QRG Capital Management Inc. Boosts Position in UnitedHealth Group Incorporated $UNH

QRG Capital Management Inc. grew its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 2.3% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm owned 99,579 shares of the healthcare conglomerate’s stock after buying an additional 2,274 shares during the period. QRG Capital Management Inc.’s holdings in UnitedHealth Group were worth $32,872,000 as of its most recent SEC filing.

Other hedge funds also recently made changes to their positions in the company. Beacon Financial Strategies CORP bought a new stake in UnitedHealth Group in the fourth quarter worth $26,000. Joseph Group Capital Management purchased a new stake in UnitedHealth Group during the fourth quarter valued at $27,000. Foster Dykema Cabot & Partners LLC increased its position in UnitedHealth Group by 69.4% during the third quarter. Foster Dykema Cabot & Partners LLC now owns 83 shares of the healthcare conglomerate’s stock valued at $29,000 after acquiring an additional 34 shares during the last quarter. 1248 Management LLC purchased a new stake in UnitedHealth Group during the third quarter valued at $29,000. Finally, Holos Integrated Wealth LLC purchased a new stake in UnitedHealth Group in the fourth quarter worth about $29,000. 87.86% of the stock is currently owned by institutional investors.

UnitedHealth Group Trading Up 0.3%

UNH opened at $369.91 on Tuesday. The stock’s fifty day moving average is $299.45 and its two-hundred day moving average is $316.79. The company has a market capitalization of $335.96 billion, a P/E ratio of 27.94, a PEG ratio of 1.59 and a beta of 0.64. UnitedHealth Group Incorporated has a 52 week low of $234.60 and a 52 week high of $409.70. The company has a quick ratio of 0.79, a current ratio of 0.80 and a debt-to-equity ratio of 0.69.

UnitedHealth Group (NYSE:UNH) last announced its quarterly 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 return on equity of 14.65% and a net margin of 2.68%.The business 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 business posted $7.20 EPS. The business’s revenue was up 2.0% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Analysts forecast that UnitedHealth Group Incorporated will post 18.29 earnings per share for the current year.

UnitedHealth Group Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Monday, March 9th were issued a $2.21 dividend. The ex-dividend date was Monday, March 9th. This represents a $8.84 dividend on an annualized basis and a dividend yield of 2.4%. UnitedHealth Group’s dividend payout ratio (DPR) is currently 66.77%.

Wall Street Analyst Weigh In

A number of analysts have commented on the company. Truist Financial restated a “buy” rating and issued a $395.00 price target (up from $370.00) on shares of UnitedHealth Group in a research report on Wednesday, April 22nd. Weiss Ratings lowered UnitedHealth Group from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Monday, March 2nd. Oppenheimer raised their price objective on UnitedHealth Group from $385.00 to $405.00 and gave the company an “outperform” rating in a research note on Wednesday, April 22nd. Robert W. Baird raised their price objective on UnitedHealth Group from $278.00 to $287.00 and gave the company an “underperform” rating in a research note on Wednesday, April 22nd. Finally, Wells Fargo & Company increased their price target on UnitedHealth Group from $370.00 to $397.00 and gave the stock an “overweight” rating in a report on Wednesday, April 22nd. One research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, six have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $378.88.

Insider Activity

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

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: UnitedHealthcare will eliminate prior-authorization requirements for roughly 30% of services, a move designed to simplify access, reduce administrative friction and improve member/provider satisfaction — a potential competitive and reputational positive for UNH. UnitedHealthcare Cuts Prior Authorization Requirements by 30%
• Positive Sentiment: UnitedHealth reported a Q1 revenue and EPS beat and issued stronger FY guidance, underscoring continued top-line scale and profit conversion that support the stock’s valuation. This was a primary driver of bullish investor reaction. How Investors Are Reacting To UnitedHealth Group (UNH) Earnings Beat, Guidance Hike and Governance Challenge
• Positive Sentiment: Coverage highlights UNH’s push to deploy AI to streamline operations and lower costs — a strategic tailwind for margins if execution continues delivering efficiency gains. Is UnitedHealth Stock a Generational Buying Opportunity?
• Neutral Sentiment: Analyst and media pieces note UNH’s large-cap status, dividend and valuation trade-offs — useful framing for income and long-term investors but not immediate catalysts. How to buy a major Dow component, at a discount
• Negative Sentiment: Shareholders face a governance proposal from The Accountability Board seeking an independent chair; UNH’s management urged a vote against it — this raises oversight/governance risk that some investors view negatively. How Investors Are Reacting To UnitedHealth Group (UNH) Earnings Beat, Guidance Hike and Governance Challenge

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.