Cullen Frost Bankers Inc. Trims Stock Position in UnitedHealth Group Incorporated $UNH

Cullen Frost Bankers Inc. decreased its position in UnitedHealth Group Incorporated (NYSE:UNH) by 7.5% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 73,514 shares of the healthcare conglomerate’s stock after selling 5,945 shares during the period. Cullen Frost Bankers Inc.’s holdings in UnitedHealth Group were worth $24,268,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Beacon Financial Strategies CORP purchased a new position in UnitedHealth Group in the fourth quarter valued at $26,000. Anfield Capital Management LLC increased its holdings in UnitedHealth Group by 220.0% in the fourth quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate’s stock valued at $26,000 after buying an additional 55 shares in the last quarter. Joseph Group Capital Management acquired a new stake in shares of UnitedHealth Group in the fourth quarter valued at about $27,000. Foster Dykema Cabot & Partners LLC boosted its holdings in UnitedHealth Group by 69.4% in the 3rd quarter. Foster Dykema Cabot & Partners LLC now owns 83 shares of the healthcare conglomerate’s stock valued at $29,000 after purchasing an additional 34 shares during the last quarter. Finally, 1248 Management LLC acquired a new position in UnitedHealth Group in the 3rd quarter valued at about $29,000. Hedge funds and other institutional investors own 87.86% of the company’s stock.

Key Headlines Impacting UnitedHealth Group

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

• Neutral Sentiment: Berkshire’s exit may be more about portfolio reshuffling under Greg Abel than a clear change in UnitedHealth’s fundamentals, so the selloff could be sentiment-driven rather than purely operational. Reuters: UnitedHealth falls after Berkshire sells stake in health insurer
• Neutral Sentiment: Zacks Research raised its Q1 2027 earnings estimate for UNH to $6.87 per share from $6.77, signaling some analyst confidence ahead of future results. Zacks: UnitedHealth Under the Microscope After Berkshire Pulls the Plug
• Neutral Sentiment: A proposed bill focused on HSA expansion, price transparency, and prescription-drug access could affect managed-care economics over time, but it is still early-stage and not an immediate catalyst. Quiver Quantitative: New Bill H.R. 8324
• Negative Sentiment: Multiple reports also highlight UNH’s recent weakness tied to rising medical costs and unfavorable member mix, reinforcing investor concerns that margins may remain pressured. Yahoo Finance: UnitedHealth Group (UNH) Fell 33% as Rising Medical Costs and Member Mix Pressured Earnings

Insider Activity

In other 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 value of $284,000.00. Following the completion of 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 position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Insiders own 0.28% of the company’s stock.

UnitedHealth Group Trading Down 0.5%

Shares of NYSE:UNH opened at $389.19 on Wednesday. UnitedHealth Group Incorporated has a 52 week low of $234.60 and a 52 week high of $404.15. The company’s 50 day moving average is $320.90 and its two-hundred day moving average is $318.59. The company has a current ratio of 0.80, a quick ratio of 0.80 and a debt-to-equity ratio of 0.69. The company has a market cap of $353.44 billion, a PE ratio of 29.39, a P/E/G ratio of 1.69 and a beta of 0.64.

UnitedHealth Group (NYSE:UNH) last announced its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 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 period in the prior year, the firm posted $7.20 EPS. The company’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. Equities analysts predict that UnitedHealth Group Incorporated will post 18.29 earnings per share for the current fiscal year.

UnitedHealth Group Announces Dividend

The business also recently announced 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 annualized dividend and a dividend yield of 2.3%. UnitedHealth Group’s dividend payout ratio is presently 66.77%.

Wall Street Analysts Forecast Growth

A number of research firms have recently issued reports on UNH. Raymond James Financial raised shares of UnitedHealth Group from a “market perform” rating to an “outperform” rating and set a $330.00 price target on the stock in a research note on Wednesday, April 1st. Leerink Partners boosted their price target on shares of UnitedHealth Group from $345.00 to $400.00 and gave the company an “outperform” rating in a research note on Wednesday, April 22nd. Weiss Ratings raised shares of UnitedHealth Group from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Thursday, May 7th. HSBC raised shares of UnitedHealth Group from a “reduce” rating to a “hold” rating and set a $300.00 price target on the stock in a research note on Tuesday, April 7th. Finally, Royal Bank Of Canada increased their target price on shares of UnitedHealth Group from $361.00 to $400.00 and gave the stock an “outperform” rating in a report on Wednesday, April 22nd. One investment analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $381.48.

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.