4,475 Shares in UnitedHealth Group Incorporated $UNH Acquired by Argo Wealth Advisory LLC

Key Points

• Argo Wealth Advisory established a new position of 4,475 shares in UnitedHealth (NYSE:UNH) during Q4, worth about $1.48 million, and institutional investors now own roughly 87.9% of the stock.
• UnitedHealth beat Q1 expectations with $2.11 EPS (vs. $2.09) and $113.73B revenue (up 12.3% YoY); the company has a market cap near $287B, a PE of 23.98, and pays a $2.21 quarterly dividend (≈2.8% yield).
• Analysts’ consensus is a “Moderate Buy” with a $363.42 target, but sentiment is mixed—several price-target cuts and a sell rating exist, and near-term risks include rising costs, membership pressures and MA reimbursement headwinds.

Argo Wealth Advisory LLC purchased a new stake in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 4,475 shares of the healthcare conglomerate's stock, valued at approximately $1,477,000.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Capital World Investors boosted its holdings in shares of UnitedHealth Group by 18.8% during the 3rd quarter. Capital World Investors now owns 21,766,922 shares of the healthcare conglomerate's stock worth $7,516,107,000 after buying an additional 3,439,182 shares during the period. Capital International Investors raised its stake in shares of 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 in the last quarter. Capital Research Global Investors raised its stake 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 buying an additional 7,293,009 shares in the last quarter. Dodge & Cox increased its position in shares of UnitedHealth Group by 8.6% during the 3rd quarter. Dodge & Cox now owns 9,505,636 shares of the healthcare conglomerate's stock worth $3,282,296,000 after purchasing an additional 755,076 shares in the last quarter. Finally, Northern Trust Corp increased its position in shares of UnitedHealth Group by 1.6% during the 3rd quarter. Northern Trust Corp now owns 9,109,692 shares of the healthcare conglomerate's stock worth $3,145,577,000 after purchasing an additional 144,109 shares in the last quarter. 87.86% of the stock is owned by hedge funds and other institutional investors.

UnitedHealth Group Stock Performance

Shares of UnitedHealth Group stock opened at $316.29 on Friday. The company has a market cap of $287.09 billion, a PE ratio of 23.98, a price-to-earnings-growth ratio of 1.45 and a beta of 0.40. The company has a current ratio of 0.79, a quick ratio of 0.79 and a debt-to-equity ratio of 0.72. UnitedHealth Group Incorporated has a 1-year low of $234.60 and a 1-year high of $489.79. The company has a 50 day moving average of $285.88 and a 200-day moving average of $317.70.

UnitedHealth Group (NYSE:UNH - Get Free Report) last posted its earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 EPS for the quarter, topping analysts' consensus estimates of $2.09 by $0.02. The firm had revenue of $113.73 billion during the quarter, compared to analysts' expectations of $113.38 billion. UnitedHealth Group had a net margin of 2.69% and a return on equity of 14.79%. The business's revenue for the quarter was up 12.3% compared to the same quarter last year. During the same quarter in the prior year, the business earned $6.81 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. As a group, equities research analysts forecast that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

UnitedHealth Group Dividend Announcement

The firm also recently disclosed 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 of this dividend was Monday, March 9th. This represents a $8.84 annualized dividend and a dividend yield of 2.8%. UnitedHealth Group's payout ratio is presently 67.02%.

UnitedHealth Group News Roundup

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

• Positive Sentiment: Analyst comparisons favor UnitedHealth’s integrated model — coverage + Optum — citing stronger earnings stability and upside vs. Elevance, which supports investor confidence in UNH’s long-term competitive edge. UnitedHealth vs. Elevance: Which Healthcare Stock Has More Upside?
• Positive Sentiment: UnitedHealthcare’s community investment (supporting Seabury’s Housing Stabilization Fund) highlights growth in value-based/community programs that can deepen MA and Medicaid plan ties and support non-medical care strategies. Seabury Resources for Aging Launches Fund with Support from UnitedHealthcare
• Neutral Sentiment: Media focus is ramping up ahead of the report — Forbes notes investors are watching UNH for signs the insurer complex is controlling rising costs; heightened attention can boost volume and volatility around the print. Attention Turns To UnitedHealth Earnings For Signs Of Insurer Rebound
• Neutral Sentiment: Income-oriented analysts point out a rising dividend amid a lower share price (Dogs of the Dow framing), which may attract yield-focused buyers even as fundamentals are debated. Falling Stock Price, Rising Dividend: UnitedHealth Fits the Dogs of the Dow Profile
• Neutral Sentiment: A market-position analysis ties UNH performance to broader NASDAQ-100 trends — useful context for institutional flows but not an immediate company-specific catalyst. UnitedHealth Group Market Position and Its Connection to NASDAQ 100 Trends
• Negative Sentiment: Multiple earnings previews warn of near-term headwinds: rising costs, slipping membership and MA reimbursement pressure could weigh on margin and limit upside versus Street estimates — these concerns are the main risk driving caution ahead of the print. UnitedHealth Q1 Earnings Preview: Can it Dodge MA Pressure for a Beat? Gear Up for UnitedHealth (UNH) Q1 Earnings: Wall Street Estimates for Key Metrics

Analysts Set New Price Targets

Several equities research analysts have weighed in on the stock. Truist Financial lowered their price objective on shares of UnitedHealth Group from $410.00 to $370.00 and set a "buy" rating for the company in a research report on Monday, February 2nd. Raymond James Financial raised shares of UnitedHealth Group from a "market perform" rating to an "outperform" rating and set a $330.00 price objective on the stock in a research note on Wednesday, April 1st. KeyCorp reaffirmed an "overweight" rating on shares of UnitedHealth Group in a research note on Wednesday, January 28th. Morgan Stanley cut their price objective on shares of UnitedHealth Group from $411.00 to $409.00 and set an "overweight" rating on the stock in a research report on Friday, January 23rd. Finally, Weiss Ratings lowered shares of UnitedHealth Group from a "hold (c-)" rating to a "sell (d+)" rating in a research report on Monday, March 2nd. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating, eight have given a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, UnitedHealth Group presently has a consensus rating of "Moderate Buy" and a consensus target price of $363.42.

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.