Natixis Advisors LLC Trims Stake in UnitedHealth Group Incorporated $UNH

Natixis Advisors LLC reduced its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 8.3% in the 4th quarter, Holdings Channel reports. The firm owned 673,771 shares of the healthcare conglomerate’s stock after selling 61,027 shares during the quarter. Natixis Advisors LLC’s holdings in UnitedHealth Group were worth $222,419,000 as of its most recent SEC filing.

Other large investors have also recently added to or reduced their stakes in the company. Beacon Financial Strategies CORP acquired a new stake in UnitedHealth Group in the 4th quarter valued at $26,000. Anfield Capital Management LLC increased its holdings in UnitedHealth Group by 220.0% in the 4th quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate’s stock valued at $26,000 after purchasing an additional 55 shares in the last quarter. Joseph Group Capital Management acquired a new stake in UnitedHealth Group in the 4th quarter valued at $27,000. Foster Dykema Cabot & Partners LLC grew its stake in shares of UnitedHealth Group by 69.4% during the third 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. Finally, 1248 Management LLC acquired a new stake in shares of UnitedHealth Group during the third quarter valued at about $29,000. 87.86% of the stock is currently owned by institutional investors and hedge funds.

Key UnitedHealth Group News

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

• Positive Sentiment: Truist Financial raised its price target on UnitedHealth Group to $440 from $395 and reiterated a buy rating, signaling confidence in further upside for UNH. Benzinga
• Positive Sentiment: Analyst and market commentary remains constructive on UnitedHealth as a long-term cash-flow generator, with some notes calling it a strong buy-and-hold healthcare name. 24/7 Wall St.
• Positive Sentiment: UnitedHealth said it will eliminate nearly two-thirds of pediatric prior authorizations by year-end, a move that could improve care access and reduce friction with providers. Yahoo Finance
• Neutral Sentiment: Recent dividend-growth commentary compared UNH favorably with CVS, but framed the investment case more around growth than yield, so it is not a direct catalyst. The Motley Fool
• Negative Sentiment: Massachusetts filed a lawsuit accusing UnitedHealth of inflating Medicaid patient risk scores to secure higher payments, adding legal, regulatory, and reputational risk for UNH. Yahoo Finance
• Negative Sentiment: Another legal report said the Ninth Circuit may weigh allegations tied to UnitedHealthcare’s Medicare Advantage advertising practices, keeping litigation concerns in focus. GlobeNewswire

Analyst Upgrades and Downgrades

Several brokerages have recently weighed in on UNH. HC Wainwright set a $492.00 target price on UnitedHealth Group in a research note on Wednesday, May 27th. HSBC upgraded UnitedHealth Group from a “reduce” rating to a “hold” rating and set a $300.00 target price for the company in a research note on Tuesday, April 7th. Oppenheimer raised their target price on UnitedHealth Group from $385.00 to $405.00 and gave the company an “outperform” rating in a research note 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 research note on Wednesday, April 22nd. Finally, Erste Group Bank raised shares of UnitedHealth Group from a “hold” rating to a “buy” rating in a research report on Monday, April 27th. One research analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $399.50.

UnitedHealth Group Stock Performance

Shares of NYSE UNH opened at $380.03 on Tuesday. The company has a quick ratio of 0.80, a current ratio of 0.80 and a debt-to-equity ratio of 0.69. The firm’s 50-day moving average price is $338.84 and its two-hundred day moving average price is $321.92. UnitedHealth Group Incorporated has a 52-week low of $234.60 and a 52-week high of $404.15. The stock has a market capitalization of $345.12 billion, a P/E ratio of 28.70, a P/E/G ratio of 1.64 and a beta of 0.64.

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

Insider Buying and Selling at UnitedHealth Group

In other news, CEO Patrick Hugh Conway sold 800 shares of UnitedHealth Group stock in a transaction that occurred 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 sale, the chief executive officer owned 17,805 shares of the company’s stock, 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 filing with the SEC, which is accessible through the SEC website. Company insiders own 0.28% of the company’s stock.

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.