Oppenheimer & Co. Inc. Sells 5,039 Shares of UnitedHealth Group Incorporated $UNH

Oppenheimer & Co. Inc. lowered its position in UnitedHealth Group Incorporated (NYSE:UNH) by 10.2% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 44,565 shares of the healthcare conglomerate’s stock after selling 5,039 shares during the period. Oppenheimer & Co. Inc.’s holdings in UnitedHealth Group were worth $14,711,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also added to or reduced their stakes in the company. Oppenheimer Asset Management Inc. boosted its holdings in UnitedHealth Group by 13.9% in the fourth quarter. Oppenheimer Asset Management Inc. now owns 55,526 shares of the healthcare conglomerate’s stock worth $18,330,000 after acquiring an additional 6,781 shares in the last quarter. Secured Retirement Advisors LLC boosted its holdings in UnitedHealth Group by 2.6% in the fourth quarter. Secured Retirement Advisors LLC now owns 1,839 shares of the healthcare conglomerate’s stock worth $607,000 after acquiring an additional 47 shares in the last quarter. North Star Investment Management Corp. boosted its holdings in UnitedHealth Group by 4.4% in the fourth quarter. North Star Investment Management Corp. now owns 1,821 shares of the healthcare conglomerate’s stock worth $601,000 after acquiring an additional 77 shares in the last quarter. Activest Wealth Management boosted its holdings in UnitedHealth Group by 31.3% in the fourth quarter. Activest Wealth Management now owns 3,972 shares of the healthcare conglomerate’s stock worth $1,311,000 after acquiring an additional 946 shares in the last quarter. Finally, Laurel Wealth Advisors LLC bought a new position in shares of UnitedHealth Group in the fourth quarter valued at approximately $213,000. Institutional investors own 87.86% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms have recently weighed in on UNH. Raymond James Financial upgraded UnitedHealth Group from a “market perform” rating to an “outperform” rating and set a $330.00 target price on the stock in a report on Wednesday, April 1st. Erste Group Bank upgraded UnitedHealth Group from a “hold” rating to a “buy” rating in a report on Monday. Leerink Partners raised their target price on UnitedHealth Group from $345.00 to $400.00 and gave the company an “outperform” rating in a report on Wednesday, April 22nd. Wells Fargo & Company raised their target price on UnitedHealth Group from $370.00 to $397.00 and gave the company an “overweight” rating in a report on Wednesday, April 22nd. Finally, Sanford C. Bernstein raised their target price on UnitedHealth Group from $405.00 to $411.00 and gave the company an “outperform” rating in a report on Tuesday, April 7th. One equities research analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, six have assigned a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $378.88.

Insider Transactions at UnitedHealth Group

In related news, CEO Patrick Hugh Conway sold 800 shares of UnitedHealth Group stock in a transaction 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 sale, the chief executive officer owned 17,805 shares of the company’s stock, valued at approximately $6,320,775. This trade 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 the SEC website. Corporate insiders own 0.28% of the company’s stock.

Key UnitedHealth Group News

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

• Positive Sentiment: UNH reported a strong Q1 print and raised near‑term outlook — results and management commentary signal a rebound in operating performance and drove recent upside in the shares. UnitedHealth (UNH) Stock Surges Over 3.5% on Strong Q1 Results and Optimistic Outlook
• Positive Sentiment: Analyst upgrades: Erste Group raised FY2026 and FY2027 EPS estimates and kept a Buy stance, providing independent confirmation that street expectations are moving higher and supporting valuation momentum.
• Positive Sentiment: Bullish commentary from retail outlets argues the company is turning a corner after regulatory/operational headwinds — such narratives can attract buyers and support multiple expansion. It’s Time to Load Up on UnitedHealth Group Stock
• Neutral Sentiment: Zacks and other screens show UNH as a trending name — heightened attention can increase liquidity and volatility but is not directional by itself. Here is What to Know Beyond Why UnitedHealth Group Incorporated (UNH) is a Trending Stock
• Neutral Sentiment: Peer results: Humana and Cigna posted solid Q1s (Humana benefited from higher premiums; Cigna’s Evernorth saw revenue growth). Strong peer earnings suggest sector health but also heighten competitive dynamics for pricing and margins. Cigna Q1 Earnings Beat Estimates on Strong Evernorth Unit
• Neutral Sentiment: CVS is trading at a much lower forward multiple versus UNH; that valuation gap can influence sector rotation decisions (value buyers may prefer CVS), but it doesn’t change UNH’s operational trajectory. CVS Earnings Are Coming. Why the Stock Is No Longer a Value Trap.
• Negative Sentiment: Insider selling: Optum CEO Patrick Conway sold roughly $284k in UNH stock shortly after earnings — while small relative to total holdings, insider sales can raise short-term concern among some investors. UnitedHealth Stock Has Rallied Since Earnings. One Top Insider Is Trimming His Stake.

UnitedHealth Group Price Performance

Shares of NYSE UNH opened at $371.07 on Friday. The stock has a market cap of $337.01 billion, a PE ratio of 28.03, a price-to-earnings-growth ratio of 1.60 and a beta of 0.40. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $411.99. The company has a debt-to-equity ratio of 0.69, a quick ratio of 0.79 and a current ratio of 0.80. The stock has a fifty day moving average of $299.45 and a 200-day moving average of $317.38.

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, beating the consensus estimate of $6.76 by $0.47. The company had revenue of $111.65 billion during 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 quarterly revenue was up 2.0% compared to the same quarter last year. During the same period in the previous year, the business earned $7.20 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Equities research analysts anticipate that UnitedHealth Group Incorporated will post 18.29 earnings per share for the current year.

UnitedHealth Group Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Investors of record on Monday, March 9th were paid a dividend of $2.21 per share. The ex-dividend date of this dividend was Monday, March 9th. This represents a $8.84 annualized dividend and a yield of 2.4%. UnitedHealth Group’s dividend payout ratio (DPR) is currently 66.77%.

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.