UnitedHealth Group Incorporated $UNH Shares Bought by Americana Partners LLC

Americana Partners LLC grew its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 20.9% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 17,394 shares of the healthcare conglomerate’s stock after purchasing an additional 3,003 shares during the quarter. Americana Partners LLC’s holdings in UnitedHealth Group were worth $5,742,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also modified their holdings of UNH. Capital Research Global Investors increased its holdings in shares of UnitedHealth Group by 126.9% in the 3rd quarter. Capital Research Global Investors now owns 13,042,049 shares of the healthcare conglomerate’s stock valued at $4,503,419,000 after acquiring an additional 7,293,009 shares during the period. Capital World Investors grew its position in UnitedHealth Group by 18.8% in the 3rd quarter. Capital World Investors now owns 21,766,922 shares of the healthcare conglomerate’s stock valued at $7,516,107,000 after buying an additional 3,439,182 shares during the last quarter. Capital International Investors grew its position in UnitedHealth Group by 11.1% in the 3rd quarter. Capital International Investors now owns 17,499,949 shares of the healthcare conglomerate’s stock valued at $6,042,710,000 after buying an additional 1,747,337 shares during the last quarter. Lone Pine Capital LLC purchased a new position in UnitedHealth Group in the 2nd quarter valued at $528,273,000. Finally, Bessemer Group Inc. grew its position in UnitedHealth Group by 152.3% in the 3rd quarter. Bessemer Group Inc. now owns 1,823,871 shares of the healthcare conglomerate’s stock valued at $629,783,000 after buying an additional 1,100,850 shares during the last quarter. 87.86% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

UNH has been the topic of a number of analyst reports. Piper Sandler reiterated an “overweight” rating on shares of UnitedHealth Group in a research report on Tuesday, January 27th. Robert W. Baird lifted their price objective on shares of UnitedHealth Group from $278.00 to $287.00 and gave the company an “underperform” rating in a research report on Wednesday, April 22nd. Erste Group Bank upgraded shares of UnitedHealth Group from a “hold” rating to a “buy” rating in a research report on Monday, April 27th. Weiss Ratings upgraded shares of UnitedHealth Group from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Thursday, May 7th. Finally, UBS Group boosted their target price on shares of UnitedHealth Group from $410.00 to $460.00 and gave the stock a “buy” rating in a research report on Friday. One analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, six have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $387.57.

Insiders Place Their Bets

In other UnitedHealth Group 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 owned 17,805 shares in the company, valued at $6,320,775. This represents a 4.30% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. 0.28% of the stock is currently owned by corporate insiders.

UnitedHealth Group News Roundup

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

• Positive Sentiment: UBS raised its price target on UnitedHealth Group to $460 from $410 and reiterated a Buy rating, signaling meaningful upside from current levels. Benzinga report on UBS target increase
• Positive Sentiment: UnitedHealth was highlighted by multiple outlets as a high-quality stock and a turnaround bet, with commentary noting that managed care is outgrowing the broader economy and that the company is benefiting from AI adoption in operations. Motley Fool article on AI and turnaround
• Neutral Sentiment: UnitedHealth also appeared in a hedge-fund “high quality stocks” list and a Goldman Sachs conviction-list discussion, which supports the stock’s investment case but does not change fundamentals on its own. InsiderMonkey article on turnaround case
• Negative Sentiment: There is still headline risk around Medicare Advantage overpayments, with a Congressional committee estimating about $7 billion annually in excess payments to private insurers, which could keep regulatory scrutiny on managed-care names like UNH. 247WallSt article on Medicare Advantage overpayments
• Negative Sentiment: Recent discussion also noted that Berkshire-linked selling contributed to a prior stock slide, underscoring that investor sentiment can still turn quickly. Barchart article on Berkshire stake sale

UnitedHealth Group Stock Up 1.6%

Shares of NYSE:UNH opened at $388.42 on Friday. The company has a debt-to-equity ratio of 0.69, a quick ratio of 0.80 and a current ratio of 0.80. UnitedHealth Group Incorporated has a 1 year low of $234.60 and a 1 year high of $404.15. The stock has a market capitalization of $352.74 billion, a P/E ratio of 29.34, a PEG ratio of 1.65 and a beta of 0.64. The stock has a 50-day simple moving average of $326.93 and a 200-day simple moving average of $319.63.

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 return on equity of 14.65% and a net margin of 2.68%.The business had revenue of $111.65 billion during the quarter, compared to analysts’ expectations of $109.84 billion. During the same quarter in the previous year, the business earned $7.20 EPS. The company’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. Equities analysts forecast that UnitedHealth Group Incorporated will post 18.29 earnings per share for the current year.

UnitedHealth Group Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Monday, March 9th were issued a dividend of $2.21 per share. The ex-dividend date was Monday, March 9th. This represents a $8.84 dividend on an annualized basis and a dividend yield of 2.3%. UnitedHealth Group’s payout ratio is presently 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.