3,002 Shares in UnitedHealth Group Incorporated $UNH Acquired by TMB Capital Partners LLC

TMB Capital Partners LLC bought a new stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund bought 3,002 shares of the healthcare conglomerate’s stock, valued at approximately $991,000.

Several other large investors also recently modified their holdings of UNH. Vanguard Group Inc. increased its position in shares of UnitedHealth Group by 1.1% during the 4th quarter. Vanguard Group Inc. now owns 91,600,260 shares of the healthcare conglomerate’s stock valued at $30,238,162,000 after purchasing an additional 995,210 shares during the last quarter. State Street Corp grew its position in UnitedHealth Group by 2.5% during the fourth quarter. State Street Corp now owns 45,232,170 shares of the healthcare conglomerate’s stock valued at $14,931,592,000 after buying an additional 1,119,834 shares during the period. Capital World Investors raised its position in UnitedHealth Group by 3.8% in the fourth quarter. Capital World Investors now owns 22,591,042 shares of the healthcare conglomerate’s stock worth $7,457,723,000 after acquiring an additional 824,120 shares during the period. Price T Rowe Associates Inc. MD grew its position in shares of UnitedHealth Group by 3.7% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 18,829,054 shares of the healthcare conglomerate’s stock valued at $6,215,660,000 after acquiring an additional 680,077 shares during the period. Finally, Capital International Investors raised its holdings in UnitedHealth Group by 6.6% in the 4th quarter. Capital International Investors now owns 18,655,111 shares of the healthcare conglomerate’s stock worth $6,158,734,000 after purchasing an additional 1,155,162 shares during the period. Institutional investors own 87.86% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research analysts have recently commented on UNH shares. Argus raised UnitedHealth Group from a “hold” rating to a “buy” rating and set a $400.00 price objective on the stock in a research note on Wednesday, April 22nd. UBS Group raised their target price on shares of UnitedHealth Group from $410.00 to $460.00 and gave the stock a “buy” rating in a research note on Friday, May 22nd. Truist Financial increased their price objective on shares of UnitedHealth Group from $395.00 to $440.00 and gave the stock a “buy” rating in a research note on Monday, June 1st. Weiss Ratings upgraded shares of UnitedHealth Group from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Thursday, May 7th. Finally, Jefferies Financial Group upped their price objective on UnitedHealth Group from $340.00 to $373.00 and gave the stock a “buy” rating in a research note on Monday, April 20th. One investment analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, UnitedHealth Group currently has a consensus rating of “Moderate Buy” and an average target price of $409.75.

Insider Buying and Selling

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of UnitedHealth Group stock in a transaction 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 of the company’s stock, valued at $6,320,775. This trade represents a 4.30% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. 0.28% of the stock is owned by company insiders.

Key UnitedHealth Group News

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 Stock Up 0.3%

Shares of UNH stock opened at $400.86 on Friday. The stock has a market cap of $364.04 billion, a P/E ratio of 30.28, a PEG ratio of 1.61 and a beta of 0.64. The company’s fifty day simple moving average is $371.80 and its two-hundred day simple moving average is $329.05. The company has a quick ratio of 0.80, a current ratio of 0.80 and a debt-to-equity ratio of 0.69. UnitedHealth Group Incorporated has a 52 week low of $234.60 and a 52 week high of $415.98.

UnitedHealth Group (NYSE:UNH) last issued 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 analysts’ expectations of $109.84 billion. During the same period in the previous year, the firm posted $7.20 earnings per share. The business’s revenue was up 2.0% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Analysts predict that UnitedHealth Group Incorporated will post 18.32 EPS for the current fiscal year.

UnitedHealth Group Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, June 23rd. Investors 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 annualized dividend 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%.

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.