UnitedHealth Group Incorporated $UNH Shares Bought by Fortis Group Advisors LLC

Fortis Group Advisors LLC lifted its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 20.1% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 10,472 shares of the healthcare conglomerate’s stock after purchasing an additional 1,753 shares during the period. Fortis Group Advisors LLC’s holdings in UnitedHealth Group were worth $3,457,000 at the end of the most recent reporting period.

Other hedge funds also recently made changes to their positions in the company. Founders Capital Management LLC increased its position in shares of UnitedHealth Group by 3.0% in the fourth quarter. Founders Capital Management LLC now owns 982 shares of the healthcare conglomerate’s stock worth $324,000 after acquiring an additional 29 shares in the last quarter. Kellett Wealth Advisors LLC increased 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 acquiring an additional 29 shares in the last quarter. Cooper Financial Group increased 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 acquiring an additional 30 shares in the last quarter. Successful Portfolios LLC increased 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 acquiring an additional 30 shares in the last quarter. Finally, Auxano Advisors LLC increased 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 acquiring an additional 32 shares in the last quarter. Institutional investors and hedge funds own 87.86% of the company’s stock.

Key UnitedHealth Group News

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

• Positive Sentiment: Mizuho raised its price target on UnitedHealth Group to $440 from $410 and reiterated an Outperform rating, signaling renewed confidence in the managed care leader and helping support the stock. UnitedHealth Price Target Lifted to $440 at Mizuho: The Managed Care Storm Clouds Are Clearing
• Positive Sentiment: Zacks Research lifted multiple earnings estimates for UNH, including FY2027 and several quarterly forecasts, suggesting improving profit expectations over the next few years. MarketBeat UnitedHealth Group page
• Positive Sentiment: Recent commentary also points to Wall Street analysts seeing further upside over the next 12 months, reinforcing the view that the stock may have more room to run. Wall Street predicts UnitedHealth stock price for next 12 months
• Neutral Sentiment: UnitedHealth’s latest earnings showed solid underlying performance, with Q1 results beating estimates on both EPS and revenue, which continues to provide a fundamental backstop for the shares. MarketBeat UnitedHealth Group page
• Negative Sentiment: Investor sentiment was hurt after Berkshire Hathaway, tied to Greg Abel, exited its entire UNH position, creating concern that a major long-term holder sees less near-term appeal. UnitedHealth Shares Fall After Berkshire Dumps Entire Stake
• Negative Sentiment: Related articles highlight that Berkshire’s exit triggered a stock slide and fresh scrutiny on headwinds facing the company, even though some analysts argue the selloff may be overdone. UnitedHealth Under the Microscope After Berkshire Pulls the Plug

UnitedHealth Group Price Performance

NYSE UNH opened at $383.30 on Thursday. The company has a quick ratio of 0.80, a current ratio of 0.80 and a debt-to-equity ratio of 0.69. The stock 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 company has a 50 day moving average price of $322.87 and a two-hundred day moving average price of $318.86. UnitedHealth Group Incorporated has a 12-month low of $234.60 and a 12-month high of $404.15.

UnitedHealth Group (NYSE:UNH) last posted its 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 net margin of 2.68% and a return on equity of 14.65%. The firm had revenue of $111.65 billion during the quarter, compared to analysts’ expectations of $109.84 billion. During the same period in the previous year, the company earned $7.20 earnings per share. The company’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. As a group, equities analysts predict that UnitedHealth Group Incorporated will post 18.29 earnings per share for the current fiscal year.

UnitedHealth Group Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Monday, March 9th were paid a $2.21 dividend. This represents a $8.84 dividend on an annualized basis and a dividend yield of 2.3%. The ex-dividend date was Monday, March 9th. UnitedHealth Group’s payout ratio is presently 66.77%.

Insider Buying and Selling at UnitedHealth Group

In other news, CEO Patrick Hugh Conway sold 800 shares of the business’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 sale, 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 Securities & Exchange Commission, which can be accessed through this hyperlink. Insiders own 0.28% of the company’s stock.

Analysts Set New Price Targets

Several research analysts have recently weighed in on UNH shares. HSBC raised shares of UnitedHealth Group from a “reduce” rating to a “hold” rating and set a $300.00 target price on the stock in a research report on Tuesday, April 7th. Mizuho raised their price target on shares of UnitedHealth Group from $410.00 to $440.00 and gave the stock an “outperform” rating in a report on Wednesday. Weiss Ratings upgraded shares of UnitedHealth Group from a “sell (d+)” rating to a “hold (c-)” rating in a report on Thursday, May 7th. Oppenheimer raised their price target on shares of UnitedHealth Group from $385.00 to $405.00 and gave the stock an “outperform” rating in a report on Wednesday, April 22nd. Finally, Morgan Stanley raised their price target on shares of UnitedHealth Group from $375.00 to $395.00 and gave the stock an “overweight” rating in a report on Wednesday, April 22nd. One equities research analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating, six have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $385.39.

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.