78,946 Shares in UnitedHealth Group Incorporated $UNH Acquired by KTF Investments LLC

Key Points

• KTF Investments LLC acquired a new stake of 78,946 shares of UnitedHealth Group (about $26.06M), making UNH roughly 4.3% of KTF’s holdings and its sixth-largest position.
• UnitedHealth beat Q1 expectations with EPS $7.23 (vs. $6.76 est.) and $111.65B revenue, raised FY guidance (FY2026 EPS set at 18.250), and has drawn multiple analyst upgrades resulting in a MarketBeat consensus of Moderate Buy (target ~$377.64).
• CEO Patrick Conway sold 800 shares (~$284,000) on April 23 (insiders own 0.28%); the company also pays a quarterly dividend of $2.21 (annualized $8.84, ~2.5% yield).

KTF Investments LLC acquired a new stake in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) in the fourth quarter, according to its most recent disclosure with the SEC. The firm acquired 78,946 shares of the healthcare conglomerate's stock, valued at approximately $26,061,000. UnitedHealth Group makes up about 4.3% of KTF Investments LLC's holdings, making the stock its 6th biggest position.

A number of other institutional investors have also added to or reduced their stakes in the stock. Axis Wealth Partners LLC grew its holdings in UnitedHealth Group by 1.7% during the 3rd quarter. Axis Wealth Partners LLC now owns 1,631 shares of the healthcare conglomerate's stock valued at $563,000 after buying an additional 28 shares in the last quarter. Founders Capital Management LLC grew its holdings in UnitedHealth Group by 3.0% during the 4th quarter. Founders Capital Management LLC now owns 982 shares of the healthcare conglomerate's stock valued at $324,000 after buying an additional 29 shares in the last quarter. Kellett Wealth Advisors LLC grew its holdings in UnitedHealth Group by 1.7% during the 4th quarter. Kellett Wealth Advisors LLC now owns 1,746 shares of the healthcare conglomerate's stock valued at $576,000 after buying an additional 29 shares in the last quarter. Cooper Financial Group grew its holdings in UnitedHealth Group by 0.7% during the 4th quarter. Cooper Financial Group now owns 4,338 shares of the healthcare conglomerate's stock valued at $1,432,000 after buying an additional 30 shares in the last quarter. Finally, Successful Portfolios LLC boosted its position in shares of UnitedHealth Group by 2.6% during the 4th quarter. Successful Portfolios LLC now owns 1,194 shares of the healthcare conglomerate's stock valued at $411,000 after acquiring an additional 30 shares during the last quarter. 87.86% of the stock is owned by hedge funds and other institutional investors.

UnitedHealth Group Stock Down 0.1%

Shares of UNH opened at $354.64 on Tuesday. UnitedHealth Group Incorporated has a 52-week low of $234.60 and a 52-week high of $424.12. The company has a market cap of $322.09 billion, a PE ratio of 26.79, a P/E/G ratio of 1.53 and a beta of 0.40. The business has a fifty day moving average of $294.63 and a 200 day moving average of $316.54. The company has a quick ratio of 0.79, a current ratio of 0.80 and a debt-to-equity ratio of 0.69.

UnitedHealth Group (NYSE:UNH - Get Free Report) last released its earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share for the quarter, topping the consensus estimate 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 the consensus estimate of $109.84 billion. During the same period last year, the company earned $7.20 earnings per share. The business's revenue for the quarter was up 2.0% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. On average, sell-side analysts expect that UnitedHealth Group Incorporated will post 18.29 EPS for the current year.

UnitedHealth Group Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Monday, March 9th were given a dividend of $2.21 per share. This represents a $8.84 annualized dividend and a dividend yield of 2.5%. The ex-dividend date was Monday, March 9th. UnitedHealth Group's dividend payout ratio (DPR) is 66.77%.

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: Q1 results and outlook beat expectations: UNH reported stronger‑than‑expected Q1 revenue and EPS and raised full‑year guidance, supporting the recovery/margin story. UNH Q1 beat (Yahoo)
• Positive Sentiment: Analyst upgrades and higher targets: Goldman Sachs raised its target and Erste upgraded to Buy; several firms (including RBC, Wells Fargo, Argus) have lifted targets recently — these moves attract institutional/ETF flows. Goldman Sachs lift (Zacks)
• Positive Sentiment: High‑profile bullish commentary: Jim Cramer publicly said UNH “deserves to be much higher,” which can drive retail momentum and short‑term buying interest. Jim Cramer on UNH (Yahoo)
• Neutral Sentiment: Analyst view dispersion and valuation debate: some firms raise fair‑value estimates while others trim to account for regulatory/Medicaid risks — creates volatility despite an elevated consensus. Valuation / regulation piece (Yahoo)
• Neutral Sentiment: Operational initiatives could help margins over time: UNH is expanding electronic prior authorization to reduce manual work and improve provider experience; benefits are longer‑term. Prior authorization expansion (Yahoo)
• Negative Sentiment: Insider sale: CEO Patrick Conway sold 800 shares at ~ $355 on April 23 (Form 4). The sale is small versus his holdings but can be viewed negatively by some investors. SEC Form 4 (CEO sale)
• Negative Sentiment: Downgrade note: A Seeking Alpha piece argued the recent rally ran “too far, too fast” and initiated a downgrade — a reminder of near‑term valuation risk and potential profit‑taking. Seeking Alpha downgrade

Wall Street Analyst Weigh In

A number of research analysts have recently commented on the company. Morgan Stanley increased their target price on UnitedHealth Group from $375.00 to $395.00 and gave the company an "overweight" rating in a research report on Wednesday, April 22nd. Oppenheimer increased their target price on UnitedHealth Group from $385.00 to $405.00 and gave the company an "outperform" rating in a research report on Wednesday, April 22nd. Argus upgraded UnitedHealth Group from a "hold" rating to a "buy" rating and set a $400.00 target price for the company in a research report on Wednesday, April 22nd. Erste Group Bank upgraded UnitedHealth Group from a "hold" rating to a "buy" rating in a research report on Monday. Finally, Royal Bank Of Canada raised their price target on UnitedHealth Group from $361.00 to $400.00 and gave the stock an "outperform" rating in a research report on Wednesday, April 22nd. One research analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, six have given a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, UnitedHealth Group has a consensus rating of "Moderate Buy" and a consensus target price of $377.64.

Insider Buying and Selling at UnitedHealth Group

In other news, CEO Patrick Hugh Conway sold 800 shares of UnitedHealth Group stock in a transaction on Thursday, April 23rd. The stock was sold at an average price of $355.00, for a total transaction of $284,000.00. Following the completion of the sale, the chief executive officer directly owned 17,805 shares in the company, valued at approximately $6,320,775. This trade represents a 4.30% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Company insiders own 0.28% of the company's stock.

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.

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