Advisors Asset Management Inc. Boosts Holdings in UnitedHealth Group Incorporated $UNH

Advisors Asset Management Inc. boosted its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 15.6% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 43,368 shares of the healthcare conglomerate’s stock after buying an additional 5,863 shares during the period. Advisors Asset Management Inc.’s holdings in UnitedHealth Group were worth $14,975,000 as of its most recent SEC filing.

A number of other large investors have also recently modified their holdings of the business. LFA Lugano Financial Advisors SA bought a new position in shares of UnitedHealth Group in the 2nd quarter worth $25,000. Sagard Holdings Management Inc. bought a new position in UnitedHealth Group in the second quarter valued at $29,000. Islay Capital Management LLC bought a new stake in UnitedHealth Group during the second quarter worth about $31,000. Cloud Capital Management LLC bought a new position in shares of UnitedHealth Group during the 3rd quarter valued at about $32,000. Finally, Grey Fox Wealth Advisors LLC bought a new stake in UnitedHealth Group in the 3rd quarter worth approximately $33,000. Institutional investors own 87.86% of the company’s stock.

Wall Street Analyst Weigh In

UNH has been the topic of several research reports. The Goldman Sachs Group started coverage on shares of UnitedHealth Group in a research note on Tuesday, October 14th. They set a “buy” rating and a $406.00 price target on the stock. Sanford C. Bernstein reissued an “outperform” rating on shares of UnitedHealth Group in a research note on Wednesday, January 28th. Evercore raised UnitedHealth Group to a “strong-buy” rating in a research note on Tuesday, January 6th. KeyCorp restated an “overweight” rating on shares of UnitedHealth Group in a report on Wednesday, January 28th. Finally, JPMorgan Chase & Co. lowered their price objective on UnitedHealth Group from $425.00 to $389.00 and set an “overweight” rating for the company in a research report on Monday, February 2nd. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, nine have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, UnitedHealth Group has an average rating of “Moderate Buy” and an average target price of $372.13.

UnitedHealth Group Stock Performance

Shares of UNH stock opened at $273.00 on Wednesday. The company has a quick ratio of 0.82, a current ratio of 0.79 and a debt-to-equity ratio of 0.72. The stock has a fifty day moving average of $323.87 and a 200 day moving average of $323.38. The firm has a market capitalization of $247.29 billion, a price-to-earnings ratio of 20.70, a PEG ratio of 1.27 and a beta of 0.41. UnitedHealth Group Incorporated has a 52 week low of $234.60 and a 52 week high of $606.36.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings data on Tuesday, January 27th. The healthcare conglomerate reported $2.11 EPS for the quarter, topping the consensus estimate of $2.09 by $0.02. UnitedHealth Group had a net margin of 2.69% and a return on equity of 14.79%. The business had revenue of $113.22 billion during the quarter, compared to analyst estimates of $113.38 billion. During the same period in the prior year, the business earned $6.81 EPS. The company’s revenue for the quarter was up 12.3% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. As a group, research analysts expect that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current year.

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.