Bryn Mawr Trust Advisors LLC Trims Position in UnitedHealth Group Incorporated $UNH

Key Points

• Bryn Mawr Trust Advisors reduced its UnitedHealth Group stake by 10.4% in the fourth quarter, selling 3,211 shares and leaving it with 27,789 shares worth about $9.17 million.
• Insider activity included CEO Patrick Hugh Conway selling 800 shares at $355 each, a transaction valued at $284,000 and representing a 4.3% decrease in his holdings.
• UnitedHealth reported strong quarterly results, posting EPS of $7.23 versus the $6.76 estimate and revenue of $111.65 billion, while also maintaining a quarterly dividend of $2.21 per share.

Bryn Mawr Trust Advisors LLC lessened its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 10.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 27,789 shares of the healthcare conglomerate's stock after selling 3,211 shares during the quarter. Bryn Mawr Trust Advisors LLC's holdings in UnitedHealth Group were worth $9,174,000 at the end of the most recent quarter.

Other large investors have also recently modified their holdings of the company. Beacon Financial Strategies CORP purchased a new stake in UnitedHealth Group during the fourth quarter valued at about $26,000. Anfield Capital Management LLC raised its position in UnitedHealth Group by 220.0% during the fourth quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate's stock valued at $26,000 after purchasing an additional 55 shares in the last quarter. Joseph Group Capital Management purchased a new stake in UnitedHealth Group in the fourth quarter worth approximately $27,000. Foster Dykema Cabot & Partners LLC grew its position in UnitedHealth Group by 69.4% during the third quarter. Foster Dykema Cabot & Partners LLC now owns 83 shares of the healthcare conglomerate's stock valued at $29,000 after acquiring an additional 34 shares during the last quarter. Finally, 1248 Management LLC bought a new position in UnitedHealth Group during the third quarter valued at approximately $29,000. Institutional investors own 87.86% of the company's stock.

Insider Buying and Selling 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 transaction of $284,000.00. Following the completion of the transaction, the chief executive officer directly owned 17,805 shares in the company, valued at $6,320,775. This trade represents a 4.30% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. 0.28% of the stock is owned by insiders.

UnitedHealth Group Price Performance

UNH opened at $379.49 on Friday. The stock has a fifty day simple moving average of $304.54 and a two-hundred day simple moving average of $316.98. The company has a current ratio of 0.80, a quick ratio of 0.79 and a debt-to-equity ratio of 0.69. The company has a market cap of $344.63 billion, a price-to-earnings ratio of 28.66, a price-to-earnings-growth ratio of 1.64 and a beta of 0.64. UnitedHealth Group Incorporated has a 12-month low of $234.60 and a 12-month high of $387.21.

UnitedHealth Group (NYSE:UNH - Get Free Report) last posted its quarterly earnings data 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. UnitedHealth Group had a return on equity of 14.65% and a net margin of 2.68%.The business had revenue of $111.65 billion during the quarter, compared to the consensus estimate of $109.84 billion. During the same quarter in the prior year, the company earned $7.20 earnings per share. The firm's quarterly revenue was up 2.0% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Research analysts predict that UnitedHealth Group Incorporated will post 18.29 earnings per share for the current fiscal year.

UnitedHealth Group Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Monday, March 9th were issued a dividend of $2.21 per share. The ex-dividend date was Monday, March 9th. This represents a $8.84 annualized dividend and a dividend yield of 2.3%. UnitedHealth Group's dividend payout ratio (DPR) is presently 66.77%.

UnitedHealth Group News Summary

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

• Positive Sentiment: UnitedHealth said it will eliminate prior authorization for 30% of healthcare services, a potentially investor-friendly move that may streamline care and reduce complaints about insurer approvals. UnitedHealth to Eliminate Prior Authorization for 30% of Healthcare Services
• Positive Sentiment: Erste Group Bank raised its FY2027 earnings estimate for UnitedHealth, signaling confidence in longer-term profitability, and kept a Buy rating on the stock.
• Neutral Sentiment: UnitedHealth was highlighted in commentary about value stocks and recovery prospects, which may support investor interest but does not appear to be a direct fundamental catalyst. UnitedHealth: Watch The Recovery In Action
• Neutral Sentiment: Zacks Research cut near-term and Q4 2027 earnings estimates, which is a headwind, but the revisions were not as central as the company’s policy change and may reflect more cautious forecasting rather than a major deterioration. Bullish Quarterly Results: 3 Companies Raising Guidance

Analyst Ratings Changes

UNH has been the topic of a number of recent research reports. Truist Financial reiterated a "buy" rating and set a $395.00 price target (up from $370.00) on shares of UnitedHealth Group in a research report on Wednesday, April 22nd. Oppenheimer increased their price target on shares of UnitedHealth Group from $385.00 to $405.00 and gave the company an "outperform" rating in a research report on Wednesday, April 22nd. Robert W. Baird increased their price target 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. UBS Group dropped their price objective on UnitedHealth Group from $430.00 to $410.00 and set a "buy" rating for the company in a research note on Wednesday, January 28th. Finally, Argus raised 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. One research analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, seven have assigned a Hold rating and one has given a Sell rating to the company's stock. According to MarketBeat.com, UnitedHealth Group currently has an average rating of "Moderate Buy" and a consensus target price of $378.88.

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.

Want to see what other hedge funds are holding UNH? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for UnitedHealth Group Incorporated (NYSE:UNH - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.