First Trust Advisors LP Has $41.54 Million Holdings in UnitedHealth Group Incorporated $UNH

First Trust Advisors LP decreased its position in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 14.1% in the first quarter, Holdings Channel reports. The fund owned 153,501 shares of the healthcare conglomerate’s stock after selling 25,252 shares during the period. First Trust Advisors LP’s holdings in UnitedHealth Group were worth $41,536,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also made changes to their positions in the business. Sarver Vrooman Wealth Advisors acquired a new position in shares of UnitedHealth Group during the fourth quarter worth approximately $25,000. Anfield Capital Management LLC increased its position in UnitedHealth Group by 220.0% during the fourth quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate’s stock worth $26,000 after acquiring an additional 55 shares during the period. Joseph Group Capital Management bought a new stake in UnitedHealth Group in the 4th quarter valued at $27,000. Nalls Sherbakoff Group LLC bought a new position in shares of UnitedHealth Group during the 4th quarter worth about $27,000. Finally, Lifetime Wealth Management P.C. acquired a new position in shares of UnitedHealth Group during the fourth quarter valued at about $29,000. Institutional investors and hedge funds own 87.86% of the company’s stock.

Wall Street Analyst Weigh In

Several equities analysts recently issued reports on the company. Argus upgraded UnitedHealth Group from a “hold” rating to a “buy” rating and set a $400.00 price target on the stock in a research note on Wednesday, April 22nd. Truist Financial boosted their price objective on UnitedHealth Group from $440.00 to $480.00 and gave the company a “buy” rating in a research report on Tuesday, July 14th. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of UnitedHealth Group in a research report on Tuesday, July 21st. Oppenheimer boosted their price target on shares of UnitedHealth Group from $420.00 to $500.00 and gave the company an “outperform” rating in a report on Friday, July 17th. Finally, Zacks Research raised shares of UnitedHealth Group from a “hold” rating to a “strong-buy” rating in a report on Monday, July 13th. Two analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and five have assigned a Hold rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $455.92.

UnitedHealth Group Price Performance

Shares of UNH stock opened at $416.89 on Tuesday. The company has a debt-to-equity ratio of 0.66, a current ratio of 0.78 and a quick ratio of 0.80. The stock’s fifty day simple moving average is $408.53 and its 200 day simple moving average is $346.11. UnitedHealth Group Incorporated has a one year low of $234.60 and a one year high of $461.62. The firm has a market cap of $378.59 billion, a price-to-earnings ratio of 26.83, a P/E/G ratio of 1.46 and a beta of 0.62.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings data on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.94 by $1.44. UnitedHealth Group had a return on equity of 16.53% and a net margin of 3.14%.The company had revenue of $112.03 billion during the quarter, compared to analysts’ expectations of $110.81 billion. During the same period last year, the business earned $4.08 earnings per share. The business’s revenue was up .4% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. On average, analysts expect that UnitedHealth Group Incorporated will post 19.69 earnings per share for the current fiscal year.

UnitedHealth Group Increases Dividend

The company 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. This is a positive change from UnitedHealth Group’s previous quarterly dividend of $2.21. This represents a $9.28 annualized dividend and a yield of 2.2%. The ex-dividend date of this dividend was Monday, June 15th. UnitedHealth Group’s payout ratio is currently 59.72%.

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.