Churchill Financial Advisors LLC Makes New $891,000 Investment in UnitedHealth Group Incorporated $UNH

Key Points

• Churchill Financial Advisors opened a new position in UnitedHealth Group, buying 2,700 shares valued at about $891,000 in the fourth quarter. Other institutional investors also added to or initiated stakes, and institutions/hedge funds now own 87.86% of UNH shares.
• Analysts remain largely bullish on UNH, with several firms raising price targets, including UBS to $460 and JPMorgan to $420. The stock’s consensus rating is Moderate Buy, with an average price target of $387.57.
• UnitedHealth reported better-than-expected quarterly results, posting EPS of $7.23 versus the $6.76 estimate and revenue of $111.65 billion versus expectations. The company also paid a quarterly dividend of $2.21 per share, or $8.84 annualized, for a yield of about 2.3%.

Churchill Financial Advisors LLC purchased a new position in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) in the fourth quarter, according to its most recent filing with the SEC. The firm purchased 2,700 shares of the healthcare conglomerate's stock, valued at approximately $891,000.

Several other large investors also recently made changes to their positions in UNH. Beacon Financial Strategies CORP acquired a new stake in shares of UnitedHealth Group in the 4th quarter valued at about $26,000. Anfield Capital Management LLC grew its stake in shares of UnitedHealth Group by 220.0% in the 4th quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate's stock valued at $26,000 after buying an additional 55 shares during the period. Joseph Group Capital Management acquired a new stake in shares of UnitedHealth Group in the 4th quarter valued at about $27,000. Foster Dykema Cabot & Partners LLC grew its stake in shares of UnitedHealth Group by 69.4% in 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 during the period. Finally, 1248 Management LLC acquired a new position in UnitedHealth Group during the 3rd quarter valued at about $29,000. 87.86% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, CEO Patrick Hugh Conway sold 800 shares of UnitedHealth Group stock in a transaction that occurred on Thursday, April 23rd. The shares were sold at an average price of $355.00, for a total value of $284,000.00. Following the completion of the transaction, 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 is accessible through this hyperlink. Corporate insiders own 0.28% of the company's stock.

Analyst Ratings Changes

A number of equities analysts have issued reports on UNH shares. Leerink Partners lifted their price target on UnitedHealth Group from $345.00 to $400.00 and gave the company an "outperform" rating in a research note on Wednesday, April 22nd. JPMorgan Chase & Co. lifted their price target on UnitedHealth Group from $389.00 to $420.00 and gave the company an "overweight" rating in a research note on Tuesday, April 28th. Jefferies Financial Group lifted their price target on UnitedHealth Group from $340.00 to $373.00 and gave the company a "buy" rating in a research note on Monday, April 20th. Royal Bank Of Canada lifted their price target on UnitedHealth Group from $361.00 to $400.00 and gave the company an "outperform" rating in a research note on Wednesday, April 22nd. Finally, Robert W. Baird lifted their price target on UnitedHealth Group from $278.00 to $287.00 and gave the company an "underperform" rating in a research note on Wednesday, April 22nd. One equities research analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $387.57.

UnitedHealth Group Trading Down 0.0%

NYSE:UNH opened at $388.42 on Monday. The company has a current ratio of 0.80, a quick ratio of 0.80 and a debt-to-equity ratio of 0.69. The stock has a market capitalization of $352.74 billion, a PE ratio of 29.34, a price-to-earnings-growth ratio of 1.67 and a beta of 0.64. The firm's 50 day moving average is $326.93 and its 200 day moving average is $319.53. UnitedHealth Group Incorporated has a 12 month low of $234.60 and a 12 month high of $404.15.

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

UnitedHealth Group Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Investors of record on Monday, March 9th were paid 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%.

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 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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