Allen Investment Management LLC Has $379.99 Million Stock Holdings in UnitedHealth Group Incorporated $UNH

Key Points

• Allen Investment Management LLC increased its UnitedHealth Group stake by 13.1% in the fourth quarter, bringing its holdings to 1,151,090 shares worth about $380 million. UnitedHealth now ranks as the firm’s sixth-largest holding and makes up 4.2% of its portfolio.
• Wall Street sentiment on UNH remains constructive, with several analysts raising price targets and the consensus rating sitting at Moderate Buy. Recent target increases include JPMorgan, Oppenheimer, Barclays, and Truist.
• UnitedHealth faces a mix of positive operational news and legal risk: it plans to cut nearly two-thirds of pediatric prior authorizations by year-end, but it is also dealing with a Massachusetts lawsuit alleging Medicaid risk-score inflation and other regulatory scrutiny.

Allen Investment Management LLC grew its position in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 13.1% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 1,151,090 shares of the healthcare conglomerate's stock after purchasing an additional 133,689 shares during the quarter. UnitedHealth Group makes up 4.2% of Allen Investment Management LLC's holdings, making the stock its 6th biggest holding. Allen Investment Management LLC owned approximately 0.13% of UnitedHealth Group worth $379,986,000 at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. Beacon Financial Strategies CORP acquired a new stake in UnitedHealth Group during the 4th quarter worth about $26,000. Anfield Capital Management LLC increased its stake in UnitedHealth Group by 220.0% during the 4th quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate's stock valued at $26,000 after purchasing an additional 55 shares in the last quarter. Joseph Group Capital Management bought a new stake in UnitedHealth Group during the 4th quarter worth approximately $27,000. Foster Dykema Cabot & Partners LLC lifted its stake 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 valued at $29,000 after acquiring an additional 34 shares in the last quarter. Finally, 1248 Management LLC purchased a new position in UnitedHealth Group during the third quarter worth about $29,000. 87.86% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

UNH has been the topic of a number of research analyst reports. Weiss Ratings upgraded shares of UnitedHealth Group from a "sell (d+)" rating to a "hold (c-)" rating in a research note on Thursday, May 7th. JPMorgan Chase & Co. increased their target price on UnitedHealth Group from $389.00 to $420.00 and gave the stock an "overweight" rating in a research report on Tuesday, April 28th. Oppenheimer raised their price target on shares of UnitedHealth Group from $385.00 to $405.00 and gave the company an "outperform" rating in a report on Wednesday, April 22nd. HC Wainwright set a $492.00 target price on shares of UnitedHealth Group in a research report on Wednesday, May 27th. Finally, Barclays lifted their price target on shares of UnitedHealth Group from $373.00 to $429.00 and gave the stock an "overweight" rating in a research note on Tuesday, May 26th. One investment analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the company has a consensus rating of "Moderate Buy" and an average target price of $399.50.

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: Truist raised its price target on UnitedHealth Group (UNH) from $395 to $440 and kept a buy rating, reinforcing Wall Street’s confidence in the stock’s upside. Benzinga report on Truist price target increase
• Positive Sentiment: UnitedHealth said it will eliminate nearly two-thirds of pediatric prior authorizations by year-end, a move that could reduce paperwork, speed care access, and improve provider relations. Can UnitedHealth's Pediatric Authorization Cuts Ease Care Delays?
• Positive Sentiment: Several recent commentary pieces highlighted UNH as a durable long-term cash-flow generator, which may be supporting investor sentiment around its healthcare scale and recurring demand. 247WallSt article
• Neutral Sentiment: Market commentary and social-media trading chatter showed continued interest in UNH, with traders pointing to support around the mid-$300s and upside targets near $400-$420, but this is more technical sentiment than a fundamental catalyst. Quiver Quantitative discussion summary
• Negative Sentiment: Massachusetts filed a lawsuit accusing UnitedHealth of inflating Medicaid patient risk scores to secure higher payments, adding legal, reputational, and reimbursement risk for the company. UnitedHealth Lawsuit Raises Fresh Questions On Medicaid Revenue And Investor Risk
• Negative Sentiment: Separate reporting on allegations tied to UnitedHealthcare’s Medicare Advantage advertising practices keeps regulatory scrutiny in focus, which can weigh on investor confidence. GlobeNewswire article

Insider Activity at UnitedHealth Group

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of the company's stock in a transaction that occurred on Thursday, April 23rd. The shares were 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 of the company's stock, valued at approximately $6,320,775. This represents a 4.30% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. 0.28% of the stock is owned by insiders.

UnitedHealth Group Price Performance

Shares of NYSE UNH opened at $380.03 on Tuesday. The company has a debt-to-equity ratio of 0.69, a quick ratio of 0.80 and a current ratio of 0.80. The company has a 50 day simple moving average of $338.84 and a two-hundred day simple moving average of $321.92. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $404.15. The company has a market capitalization of $345.12 billion, a price-to-earnings ratio of 28.70, a P/E/G ratio of 1.64 and a beta of 0.64.

UnitedHealth Group (NYSE:UNH - Get Free Report) last issued its quarterly earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share for the quarter, beating 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 firm 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 company's revenue was up 2.0% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Analysts expect that UnitedHealth Group Incorporated will post 18.29 EPS for the current fiscal year.

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.

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