Harber Asset Management LLC Has $9.34 Million Stake in UnitedHealth Group Incorporated $UNH

Key Points

• Harber Asset Management trimmed its UnitedHealth stake by 14.8% in the fourth quarter, but still held 28,299 shares valued at about $9.34 million, making UNH its sixth-largest position.
• Several analysts turned more positive on the stock, with firms like Bank of America and Truist raising price targets; MarketBeat says UNH now carries an average “Moderate Buy” rating and a $407.17 price target.
• UnitedHealth continues to show solid fundamentals and shareholder returns, reporting better-than-expected quarterly EPS and revenue, while also raising its dividend to $2.32 per share.

Harber Asset Management LLC cut its stake in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 14.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 28,299 shares of the healthcare conglomerate's stock after selling 4,928 shares during the period. UnitedHealth Group makes up approximately 3.9% of Harber Asset Management LLC's investment portfolio, making the stock its 6th biggest position. Harber Asset Management LLC's holdings in UnitedHealth Group were worth $9,342,000 at the end of the most recent reporting period.

A number of other large investors have also recently added to or reduced their stakes in the business. Founders Capital Management LLC boosted its holdings in UnitedHealth Group by 3.0% during the fourth quarter. Founders Capital Management LLC now owns 982 shares of the healthcare conglomerate's stock worth $324,000 after buying an additional 29 shares in the last quarter. Kellett Wealth Advisors LLC boosted its holdings in UnitedHealth Group by 1.7% during the fourth quarter. Kellett Wealth Advisors LLC now owns 1,746 shares of the healthcare conglomerate's stock worth $576,000 after buying an additional 29 shares in the last quarter. Cooper Financial Group boosted its holdings in UnitedHealth Group by 0.7% during the fourth quarter. Cooper Financial Group now owns 4,338 shares of the healthcare conglomerate's stock worth $1,432,000 after buying an additional 30 shares in the last quarter. Successful Portfolios LLC boosted its holdings in UnitedHealth Group by 2.6% during the fourth quarter. Successful Portfolios LLC now owns 1,194 shares of the healthcare conglomerate's stock worth $411,000 after buying an additional 30 shares in the last quarter. Finally, McLean Asset Management Corp boosted its holdings in UnitedHealth Group by 1.6% during the fourth quarter. McLean Asset Management Corp now owns 2,000 shares of the healthcare conglomerate's stock worth $670,000 after buying an additional 32 shares in the last quarter. 87.86% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of research firms recently commented on UNH. TD Cowen raised their price objective on shares of UnitedHealth Group from $311.00 to $337.00 and gave the stock a "hold" rating in a research note on Thursday, April 23rd. Truist Financial raised their price objective on shares of UnitedHealth Group from $395.00 to $440.00 and gave the stock a "buy" rating in a research note on Monday, June 1st. Bank of America raised shares of UnitedHealth Group from a "neutral" rating to a "buy" rating and raised their price objective for the stock from $420.00 to $450.00 in a research note on Thursday, June 4th. Oppenheimer raised 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. Finally, Raymond James Financial raised shares of UnitedHealth Group from a "market perform" rating to an "outperform" rating and set a $330.00 price objective for the company in a research note on Wednesday, April 1st. One research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company's stock. According to MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and an average price target of $407.17.

Key Headlines Impacting UnitedHealth Group

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

• Positive Sentiment: UNH saw unusual bullish options activity, with investors buying 215,330 call contracts on Friday — about 120% above normal volume — a sign traders are positioning for more upside.
• Positive Sentiment: Analysts continue to turn more constructive: Erste Group recently nudged up FY2027 earnings estimates and kept a Buy rating, adding to the recent wave of positive commentary around the shares.
• Positive Sentiment: The company confirmed it will report second-quarter 2026 results on July 16, which keeps a near-term catalyst on the calendar and may be supporting investor interest as expectations build.
• Positive Sentiment: UnitedHealth also approved its quarterly dividend of $2.32 per share and rejected an independent board chair proposal at its annual meeting, reinforcing its capital-return profile and management control.
• Neutral Sentiment: Recent articles highlight UNH’s rebound toward new highs and its renewed appeal as a defensive healthcare and income stock, but these pieces are largely commentary rather than new company-specific developments.

UnitedHealth Group Stock Up 0.7%

UNH stock opened at $408.34 on Friday. UnitedHealth Group Incorporated has a 12-month low of $234.60 and a 12-month high of $415.98. The company has a quick ratio of 0.80, a current ratio of 0.80 and a debt-to-equity ratio of 0.69. The company has a market cap of $370.83 billion, a price-to-earnings ratio of 30.84, a PEG ratio of 1.64 and a beta of 0.64. The company has a 50 day moving average of $362.28 and a two-hundred day moving average of $326.85.

UnitedHealth Group (NYSE:UNH - Get Free Report) last released its 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. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The company 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 firm earned $7.20 EPS. The company's 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 analysts anticipate that UnitedHealth Group Incorporated will post 18.32 earnings per share for the current fiscal year.

UnitedHealth Group Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, June 23rd. Stockholders of record on Monday, June 15th will be issued a dividend of $2.32 per share. The ex-dividend date is Monday, June 15th. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.3%. This is an increase from UnitedHealth Group's previous quarterly dividend of $2.21. UnitedHealth Group's payout ratio is 66.77%.

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 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 owned 17,805 shares in the company, valued at approximately $6,320,775. This trade represents a 4.30% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Corporate insiders own 0.28% of the company's stock.

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.

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.