UnitedHealth Group Incorporated $UNH Shares Acquired by Rational Advisors Inc.

Rational Advisors Inc. increased its position in UnitedHealth Group Incorporated (NYSE:UNH) by 789.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,295 shares of the healthcare conglomerate’s stock after buying an additional 2,037 shares during the period. Rational Advisors Inc.’s holdings in UnitedHealth Group were worth $758,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Public Sector Pension Investment Board raised its holdings in shares of UnitedHealth Group by 43.1% during the third quarter. Public Sector Pension Investment Board now owns 287,132 shares of the healthcare conglomerate’s stock worth $99,147,000 after purchasing an additional 86,432 shares during the period. Oberndorf William E acquired a new stake in shares of UnitedHealth Group during the third quarter worth $12,276,000. Oppenheimer Asset Management Inc. raised its holdings in shares of UnitedHealth Group by 15.2% during the third quarter. Oppenheimer Asset Management Inc. now owns 48,745 shares of the healthcare conglomerate’s stock worth $16,832,000 after purchasing an additional 6,421 shares during the period. Applied Finance Capital Management LLC acquired a new stake in shares of UnitedHealth Group in the 3rd quarter worth about $2,831,000. Finally, Timber Creek Capital Management LLC acquired a new stake in shares of UnitedHealth Group in the 3rd quarter worth about $2,227,000. Institutional investors and hedge funds own 87.86% of the company’s stock.

Insider Buying and Selling at UnitedHealth Group

In other news, CEO Patrick Hugh Conway sold 800 shares of the firm’s stock in a transaction dated Thursday, April 23rd. The shares were sold at an average price of $355.00, for a total transaction of $284,000.00. Following the completion of the transaction, the chief executive officer owned 17,805 shares in the company, valued at approximately $6,320,775. This trade 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. Company insiders own 0.28% of the company’s stock.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: Truist raised its price target on UnitedHealth Group to $440 from $395 and reiterated a buy rating, signaling continued confidence in the company’s earnings power and upside potential.
• Positive Sentiment: UnitedHealth said it plans to eliminate nearly two-thirds of pediatric prior authorizations by year-end, which could reduce administrative burden and improve access to care, a potentially favorable operational move.
• Neutral Sentiment: Several recent opinion-style articles highlighted UNH as a long-term cash-flow and dividend-growth name, reflecting ongoing interest in the stock as a defensive healthcare holding rather than a clear near-term catalyst.
• Negative Sentiment: New Medicare reimbursement concerns are weighing on sentiment, as investors worry changes to government payment rates could pressure UnitedHealth’s margins and future growth. Article: UnitedHealth Group (UNH) Hit by Medicare Reimbursement Concerns
• Negative Sentiment: Massachusetts’ lawsuit over alleged inflation of Medicaid patient risk scores adds legal and reputational risk, raising questions about revenue recognition and government-program scrutiny. Article: UnitedHealth Lawsuit Raises Fresh Questions On Medicaid Revenue And Investor Risk
• Negative Sentiment: Another legal headline about alleged deceptive Medicare Advantage advertising practices adds to concerns that regulatory and litigation risks may stay elevated for UNH. Article: Ninth Circuit Anticipated to Rule on UnitedHealthcare’s Alleged Deceptive Medicare Advantage Advertising Practices – GJLaw

Wall Street Analyst Weigh In

A number of analysts recently weighed in on UNH shares. TD Cowen increased their price objective on shares of UnitedHealth Group from $311.00 to $337.00 and gave the stock a “hold” rating in a report on Thursday, April 23rd. Jefferies Financial Group increased their price objective on shares of UnitedHealth Group from $340.00 to $373.00 and gave the stock a “buy” rating in a report on Monday, April 20th. Oppenheimer increased their price objective on shares of UnitedHealth Group from $385.00 to $405.00 and gave the stock an “outperform” rating in a report on Wednesday, April 22nd. HC Wainwright set a $492.00 target price on shares of UnitedHealth Group in a research report on Wednesday, May 27th. Finally, Leerink Partners increased their target price on shares of 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, nineteen have assigned a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $399.50.

UnitedHealth Group Stock Performance

Shares of UNH opened at $377.93 on Wednesday. The firm has a 50-day moving average price of $338.84 and a 200 day moving average price of $321.92. The firm has a market capitalization of $343.21 billion, a PE ratio of 28.54, a P/E/G ratio of 1.64 and a beta of 0.64. The company has a quick ratio of 0.80, a current ratio of 0.80 and a debt-to-equity ratio of 0.69. UnitedHealth Group Incorporated has a 52-week low of $234.60 and a 52-week high of $404.15.

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

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.