Bessemer Group Inc. Sells 126,707 Shares of UnitedHealth Group Incorporated $UNH

Bessemer Group Inc. lowered its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 6.9% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 1,697,164 shares of the healthcare conglomerate’s stock after selling 126,707 shares during the period. UnitedHealth Group accounts for about 0.9% of Bessemer Group Inc.’s holdings, making the stock its 15th biggest holding. Bessemer Group Inc.’s holdings in UnitedHealth Group were worth $560,250,000 at the end of the most recent quarter.

A number of other institutional investors have also recently bought and sold shares of the stock. Founders Capital Management LLC lifted its stake in UnitedHealth Group by 3.0% in the fourth quarter. Founders Capital Management LLC now owns 982 shares of the healthcare conglomerate’s stock valued at $324,000 after buying an additional 29 shares in the last quarter. Kellett Wealth Advisors LLC lifted its position in shares of UnitedHealth Group by 1.7% in the fourth quarter. Kellett Wealth Advisors LLC now owns 1,746 shares of the healthcare conglomerate’s stock worth $576,000 after purchasing an additional 29 shares in the last quarter. Cooper Financial Group lifted its position in shares of UnitedHealth Group by 0.7% in the fourth quarter. Cooper Financial Group now owns 4,338 shares of the healthcare conglomerate’s stock worth $1,432,000 after purchasing an additional 30 shares in the last quarter. Successful Portfolios LLC lifted its position in shares of UnitedHealth Group by 2.6% in the fourth quarter. Successful Portfolios LLC now owns 1,194 shares of the healthcare conglomerate’s stock worth $411,000 after purchasing an additional 30 shares in the last quarter. Finally, Auxano Advisors LLC lifted its position in shares of UnitedHealth Group by 3.4% in the third quarter. Auxano Advisors LLC now owns 964 shares of the healthcare conglomerate’s stock worth $333,000 after purchasing an additional 32 shares in the last quarter. Institutional investors own 87.86% of the company’s stock.

UnitedHealth Group Price Performance

NYSE:UNH opened at $398.84 on Friday. UnitedHealth Group Incorporated has a one year low of $234.60 and a one year high of $404.15. The company has a market cap of $362.20 billion, a P/E ratio of 30.12, a P/E/G ratio of 1.73 and a beta of 0.64. The firm’s fifty day moving average price is $314.78 and its two-hundred day moving average price is $318.01. The company has a debt-to-equity ratio of 0.69, a current ratio of 0.80 and a quick ratio of 0.80.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 EPS for the quarter, beating the consensus estimate of $6.76 by $0.47. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The firm had revenue of $111.65 billion for the quarter, compared to the consensus estimate of $109.84 billion. During the same period in the previous year, the company earned $7.20 earnings per share. The company’s quarterly revenue was up 2.0% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Equities analysts expect that UnitedHealth Group Incorporated will post 18.29 earnings per share for the current year.

UnitedHealth Group Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Investors of record on Monday, March 9th were paid a $2.21 dividend. The ex-dividend date was Monday, March 9th. This represents a $8.84 annualized dividend and a dividend yield of 2.2%. UnitedHealth Group’s dividend payout ratio is 66.77%.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: UnitedHealth’s recent earnings “double beat” and improved margins have renewed bullish momentum, with several analysts and commentators arguing the stock still looks undervalued despite the rebound. UnitedHealth: Beaten Down, Not Broken
• Positive Sentiment: UNH is being highlighted as a strong momentum stock, which can support continued buying interest from traders and screens focused on relative strength. Here's Why UnitedHealth Group (UNH) is a Strong Momentum Stock
• Positive Sentiment: JPMorgan and other analysts remain constructive, with price-target increases reinforcing the view that the stock’s fundamentals are improving and that further upside is possible. Here’s What Analysts Are Saying About UnitedHealth Group (UNH)
• Neutral Sentiment: Multiple recent articles are simply drawing attention to UNH as one of the market’s most watched healthcare names, which reflects elevated interest but not necessarily a new fundamental catalyst. Investors Heavily Search UnitedHealth Group Incorporated (UNH): Here is What You Need to Know
• Neutral Sentiment: Some coverage is more about stock-picking comparisons and sector commentary than a direct change in UNH’s business outlook, so the stock impact is likely limited. Forget UnitedHealth: Two Stocks To Buy Now
• Neutral Sentiment: UNH’s move to a new 52-week high has attracted attention, but the article frames the key question as whether the stock is already too far extended after its recent run. UnitedHealth Stock (UNH) Hits a New 52-Week High Today – Is It Too Late to Buy?

Insider Activity at UnitedHealth Group

In related news, CEO Patrick Hugh Conway sold 800 shares of the company’s stock in a transaction dated Thursday, April 23rd. The shares were 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 represents a 4.30% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Company insiders own 0.28% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages have recently commented on UNH. Robert W. Baird boosted their price objective on shares of UnitedHealth Group from $278.00 to $287.00 and gave the stock an “underperform” rating in a research report on Wednesday, April 22nd. Wells Fargo & Company boosted their price objective on shares of UnitedHealth Group from $370.00 to $397.00 and gave the stock an “overweight” rating in a research report on Wednesday, April 22nd. Erste Group Bank raised shares of UnitedHealth Group from a “hold” rating to a “buy” rating in a research report on Monday, April 27th. 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 report on Tuesday, April 7th. Finally, Piper Sandler reaffirmed an “overweight” rating on shares of UnitedHealth Group in a research report on Tuesday, January 27th. One analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $378.88.

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.