Odyssey Capital Advisors Inc. Purchases New Position in UnitedHealth Group Incorporated $UNH

Odyssey Capital Advisors Inc. bought a new position in shares of UnitedHealth Group Incorporated (NYSE:UNH) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund bought 1,635 shares of the healthcare conglomerate’s stock, valued at approximately $540,000.

A number of other institutional investors have also recently added to or reduced their stakes in UNH. Capital Research Global Investors grew its holdings in UnitedHealth Group by 126.9% during the 3rd quarter. Capital Research Global Investors now owns 13,042,049 shares of the healthcare conglomerate’s stock worth $4,503,419,000 after acquiring an additional 7,293,009 shares during the last quarter. Capital World Investors grew its holdings in UnitedHealth Group by 18.8% during the 3rd quarter. Capital World Investors now owns 21,766,922 shares of the healthcare conglomerate’s stock worth $7,516,107,000 after acquiring an additional 3,439,182 shares during the last quarter. Capital International Investors grew its holdings in UnitedHealth Group by 11.1% during the 3rd quarter. Capital International Investors now owns 17,499,949 shares of the healthcare conglomerate’s stock worth $6,042,710,000 after acquiring an additional 1,747,337 shares during the last quarter. Lone Pine Capital LLC bought a new stake in UnitedHealth Group during the 2nd quarter worth approximately $528,273,000. Finally, Bessemer Group Inc. grew its holdings in UnitedHealth Group by 152.3% during the 3rd quarter. Bessemer Group Inc. now owns 1,823,871 shares of the healthcare conglomerate’s stock worth $629,783,000 after acquiring an additional 1,100,850 shares during the last quarter. 87.86% of the stock is owned by institutional investors.

UnitedHealth Group Stock Down 0.1%

UnitedHealth Group stock opened at $393.65 on Monday. 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 12-month low of $234.60 and a 12-month high of $404.15. The firm’s fifty day moving average is $316.82 and its 200 day moving average is $318.20. The company has a market capitalization of $357.49 billion, a PE ratio of 29.73, a PEG ratio of 1.70 and a beta of 0.64.

UnitedHealth Group (NYSE:UNH) last released its earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 quarter in the previous year, the company earned $7.20 EPS. UnitedHealth Group’s quarterly revenue was up 2.0% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. As a group, sell-side analysts predict that UnitedHealth Group Incorporated will post 18.29 EPS for the current fiscal year.

UnitedHealth Group Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Monday, March 9th were issued a dividend of $2.21 per share. 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%.

More UnitedHealth Group News

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

Insiders Place Their Bets

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of the company’s stock in a transaction on Thursday, April 23rd. The shares were sold at an average price of $355.00, for a total transaction of $284,000.00. Following the transaction, the chief executive officer owned 17,805 shares in the company, valued at approximately $6,320,775. This represents a 4.30% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Insiders own 0.28% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently commented on UNH shares. Raymond James Financial raised shares of UnitedHealth Group from a “market perform” rating to an “outperform” rating and set a $330.00 price objective on the stock in a research note on Wednesday, April 1st. Barclays upped their price objective on shares of UnitedHealth Group from $327.00 to $373.00 and gave the company an “overweight” rating in a research note on Wednesday, April 22nd. UBS Group reduced their price objective on shares of UnitedHealth Group from $430.00 to $410.00 and set a “buy” rating on the stock in a research note on Wednesday, January 28th. Morgan Stanley upped their price objective on shares of UnitedHealth Group from $375.00 to $395.00 and gave the company an “overweight” rating in a research note on Wednesday, April 22nd. Finally, Piper Sandler reaffirmed an “overweight” rating on shares of UnitedHealth Group in a research note on Tuesday, January 27th. One analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $378.88.

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.