UnitedHealth Group Incorporated $UNH Shares Sold by Yacktman Asset Management LP

Yacktman Asset Management LP decreased its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 4.0% during the 4th quarter, Holdings Channel.com reports. The fund owned 167,550 shares of the healthcare conglomerate’s stock after selling 7,038 shares during the period. Yacktman Asset Management LP’s holdings in UnitedHealth Group were worth $55,310,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Beacon Financial Strategies CORP acquired a new stake in UnitedHealth Group during the fourth quarter worth about $26,000. Anfield Capital Management LLC raised its stake in UnitedHealth Group by 220.0% during the fourth quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate’s stock worth $26,000 after acquiring an additional 55 shares during the period. Joseph Group Capital Management acquired a new stake in shares of UnitedHealth Group in the fourth quarter valued at approximately $27,000. Foster Dykema Cabot & Partners LLC increased its stake in shares of UnitedHealth Group by 69.4% in the third quarter. Foster Dykema Cabot & Partners LLC now owns 83 shares of the healthcare conglomerate’s stock valued at $29,000 after purchasing an additional 34 shares during the period. Finally, 1248 Management LLC acquired a new stake in shares of UnitedHealth Group in the third quarter valued at approximately $29,000. Institutional investors and hedge funds own 87.86% of the company’s stock.

UnitedHealth Group News Summary

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

• Positive Sentiment: UnitedHealth said it will eliminate prior authorization for 30% of healthcare services, a potentially investor-friendly move that may streamline care and reduce complaints about insurer approvals. UnitedHealth to Eliminate Prior Authorization for 30% of Healthcare Services
• Positive Sentiment: Erste Group Bank raised its FY2027 earnings estimate for UnitedHealth, signaling confidence in longer-term profitability, and kept a Buy rating on the stock.
• Neutral Sentiment: UnitedHealth was highlighted in commentary about value stocks and recovery prospects, which may support investor interest but does not appear to be a direct fundamental catalyst. UnitedHealth: Watch The Recovery In Action
• Neutral Sentiment: Zacks Research cut near-term and Q4 2027 earnings estimates, which is a headwind, but the revisions were not as central as the company’s policy change and may reflect more cautious forecasting rather than a major deterioration. Bullish Quarterly Results: 3 Companies Raising Guidance

Insider Buying and Selling

In related news, CEO Patrick Hugh Conway sold 800 shares of the firm’s stock in a transaction that occurred on Thursday, April 23rd. The shares were 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 owned 17,805 shares of the company’s stock, 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 hyperlink. Corporate insiders own 0.28% of the company’s stock.

UnitedHealth Group Price Performance

NYSE UNH opened at $379.49 on Friday. UnitedHealth Group Incorporated has a 12 month low of $234.60 and a 12 month high of $387.21. The company has a debt-to-equity ratio of 0.69, a current ratio of 0.80 and a quick ratio of 0.79. The firm has a market capitalization of $344.63 billion, a PE ratio of 28.66, a P/E/G ratio of 1.59 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 (NYSE:UNH) last posted its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 EPS for the quarter, beating analysts’ consensus estimates of $6.76 by $0.47. The business had revenue of $111.65 billion for the quarter, compared to analyst estimates of $109.84 billion. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The business’s revenue for the quarter was up 2.0% on a year-over-year basis. During the same quarter last year, the business earned $7.20 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. As a group, equities research analysts forecast that UnitedHealth Group Incorporated will post 18.29 EPS for the current fiscal year.

UnitedHealth Group Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Investors of record on Monday, March 9th were paid a $2.21 dividend. The ex-dividend date of this dividend was Monday, March 9th. This represents a $8.84 dividend on an annualized basis and a yield of 2.3%. UnitedHealth Group’s dividend payout ratio (DPR) is currently 66.77%.

Analyst Ratings Changes

Several equities research analysts have commented on UNH shares. Erste Group Bank upgraded shares of UnitedHealth Group from a “hold” rating to a “buy” rating in a research note on Monday, April 27th. TD Cowen raised their price target on shares of UnitedHealth Group from $311.00 to $337.00 and gave the company a “hold” rating in a research note on Thursday, April 23rd. KeyCorp restated an “overweight” rating on shares of UnitedHealth Group in a research note on Wednesday, January 28th. Morgan Stanley raised their price target on shares of UnitedHealth Group from $375.00 to $395.00 and gave the company an “overweight” rating in a research note on Wednesday, April 22nd. Finally, Sanford C. Bernstein raised their price objective on shares of UnitedHealth Group from $405.00 to $411.00 and gave the company an “outperform” rating in a research note on Tuesday, April 7th. One equities research analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $378.88.

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.