Benjamin Edwards Inc. Boosts Position in UnitedHealth Group Incorporated $UNH

Key Points

• Benjamin Edwards Inc. increased its stake in UnitedHealth by 10.0% in Q4, now owning 57,842 shares valued at about $19.10 million.
• UnitedHealth beat Q1 estimates (EPS $7.23 vs. $6.76; revenue $111.65B vs. $109.84B) and raised its FY2026 EPS guidance to about 18.25, a result that drove a sharp post-earnings rally.
• CEO Patrick Conway sold 800 shares (~$284k), trimming his position, while analysts maintain a consensus rating of "Moderate Buy" with a $378.88 consensus target.

Benjamin Edwards Inc. lifted its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 10.0% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 57,842 shares of the healthcare conglomerate's stock after acquiring an additional 5,238 shares during the period. Benjamin Edwards Inc.'s holdings in UnitedHealth Group were worth $19,101,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also modified their holdings of UNH. Guerra Advisors Inc purchased a new position in shares of UnitedHealth Group in the third quarter valued at $1,059,000. Phoenix Financial Ltd. boosted its stake in shares of UnitedHealth Group by 111.5% in the third quarter. Phoenix Financial Ltd. now owns 41,986 shares of the healthcare conglomerate's stock valued at $14,282,000 after purchasing an additional 22,137 shares during the period. Money Concepts Capital Corp boosted its stake in shares of UnitedHealth Group by 59.1% in the third quarter. Money Concepts Capital Corp now owns 12,380 shares of the healthcare conglomerate's stock valued at $4,275,000 after purchasing an additional 4,600 shares during the period. Compass Wealth Management LLC purchased a new position in shares of UnitedHealth Group in the third quarter valued at $13,691,000. Finally, Public Sector Pension Investment Board boosted its stake in shares of UnitedHealth Group by 43.1% in the third quarter. Public Sector Pension Investment Board now owns 287,132 shares of the healthcare conglomerate's stock valued at $99,147,000 after purchasing an additional 86,432 shares during the period. Hedge funds and other institutional investors own 87.86% of the company's stock.

Insider Activity at UnitedHealth Group

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of the business's stock in a transaction dated Thursday, April 23rd. The shares were 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 position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Company insiders own 0.28% of the company's stock.

Wall Street Analyst Weigh In

Several brokerages have recently weighed in on UNH. UBS Group decreased their target price on shares of UnitedHealth Group from $430.00 to $410.00 and set a "buy" rating for the company in a research note on Wednesday, January 28th. Morgan Stanley boosted their target price on shares of UnitedHealth Group from $375.00 to $395.00 and gave the stock an "overweight" 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 target price on the stock in a research note on Wednesday, April 1st. TD Cowen upped their target price on shares of UnitedHealth Group from $311.00 to $337.00 and gave the company a "hold" rating in a research note on Thursday, April 23rd. Finally, Royal Bank Of Canada upped their target price on shares of UnitedHealth Group from $361.00 to $400.00 and gave the company an "outperform" rating in a research note on Wednesday, April 22nd. One research analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, six have issued a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, the company has a consensus rating of "Moderate Buy" and a consensus target price of $378.88.

More UnitedHealth Group News

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

• Positive Sentiment: Q1 beat and outlook lift — UnitedHealth reported a sizable Q1 beat, raised its 2026 outlook and earlier popped ~14.5% on the results, giving the company fresh earnings momentum that supports higher valuations. UnitedHealth Pops 14.5% After Q1 Beat: Still a Buy or Too Late Now?
• Positive Sentiment: Goldman Sachs endorsement — Goldman added UNH to its U.S. conviction list, a notable buy-side vote that can attract institutional flows and lend support to the stock. Goldman Sachs Adds UnitedHealth to Its Conviction List: Is the Managed Care Comeback Real?
• Positive Sentiment: Strong recent momentum vs. peers — UNH slightly outperformed Humana in April’s managed-care rally, signaling resilience vs. a key peer during a positive sector backdrop. UnitedHealth or Humana: Which Managed Care Stock Had the Healthiest Returns in April?
• Positive Sentiment: Buy thesis discussion — Analyst commentary is probing whether UNH is now undervalued after the rally, which can attract long-term buy interest if investors buy the growth/Optum story. Is UnitedHealth Stock an Undervalued Stock to Buy?
• Neutral Sentiment: CVS valuation context — Coverage noting CVS trades much cheaper than UNH highlights relative valuation differences that may shift some value-oriented flows away from UNH. CVS Earnings Are Coming. Why the Stock Is No Longer a Value Trap.
• Neutral Sentiment: Macro/ETF context — A note on the Invesco S&P 500 Revenue ETF is tangential but relevant for portfolio allocation decisions that could affect large-cap names like UNH. Should Invesco S&P 500 Revenue ETF (RWL) Be on Your Investing Radar?
• Negative Sentiment: Competitor strength — Cigna reported strong results led by Evernorth, and an improving peer picture can pressure market-share expectations or investor preference within the sector. Cigna Q1 Earnings Beat Estimates on Strong Evernorth Unit
• Negative Sentiment: Insider trimming — Optum CEO Patrick Conway sold about $284k of UNH stock after earnings (his first 2026 sale), which can be read as modest profit-taking and may add to near-term selling pressure. UnitedHealth Stock Has Rallied Since Earnings. One Top Insider Is Trimming His Stake.

UnitedHealth Group Trading Down 0.3%

Shares of NYSE:UNH opened at $369.29 on Friday. The company has a market cap of $335.39 billion, a PE ratio of 27.89, a P/E/G ratio of 1.59 and a beta of 0.63. The company's 50-day moving average price is $299.45 and its 200 day moving average price is $317.09. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $409.70. The company has a quick ratio of 0.79, a current ratio of 0.80 and a debt-to-equity ratio of 0.69.

UnitedHealth Group (NYSE:UNH - Get Free Report) last issued its quarterly earnings data 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. The firm 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 quarterly revenue was up 2.0% compared to the same quarter last year. During the same period last year, the firm posted $7.20 EPS. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Sell-side analysts anticipate that UnitedHealth Group Incorporated will post 18.29 earnings per share for the current year.

UnitedHealth Group Announces Dividend

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

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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