12,086 Shares in UnitedHealth Group Incorporated $UNH Acquired by Huber Capital Management LLC

Key Points

• Huber Capital Management opened a new position in UnitedHealth Group, buying 12,086 shares worth about $3.99 million in the fourth quarter.
• UnitedHealth reported better-than-expected quarterly results, posting $7.23 EPS on $111.65 billion in revenue and beating Wall Street estimates on both measures.
• The company raised its quarterly dividend to $2.32 per share, while analysts remain mostly constructive with a consensus rating of Moderate Buy and an average price target of $407.17.

Huber Capital Management LLC acquired a new position in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 12,086 shares of the healthcare conglomerate's stock, valued at approximately $3,990,000.

A number of other hedge funds have also recently made changes to their positions in UNH. Brighton Jones LLC boosted its position in shares of UnitedHealth Group by 176.2% during the 4th quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate's stock worth $22,384,000 after purchasing an additional 28,231 shares during the period. Revolve Wealth Partners LLC boosted its position in shares of UnitedHealth Group by 137.1% during the 4th quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate's stock worth $2,033,000 after purchasing an additional 2,324 shares during the period. CMT Capital Markets Trading GmbH acquired a new stake in UnitedHealth Group during the 2nd quarter worth approximately $340,000. Flow Traders U.S. LLC acquired a new stake in UnitedHealth Group during the 2nd quarter worth approximately $356,000. Finally, Jump Financial LLC acquired a new stake in UnitedHealth Group during the 2nd quarter worth approximately $377,000. Hedge funds and other institutional investors own 87.86% of the company's stock.

Insider Activity at UnitedHealth Group

In related news, CEO Patrick Hugh Conway sold 800 shares of the stock in a transaction 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 transaction, the chief executive officer directly owned 17,805 shares of the company's stock, valued at $6,320,775. This trade represents a 4.30% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. 0.28% of the stock is owned by company insiders.

UnitedHealth Group Price Performance

Shares of UNH opened at $408.34 on Friday. The company has a current ratio of 0.80, a quick ratio of 0.80 and a debt-to-equity ratio of 0.69. The firm's fifty day simple moving average is $362.28 and its 200-day simple moving average is $326.85. The firm has a market capitalization of $370.83 billion, a price-to-earnings ratio of 30.84, a PEG ratio of 1.64 and a beta of 0.64. UnitedHealth Group Incorporated has a twelve month low of $234.60 and a twelve month high of $415.98.

UnitedHealth Group (NYSE:UNH - Get Free Report) 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. The firm had revenue of $111.65 billion for the quarter, compared to the consensus estimate of $109.84 billion. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The company's revenue was up 2.0% on a year-over-year basis. During the same period last year, the firm posted $7.20 EPS. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Equities analysts forecast that UnitedHealth Group Incorporated will post 18.32 EPS for the current fiscal year.

UnitedHealth Group Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, June 23rd. Investors of record on Monday, June 15th will be given a $2.32 dividend. This is a positive change from UnitedHealth Group's previous quarterly dividend of $2.21. The ex-dividend date of this dividend is Monday, June 15th. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.3%. UnitedHealth Group's payout ratio is 66.77%.

Analyst Ratings Changes

A number of research firms have issued reports on UNH. Morgan Stanley increased their target price on shares of UnitedHealth Group from $395.00 to $453.00 and gave the stock an "overweight" rating in a report on Thursday, June 4th. TD Cowen increased their target price 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. Bank of America upgraded shares of UnitedHealth Group from a "neutral" rating to a "buy" rating and increased their target price for the stock from $420.00 to $450.00 in a report on Thursday, June 4th. HC Wainwright set a $492.00 price objective on shares of UnitedHealth Group in a report on Wednesday, May 27th. Finally, Jefferies Financial Group raised their price objective on shares of UnitedHealth Group from $340.00 to $373.00 and gave the company a "buy" rating in a report on Monday, April 20th. One equities research analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average price target of $407.17.

UnitedHealth Group News Roundup

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

• Positive Sentiment: UNH saw unusual bullish options activity, with investors buying 215,330 call contracts on Friday — about 120% above normal volume — a sign traders are positioning for more upside.
• Positive Sentiment: Analysts continue to turn more constructive: Erste Group recently nudged up FY2027 earnings estimates and kept a Buy rating, adding to the recent wave of positive commentary around the shares.
• Positive Sentiment: The company confirmed it will report second-quarter 2026 results on July 16, which keeps a near-term catalyst on the calendar and may be supporting investor interest as expectations build.
• Positive Sentiment: UnitedHealth also approved its quarterly dividend of $2.32 per share and rejected an independent board chair proposal at its annual meeting, reinforcing its capital-return profile and management control.
• Neutral Sentiment: Recent articles highlight UNH’s rebound toward new highs and its renewed appeal as a defensive healthcare and income stock, but these pieces are largely commentary rather than new company-specific developments.

UnitedHealth Group Company 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.

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