6,902 Shares in UnitedHealth Group Incorporated $UNH Acquired by Clear Trail Advisors LLC

Key Points

• Clear Trail Advisors established a new position in UnitedHealth by buying 6,902 shares in Q4, worth about $2.28 million, and institutional investors now own roughly 87.9% of the stock.
• UnitedHealth beat Q4 estimates with EPS $2.11 (vs. $2.09) and revenue of $113.73 billion (up 12.3% YoY), and recently paid a $2.21 quarterly dividend (annualized $8.84, ~3.3% yield).
• Analysts have trimmed price targets amid regulatory and margin concerns, but the consensus remains a "Moderate Buy" with an average target of $372.13 while the stock has pulled back within a 52‑week range of $234.60–$606.36.

Clear Trail Advisors LLC bought a new position in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm bought 6,902 shares of the healthcare conglomerate's stock, valued at approximately $2,279,000.

Several other institutional investors also recently modified their holdings of UNH. Sagard Holdings Management Inc. bought a new position in UnitedHealth Group during the 2nd quarter valued at about $29,000. Foster Dykema Cabot & Partners LLC raised its holdings in shares of UnitedHealth Group by 69.4% during 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 last quarter. 1248 Management LLC purchased a new stake in UnitedHealth Group in the third quarter worth approximately $29,000. Holos Integrated Wealth LLC purchased a new stake in UnitedHealth Group during the 4th quarter valued at $29,000. Finally, Hurley Capital LLC boosted its stake in shares of UnitedHealth Group by 81.6% in the 3rd quarter. Hurley Capital LLC now owns 89 shares of the healthcare conglomerate's stock worth $31,000 after buying an additional 40 shares during the last quarter. 87.86% of the stock is owned by hedge funds and other institutional investors.

UnitedHealth Group Trading Down 2.2%

Shares of UnitedHealth Group stock opened at $269.62 on Tuesday. The company has a debt-to-equity ratio of 0.72, a quick ratio of 0.79 and a current ratio of 0.79. The company has a fifty day moving average of $295.77 and a 200 day moving average of $324.10. The company has a market capitalization of $244.72 billion, a P/E ratio of 20.44, a P/E/G ratio of 1.27 and a beta of 0.41. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $606.36.

UnitedHealth Group (NYSE:UNH - Get Free Report) last announced its quarterly earnings data on Tuesday, January 27th. The healthcare conglomerate reported $2.11 EPS for the quarter, beating the consensus estimate of $2.09 by $0.02. The business had revenue of $113.73 billion for the quarter, compared to the consensus estimate of $113.38 billion. UnitedHealth Group had a return on equity of 14.79% and a net margin of 2.69%.The business's revenue was up 12.3% on a year-over-year basis. During the same period in the previous year, the business earned $6.81 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. On average, sell-side analysts anticipate that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

UnitedHealth Group Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Monday, March 9th were issued a $2.21 dividend. This represents a $8.84 annualized dividend and a dividend yield of 3.3%. The ex-dividend date of this dividend was Monday, March 9th. UnitedHealth Group's payout ratio is 67.02%.

UnitedHealth Group News Summary

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

• Positive Sentiment: Several commentary pieces argue current fears are overblown and frame UNH as a long-term buy given its scale, diversified businesses and consistent execution — a view that supports buy-the-dip investors. UnitedHealth Group: Fears Remain Overblown In A Panicky Market
• Positive Sentiment: Retail-investor guidance pieces and The Motley Fool highlight UNH as a healthcare name for long-term investors, arguing recent weakness creates an entry point for patient investors. Have $500? 2 Healthcare Stocks Long-Term Investors Should Buy Right Now
• Neutral Sentiment: Zacks compares UNH’s steady, diversified model with Centene’s turnaround, saying UNH’s consistency is attractive but upside is constrained by cost and policy risks — a balanced take for investors weighing relative value. The Upside Debate: UnitedHealth's Consistency vs Centene's Comeback
• Neutral Sentiment: Coverage on value-rotation themes lists healthcare/value names as potential beneficiaries of the market shift away from growth; UNH is discussed in the context of being a lower-multiple, large-cap healthcare play. 3 Value Stocks Set to Surge, With Up to 100% Upside by 2028
• Negative Sentiment: Analyst downgrades and commentary on regulatory challenges are pressuring the stock — stories cite potential regulatory scrutiny and margin risk from policy shifts as tangible near-term headwinds. UnitedHealth (UNH) Stock Faces Pressure from Analyst Downgrades and Regulatory Challenges
• Negative Sentiment: Coverage notes a widening gap between reimbursement rates and medical expenses, a key driver cited for the stock’s YTD decline and for concerns about near-term margin pressure. UnitedHealth Stock Is Down 18% in 2026 and Keeps Stumbling. Should You Buy the Dip Monday?
• Negative Sentiment: Recent analyst notes and Zacks’ research updates have lowered Q4 and near-term EPS estimates for UNH, increasing downside risk to sentiment until clearer margin trends re-emerge. Q4 EPS Estimate for UnitedHealth Group Decreased by Analyst Zacks Research Issues Pessimistic Estimate for UNH Earnings

Wall Street Analysts Forecast Growth

A number of research firms have weighed in on UNH. Mizuho lowered their target price on UnitedHealth Group from $430.00 to $350.00 and set an "outperform" rating on the stock in a report on Thursday, February 5th. UBS Group lowered their price objective on shares of UnitedHealth Group from $430.00 to $410.00 and set a "buy" rating on the stock in a research note on Wednesday, January 28th. Morgan Stanley cut their target price on shares of UnitedHealth Group from $411.00 to $409.00 and set an "overweight" rating for the company in a research report on Friday, January 23rd. Royal Bank Of Canada dropped their price target on shares of UnitedHealth Group from $408.00 to $361.00 and set an "outperform" rating on the stock in a research note on Wednesday, January 28th. Finally, Wells Fargo & Company decreased their target price on UnitedHealth Group from $400.00 to $370.00 and set an "overweight" rating on the stock in a report on Friday, January 30th. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, eight have given a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, the stock has an average rating of "Moderate Buy" and a consensus target price of $372.13.

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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