Atlantic Private Wealth LLC Purchases 3,019 Shares of UnitedHealth Group Incorporated $UNH

Key Points

• Atlantic Private Wealth LLC sharply increased its UnitedHealth Group stake in the fourth quarter, buying 3,019 additional shares and lifting its position to 3,119 shares valued at about $1.03 million.
• Several major firms have also been adding to or raising their outlooks on UNH, including Bank of America and Morgan Stanley, both of which boosted price targets and maintained bullish ratings.
• UnitedHealth recently raised its quarterly dividend 5% to $2.32 per share, while its latest earnings beat analyst expectations and the stock has already climbed close to its 52-week high.

Atlantic Private Wealth LLC boosted its position in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 3,019.0% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 3,119 shares of the healthcare conglomerate's stock after purchasing an additional 3,019 shares during the quarter. UnitedHealth Group comprises 0.7% of Atlantic Private Wealth LLC's holdings, making the stock its 18th biggest position. Atlantic Private Wealth LLC's holdings in UnitedHealth Group were worth $1,030,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of the stock. Vanguard Group Inc. raised its stake in shares of UnitedHealth Group by 1.1% during the 4th quarter. Vanguard Group Inc. now owns 91,600,260 shares of the healthcare conglomerate's stock worth $30,238,162,000 after purchasing an additional 995,210 shares in the last quarter. Capital World Investors increased its position in UnitedHealth Group by 18.8% during the 3rd quarter. Capital World Investors now owns 21,766,922 shares of the healthcare conglomerate's stock worth $7,516,107,000 after buying an additional 3,439,182 shares during the period. Capital International Investors increased its position in UnitedHealth Group by 11.1% during the 3rd quarter. Capital International Investors now owns 17,499,949 shares of the healthcare conglomerate's stock worth $6,042,710,000 after buying an additional 1,747,337 shares during the period. Norges Bank bought a new position in UnitedHealth Group during the 4th quarter worth $4,376,167,000. Finally, Capital Research Global Investors increased its position in UnitedHealth Group by 126.9% during the 3rd quarter. Capital Research Global Investors now owns 13,042,049 shares of the healthcare conglomerate's stock worth $4,503,419,000 after buying an additional 7,293,009 shares during the period. 87.86% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting UnitedHealth Group

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

• Positive Sentiment: Bank of America upgraded UnitedHealth Group to Buy and raised its price target to $450, citing improving medical cost trends and a better risk/reward setup heading into earnings. Article link
• Positive Sentiment: Morgan Stanley also lifted its price target on UNH to $453 and kept an Overweight rating, reinforcing the view that sentiment is improving. Article link
• Positive Sentiment: UnitedHealth raised its quarterly dividend by 5% to $2.32 per share, extending its long streak of annual dividend increases and signaling financial strength. Article link
• Positive Sentiment: Healthcare stocks, including UnitedHealth, are benefiting from a broader sector rebound as investors seek defensive stability and rotate out of more volatile areas of the market. Article link
• Neutral Sentiment: Recent coverage notes that UNH has already recovered sharply year to date, outpacing the broader market and its industry peer group. Article link
• Negative Sentiment: Some articles continue to highlight ongoing concerns around rising medical costs, managed-care scrutiny, and the stock’s earlier challenges, which could limit upside if operating trends worsen. Article link

UnitedHealth Group Stock Performance

NYSE:UNH opened at $400.61 on Friday. The stock's 50-day simple moving average is $348.12 and its 200 day simple moving average is $323.59. The firm has a market capitalization of $363.81 billion, a PE ratio of 30.26, a price-to-earnings-growth ratio of 1.72 and a beta of 0.64. The company has a quick ratio of 0.80, a current ratio of 0.80 and a debt-to-equity ratio of 0.69. UnitedHealth Group Incorporated has a twelve month low of $234.60 and a twelve month high of $404.15.

UnitedHealth Group (NYSE:UNH - Get Free Report) last announced its quarterly earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 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 firm had revenue of $111.65 billion for the quarter, compared to analyst estimates of $109.84 billion. During the same period last year, the firm posted $7.20 earnings per share. The business's revenue for the quarter was up 2.0% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. On average, analysts anticipate that UnitedHealth Group Incorporated will post 18.32 EPS for the current fiscal year.

UnitedHealth Group Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, June 23rd. Stockholders of record on Monday, June 15th will be paid a dividend of $2.32 per share. The ex-dividend date of this dividend is Monday, June 15th. This is a positive change from UnitedHealth Group's previous quarterly dividend of $2.21. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.3%. UnitedHealth Group's payout ratio is 66.77%.

Wall Street Analyst Weigh In

Several analysts have recently issued reports on UNH shares. Leerink Partners increased their target price on UnitedHealth Group from $345.00 to $400.00 and gave the stock an "outperform" rating in a report on Wednesday, April 22nd. HSBC raised UnitedHealth Group from a "reduce" rating to a "hold" rating and set a $300.00 target price on the stock in a report on Tuesday, April 7th. Argus raised UnitedHealth Group from a "hold" rating to a "buy" rating and set a $400.00 target price on the stock in a report on Wednesday, April 22nd. Morgan Stanley increased their target price on UnitedHealth Group from $395.00 to $453.00 and gave the stock an "overweight" rating in a report on Thursday. Finally, Jefferies Financial Group increased their target price on UnitedHealth Group from $340.00 to $373.00 and gave the stock a "buy" rating in a report on Monday, April 20th. One analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the stock currently has an average rating of "Moderate Buy" and an average target price of $404.42.

Insider Activity at UnitedHealth Group

In related news, CEO Patrick Hugh Conway sold 800 shares of UnitedHealth Group stock in a transaction that occurred on Thursday, April 23rd. The stock was sold at an average price of $355.00, for a total value of $284,000.00. Following the transaction, the chief executive officer directly owned 17,805 shares of the company's stock, valued at $6,320,775. The trade was a 4.30% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Insiders own 0.28% of the company's stock.

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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