UnitedHealth Group Incorporated $UNH Shares Acquired by Global Retirement Partners LLC

Global Retirement Partners LLC increased its position in UnitedHealth Group Incorporated (NYSE:UNH) by 31.0% in the fourth quarter, Holdings Channel reports. The firm owned 15,373 shares of the healthcare conglomerate’s stock after purchasing an additional 3,640 shares during the quarter. Global Retirement Partners LLC’s holdings in UnitedHealth Group were worth $5,075,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Guerra Advisors Inc acquired a new position in shares of UnitedHealth Group during the third quarter worth approximately $1,059,000. Money Concepts Capital Corp increased its holdings in shares of UnitedHealth Group by 59.1% during the third quarter. Money Concepts Capital Corp now owns 12,380 shares of the healthcare conglomerate’s stock valued at $4,275,000 after purchasing an additional 4,600 shares during the period. Phoenix Financial Ltd. lifted its holdings in UnitedHealth Group by 111.5% in the third quarter. Phoenix Financial Ltd. now owns 41,986 shares of the healthcare conglomerate’s stock worth $14,282,000 after purchasing an additional 22,137 shares during the period. Public Sector Pension Investment Board lifted its holdings in UnitedHealth Group by 43.1% in the third quarter. Public Sector Pension Investment Board now owns 287,132 shares of the healthcare conglomerate’s stock worth $99,147,000 after purchasing an additional 86,432 shares during the period. Finally, Compass Wealth Management LLC acquired a new stake in UnitedHealth Group in the third quarter worth about $13,691,000. 87.86% of the stock is currently owned by institutional investors and hedge funds.

More 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 kept an Outperform rating, signaling renewed confidence in the managed-care leader and supporting the stock’s rebound narrative. Article Title
• Positive Sentiment: Zacks Research raised multiple forward EPS estimates for UNH, including FY2027 and FY2028, which suggests analysts see earnings momentum continuing over the next couple of years. Article Title
• Positive Sentiment: Several commentary pieces highlighted UnitedHealth as a strong value opportunity and a likely beneficiary of managed care growth outpacing the broader economy, reinforcing the bullish investment case. Article Title
• Neutral Sentiment: Coverage noting that UNH is up since its last earnings report reflects continued post-earnings optimism, but it does not add a new company-specific catalyst. Article Title
• Negative Sentiment: News that Berkshire Hathaway sold its UnitedHealth stake pressured sentiment, as some investors viewed the exit as a vote of no confidence despite broader analyst optimism. Article Title

Wall Street Analysts Forecast Growth

Several equities research analysts recently weighed in on UNH shares. Jefferies Financial Group upped their price objective on shares of UnitedHealth Group from $340.00 to $373.00 and gave the stock a “buy” rating in a report on Monday, April 20th. Argus upgraded UnitedHealth Group from a “hold” rating to a “buy” rating and set a $400.00 target price for the company in a research report on Wednesday, April 22nd. JPMorgan Chase & Co. upped their target price on UnitedHealth Group from $389.00 to $420.00 and gave the stock an “overweight” rating in a research report on Tuesday, April 28th. Leerink Partners upped their target price on UnitedHealth Group from $345.00 to $400.00 and gave the stock an “outperform” rating in a research report on Wednesday, April 22nd. Finally, Erste Group Bank upgraded UnitedHealth Group from a “hold” rating to a “buy” rating in a research report on Monday, April 27th. One equities research analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, UnitedHealth Group currently has a consensus rating of “Moderate Buy” and an average target price of $385.39.

Insider Activity

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of the company’s 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 owned 17,805 shares of the company’s stock, valued at approximately $6,320,775. This represents a 4.30% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Corporate insiders own 0.28% of the company’s stock.

UnitedHealth Group Price Performance

NYSE UNH opened at $382.36 on Friday. The stock has a market capitalization of $347.24 billion, a P/E ratio of 28.88, a P/E/G ratio of 1.65 and a beta of 0.64. UnitedHealth Group Incorporated has a 1 year low of $234.60 and a 1 year high of $404.15. The business’s fifty day moving average is $324.87 and its two-hundred day moving average is $319.15. The company has a debt-to-equity ratio of 0.69, a quick ratio of 0.80 and a current ratio of 0.80.

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

UnitedHealth Group Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Monday, March 9th were issued a $2.21 dividend. The ex-dividend date of this dividend 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 currently 66.77%.

UnitedHealth Group Company 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.