Annex Advisory Services LLC Acquires 8,606 Shares of UnitedHealth Group Incorporated $UNH

Key Points

• Annex Advisory Services LLC increased its stake in UnitedHealth Group (UNH) by 50.1% in Q4, acquiring 8,606 shares to hold 25,784 shares worth about $8.51 million.
• UnitedHealth beat Q4 estimates with EPS of $2.11 (vs. $2.09 expected) and revenue of $113.73 billion (up 12.3% year‑over‑year), and the company set FY2026 EPS guidance around 17.75.
• UnitedHealth declared a quarterly dividend of $2.21 (annualized $8.84, yield ~2.8%), while analysts hold a consensus of "Moderate Buy" with an average price target of $363.42 and institutions owning ~87.9% of the stock.

Annex Advisory Services LLC increased its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 50.1% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 25,784 shares of the healthcare conglomerate's stock after acquiring an additional 8,606 shares during the period. Annex Advisory Services LLC's holdings in UnitedHealth Group were worth $8,512,000 at the end of the most recent quarter.

Several other institutional investors also recently bought and sold shares of the company. Grandview Asset Management LLC increased its holdings in UnitedHealth Group by 19.7% during the 4th quarter. Grandview Asset Management LLC now owns 3,378 shares of the healthcare conglomerate's stock worth $1,115,000 after purchasing an additional 556 shares during the period. BCS Wealth Management increased its holdings in UnitedHealth Group by 72.7% during the 4th quarter. BCS Wealth Management now owns 2,912 shares of the healthcare conglomerate's stock worth $961,000 after purchasing an additional 1,226 shares during the period. Code Waechter LLC increased its holdings in UnitedHealth Group by 38.7% during the 4th quarter. Code Waechter LLC now owns 1,402 shares of the healthcare conglomerate's stock worth $463,000 after purchasing an additional 391 shares during the period. Riverview Trust Co increased its holdings in UnitedHealth Group by 28.0% during the 4th quarter. Riverview Trust Co now owns 160 shares of the healthcare conglomerate's stock worth $53,000 after purchasing an additional 35 shares during the period. Finally, TFC Financial Management Inc. boosted its position in UnitedHealth Group by 159.9% during the 4th quarter. TFC Financial Management Inc. now owns 1,076 shares of the healthcare conglomerate's stock valued at $355,000 after acquiring an additional 662 shares in the last quarter. 87.86% of the stock is currently owned by hedge funds and other institutional investors.

UnitedHealth Group Stock Up 0.4%

Shares of UnitedHealth Group stock opened at $314.29 on Wednesday. The business has a 50-day moving average of $284.16 and a 200-day moving average of $317.73. The company has a debt-to-equity ratio of 0.72, a current ratio of 0.79 and a quick ratio of 0.79. The company has a market capitalization of $285.27 billion, a PE ratio of 23.83, a P/E/G ratio of 1.44 and a beta of 0.40. UnitedHealth Group Incorporated has a 1-year low of $234.60 and a 1-year high of $594.81.

UnitedHealth Group (NYSE:UNH - Get Free Report) last announced its earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share for the quarter, beating the consensus estimate of $2.09 by $0.02. The company had revenue of $113.73 billion during 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 company's revenue was up 12.3% on a year-over-year basis. During the same period last year, the firm earned $6.81 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. As a group, equities analysts forecast that UnitedHealth Group Incorporated will post 29.54 EPS for the current fiscal year.

UnitedHealth Group Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Investors of record on Monday, March 9th were paid a $2.21 dividend. This represents a $8.84 dividend on an annualized basis and a yield of 2.8%. The ex-dividend date was Monday, March 9th. UnitedHealth Group's dividend payout ratio (DPR) is 67.02%.

UnitedHealth Group News Summary

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

• Positive Sentiment: Analysts and outlets expect UNH to beat upcoming EPS estimates based on its mix of revenue growth and margin drivers; pieces explain the key metrics investors should watch into the print (revenue, Optum performance, membership trends). UnitedHealth Group (UNH) Expected to Beat Earnings Estimates: Should You Buy?
• Positive Sentiment: Same earnings-beat thesis reiterated by Zacks: expectations that UNH has the right setup to top estimates, reinforcing short-term investor optimism ahead of results. UnitedHealth Group (UNH) Expected to Beat Earnings Estimates: Should You Buy?
• Positive Sentiment: Street action: UNH recently outperformed the broader market (shares rose), signaling supportive near-term investor flows and positive sentiment ahead of results. This price action often reflects positioning into the quarterly release. UnitedHealth Group (UNH) Outperforms Broader Market: What You Need to Know
• Positive Sentiment: BofA analyst raised UNH’s price target while keeping a Neutral rating, a signal that the analyst sees upside to the stock’s valuation even if near-term stance is cautious — this can support further gains if earnings confirm expectations. Analyst Raises Price Target on UnitedHealth Group (UNH), Keeps ‘Neutral’ Rating
• Neutral Sentiment: UnitedHealth confirmed its quarterly earnings release date (Tuesday). That calendar reminder increases trading volume and short-term volatility as investors position for the report; it’s procedural but important for timing. UnitedHealth Group (UNH) to Release Quarterly Earnings on Tuesday
• Neutral Sentiment: Patient Capital Management’s Q1 investor letter says its strategy remains committed to UnitedHealth despite short-term underperformance, indicating continued institutional conviction but noting recent portfolio drawdowns — a mixed signal for sentiment. Patient Opportunity Equity Strategy Remains Firm on Its Thesis for UnitedHealth Group (UNH)

Wall Street Analyst Weigh In

Several analysts have issued reports on the company. Raymond James Financial raised UnitedHealth Group from a "market perform" rating to an "outperform" rating and set a $330.00 target price on the stock in a research report on Wednesday, April 1st. Evercore raised UnitedHealth Group to a "strong-buy" rating in a research report on Tuesday, January 6th. Jefferies Financial Group lowered their price objective on UnitedHealth Group from $418.00 to $340.00 and set a "buy" rating for the company in a research report on Wednesday, January 28th. Oppenheimer lowered their price objective on UnitedHealth Group from $415.00 to $385.00 and set an "outperform" rating for the company in a research report on Wednesday, January 28th. Finally, Truist Financial reduced their target price on UnitedHealth Group from $410.00 to $370.00 and set a "buy" rating for the company in a research note on Monday, February 2nd. One analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, eight have issued a Hold rating and two have given a Sell rating to the company. According to MarketBeat.com, the company has a consensus rating of "Moderate Buy" and an average price target of $363.42.

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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