Axxcess Wealth Management LLC Grows Position in UnitedHealth Group Incorporated $UNH

Key Points

• Axxcess Wealth Management LLC increased its UnitedHealth Group stake by 405.4% in the fourth quarter, ending with 92,444 shares valued at about $30.5 million.
• Several analysts recently raised price targets on UNH, with consensus sentiment at “Moderate Buy” and an average target price of $387.57.
• UnitedHealth reported better-than-expected quarterly results, posting $7.23 EPS on $111.65 billion in revenue, while also paying a quarterly dividend of $2.21 per share and yielding about 2.3%.

Axxcess Wealth Management LLC boosted its stake in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 405.4% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 92,444 shares of the healthcare conglomerate's stock after purchasing an additional 74,153 shares during the quarter. Axxcess Wealth Management LLC's holdings in UnitedHealth Group were worth $30,519,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the business. Cvfg LLC lifted its position in shares of UnitedHealth Group by 13.4% during the fourth quarter. Cvfg LLC now owns 828 shares of the healthcare conglomerate's stock worth $273,000 after purchasing an additional 98 shares in the last quarter. Midwest Financial Partners Investments Inc. bought a new stake in shares of UnitedHealth Group during the 4th quarter valued at about $454,000. Diamant Asset Management Inc. increased its holdings in shares of UnitedHealth Group by 13.0% in the 4th quarter. Diamant Asset Management Inc. now owns 2,170 shares of the healthcare conglomerate's stock worth $716,000 after acquiring an additional 250 shares during the period. Goldenstone Wealth Management LLC acquired a new stake in shares of UnitedHealth Group in the 4th quarter worth about $2,054,000. Finally, Global Retirement Partners LLC increased its stake in UnitedHealth Group by 31.0% during the 4th quarter. Global Retirement Partners LLC now owns 15,373 shares of the healthcare conglomerate's stock valued at $5,075,000 after buying an additional 3,640 shares during the period. 87.86% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several equities analysts have recently weighed in on UNH shares. Robert W. Baird raised their price objective on shares of UnitedHealth Group from $278.00 to $287.00 and gave the company an "underperform" rating in a research report on Wednesday, April 22nd. Raymond James Financial upgraded shares of UnitedHealth Group from a "market perform" rating to an "outperform" rating and set a $330.00 price objective for the company in a research report on Wednesday, April 1st. TD Cowen raised their price objective on shares of UnitedHealth Group from $311.00 to $337.00 and gave the company a "hold" rating in a research report on Thursday, April 23rd. Argus raised shares of UnitedHealth Group from a "hold" rating to a "buy" rating and set a $400.00 price objective for the company in a research note on Wednesday, April 22nd. Finally, Sanford C. Bernstein upped their price objective on shares of UnitedHealth Group from $405.00 to $411.00 and gave the company an "outperform" rating in a research note on Tuesday, April 7th. 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, UnitedHealth Group currently has an average rating of "Moderate Buy" and a consensus target price of $387.57.

Insider Buying and Selling at UnitedHealth Group

In other news, CEO Patrick Hugh Conway sold 800 shares of the business's 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 sale, the chief executive officer directly owned 17,805 shares in the company, valued at approximately $6,320,775. The trade was a 4.30% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Company insiders own 0.28% of the company's stock.

UnitedHealth Group News Summary

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

• Positive Sentiment: UBS raised its price target on UnitedHealth Group to $460 from $410 and reiterated a Buy rating, signaling meaningful upside from current levels. Benzinga report on UBS target increase
• Positive Sentiment: UnitedHealth was highlighted by multiple outlets as a high-quality stock and a turnaround bet, with commentary noting that managed care is outgrowing the broader economy and that the company is benefiting from AI adoption in operations. Motley Fool article on AI and turnaround
• Neutral Sentiment: UnitedHealth also appeared in a hedge-fund “high quality stocks” list and a Goldman Sachs conviction-list discussion, which supports the stock’s investment case but does not change fundamentals on its own. InsiderMonkey article on turnaround case
• Negative Sentiment: There is still headline risk around Medicare Advantage overpayments, with a Congressional committee estimating about $7 billion annually in excess payments to private insurers, which could keep regulatory scrutiny on managed-care names like UNH. 247WallSt article on Medicare Advantage overpayments
• Negative Sentiment: Recent discussion also noted that Berkshire-linked selling contributed to a prior stock slide, underscoring that investor sentiment can still turn quickly. Barchart article on Berkshire stake sale

UnitedHealth Group Stock Up 1.6%

Shares of NYSE UNH opened at $388.42 on Friday. 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 12-month low of $234.60 and a 12-month high of $404.15. The company has a market cap of $352.74 billion, a price-to-earnings ratio of 29.34, a price-to-earnings-growth ratio of 1.65 and a beta of 0.64. The firm's 50-day simple moving average is $326.93 and its 200 day simple moving average is $319.63.

UnitedHealth Group (NYSE:UNH - Get Free Report) last announced its quarterly earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share for the quarter, beating analysts' consensus estimates of $6.76 by $0.47. The business had revenue of $111.65 billion for the quarter, compared to the consensus estimate of $109.84 billion. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. UnitedHealth Group's revenue for the quarter was up 2.0% on a year-over-year basis. During the same period last year, the company posted $7.20 EPS. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. On average, research analysts expect that UnitedHealth Group Incorporated will post 18.29 earnings per share for the current fiscal year.

UnitedHealth Group Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Monday, March 9th were given a $2.21 dividend. This represents a $8.84 dividend on an annualized basis and a yield of 2.3%. The ex-dividend date was Monday, March 9th. UnitedHealth Group's payout ratio is currently 66.77%.

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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