Olstein Capital Management L.P. Sells 1,500 Shares of UnitedHealth Group Incorporated $UNH

Olstein Capital Management L.P. trimmed its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 9.1% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 15,000 shares of the healthcare conglomerate’s stock after selling 1,500 shares during the period. Olstein Capital Management L.P.’s holdings in UnitedHealth Group were worth $4,952,000 at the end of the most recent quarter.

Other hedge funds also recently bought and sold shares of the company. Beacon Financial Strategies CORP bought a new stake in shares of UnitedHealth Group during the fourth quarter worth $26,000. Joseph Group Capital Management bought a new stake in UnitedHealth Group during the 4th quarter valued at about $27,000. Foster Dykema Cabot & Partners LLC boosted its position in UnitedHealth Group by 69.4% in 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 during the period. 1248 Management LLC purchased a new position in shares of UnitedHealth Group during the third quarter worth approximately $29,000. Finally, Holos Integrated Wealth LLC purchased a new stake in shares of UnitedHealth Group in the fourth quarter valued at approximately $29,000. Institutional investors own 87.86% of the company’s stock.

More UnitedHealth Group News

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

• Positive Sentiment: UnitedHealth announced it will eliminate prior authorization for roughly 30% of services, a move management says will reduce paperwork, speed care and lower administrative costs — a structural change investors view as margin-accretive and goodwill-building with providers and members. UnitedHealth to Eliminate Prior Authorization for 30% of Healthcare Services
• Positive Sentiment: Analysis pieces highlight a recovery in utilization and operating leverage that could support further upside in UNH’s health benefits margins and earnings trajectory. This narrative helps justify recent multiple expansion. UnitedHealth: Watch The Recovery In Action
• Positive Sentiment: Investor-focused write-ups point to share buybacks and valuation metrics that suggest management sees shares as undervalued — buybacks tend to be viewed as shareholder-friendly and can support EPS. According to These Metrics, UnitedHealth Stock Looks Undervalued
• Neutral Sentiment: Zacks’ reporting shows a mix of estimate changes: some near-term quarters and FY2026 estimates were raised while several future-quarter and FY2027/FY2028 projections were trimmed — the net effect is mixed guidance signal and increased forecast volatility. Bullish Quarterly Results: 3 Companies Raising Guidance
• Neutral Sentiment: Peer results: CVS and Tenet reported stronger-than-expected operating trends (CVS’s Health Benefits segment saw large operating income gains). Strong peer performance underscores competitive dynamics in the benefits market — good for sector fundamentals but a mixed read for UNH’s market share and pricing. CVS Stock Breaks Out On Earnings Due To ACA Exit, Premium Hikes
• Negative Sentiment: Some Zacks notes lowered specific quarter estimates (examples: downward revisions to Q4 FY2026 and Q4 FY2027 estimates), which introduces short-term earnings risk and could temper upside if revisions continue. (Source: Zacks/analyst notes summarized in market reports.)

Analyst Upgrades and Downgrades

A number of equities research analysts have weighed in on the company. KeyCorp reaffirmed an “overweight” rating on shares of UnitedHealth Group in a research report on Wednesday, January 28th. Piper Sandler restated an “overweight” rating on shares of UnitedHealth Group in a report on Tuesday, January 27th. Weiss Ratings downgraded shares of UnitedHealth Group from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Monday, March 2nd. UBS Group dropped their price objective on shares of UnitedHealth Group from $430.00 to $410.00 and set a “buy” rating on the stock in a research note on Wednesday, January 28th. Finally, Royal Bank Of Canada boosted their price objective on shares of UnitedHealth Group from $361.00 to $400.00 and gave the stock an “outperform” rating in a research note on Wednesday, April 22nd. One research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, six have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $378.88.

Insiders Place Their Bets

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of the firm’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 approximately $6,320,775. This trade represents a 4.30% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Corporate insiders own 0.28% of the company’s stock.

UnitedHealth Group Stock Up 0.6%

NYSE:UNH opened at $369.65 on Friday. The company has a debt-to-equity ratio of 0.69, a quick ratio of 0.79 and a current ratio of 0.80. The stock has a market capitalization of $335.70 billion, a P/E ratio of 27.92, a P/E/G ratio of 1.58 and a beta of 0.64. The company’s 50-day simple moving average is $304.54 and its 200-day simple moving average is $316.98. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $390.92.

UnitedHealth Group (NYSE:UNH) last posted its earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 EPS for the quarter, beating 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 company had revenue of $111.65 billion during the quarter, compared to analysts’ expectations of $109.84 billion. During the same quarter in the prior year, the company posted $7.20 earnings per share. UnitedHealth Group’s revenue for the quarter was up 2.0% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. On average, equities analysts anticipate that UnitedHealth Group Incorporated will post 18.29 earnings per share for the current fiscal year.

UnitedHealth Group Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, March 17th. Investors of record on Monday, March 9th were given 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 is currently 66.77%.

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.