Fulcrum Wealth Advisors LLC Takes Position in UnitedHealth Group Incorporated $UNH

Key Points

• Fulcrum Wealth Advisors opened a new position in UnitedHealth (NYSE:UNH) in Q4, buying 7,369 shares worth about $2.43 million, which represents 2.0% of its portfolio and is its 20th largest holding.
• Earnings and guidance: UnitedHealth beat quarterly expectations with $7.23 EPS (vs. $6.76 est.) and $111.65B revenue, set FY2026 EPS guidance at 18.25, and trades at a market cap of ~$336B with an average analyst price target of $378.88.
• Ownership and insider activity: Institutional investors hold 87.86% of UNH while insiders own 0.28%; CEO Patrick H. Conway sold 800 shares at $355 (a 4.3% reduction), and major funds like Vanguard, Capital World and Capital Research materially increased their stakes.

Fulcrum Wealth Advisors LLC acquired a new stake in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) in the 4th quarter, according to the company in its most recent filing with the SEC. The fund acquired 7,369 shares of the healthcare conglomerate's stock, valued at approximately $2,433,000. UnitedHealth Group makes up 2.0% of Fulcrum Wealth Advisors LLC's portfolio, making the stock its 20th biggest holding.

Several other hedge funds also recently modified their holdings of the stock. Vanguard Group Inc. grew its position in UnitedHealth Group by 1.1% in the 4th quarter. Vanguard Group Inc. now owns 91,600,260 shares of the healthcare conglomerate's stock valued at $30,238,162,000 after purchasing an additional 995,210 shares during the period. Capital World Investors grew its position in UnitedHealth Group by 18.8% in the 3rd quarter. Capital World Investors now owns 21,766,922 shares of the healthcare conglomerate's stock valued at $7,516,107,000 after purchasing an additional 3,439,182 shares during the period. Capital International Investors grew its position in UnitedHealth Group by 11.1% in the 3rd quarter. Capital International Investors now owns 17,499,949 shares of the healthcare conglomerate's stock valued at $6,042,710,000 after purchasing an additional 1,747,337 shares during the period. Capital Research Global Investors grew its position in UnitedHealth Group by 126.9% in the 3rd quarter. Capital Research Global Investors now owns 13,042,049 shares of the healthcare conglomerate's stock valued at $4,503,419,000 after purchasing an additional 7,293,009 shares during the period. Finally, Dodge & Cox grew its position in UnitedHealth Group by 8.6% in the 3rd quarter. Dodge & Cox now owns 9,505,636 shares of the healthcare conglomerate's stock valued at $3,282,296,000 after purchasing an additional 755,076 shares during the period. Institutional investors own 87.86% of the company's stock.

Insider Transactions at UnitedHealth Group

In related news, CEO Patrick Hugh Conway sold 800 shares of the business's stock in a transaction dated Thursday, April 23rd. The stock was sold at an average price of $355.00, for a total value of $284,000.00. Following the sale, 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 sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Corporate insiders own 0.28% of the company's stock.

Analysts Set New Price Targets

UNH has been the subject of several research reports. KeyCorp reissued an "overweight" rating on shares of UnitedHealth Group in a research report on Wednesday, January 28th. Royal Bank Of Canada lifted their price objective 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. 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 report on Thursday, April 23rd. Morgan Stanley lifted their price objective on shares of UnitedHealth Group from $375.00 to $395.00 and gave the stock an "overweight" rating in a report on Wednesday, April 22nd. Finally, UBS Group cut their price objective on shares of UnitedHealth Group from $430.00 to $410.00 and set a "buy" rating on the stock in a report on Wednesday, January 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 assigned a Sell rating to the company's stock. According to data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and an average price target of $378.88.

UnitedHealth Group Price Performance

Shares of NYSE:UNH opened at $369.91 on Tuesday. The company's 50-day moving average is $299.45 and its 200 day moving average is $316.79. 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 company has a market capitalization of $335.96 billion, a P/E ratio of 27.94, a price-to-earnings-growth ratio of 1.59 and a beta of 0.64. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $409.70.

UnitedHealth Group (NYSE:UNH - Get Free Report) last announced its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share (EPS) for the quarter, beating 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 for the quarter, compared to analysts' expectations of $109.84 billion. During the same period in the previous year, the business posted $7.20 EPS. 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. On average, equities research analysts forecast that UnitedHealth Group Incorporated will post 18.29 earnings per share for the current year.

UnitedHealth Group Announces Dividend

The company 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 2.4%. The ex-dividend date was Monday, March 9th. UnitedHealth Group's payout ratio is currently 66.77%.

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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