TrueMark Investments LLC Boosts Holdings in UnitedHealth Group Incorporated $UNH

TrueMark Investments LLC increased its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 80.1% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 18,844 shares of the healthcare conglomerate’s stock after buying an additional 8,379 shares during the period. TrueMark Investments LLC’s holdings in UnitedHealth Group were worth $5,099,000 at the end of the most recent quarter.

Other large investors have also modified their holdings of the company. Brighton Jones LLC increased 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 purchasing an additional 28,231 shares during the period. Revolve Wealth Partners LLC grew its position in shares of UnitedHealth Group by 137.1% during the fourth quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate’s stock worth $2,033,000 after buying an additional 2,324 shares in the last quarter. CMT Capital Markets Trading GmbH acquired a new stake in UnitedHealth Group in the second quarter valued at approximately $340,000. Flow Traders U.S. LLC purchased a new stake in shares of UnitedHealth Group in the 2nd quarter valued at approximately $356,000. Finally, Jump Financial LLC purchased a new stake in shares of UnitedHealth Group during the 2nd quarter worth $377,000. Hedge funds and other institutional investors own 87.86% of the company’s stock.

Wall Street Analyst Weigh In

UNH has been the topic of several recent analyst reports. Jefferies Financial Group increased their target price on UnitedHealth Group from $340.00 to $373.00 and gave the company a “buy” rating in a report on Monday, April 20th. Oppenheimer upped their price target on UnitedHealth Group from $385.00 to $405.00 and gave the company an “outperform” rating in a report on Wednesday, April 22nd. UBS Group boosted their price objective on shares of UnitedHealth Group from $410.00 to $460.00 and gave the stock a “buy” rating in a research report on Friday, May 22nd. HSBC raised shares of UnitedHealth Group from a “reduce” rating to a “hold” rating and set a $300.00 target price on the stock in a research report on Tuesday, April 7th. Finally, HC Wainwright set a $492.00 price objective on shares of UnitedHealth Group in a research note on Wednesday, May 27th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $410.79.

UnitedHealth Group Stock Performance

Shares of UNH opened at $405.86 on Thursday. The company’s 50 day simple moving average is $379.62 and its 200-day simple moving average is $331.17. The firm has a market cap of $368.58 billion, a PE ratio of 30.65, a price-to-earnings-growth ratio of 1.65 and a beta of 0.64. UnitedHealth Group Incorporated has a 12-month low of $234.60 and a 12-month high of $415.98. 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 (NYSE:UNH) last issued its quarterly earnings data 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 net margin of 2.68% and a return on equity of 14.65%. The company had revenue of $111.65 billion for the quarter, compared to the consensus estimate of $109.84 billion. During the same period last year, the firm posted $7.20 EPS. UnitedHealth Group’s revenue for the quarter 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, equities analysts predict that UnitedHealth Group Incorporated will post 18.32 EPS for the current year.

UnitedHealth Group Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, June 23rd. Shareholders of record on Monday, June 15th were paid a dividend of $2.32 per share. The ex-dividend date of this dividend was Monday, June 15th. This represents a $9.28 annualized dividend and a yield of 2.3%. This is a boost from UnitedHealth Group’s previous quarterly dividend of $2.21. UnitedHealth Group’s dividend payout ratio (DPR) is currently 70.09%.

Insider Buying and Selling at UnitedHealth Group

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of UnitedHealth Group 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 in the company, valued at approximately $6,320,775. This trade represents a 4.30% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Company insiders own 0.28% of the company’s stock.

More UnitedHealth Group News

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

• Positive Sentiment: Bank of America raised its price target on UnitedHealth Group to $475 from $450 and reiterated a buy rating, signaling additional upside from current levels. Benzinga article on price target increase
• Positive Sentiment: Multiple articles highlighted UnitedHealth Group as a top long-term value stock, which may be supporting sentiment among growth-at-a-reasonable-price investors. Zacks article on long-term value stock
• Positive Sentiment: Commentary from Jim Cramer recommending UNH as a buy added to the upbeat tone around the stock. Motley Fool article on Jim Cramer
• Positive Sentiment: UNH also reached a proposed FTC settlement over insulin rebating practices, which could reduce regulatory uncertainty if finalized. Yahoo Finance article on FTC settlement
• Neutral Sentiment: Several additional pieces described UnitedHealth as steady in healthcare or discussed whether it is a buy, but did not add a major new catalyst beyond the generally favorable sentiment. Kalkine Media article on steady performance

About UnitedHealth Group

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.