39,650 Shares in UnitedHealth Group Incorporated $UNH Purchased by Compass Wealth Management LLC

Compass Wealth Management LLC bought a new position in shares of UnitedHealth Group Incorporated (NYSE:UNH) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 39,650 shares of the healthcare conglomerate’s stock, valued at approximately $13,691,000. UnitedHealth Group makes up about 1.6% of Compass Wealth Management LLC’s holdings, making the stock its 14th biggest holding.

Other hedge funds have also bought and sold shares of the company. Geode Capital Management LLC boosted its holdings in shares of UnitedHealth Group by 3.3% in the 2nd quarter. Geode Capital Management LLC now owns 21,312,182 shares of the healthcare conglomerate’s stock worth $6,624,411,000 after buying an additional 675,075 shares during the last quarter. Norges Bank bought a new position in shares of UnitedHealth Group during the 2nd quarter valued at approximately $3,837,207,000. Dodge & Cox raised its holdings in shares of UnitedHealth Group by 117.7% in the 2nd quarter. Dodge & Cox now owns 8,750,560 shares of the healthcare conglomerate’s stock worth $2,729,912,000 after purchasing an additional 4,730,192 shares during the period. Charles Schwab Investment Management Inc. grew its holdings in UnitedHealth Group by 6.1% during the second quarter. Charles Schwab Investment Management Inc. now owns 7,502,469 shares of the healthcare conglomerate’s stock valued at $2,340,346,000 after purchasing an additional 432,084 shares during the period. Finally, Amundi lifted its position in shares of UnitedHealth Group by 33.8% during the 2nd quarter. Amundi now owns 6,191,871 shares of the healthcare conglomerate’s stock valued at $1,904,372,000 after buying an additional 1,565,245 shares during the last quarter. 87.86% of the stock is currently owned by institutional investors.

UnitedHealth Group Price Performance

Shares of NYSE UNH opened at $289.39 on Friday. The firm has a market capitalization of $262.14 billion, a P/E ratio of 21.94, a P/E/G ratio of 1.33 and a beta of 0.41. 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’s 50-day simple moving average is $317.88 and its two-hundred day simple moving average is $323.89. UnitedHealth Group Incorporated has a twelve month low of $234.60 and a twelve month 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 return on equity of 14.79% and a net margin of 2.69%.The company had revenue of $113.22 billion during the quarter, compared to analyst estimates of $113.38 billion. During the same quarter in the previous year, the firm earned $6.81 earnings per share. UnitedHealth Group’s revenue 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, equities analysts anticipate that UnitedHealth Group Incorporated will post 29.54 EPS for the current fiscal year.

Wall Street Analyst Weigh In

A number of brokerages recently issued reports on UNH. Sanford C. Bernstein restated an “outperform” rating on shares of UnitedHealth Group in a research note on Wednesday, January 28th. Jefferies Financial Group dropped their price target on shares of UnitedHealth Group from $418.00 to $340.00 and set a “buy” rating on the stock in a research note on Wednesday, January 28th. Weiss Ratings reissued a “hold (c-)” rating on shares of UnitedHealth Group in a report on Wednesday, January 21st. Leerink Partners reduced their price target on UnitedHealth Group from $410.00 to $345.00 and set an “outperform” rating for the company in a research report on Wednesday, January 28th. Finally, Barclays dropped their price objective on UnitedHealth Group from $391.00 to $327.00 and set an “overweight” rating on the stock in a report on Friday, January 30th. One research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, nine have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $372.13.

UnitedHealth Group Company 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.