Exencial Wealth Advisors LLC Has $7.96 Million Holdings in UnitedHealth Group Incorporated $UNH

Key Points

• Exencial Wealth Advisors cut its UnitedHealth stake by 43.7%, selling 18,688 shares in Q4 and ending the period with 24,106 shares worth about $7.96 million.
• UnitedHealth beat Q1 expectations and raised guidance, reporting $7.23 EPS (vs. $6.76 est.) and $111.65 billion revenue (vs. $109.84 billion), supporting an elevated analyst outlook and a "Moderate Buy" consensus with an average target near $378.
• Insider activity: CEO Patrick Conway sold 800 shares at about $355 (~$284,000), a 4.3% cut to his position; insiders own 0.28% of the stock while institutional investors hold roughly 87.86%.

Exencial Wealth Advisors LLC cut its position in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 43.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 24,106 shares of the healthcare conglomerate's stock after selling 18,688 shares during the quarter. Exencial Wealth Advisors LLC's holdings in UnitedHealth Group were worth $7,958,000 at the end of the most recent reporting period.

A number of other large investors have also bought and sold shares of UNH. Guerra Advisors Inc bought a new position in shares of UnitedHealth Group in the third quarter valued at $1,059,000. Phoenix Financial Ltd. lifted 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 buying an additional 22,137 shares in the last quarter. Money Concepts Capital Corp lifted 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 buying an additional 4,600 shares in the last quarter. Compass Wealth Management LLC bought a new position in shares of UnitedHealth Group in the third quarter valued at $13,691,000. Finally, Public Sector Pension Investment Board lifted its position in shares of UnitedHealth Group by 43.1% during 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 in the last quarter. 87.86% of the stock is currently owned by institutional investors and hedge funds.

UnitedHealth Group Price Performance

Shares of NYSE:UNH opened at $354.64 on Tuesday. The company has a 50 day moving average of $294.63 and a 200 day moving average of $316.54. The stock has a market cap of $322.09 billion, a P/E ratio of 26.79, a P/E/G ratio of 1.53 and a beta of 0.40. UnitedHealth Group Incorporated has a 12 month low of $234.60 and a 12 month high of $424.12. The company has a current ratio of 0.80, a quick ratio of 0.79 and a debt-to-equity ratio of 0.69.

UnitedHealth Group (NYSE:UNH - Get Free Report) last released 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. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The business had revenue of $111.65 billion during the quarter, compared to analysts' expectations of $109.84 billion. During the same quarter in the previous year, the company earned $7.20 EPS. The business'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. As a group, sell-side analysts forecast that UnitedHealth Group Incorporated will post 18.29 EPS for the current fiscal year.

UnitedHealth Group Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Investors of record on Monday, March 9th were issued a dividend of $2.21 per share. This represents a $8.84 dividend on an annualized basis and a yield of 2.5%. The ex-dividend date was Monday, March 9th. UnitedHealth Group's dividend payout ratio is currently 66.77%.

UnitedHealth Group News Roundup

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

• Positive Sentiment: Q1 results and outlook beat expectations — UnitedHealth reported stronger‑than‑expected Q1 revenue and EPS and raised FY guidance (management highlighted margin improvement and Medicare tailwinds), underpinning the recovery thesis. UnitedHealth: Solid Renewal Cadence With 2027 Tailwinds
• Positive Sentiment: Goldman Sachs raised its target on UNH, calling out ETFs (like IHF) as ways to play the sector while softening Medicaid risks — a visible analyst upgrade that can attract investor inflows. Goldman Sachs Lifts UnitedHealth Target Price: Healthcare ETFs to Watch
• Positive Sentiment: Erste Group upgraded UNH from Hold to Buy — another vote of confidence from the sell‑side that can support buying interest. Finviz (Erste upgrade)
• Positive Sentiment: High‑profile media support — Jim Cramer publicly said UNH “deserves to be much higher,” which can spur retail buying and sentiment momentum. Jim Cramer on UnitedHealth
• Neutral Sentiment: Operational initiative — UnitedHealth is expanding electronic prior authorization to reduce manual steps and speed approvals (could lower provider friction and administrative costs over time). UnitedHealth Prior Authorization Expansion Meets Mixed Returns And Valuation Upside
• Neutral Sentiment: Analyst target dispersion — several firms have recently adjusted targets (mixed: some big raises, some conservative holds), leaving the consensus elevated but with variance that can cause trading volatility. QuiverQuant UNH opinions
• Negative Sentiment: Insider sale — CEO Patrick Conway sold 800 shares at about $355 on April 23 (filed on Form 4). While modest in size, insider selling can be perceived negatively by some investors. SEC Form 4 (CEO sale)

Wall Street Analysts Forecast Growth

Several brokerages have commented on UNH. Weiss Ratings lowered shares of UnitedHealth Group from a "hold (c-)" rating to a "sell (d+)" rating in a research report on Monday, March 2nd. TD Cowen lifted their price objective on shares of UnitedHealth Group from $311.00 to $337.00 and gave the stock a "hold" rating in a research report on Thursday, April 23rd. Jefferies Financial Group lifted their price objective on shares of UnitedHealth Group from $340.00 to $373.00 and gave the stock a "buy" rating in a research report on Monday, April 20th. Piper Sandler reaffirmed an "overweight" rating on shares of UnitedHealth Group in a research report on Tuesday, January 27th. Finally, UBS Group lowered their price objective on shares of UnitedHealth Group from $430.00 to $410.00 and set a "buy" rating on the stock in a research report on Wednesday, January 28th. One analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, six have assigned a Hold rating and two have issued a Sell rating to the company's stock. According to data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $377.64.

Insider Buying and Selling

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of the business's stock in a transaction 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 directly owned 17,805 shares of the company's stock, valued at approximately $6,320,775. The trade was a 4.30% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. 0.28% of the stock is owned by corporate insiders.

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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