UnitedHealth Group Incorporated $UNH Shares Sold by Strategic Blueprint LLC

Strategic Blueprint LLC reduced its position in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 34.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 2,713 shares of the healthcare conglomerate’s stock after selling 1,396 shares during the period. Strategic Blueprint LLC’s holdings in UnitedHealth Group were worth $896,000 at the end of the most recent quarter.

Other hedge funds also recently bought and sold shares of the company. Beacon Financial Strategies CORP purchased a new position in UnitedHealth Group during the fourth quarter worth about $26,000. Foster Dykema Cabot & Partners LLC lifted its position 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 worth $29,000 after purchasing an additional 34 shares in the last quarter. 1248 Management LLC acquired a new stake in shares of UnitedHealth Group during the third quarter worth about $29,000. Holos Integrated Wealth LLC acquired a new stake in shares of UnitedHealth Group during the fourth quarter worth about $29,000. Finally, Hurley Capital LLC lifted its position in shares of UnitedHealth Group by 81.6% during the third quarter. Hurley Capital LLC now owns 89 shares of the healthcare conglomerate’s stock worth $31,000 after purchasing an additional 40 shares in the last quarter. Hedge funds and other institutional investors own 87.86% of the company’s stock.

UnitedHealth Group Stock Performance

Shares of UNH opened at $370.34 on Thursday. The stock has a 50 day moving average price of $297.82 and a 200 day moving average price of $317.00. 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 company has a market capitalization of $336.35 billion, a price-to-earnings ratio of 27.97, a price-to-earnings-growth ratio of 1.53 and a beta of 0.40. UnitedHealth Group Incorporated has a 52-week low of $234.60 and a 52-week high of $413.26.

UnitedHealth Group (NYSE:UNH) last announced its quarterly earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $6.76 by $0.47. The firm had revenue of $111.65 billion during the quarter, compared to the consensus estimate 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 prior year, the company posted $7.20 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Research analysts predict that UnitedHealth Group Incorporated will post 18.29 EPS for the current fiscal year.

UnitedHealth Group Dividend Announcement

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

Insider Transactions at UnitedHealth Group

In related 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 completion of the transaction, the chief executive officer directly 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 document filed with the SEC, which is available through this hyperlink. 0.28% of the stock is owned by company insiders.

Key Headlines Impacting UnitedHealth Group

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

• Positive Sentiment: Q1 beat and improved outlook — UnitedHealth reported Q1 revenue and EPS above expectations and management highlighted margin improvement and pricing discipline; the results and optimistic commentary are cited as the primary driver of the rally. UNH Beats Q1
• Positive Sentiment: Analyst upgrades and estimates raised — Erste Group raised FY2026/2027 EPS estimates and JPMorgan increased its price target (and several other firms lifted targets or ratings), supporting conviction that earnings can re-accelerate. Erste raise (MarketBeat) JPMorgan PT raise (Benzinga)
• Positive Sentiment: Strategic tuck‑in — UnitedHealth agreed to acquire Alegeus (benefits/health‑account technology), reinforcing the push into benefits tech and digital tools that can improve customer stickiness and lower long‑run costs. Alegeus deal (Yahoo)
• Positive Sentiment: Positive media/opinion momentum — bullish takes (e.g., The Motley Fool, TipRanks, and commentators like Jim Cramer) are fueling retail interest and framing the quarter as the start of a rebound. Fool: Load up on UNH
• Neutral Sentiment: Sector tailwinds and peer beats — competitors (Humana, Centene) posted strong premium trends, suggesting industry pricing power, but rising costs/benefit ratios keep profit leverage uncertain. Humana Q1 (Yahoo)
• Neutral Sentiment: Operational initiatives — moves like expanded electronic prior authorization could reduce friction and costs over time but are longer‑horizon positives. Prior authorization expansion
• Negative Sentiment: Insider selling — CEO Patrick Conway sold a small number of shares (800) in late April; although modest, insider sales can be interpreted negatively by some investors. CEO sale (InsiderTrades)
• Negative Sentiment: Downgrades and regulatory/valuation concerns — some sell‑side notes and commentary warn the stock recovered “too fast” and point to regulatory risk and valuation compression that could limit upside. Seeking Alpha downgrade Regulation/valuation piece

Analysts Set New Price Targets

UNH has been the topic of several research reports. Piper Sandler reissued an “overweight” rating on shares of UnitedHealth Group in a research report on Tuesday, January 27th. Robert W. Baird increased their price target on shares of UnitedHealth Group from $278.00 to $287.00 and gave the stock an “underperform” rating in a research report on Wednesday, April 22nd. Raymond James Financial raised shares of UnitedHealth Group from a “market perform” rating to an “outperform” rating and set a $330.00 price target on the stock in a research report on Wednesday, April 1st. Argus upgraded shares of UnitedHealth Group from a “hold” rating to a “buy” rating and set a $400.00 target price on the stock in a research note on Wednesday, April 22nd. Finally, TD Cowen upped their target price on shares of UnitedHealth Group from $311.00 to $337.00 and gave the stock a “hold” rating in a research note on Thursday, April 23rd. One investment analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, six have assigned a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $378.88.

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.