Alecta Tjanstepension Omsesidigt Purchases 64,300 Shares of UnitedHealth Group Incorporated $UNH

Key Points

• Alecta Tjanstepension Omsesidigt increased its UnitedHealth stake by 16.1%, buying 64,300 shares to hold 464,800 shares worth $153,463,000 (about 0.05% of UNH).
• UnitedHealth beat Q1 estimates, reporting $7.23 EPS vs. $6.76 expected and $111.65B revenue vs. $109.84B, and has set FY‑2026 guidance near an $18.25 EPS target, prompting analyst upgrades and a consensus "Moderate Buy".
• Operational and sentiment tailwinds: UnitedHealthcare will eliminate prior‑authorization for roughly 30% of services, and Goldman Sachs added UNH to its Conviction List with a $435 price target, signaling improving fundamentals and investor confidence.

Alecta Tjanstepension Omsesidigt lifted its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 16.1% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 464,800 shares of the healthcare conglomerate's stock after buying an additional 64,300 shares during the quarter. Alecta Tjanstepension Omsesidigt owned about 0.05% of UnitedHealth Group worth $153,463,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors also recently modified their holdings of UNH. Axis Wealth Partners LLC grew its position in UnitedHealth Group by 1.7% in the 3rd quarter. Axis Wealth Partners LLC now owns 1,631 shares of the healthcare conglomerate's stock valued at $563,000 after purchasing an additional 28 shares during the period. Kellett Wealth Advisors LLC grew its position in UnitedHealth Group by 1.7% in the 4th quarter. Kellett Wealth Advisors LLC now owns 1,746 shares of the healthcare conglomerate's stock valued at $576,000 after purchasing an additional 29 shares during the period. Founders Capital Management LLC grew its position in UnitedHealth Group by 3.0% in the 4th quarter. Founders Capital Management LLC now owns 982 shares of the healthcare conglomerate's stock valued at $324,000 after purchasing an additional 29 shares during the period. Cooper Financial Group lifted its stake 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 acquiring an additional 30 shares in the last quarter. Finally, Successful Portfolios LLC lifted its stake in 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 in the last quarter. Institutional investors and hedge funds own 87.86% of the company's stock.

Insiders Place Their Bets

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of UnitedHealth Group stock in a transaction dated 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 transaction, 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 filing with the Securities & Exchange Commission, which is available through this link. 0.28% of the stock is owned by insiders.

UnitedHealth Group Trading Up 0.9%

Shares of UnitedHealth Group stock opened at $367.11 on Thursday. UnitedHealth Group Incorporated has a 52-week low of $234.60 and a 52-week high of $395.52. The stock's 50-day simple moving average is $302.62 and its 200 day simple moving average is $316.89. The stock has a market capitalization of $333.41 billion, a P/E ratio of 27.73, a P/E/G ratio of 1.57 and a beta of 0.64. The company has a debt-to-equity ratio of 0.69, a quick ratio of 0.79 and a current ratio of 0.80.

UnitedHealth Group (NYSE:UNH - Get Free Report) last announced its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share (EPS) for the quarter, beating analysts' consensus estimates 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 for the quarter, compared to analysts' expectations of $109.84 billion. During the same period in the previous year, the business posted $7.20 EPS. The firm's quarterly 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 anticipate that UnitedHealth Group Incorporated will post 18.29 EPS for the current year.

UnitedHealth Group Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Monday, March 9th were issued a dividend of $2.21 per share. This represents a $8.84 dividend on an annualized basis and a yield of 2.4%. The ex-dividend date of this dividend was Monday, March 9th. UnitedHealth Group's payout ratio is presently 66.77%.

Wall Street Analysts Forecast Growth

Several equities analysts have weighed in on UNH shares. Wells Fargo & Company raised their price objective on UnitedHealth Group from $370.00 to $397.00 and gave the company an "overweight" rating in a research note on Wednesday, April 22nd. HSBC upgraded UnitedHealth Group from a "reduce" rating to a "hold" rating and set a $300.00 price objective on the stock in a research note on Tuesday, April 7th. Royal Bank Of Canada raised their price objective on UnitedHealth Group from $361.00 to $400.00 and gave the company an "outperform" rating in a research note on Wednesday, April 22nd. UBS Group lowered their target price on UnitedHealth Group from $430.00 to $410.00 and set a "buy" rating on the stock in a research note on Wednesday, January 28th. Finally, Oppenheimer lifted their target price on UnitedHealth Group from $385.00 to $405.00 and gave the stock an "outperform" rating in a research note on Wednesday, April 22nd. One equities research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, six have assigned a Hold rating and two have assigned a Sell rating to the company's stock. According to MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $378.88.

Key UnitedHealth Group News

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

• Positive Sentiment: UnitedHealthcare will eliminate prior-authorization requirements for roughly 30% of services, a move that can reduce administrative friction, improve member/provider experience and potentially cut costs over time — a clear operational positive for UNH. UnitedHealthcare removes prior approval requirements for 30% of healthcare services
• Positive Sentiment: Goldman Sachs added UNH to its U.S. Conviction List and maintained a $435 price target, signaling confidence from a major institutional desk that the company may be nearing the bottom of its underwriting cycle. Goldman Sachs Names UnitedHealth (UNH) to Conviction List, Keeps $435 Price Target
• Positive Sentiment: Investors are still digesting UNH’s strong Q1 results and the company’s raised 2026 guidance — earnings momentum and an improved profit footing remain central bullish drivers. How Investors Are Reacting To UnitedHealth Group (UNH) Earnings Beat, Guidance Hike and Governance Challenge
• Positive Sentiment: Analyst model revisions and shareholder-friendly actions support the case for upside: Zacks raised several near-term estimates (including FY‑2026) and analysts/narratives note increased buybacks as management signaling shares are attractive. According to These Metrics, UnitedHealth Stock Looks Undervalued
• Neutral Sentiment: Positive results from other healthcare companies (Tenet, CVS) underline industrywide improvement in utilization and pricing dynamics — a supportive backdrop for insurers like UNH but indirect in impact. THC Beats Q1 Earnings Estimates on Strong Ambulatory Growth, Ups '26 EPS View CVS Stock Breaks Out On Earnings Due To ACA Exit, Premium Hikes
• Negative Sentiment: Major outlets caution that Q1 medical-cost data are incomplete due to claims lag; Q2 will be the true test for underwriting recovery — if costs re-accelerate, margin pressure could re-emerge. Major health insurers show signs of recovery – but a key test looms
• Neutral Sentiment: Governance issues (a shareholder proposal to require an independent board chair) are being debated and could influence investor focus on oversight, but the near-term financial impact is unclear. How Investors Are Reacting To UnitedHealth Group (UNH) Earnings Beat, Guidance Hike and Governance Challenge

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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