FSA Advisors Inc. Takes Position in UnitedHealth Group Incorporated $UNH

Key Points

• FSA Advisors established a new stake in UnitedHealth, buying 62,835 shares worth about $20.74 million, which represents ~3.6% of its portfolio and is its 7th-largest holding.
• UnitedHealth posted a sizable Q1 beat and raised its 2026 outlook, sending the stock up roughly 14.5% and prompting several analysts to lift price targets; the consensus rating is a "Moderate Buy" with an average target of $378.88.
• Institutional investors own about 87.86% of UNH, while Optum CEO Patrick Conway sold 800 shares (~$284k); UnitedHealth pays a $2.21 quarterly dividend (annualized $8.84, ~2.4% yield).

FSA Advisors Inc. acquired a new stake in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 62,835 shares of the healthcare conglomerate's stock, valued at approximately $20,742,000. UnitedHealth Group accounts for about 3.6% of FSA Advisors Inc.'s investment portfolio, making the stock its 7th biggest position.

A number of other hedge funds have also bought and sold shares of UNH. Brighton Jones LLC increased its position in UnitedHealth Group by 176.2% during the fourth quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate's stock worth $22,384,000 after acquiring an additional 28,231 shares during the period. Revolve Wealth Partners LLC increased its position in UnitedHealth Group by 137.1% during the fourth quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate's stock worth $2,033,000 after acquiring an additional 2,324 shares during the period. CMT Capital Markets Trading GmbH bought a new position in UnitedHealth Group during the second quarter worth about $340,000. Flow Traders U.S. LLC acquired a new stake in UnitedHealth Group during the second quarter worth about $356,000. Finally, Jump Financial LLC acquired a new stake in UnitedHealth Group during the second quarter worth about $377,000. 87.86% of the stock is owned by institutional investors.

More UnitedHealth Group News

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

• Positive Sentiment: Q1 beat and outlook lift — UnitedHealth reported a sizable Q1 beat, raised its 2026 outlook and earlier popped ~14.5% on the results, giving the company fresh earnings momentum that supports higher valuations. UnitedHealth Pops 14.5% After Q1 Beat: Still a Buy or Too Late Now?
• Positive Sentiment: Goldman Sachs endorsement — Goldman added UNH to its U.S. conviction list, a notable buy-side vote that can attract institutional flows and lend support to the stock. Goldman Sachs Adds UnitedHealth to Its Conviction List: Is the Managed Care Comeback Real?
• Positive Sentiment: Strong recent momentum vs. peers — UNH slightly outperformed Humana in April’s managed-care rally, signaling resilience vs. a key peer during a positive sector backdrop. UnitedHealth or Humana: Which Managed Care Stock Had the Healthiest Returns in April?
• Positive Sentiment: Buy thesis discussion — Analyst commentary is probing whether UNH is now undervalued after the rally, which can attract long-term buy interest if investors buy the growth/Optum story. Is UnitedHealth Stock an Undervalued Stock to Buy?
• Neutral Sentiment: CVS valuation context — Coverage noting CVS trades much cheaper than UNH highlights relative valuation differences that may shift some value-oriented flows away from UNH. CVS Earnings Are Coming. Why the Stock Is No Longer a Value Trap.
• Neutral Sentiment: Macro/ETF context — A note on the Invesco S&P 500 Revenue ETF is tangential but relevant for portfolio allocation decisions that could affect large-cap names like UNH. Should Invesco S&P 500 Revenue ETF (RWL) Be on Your Investing Radar?
• Negative Sentiment: Competitor strength — Cigna reported strong results led by Evernorth, and an improving peer picture can pressure market-share expectations or investor preference within the sector. Cigna Q1 Earnings Beat Estimates on Strong Evernorth Unit
• Negative Sentiment: Insider trimming — Optum CEO Patrick Conway sold about $284k of UNH stock after earnings (his first 2026 sale), which can be read as modest profit-taking and may add to near-term selling pressure. UnitedHealth Stock Has Rallied Since Earnings. One Top Insider Is Trimming His Stake.

Wall Street Analysts Forecast Growth

A number of equities research analysts have issued reports on the stock. Oppenheimer increased their price objective on shares of UnitedHealth Group from $385.00 to $405.00 and gave the stock an "outperform" rating in a research note on Wednesday, April 22nd. Leerink Partners increased their price objective on shares of UnitedHealth Group from $345.00 to $400.00 and gave the stock an "outperform" rating in a research note on Wednesday, April 22nd. Piper Sandler reiterated an "overweight" rating on shares of UnitedHealth Group in a research note on Tuesday, January 27th. Barclays increased their price objective on shares of UnitedHealth Group from $327.00 to $373.00 and gave the stock an "overweight" rating in a research note on Wednesday, April 22nd. Finally, JPMorgan Chase & Co. raised their price target on shares of UnitedHealth Group from $389.00 to $420.00 and gave the company an "overweight" rating in a research note on Tuesday, April 28th. One research analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, six have given a Hold rating and two have issued a Sell rating to the company's stock. According to data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and an average target price of $378.88.

UnitedHealth Group Stock Up 0.1%

UnitedHealth Group stock opened at $369.29 on Monday. The firm has a market cap of $335.39 billion, a price-to-earnings ratio of 27.89, a PEG ratio of 1.59 and a beta of 0.64. UnitedHealth Group Incorporated has a 52-week low of $234.60 and a 52-week high of $409.70. The company has a debt-to-equity ratio of 0.69, a quick ratio of 0.79 and a current ratio of 0.80. The firm has a 50 day moving average price of $299.45 and a two-hundred day moving average price of $316.79.

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

UnitedHealth Group Dividend Announcement

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

Insider Activity

In other news, CEO Patrick Hugh Conway sold 800 shares of the business'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 value of $284,000.00. Following the transaction, the chief executive officer owned 17,805 shares in the company, 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 is accessible through this link. Company insiders own 0.28% of the company's stock.

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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