IFM Investors Pty Ltd Boosts Stock Position in UnitedHealth Group Incorporated $UNH

IFM Investors Pty Ltd grew its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 3.4% during the 1st quarter, HoldingsChannel reports. The fund owned 184,497 shares of the healthcare conglomerate’s stock after purchasing an additional 6,132 shares during the quarter. IFM Investors Pty Ltd’s holdings in UnitedHealth Group were worth $49,923,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of the company. Vanguard Group Inc. raised its holdings in UnitedHealth Group by 1.1% in the fourth quarter. Vanguard Group Inc. now owns 91,600,260 shares of the healthcare conglomerate’s stock worth $30,238,162,000 after buying an additional 995,210 shares during the last quarter. State Street Corp increased its position in shares of 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 acquiring an additional 1,119,834 shares in the last quarter. Capital World Investors raised its holdings in UnitedHealth Group by 3.8% in the 4th 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 last quarter. Price T Rowe Associates Inc. MD boosted its stake in 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 purchasing an additional 680,077 shares during the last quarter. Finally, Capital International Investors raised its stake in shares of UnitedHealth Group by 6.6% in the fourth 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 last quarter. 87.86% of the stock is owned by hedge funds and other institutional investors.

UnitedHealth Group Price Performance

Shares of NYSE:UNH opened at $415.97 on Wednesday. The firm’s 50 day simple moving average is $387.82 and its two-hundred day simple moving average is $333.79. The company has a debt-to-equity ratio of 0.69, a current ratio of 0.80 and a quick ratio of 0.80. The company has a market capitalization of $377.76 billion, a P/E ratio of 31.42, a P/E/G ratio of 1.69 and a beta of 0.64. UnitedHealth Group Incorporated has a 1-year low of $234.60 and a 1-year high of $427.93.

UnitedHealth Group (NYSE:UNH) last announced its quarterly earnings data 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 net margin of 2.68% and a return on equity of 14.65%. The firm 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 earned $7.20 EPS. The company’s revenue was up 2.0% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Research analysts expect that UnitedHealth Group Incorporated will post 18.32 EPS for the current fiscal year.

UnitedHealth Group Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, June 23rd. Investors of record on Monday, June 15th were given a dividend of $2.32 per share. This is an increase from UnitedHealth Group’s previous quarterly dividend of $2.21. This represents a $9.28 annualized dividend and a dividend yield of 2.2%. The ex-dividend date was Monday, June 15th. UnitedHealth Group’s dividend payout ratio (DPR) is 70.09%.

Insider Buying and Selling

In other news, CEO Patrick Hugh Conway sold 800 shares of the business’s 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 transaction, the chief executive officer 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 transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Corporate insiders own 0.28% of the company’s stock.

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: Bank of America raised its price target on UnitedHealth Group and kept a Buy rating, reinforcing the view that the stock still has upside after a strong recent run. BofA Raises PT on UnitedHealth Group (UNH), Keeps a Buy Rating
• Positive Sentiment: Morgan Stanley said UnitedHealth is likely to beat second-quarter earnings expectations, citing favorable utilization trends that could support results and sentiment heading into the report. UnitedHealth to Top Second-Quarter Earnings Views on Favorable Utilization Trends, Morgan Stanley Says
• Positive Sentiment: UNH has continued to attract momentum traders after a sharp rally, with coverage noting a golden cross technical pattern and shares trading near recent highs, which can draw additional buying interest. Up by 80%, does the UnitedHealth Group have more upside?
• Neutral Sentiment: UnitedHealthcare Community Plan of Nebraska announced $385,000 in community investments to expand support for older adults, caregivers, people with disabilities, and workforce programs. The move is positive for reputation, but it is unlikely to materially affect near-term earnings. UnitedHealthcare Community Plan of Nebraska Invests $385,000 to Expand Programs to Support Older Adults, Caregivers and People with Disabilities
• Neutral Sentiment: Recent articles highlighting UNH as a stock to watch and a potential buy before second-quarter results reflect investor attention ahead of earnings, but they do not add new fundamental information. Should You Buy UnitedHealth Group Stock Before July 16?
• Negative Sentiment: Broader commentary noted that Wall Street has issued downbeat forecasts on some stocks in the healthcare group, which could keep some caution in the market even if UNH-specific sentiment remains constructive. 2 Unpopular Stocks That Deserve a Second Chance and 1 We Avoid

Analyst Upgrades and Downgrades

Several equities research analysts recently commented on UNH shares. Morgan Stanley lifted their price objective on UnitedHealth Group from $453.00 to $468.00 and gave the stock an “overweight” rating in a report on Tuesday. UBS Group raised their price target on shares of UnitedHealth Group from $410.00 to $460.00 and gave the company a “buy” rating in a report on Friday, May 22nd. Cantor Fitzgerald restated an “overweight” rating on shares of UnitedHealth Group in a research report on Thursday, June 11th. JPMorgan Chase & Co. increased their price target on UnitedHealth Group from $420.00 to $466.00 and gave the company an “overweight” rating in a report on Monday, June 8th. Finally, Wells Fargo & Company lifted their price objective on UnitedHealth Group from $370.00 to $397.00 and gave the stock an “overweight” rating in a report on Wednesday, April 22nd. One analyst has rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, UnitedHealth Group has an average rating of “Moderate Buy” and a consensus price target of $411.42.

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.