Bokf Na Reduces Position in UnitedHealth Group Incorporated $UNH

Bokf Na cut its position in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 16.8% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 36,432 shares of the healthcare conglomerate's stock after selling 7,366 shares during the period. Bokf Na's holdings in UnitedHealth Group were worth $12,027,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Beacon Financial Strategies CORP bought a new stake in UnitedHealth Group during the 4th quarter valued at about $26,000. Joseph Group Capital Management bought a new stake in UnitedHealth Group during the 4th quarter valued at about $27,000. Foster Dykema Cabot & Partners LLC lifted its holdings 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 buying an additional 34 shares in the last quarter. 1248 Management LLC bought a new stake in UnitedHealth Group during the 3rd quarter valued at about $29,000. Finally, Holos Integrated Wealth LLC bought a new stake in UnitedHealth Group during the 4th quarter valued at about $29,000. Institutional investors own 87.86% of the company's stock.

UnitedHealth Group Stock Down 1.9%

Shares of UnitedHealth Group stock opened at $363.83 on Wednesday. UnitedHealth Group Incorporated has a 52-week low of $234.60 and a 52-week high of $404.72. The firm's 50 day moving average price is $300.93 and its 200-day moving average price is $316.81. The company has a quick ratio of 0.79, a current ratio of 0.80 and a debt-to-equity ratio of 0.69. The company has a market cap of $330.43 billion, a P/E ratio of 27.48, a PEG ratio of 1.60 and a beta of 0.64.

UnitedHealth Group (NYSE:UNH - Get Free Report) last announced its earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share for the quarter, topping 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 for the quarter, compared to the consensus estimate of $109.84 billion. During the same period in the previous year, the business earned $7.20 EPS. The firm'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, sell-side analysts predict that UnitedHealth Group Incorporated will post 18.29 EPS for the current fiscal year.

UnitedHealth Group Announces Dividend

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

Insider Transactions 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 transaction, the chief executive officer owned 17,805 shares in the company, valued at approximately $6,320,775. This represents a 4.30% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Insiders own 0.28% of the company's stock.

Analysts Set New Price Targets

A number of equities research analysts recently weighed in on the stock. Sanford C. Bernstein lifted their price objective on shares of UnitedHealth Group from $405.00 to $411.00 and gave the company an "outperform" rating in a report on Tuesday, April 7th. Raymond James Financial upgraded shares of UnitedHealth Group from a "market perform" rating to an "outperform" rating and set a $330.00 price target for the company in a report on Wednesday, April 1st. Mizuho reduced their price target on shares of UnitedHealth Group from $430.00 to $350.00 and set an "outperform" rating for the company in a report on Thursday, February 5th. JPMorgan Chase & Co. boosted their price target on shares of UnitedHealth Group from $389.00 to $420.00 and gave the company an "overweight" rating in a report on Tuesday, April 28th. Finally, Oppenheimer boosted 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. One analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, six have issued a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, the company currently has an average 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 guidance lift investor sentiment: UnitedHealth reported better-than-expected Q1 results and raised FY‑2026 guidance (18.25 EPS midpoint), which investors see as evidence of improved profitability and underwriting recovery. Why UnitedHealth Group Stock Came Roaring Back In April
• Positive Sentiment: Analyst endorsement: Goldman Sachs added UNH to its U.S. Conviction List and reiterated a $435 price target, signaling confidence that UnitedHealth is near the bottom of its Medicare/underwriting cycle — a supportive catalyst for long‑term holders. Goldman Sachs Names UnitedHealth (UNH) to Conviction List
• Positive Sentiment: Operational move that may improve member experience: UnitedHealthcare will eliminate prior‑authorization requirements for ~30% of services later this year, reducing friction for patients and providers — a customer‑centric step that could support retention and sales narratives. UnitedHealthcare removes prior approval requirements
• Neutral Sentiment: Industry‑wide caution on claims lag: Analysts note that Q1 results may understate recent medical‑cost trends because of claims processing lags; Q2 will be the more important quarter to confirm margin momentum. This tempers immediate upside. Major health insurers show signs of recovery – but a key test looms
• Neutral Sentiment: Talent movement noted: A senior UnitedHealth executive, Heather Cianfrocco, has moved to Highmark Health — routine for large insurers but worth monitoring for any operational impact in benefits/services leadership. Highmark Health Appoints Heather Cianfrocco as Chief Operating Officer
• Negative Sentiment: Governance pressure: A shareholder proposal pushing for an independent board chair (filed by The Accountability Board) has raised governance questions and could be a distraction or source of investor debate ahead of the proxy season. How Investors Are Reacting To UnitedHealth Group (UNH) Earnings Beat, Guidance Hike and Governance Challenge

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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