Seizert Capital Partners LLC Reduces Stock Holdings in UnitedHealth Group Incorporated $UNH

Seizert Capital Partners LLC cut its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 1.7% in the fourth quarter, Holdings Channel reports. The institutional investor owned 142,874 shares of the healthcare conglomerate’s stock after selling 2,454 shares during the period. UnitedHealth Group makes up about 2.0% of Seizert Capital Partners LLC’s investment portfolio, making the stock its 22nd biggest holding. Seizert Capital Partners LLC’s holdings in UnitedHealth Group were worth $47,164,000 as of its most recent SEC filing.

Other large investors have also recently made changes to their positions in the company. Beacon Financial Strategies CORP bought a new stake in UnitedHealth Group in the fourth quarter worth about $26,000. Joseph Group Capital Management bought a new position in shares of UnitedHealth Group in the fourth quarter worth about $27,000. Foster Dykema Cabot & Partners LLC lifted its holdings 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 buying an additional 34 shares in the last quarter. 1248 Management LLC bought a new stake in shares of UnitedHealth Group during the third quarter valued at approximately $29,000. Finally, Holos Integrated Wealth LLC purchased a new position in UnitedHealth Group during the 4th quarter worth $29,000. 87.86% of the stock is owned by hedge funds and other institutional investors.

UnitedHealth Group News Summary

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

• Positive Sentiment: Q1 beat and outlook lift — UnitedHealth reported a sizable Q1 beat, raised its 2026 outlook and earlier popped ~14.5% on the results, giving the company fresh earnings momentum that supports higher valuations. UnitedHealth Pops 14.5% After Q1 Beat: Still a Buy or Too Late Now?
• Positive Sentiment: Goldman Sachs endorsement — Goldman added UNH to its U.S. conviction list, a notable buy-side vote that can attract institutional flows and lend support to the stock. Goldman Sachs Adds UnitedHealth to Its Conviction List: Is the Managed Care Comeback Real?
• Positive Sentiment: Strong recent momentum vs. peers — UNH slightly outperformed Humana in April’s managed-care rally, signaling resilience vs. a key peer during a positive sector backdrop. UnitedHealth or Humana: Which Managed Care Stock Had the Healthiest Returns in April?
• Positive Sentiment: Buy thesis discussion — Analyst commentary is probing whether UNH is now undervalued after the rally, which can attract long-term buy interest if investors buy the growth/Optum story. Is UnitedHealth Stock an Undervalued Stock to Buy?
• Neutral Sentiment: CVS valuation context — Coverage noting CVS trades much cheaper than UNH highlights relative valuation differences that may shift some value-oriented flows away from UNH. CVS Earnings Are Coming. Why the Stock Is No Longer a Value Trap.
• Neutral Sentiment: Macro/ETF context — A note on the Invesco S&P 500 Revenue ETF is tangential but relevant for portfolio allocation decisions that could affect large-cap names like UNH. Should Invesco S&P 500 Revenue ETF (RWL) Be on Your Investing Radar?
• Negative Sentiment: Competitor strength — Cigna reported strong results led by Evernorth, and an improving peer picture can pressure market-share expectations or investor preference within the sector. Cigna Q1 Earnings Beat Estimates on Strong Evernorth Unit
• Negative Sentiment: Insider trimming — Optum CEO Patrick Conway sold about $284k of UNH stock after earnings (his first 2026 sale), which can be read as modest profit-taking and may add to near-term selling pressure. UnitedHealth Stock Has Rallied Since Earnings. One Top Insider Is Trimming His Stake.

UnitedHealth Group Price Performance

Shares of NYSE UNH opened at $369.29 on Monday. UnitedHealth Group Incorporated has a 52 week low of $234.60 and a 52 week high of $409.70. The company has a quick ratio of 0.79, a current ratio of 0.80 and a debt-to-equity ratio of 0.69. The firm has a market cap of $335.39 billion, a P/E ratio of 27.89, a P/E/G ratio of 1.59 and a beta of 0.63. The business’s 50 day moving average price is $299.45 and its 200 day moving average price is $316.79.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings data 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 business had revenue of $111.65 billion for the quarter, compared to the consensus estimate of $109.84 billion. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The business’s revenue for the quarter was up 2.0% on a year-over-year basis. During the same period in the prior year, the firm earned $7.20 EPS. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. On average, sell-side analysts expect that UnitedHealth Group Incorporated will post 18.29 earnings per share for the current year.

UnitedHealth Group Announces Dividend

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

Insider Transactions at UnitedHealth Group

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of the company’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 value of $284,000.00. Following the sale, the chief executive officer owned 17,805 shares in the company, valued at approximately $6,320,775. This represents a 4.30% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. Insiders own 0.28% of the company’s stock.

Analyst Ratings Changes

A number of research firms have commented on UNH. Piper Sandler reissued an “overweight” rating on shares of UnitedHealth Group in a research report on Tuesday, January 27th. Robert W. Baird boosted their price target on UnitedHealth Group from $278.00 to $287.00 and gave the stock an “underperform” rating in a research report on Wednesday, April 22nd. Wells Fargo & Company lifted their target price on UnitedHealth Group from $370.00 to $397.00 and gave the company an “overweight” rating in a research note on Wednesday, April 22nd. Sanford C. Bernstein increased their price target on shares of UnitedHealth Group from $405.00 to $411.00 and gave the company an “outperform” rating in a research report on Tuesday, April 7th. Finally, Barclays lifted their price objective on shares of UnitedHealth Group from $327.00 to $373.00 and gave the stock an “overweight” rating in a research report on Wednesday, April 22nd. One research analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, six have given a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $378.88.

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.