Goldenstone Wealth Management LLC Purchases New Stake in UnitedHealth Group Incorporated $UNH

Goldenstone Wealth Management LLC bought a new position in shares of UnitedHealth Group Incorporated (NYSE:UNH) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 6,221 shares of the healthcare conglomerate’s stock, valued at approximately $2,054,000. UnitedHealth Group makes up 1.5% of Goldenstone Wealth Management LLC’s investment portfolio, making the stock its 16th biggest holding.

A number of other institutional investors also recently bought and sold shares of UNH. Capital Research Global Investors boosted its position in UnitedHealth Group by 126.9% during the third quarter. Capital Research Global Investors now owns 13,042,049 shares of the healthcare conglomerate’s stock worth $4,503,419,000 after purchasing an additional 7,293,009 shares in the last quarter. Capital World Investors boosted its position in UnitedHealth Group by 18.8% during the third quarter. Capital World Investors now owns 21,766,922 shares of the healthcare conglomerate’s stock worth $7,516,107,000 after purchasing an additional 3,439,182 shares in the last quarter. Capital International Investors raised its holdings in shares of UnitedHealth Group by 11.1% in the third quarter. Capital International Investors now owns 17,499,949 shares of the healthcare conglomerate’s stock worth $6,042,710,000 after acquiring an additional 1,747,337 shares during the last quarter. Lone Pine Capital LLC acquired a new position in shares of UnitedHealth Group in the second quarter worth $528,273,000. Finally, Bessemer Group Inc. raised its holdings in shares of UnitedHealth Group by 152.3% in the third quarter. Bessemer Group Inc. now owns 1,823,871 shares of the healthcare conglomerate’s stock worth $629,783,000 after acquiring an additional 1,100,850 shares during the last quarter. 87.86% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling at UnitedHealth Group

In other news, CEO Patrick Hugh Conway sold 800 shares of the company’s 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 completion of the sale, the chief executive officer owned 17,805 shares of the company’s stock, valued at $6,320,775. This represents a 4.30% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.28% of the stock is owned by insiders.

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 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 Stock Performance

Shares of NYSE:UNH opened at $383.30 on Thursday. The firm has a market capitalization of $348.09 billion, a PE ratio of 28.95, a P/E/G ratio of 1.68 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. The business has a 50-day moving average of $322.87 and a two-hundred day moving average 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 announced its quarterly earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 EPS for the quarter, topping the consensus estimate of $6.76 by $0.47. The company had revenue of $111.65 billion during the quarter, compared to analyst estimates 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 period in the prior year, the firm posted $7.20 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. As a group, research analysts forecast that UnitedHealth Group Incorporated will post 18.29 earnings per share for the current year.

UnitedHealth Group Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Monday, March 9th were given 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 presently 66.77%.

Analyst Upgrades and Downgrades

A number of equities analysts have recently weighed in on the company. KeyCorp reissued an “overweight” rating on shares of UnitedHealth Group in a report on Wednesday, January 28th. JPMorgan Chase & Co. boosted their price target on UnitedHealth Group from $389.00 to $420.00 and gave the stock an “overweight” rating in a report on Tuesday, April 28th. Wells Fargo & Company upped 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. 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 note on Wednesday, April 22nd. Finally, Robert W. Baird upped their target price on UnitedHealth Group from $278.00 to $287.00 and gave the company an “underperform” rating in a research note on Wednesday, April 22nd. One analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, UnitedHealth Group has a consensus rating of “Moderate Buy” and an average price target 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.