22,100 Shares in UnitedHealth Group Incorporated $UNH Acquired by Titan Wealth CI Ltd

Key Points

• Titan Wealth CI Ltd disclosed a new fourth-quarter stake in UnitedHealth Group, buying 22,100 shares worth about $7.3 million. The position makes UNH about 2.8% of Titan Wealth’s portfolio.
• UnitedHealth reported better-than-expected quarterly earnings, with EPS of $7.23 versus $6.76 expected, and revenue of $111.65 billion, up 2% year over year. The company also reaffirmed its full-year outlook and expects about $18.25 EPS for FY2026 guidance.
• The company raised its quarterly dividend to $2.32 per share from $2.21, lifting the annualized payout to $9.28 and the yield to about 2.3%. Meanwhile, analysts remain broadly positive, with multiple firms lifting price targets and a consensus rating of Moderate Buy.

Titan Wealth CI Ltd acquired a new stake in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) during the fourth quarter, according to its most recent filing with the SEC. The firm acquired 22,100 shares of the healthcare conglomerate's stock, valued at approximately $7,296,000. UnitedHealth Group comprises approximately 2.8% of Titan Wealth CI Ltd's holdings, making the stock its 20th largest holding.

Several other hedge funds and other institutional investors have also made changes to their positions in the stock. Sarver Vrooman Wealth Advisors acquired a new stake in shares of UnitedHealth Group in the 4th quarter valued at approximately $25,000. Beacon Financial Strategies CORP bought a new position in UnitedHealth Group in the fourth quarter valued at approximately $26,000. Anfield Capital Management LLC boosted its holdings in shares of UnitedHealth Group by 220.0% in the fourth quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate's stock valued at $26,000 after buying an additional 55 shares during the period. Joseph Group Capital Management bought a new stake in UnitedHealth Group in the 4th quarter valued at $27,000. Finally, Foster Dykema Cabot & Partners LLC increased its holdings in UnitedHealth Group by 69.4% during the 3rd 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. 87.86% of the stock is currently owned by institutional investors.

Insider Transactions at UnitedHealth Group

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of the business's stock in a transaction dated 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 sale, the chief executive officer owned 17,805 shares of the company's stock, valued at $6,320,775. The trade was a 4.30% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. 0.28% of the stock is owned by corporate insiders.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: Analysts and market commentators are increasingly framing UNH as a value and recovery story, with improving price targets, a “buy it” call from Jim Cramer, and renewed interest from institutions and hedge funds. Jim Cramer on UnitedHealth: “Buy It”
• Positive Sentiment: UnitedHealth was highlighted as a defensive healthcare name benefiting from sector rotation, while recent dividend coverage and a 5% dividend increase support the case for steady capital returns. 3 Dividend Increases Investors Can Actually Trust
• Positive Sentiment: The company is being positioned as a sustainable recovery candidate after past setbacks, with commentary emphasizing lower volatility, buybacks, and improving profitability prospects. Beyond the AI Bubble: 3 defensive powerhouses smart money is buying now
• Neutral Sentiment: UnitedHealth continues to appear in broad healthcare-stock watchlists and hedge-fund screens, which reinforces investor attention but does not add a clear new operational catalyst. Best Healthcare Stocks To Research - June 15th
• Negative Sentiment: Some commentary still references UNH’s prior struggles, including executive turnover, legal issues, and margin pressure, which helps explain why the stock has not fully shaken off uncertainty. Why Did UnitedHealth Stock Choose Pain Over Growth?

UnitedHealth Group Stock Down 0.7%

UNH opened at $408.07 on Wednesday. The stock's fifty day simple moving average is $367.57 and its 200 day simple moving average is $328.06. 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 stock has a market cap of $370.59 billion, a PE ratio of 30.82, a price-to-earnings-growth ratio of 1.65 and a beta of 0.64. UnitedHealth Group Incorporated has a 1-year low of $234.60 and a 1-year high of $415.98.

UnitedHealth Group (NYSE:UNH - Get Free Report) last announced its earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 EPS for the quarter, topping the consensus estimate of $6.76 by $0.47. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The business had revenue of $111.65 billion during the quarter, compared to the consensus estimate of $109.84 billion. During the same quarter in the previous year, the firm posted $7.20 EPS. UnitedHealth Group's revenue was up 2.0% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. As a group, research analysts expect that UnitedHealth Group Incorporated will post 18.32 earnings per share for the current year.

UnitedHealth Group Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, June 23rd. Stockholders of record on Monday, June 15th will be issued a dividend of $2.32 per share. This is an increase from UnitedHealth Group's previous quarterly dividend of $2.21. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.3%. The ex-dividend date of this dividend is Monday, June 15th. UnitedHealth Group's payout ratio is 70.09%.

Analysts Set New Price Targets

Several research analysts have recently weighed in on the company. Oppenheimer upped their price objective on UnitedHealth Group from $385.00 to $405.00 and gave the stock an "outperform" rating in a research report on Wednesday, April 22nd. Truist Financial upped their price target on UnitedHealth Group from $395.00 to $440.00 and gave the stock a "buy" rating in a research report on Monday, June 1st. Cantor Fitzgerald reiterated an "overweight" rating on shares of UnitedHealth Group in a report on Thursday, June 11th. Wells Fargo & Company raised their target price on shares of UnitedHealth Group from $370.00 to $397.00 and gave the company an "overweight" rating in a research report on Wednesday, April 22nd. Finally, Barclays boosted their price target on shares of UnitedHealth Group from $373.00 to $429.00 and gave the stock an "overweight" rating in a research report on Tuesday, May 26th. 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 assigned a Sell rating to the company. According to data from MarketBeat.com, UnitedHealth Group has an average rating of "Moderate Buy" and a consensus target price of $407.17.

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.

Want to see what other hedge funds are holding UNH? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for UnitedHealth Group Incorporated (NYSE:UNH - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.