate’s stock worth $56,220,000 after acquiring an additional 139,849 shares in the last quarter. Institutional investors own 87.86% of the company’s stock.

Insider Transactions at UnitedHealth Group

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of the business’s stock in a transaction that occurred on Thursday, April 23rd. The stock was sold at an average price of $355.00, for a total value of $284,000.00. Following the transaction, the chief executive officer directly owned 17,805 shares of the company’s stock, valued at approximately $6,320,775. The trade was a 4.30% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Company insiders own 0.28% of the company’s stock.

UnitedHealth Group Stock Performance

Shares of UNH stock opened at $393.65 on Friday. The business’s 50 day simple moving average is $316.82 and its 200 day simple moving average is $318.53. UnitedHealth Group Incorporated has a one year low of $234.60 and a one year high of $404.15. The stock has a market capitalization of $357.49 billion, a PE ratio of 29.73, a PEG ratio of 1.72 and a beta of 0.64. The company has a debt-to-equity ratio of 0.69, a current ratio of 0.80 and a quick ratio of 0.80.

UnitedHealth Group (NYSE:UNH) last announced its earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 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 business had revenue of $111.65 billion for the quarter, compared to analysts’ expectations of $109.84 billion. During the same period in the prior year, the business posted $7.20 earnings per share. 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, research analysts forecast that UnitedHealth Group Incorporated will post 18.29 earnings per share for the current year.

UnitedHealth Group Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Tuesday, March 17th. Investors of record on Monday, March 9th were issued a $2.21 dividend. The ex-dividend date was Monday, March 9th. This represents a $8.84 annualized dividend and a yield of 2.2%. UnitedHealth Group’s dividend payout ratio is presently 66.77%.

UnitedHealth Group News Summary

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

• Positive Sentiment: Erste Group Bank slightly raised its earnings estimates for UnitedHealth and kept a Buy rating, reinforcing the view that the company’s profit outlook remains solid. MarketBeat UNH report
• Positive Sentiment: Recent commentary remains upbeat after UnitedHealth’s strong first-quarter results, with analysts and market watchers pointing to a substantial rebound since March lows and improved investor confidence in the stock’s longer-term earnings power. Seeking Alpha article
• Neutral Sentiment: The broader market tone was positive, with major indexes closing higher and hitting new highs, which may have helped sentiment across large-cap healthcare stocks.
• Negative Sentiment: Berkshire Hathaway disclosed that it sold several smaller holdings, including UnitedHealth, which may raise concerns that a high-profile investor is reducing exposure to the stock. Reuters article

Analysts Set New Price Targets

UNH has been the subject of several research analyst reports. Piper Sandler reissued an “overweight” rating on shares of UnitedHealth Group in a research note on Tuesday, January 27th. Erste Group Bank upgraded UnitedHealth Group from a “hold” rating to a “buy” rating in a report on Monday, April 27th. Weiss Ratings upgraded UnitedHealth Group from a “sell (d+)” rating to a “hold (c-)” rating in a report on Thursday, May 7th. Morgan Stanley boosted their price target on UnitedHealth Group from $375.00 to $395.00 and gave the stock an “overweight” rating in a report on Wednesday, April 22nd. Finally, Robert W. Baird boosted their price target on UnitedHealth Group from $278.00 to $287.00 and gave the stock an “underperform” rating in a report on Wednesday, April 22nd. One investment analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $378.88.

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.