UnitedHealth Group Incorporated $UNH Shares Sold by Callahan Advisors LLC

Callahan Advisors LLC lessened its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 4.4% during the fourth quarter, HoldingsChannel reports. The firm owned 47,470 shares of the healthcare conglomerate’s stock after selling 2,202 shares during the period. UnitedHealth Group accounts for 1.3% of Callahan Advisors LLC’s portfolio, making the stock its 25th largest position. Callahan Advisors LLC’s holdings in UnitedHealth Group were worth $15,670,000 at the end of the most recent quarter.

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

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: Mizuho raised its price target on UnitedHealth to $440 from $410 and kept an Outperform rating, signaling confidence that the managed care sector’s recent weakness is easing. Article Title
• Positive Sentiment: Analysts at Zacks Research lifted estimates across multiple future periods, including FY2027 EPS to $20.52 from $19.76 and FY2028 EPS to $22.75, reinforcing expectations for strong earnings power ahead. Article Title
• Positive Sentiment: Additional commentary from Wall Street suggests UNH could regain momentum over the next 12 months as investors look past the Berkshire-driven volatility. Article Title
• Neutral Sentiment: News about Berkshire Hathaway reshuffling its portfolio, including exiting UnitedHealth, is weighing on sentiment, but the move appears driven by Berkshire’s broader allocation changes rather than a new company-specific warning. Article Title
• Negative Sentiment: UnitedHealth remains under scrutiny after Berkshire Hathaway fully exited its stake, which has sparked selling pressure and renewed concerns about near-term headwinds for the stock. Article Title

UnitedHealth Group Stock Down 1.5%

NYSE:UNH opened at $383.30 on Thursday. The firm has a market capitalization of $348.09 billion, a PE ratio of 28.95, a price-to-earnings-growth ratio of 1.68 and a beta of 0.64. The stock has a 50 day moving average of $322.87 and a 200-day moving average of $318.86. UnitedHealth Group Incorporated has a 52 week low of $234.60 and a 52 week high of $404.15. The company has a current ratio of 0.80, a quick ratio of 0.80 and a debt-to-equity ratio of 0.69.

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

UnitedHealth Group Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Monday, March 9th were given a dividend of $2.21 per share. 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 payout ratio is currently 66.77%.

Wall Street Analyst Weigh In

A number of analysts have recently issued reports on UNH shares. Royal Bank Of Canada lifted their target price on UnitedHealth Group from $361.00 to $400.00 and gave the stock an “outperform” rating in a research report on Wednesday, April 22nd. UBS Group dropped their target price on UnitedHealth Group from $430.00 to $410.00 and set a “buy” rating on the stock in a research report on Wednesday, January 28th. TD Cowen boosted their price objective on UnitedHealth Group from $311.00 to $337.00 and gave the company a “hold” rating in a report on Thursday, April 23rd. JPMorgan Chase & Co. boosted their price objective on UnitedHealth Group from $389.00 to $420.00 and gave the company an “overweight” rating in a report on Tuesday, April 28th. Finally, Argus raised UnitedHealth Group from a “hold” rating to a “buy” rating and set a $400.00 price objective for the company 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 given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, UnitedHealth Group presently has a consensus rating of “Moderate Buy” and a consensus target price of $385.39.

Insider Activity

In other news, CEO Patrick Hugh Conway sold 800 shares of the business’s stock in a transaction that occurred on Thursday, April 23rd. The stock was sold at an average price of $355.00, for a total transaction of $284,000.00. Following the completion of the transaction, the chief executive officer directly owned 17,805 shares in the company, valued at approximately $6,320,775. The trade was a 4.30% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Corporate insiders own 0.28% of the company’s stock.

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.