Bridges Investment Management Inc. Cuts Holdings in UnitedHealth Group Incorporated $UNH

Key Points

• Bridges Investment Management cut its UnitedHealth Group stake by 34.8% in the fourth quarter, selling 36,311 shares and leaving it with 68,137 shares valued at about $22.5 million.
• Despite some mixed sentiment, Wall Street remains broadly positive on UNH, with multiple analysts raising price targets and the stock holding an average Moderate Buy rating and $399.50 target price.
• UnitedHealth recently beat quarterly earnings and revenue estimates, but investors are also watching overhangs like Medicare reimbursement concerns and ongoing legal scrutiny tied to Medicaid and Medicare Advantage practices.

Bridges Investment Management Inc. trimmed its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 34.8% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 68,137 shares of the healthcare conglomerate's stock after selling 36,311 shares during the quarter. Bridges Investment Management Inc.'s holdings in UnitedHealth Group were worth $22,493,000 as of its most recent SEC filing.

Other institutional investors also recently bought and sold shares of the company. Kellett Wealth Advisors LLC raised its stake in shares of UnitedHealth Group by 1.7% during the 4th quarter. Kellett Wealth Advisors LLC now owns 1,746 shares of the healthcare conglomerate's stock worth $576,000 after buying an additional 29 shares during the last quarter. Founders Capital Management LLC increased its stake in UnitedHealth Group by 3.0% in the fourth quarter. Founders Capital Management LLC now owns 982 shares of the healthcare conglomerate's stock valued at $324,000 after purchasing an additional 29 shares during the last quarter. Cooper Financial Group boosted its holdings in UnitedHealth Group by 0.7% in the fourth quarter. Cooper Financial Group now owns 4,338 shares of the healthcare conglomerate's stock valued at $1,432,000 after acquiring an additional 30 shares during the last quarter. Successful Portfolios LLC boosted its holdings in UnitedHealth Group by 2.6% in the fourth quarter. Successful Portfolios LLC now owns 1,194 shares of the healthcare conglomerate's stock valued at $411,000 after acquiring an additional 30 shares during the last quarter. Finally, Auxano Advisors LLC increased its holdings in UnitedHealth Group by 3.4% in the 3rd quarter. Auxano Advisors LLC now owns 964 shares of the healthcare conglomerate's stock valued at $333,000 after purchasing an additional 32 shares in the last quarter. 87.86% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of equities analysts have commented on the stock. TD Cowen boosted their price objective on shares of UnitedHealth Group from $311.00 to $337.00 and gave the stock a "hold" rating in a report on Thursday, April 23rd. Royal Bank Of Canada increased their target price on shares of UnitedHealth Group from $361.00 to $400.00 and gave the stock an "outperform" rating in a report on Wednesday, April 22nd. Mizuho boosted their price target on shares of UnitedHealth Group from $410.00 to $440.00 and gave the company an "outperform" rating in a report on Wednesday, May 20th. Oppenheimer raised their price target on UnitedHealth Group from $385.00 to $405.00 and gave the company an "outperform" rating in a report on Wednesday, April 22nd. Finally, UBS Group raised their price target on UnitedHealth Group from $410.00 to $460.00 and gave the company a "buy" rating in a report on Friday, May 22nd. One research 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 data from MarketBeat.com, the stock has an average rating of "Moderate Buy" and an average target price of $399.50.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: Truist raised its price target on UnitedHealth Group to $440 from $395 and reiterated a buy rating, signaling continued confidence in the company’s earnings power and upside potential.
• Positive Sentiment: UnitedHealth said it plans to eliminate nearly two-thirds of pediatric prior authorizations by year-end, which could reduce administrative burden and improve access to care, a potentially favorable operational move.
• Neutral Sentiment: Several recent opinion-style articles highlighted UNH as a long-term cash-flow and dividend-growth name, reflecting ongoing interest in the stock as a defensive healthcare holding rather than a clear near-term catalyst.
• Negative Sentiment: New Medicare reimbursement concerns are weighing on sentiment, as investors worry changes to government payment rates could pressure UnitedHealth’s margins and future growth. Article: UnitedHealth Group (UNH) Hit by Medicare Reimbursement Concerns
• Negative Sentiment: Massachusetts’ lawsuit over alleged inflation of Medicaid patient risk scores adds legal and reputational risk, raising questions about revenue recognition and government-program scrutiny. Article: UnitedHealth Lawsuit Raises Fresh Questions On Medicaid Revenue And Investor Risk
• Negative Sentiment: Another legal headline about alleged deceptive Medicare Advantage advertising practices adds to concerns that regulatory and litigation risks may stay elevated for UNH. Article: Ninth Circuit Anticipated to Rule on UnitedHealthcare's Alleged Deceptive Medicare Advantage Advertising Practices - GJLaw

UnitedHealth Group Trading Down 0.5%

Shares of UNH stock opened at $377.93 on Wednesday. The company has a quick ratio of 0.80, a current ratio of 0.80 and a debt-to-equity ratio of 0.69. The stock has a market capitalization of $343.21 billion, a P/E ratio of 28.54, a P/E/G ratio of 1.64 and a beta of 0.64. The stock has a 50-day simple moving average of $338.84 and a 200 day simple moving average of $321.92. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $404.15.

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

Insider Activity at UnitedHealth Group

In other news, CEO Patrick Hugh Conway sold 800 shares of the firm's stock in a transaction 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 completion of the sale, the chief executive officer owned 17,805 shares of the company's stock, valued at $6,320,775. This trade represents a 4.30% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. 0.28% of the stock is currently owned by company insiders.

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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