Income Insurance Ltd Acquires Shares of 2,725 UnitedHealth Group Incorporated $UNH

Key Points

• Income Insurance Ltd opened a new position in UnitedHealth Group, buying 2,725 shares valued at about $900,000 in the fourth quarter.
• UnitedHealth reported stronger-than-expected quarterly results, posting $7.23 EPS on $111.65 billion in revenue, both above analyst estimates. The company also reiterated guidance, with analysts expecting roughly $18.29 EPS for the current fiscal year.
• Wall Street sentiment remains mostly positive: several firms raised price targets, and the stock currently carries a Moderate Buy consensus with an average target of $378.88.

Income Insurance Ltd bought a new position in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 2,725 shares of the healthcare conglomerate's stock, valued at approximately $900,000.

Other large investors have also modified their holdings of the company. Beacon Financial Strategies CORP purchased a new position in shares of UnitedHealth Group during the 4th quarter worth approximately $26,000. Anfield Capital Management LLC raised its stake in shares of UnitedHealth Group by 220.0% during the 4th quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate's stock worth $26,000 after buying an additional 55 shares in the last quarter. Joseph Group Capital Management purchased a new position in shares of UnitedHealth Group during the 4th quarter worth approximately $27,000. Foster Dykema Cabot & Partners LLC raised its stake in shares of UnitedHealth Group by 69.4% during the 3rd quarter. Foster Dykema Cabot & Partners LLC now owns 83 shares of the healthcare conglomerate's stock worth $29,000 after buying an additional 34 shares in the last quarter. Finally, 1248 Management LLC purchased a new position in UnitedHealth Group in the 3rd quarter valued at approximately $29,000. 87.86% of the stock is owned by hedge funds and other institutional investors.

UnitedHealth Group Price Performance

Shares of NYSE:UNH opened at $379.49 on Friday. The business's fifty day moving average price is $304.54 and its two-hundred day moving average price is $316.98. The stock has a market cap of $344.63 billion, a PE ratio of 28.66, a price-to-earnings-growth ratio of 1.64 and a beta of 0.64. The company has a debt-to-equity ratio of 0.69, a quick ratio of 0.79 and a current ratio of 0.80. UnitedHealth Group Incorporated has a one year low of $234.60 and a one year high of $387.21.

UnitedHealth Group (NYSE:UNH - Get Free Report) last posted its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share (EPS) for the quarter, topping the consensus estimate 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 quarter last year, the firm earned $7.20 earnings per share. The business's revenue was up 2.0% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. On average, analysts forecast that UnitedHealth Group Incorporated will post 18.29 EPS for the current fiscal year.

UnitedHealth Group Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Monday, March 9th were issued a dividend of $2.21 per share. The ex-dividend date was Monday, March 9th. This represents a $8.84 annualized dividend and a dividend yield of 2.3%. UnitedHealth Group's dividend payout ratio (DPR) is 66.77%.

Wall Street Analyst Weigh In

UNH has been the subject of several research analyst reports. Truist Financial reaffirmed a "buy" rating and issued a $395.00 price objective (up from $370.00) on shares of UnitedHealth Group in a research note on Wednesday, April 22nd. Oppenheimer raised their price objective on UnitedHealth Group from $385.00 to $405.00 and gave the company an "outperform" rating in a research note on Wednesday, April 22nd. Sanford C. Bernstein raised their price objective on UnitedHealth Group from $405.00 to $411.00 and gave the company an "outperform" rating in a research note on Tuesday, April 7th. HSBC raised UnitedHealth Group from a "reduce" rating to a "hold" rating and set a $300.00 price objective for the company in a research note on Tuesday, April 7th. Finally, Erste Group Bank upgraded UnitedHealth Group from a "hold" rating to a "buy" rating in a report on Monday, April 27th. One analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the company's stock. According to MarketBeat, the stock presently has an average rating of "Moderate Buy" and a consensus price target of $378.88.

UnitedHealth Group News Roundup

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

• Positive Sentiment: UnitedHealth said it will eliminate prior authorization for 30% of healthcare services, a potentially investor-friendly move that may streamline care and reduce complaints about insurer approvals. UnitedHealth to Eliminate Prior Authorization for 30% of Healthcare Services
• Positive Sentiment: Erste Group Bank raised its FY2027 earnings estimate for UnitedHealth, signaling confidence in longer-term profitability, and kept a Buy rating on the stock.
• Neutral Sentiment: UnitedHealth was highlighted in commentary about value stocks and recovery prospects, which may support investor interest but does not appear to be a direct fundamental catalyst. UnitedHealth: Watch The Recovery In Action
• Neutral Sentiment: Zacks Research cut near-term and Q4 2027 earnings estimates, which is a headwind, but the revisions were not as central as the company’s policy change and may reflect more cautious forecasting rather than a major deterioration. Bullish Quarterly Results: 3 Companies Raising Guidance

Insider Activity

In other news, CEO Patrick Hugh Conway sold 800 shares of the firm's stock in a transaction on Thursday, April 23rd. The stock was sold at an average price of $355.00, for a total transaction of $284,000.00. Following the sale, the chief executive officer owned 17,805 shares in the company, valued at $6,320,775. This trade represents a 4.30% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 0.28% of the stock is owned by company insiders.

About UnitedHealth Group

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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