UnitedHealth Group Incorporated $UNH Shares Acquired by Wellspring Financial Advisors LLC

Wellspring Financial Advisors LLC increased its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 292.7% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 4,693 shares of the healthcare conglomerate’s stock after acquiring an additional 3,498 shares during the quarter. Wellspring Financial Advisors LLC’s holdings in UnitedHealth Group were worth $1,550,000 at the end of the most recent quarter.

Other hedge funds have also modified their holdings of the company. Sarver Vrooman Wealth Advisors acquired a new position in shares of UnitedHealth Group in the 4th quarter worth $25,000. Beacon Financial Strategies CORP acquired a new position in shares of UnitedHealth Group in the 4th quarter worth $26,000. Anfield Capital Management LLC grew its holdings 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 valued at $26,000 after buying an additional 55 shares in the last quarter. Joseph Group Capital Management purchased a new stake in UnitedHealth Group in the 4th quarter worth about $27,000. Finally, Foster Dykema Cabot & Partners LLC grew its stake in UnitedHealth Group by 69.4% during the 3rd quarter. Foster Dykema Cabot & Partners LLC now owns 83 shares of the healthcare conglomerate’s stock valued at $29,000 after acquiring an additional 34 shares in the last quarter. 87.86% of the stock is currently owned by institutional investors and hedge funds.

UnitedHealth Group Price Performance

Shares of NYSE:UNH opened at $407.80 on Thursday. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $415.98. The business has a 50-day moving average of $356.88 and a two-hundred day moving average of $325.67. The stock has a market capitalization of $370.34 billion, a P/E ratio of 30.80, a P/E/G ratio of 1.66 and a beta of 0.64. 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 announced its quarterly earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share for the quarter, topping analysts’ consensus estimates of $6.76 by $0.47. UnitedHealth Group had a return on equity of 14.65% and a net margin of 2.68%.The company had revenue of $111.65 billion during the quarter, compared to analysts’ expectations of $109.84 billion. During the same quarter in the previous year, the firm earned $7.20 earnings per share. The business’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. On average, equities research analysts predict that UnitedHealth Group Incorporated will post 18.32 EPS for the current fiscal year.

UnitedHealth Group Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 23rd. Stockholders of record on Monday, June 15th will be paid a $2.32 dividend. The ex-dividend date is Monday, June 15th. This is a boost from UnitedHealth Group’s previous quarterly dividend of $2.21. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.3%. UnitedHealth Group’s dividend payout ratio is presently 66.77%.

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: Mizuho raised its price target on UnitedHealth to $460 from $440 and reiterated an Outperform rating, citing improving managed care industry conditions. Mizuho Boosts UnitedHealth (UNH) Target as Managed Care Outlook Improves
• Positive Sentiment: Erste Group Bank nudged up its FY2027 EPS estimate for UNH to $20.75 from $20.70 and kept a Buy rating, reinforcing optimism around longer-term earnings power. Healthcare ETFs: From Broad Exposure to Big Breakthroughs
• Positive Sentiment: Analysts and market commentary continue to highlight UnitedHealth as a top healthcare name, with broker coverage describing the stock as a “Moderate Buy,” which can support investor demand. UnitedHealth Group Incorporated (NYSE:UNH) Given Consensus Rating of “Moderate Buy” by Brokerages
• Positive Sentiment: Healthcare is being viewed as a defensive rotation trade as investors look beyond tech, which may be drawing money into UNH and other large managed-care names. As Tech Stocks Slide, The Healthcare Sector Shines. Why Some Experts Say They Like This Defensive Play
• Neutral Sentiment: Recent coverage from Zacks and other outlets has highlighted UNH’s momentum-stock characteristics and broad investor interest, but these pieces are more commentary than a new fundamental catalyst. UnitedHealth Group (UNH) is a Top-Ranked Momentum Stock: Should You Buy?
• Negative Sentiment: One market recap noted UNH slipped 1.28% in the latest session, suggesting some short-term profit-taking after the run-up. UnitedHealth Group (UNH) Stock Moves -1.28%: What You Should Know

Analyst Upgrades and Downgrades

A number of research firms have recently issued reports on UNH. Wells Fargo & Company increased their price target 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. UBS Group increased their price target on shares of UnitedHealth Group from $410.00 to $460.00 and gave the stock a “buy” rating in a research report on Friday, May 22nd. Raymond James Financial raised UnitedHealth Group from a “market perform” rating to an “outperform” rating and set a $330.00 price objective for the company in a research report on Wednesday, April 1st. Finally, Leerink Partners lifted their price objective on UnitedHealth Group from $345.00 to $400.00 and gave the company an “outperform” rating in a research report on Wednesday, April 22nd. One investment analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, UnitedHealth Group has a consensus rating of “Moderate Buy” and a consensus target price of $407.17.

Insider Activity at UnitedHealth Group

In other news, CEO Patrick Hugh Conway sold 800 shares of UnitedHealth Group stock in a transaction dated 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 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 transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. 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.