Inspire Trust Co. N.A. Grows Stake in UnitedHealth Group Incorporated $UNH

Key Points

• Inspire Trust Co. N.A. increased its UnitedHealth Group stake by 17% in the fourth quarter, adding 3,008 shares to bring its total to 20,708 shares worth about $6.84 million.
• Several other institutional investors also boosted their UNH holdings, and hedge funds and other institutions now own 87.86% of the stock, underscoring strong institutional interest.
• Wall Street sentiment remains positive: multiple firms raised price targets, with the stock carrying an average Moderate Buy rating and a consensus target price of $397.63, while UnitedHealth also beat quarterly EPS and revenue estimates.

Inspire Trust Co. N.A. grew its holdings in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 17.0% in the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 20,708 shares of the healthcare conglomerate's stock after buying an additional 3,008 shares during the quarter. UnitedHealth Group makes up about 1.1% of Inspire Trust Co. N.A.'s investment portfolio, making the stock its 24th largest holding. Inspire Trust Co. N.A.'s holdings in UnitedHealth Group were worth $6,836,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also bought and sold shares of UNH. Brighton Jones LLC raised its position in shares of UnitedHealth Group by 176.2% in the 4th 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 in the last quarter. Revolve Wealth Partners LLC raised its position in shares of UnitedHealth Group by 137.1% in the 4th 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 in the last quarter. CMT Capital Markets Trading GmbH bought a new position in shares of UnitedHealth Group in the 2nd quarter worth approximately $340,000. Flow Traders U.S. LLC bought a new position in shares of UnitedHealth Group in the 2nd quarter worth approximately $356,000. Finally, Jump Financial LLC bought a new position in shares of UnitedHealth Group in the 2nd quarter worth approximately $377,000. Hedge funds and other institutional investors own 87.86% of the company's stock.

Wall Street Analyst Weigh In

Several brokerages have recently issued reports on UNH. Jefferies Financial Group increased their target price on UnitedHealth Group from $340.00 to $373.00 and gave the stock a "buy" rating in a research report on Monday, April 20th. Morgan Stanley increased their target price on UnitedHealth Group from $375.00 to $395.00 and gave the stock an "overweight" rating in a research report on Wednesday, April 22nd. Royal Bank Of Canada raised their price objective on UnitedHealth Group from $361.00 to $400.00 and gave the company an "outperform" rating in a research report on Wednesday, April 22nd. Argus raised UnitedHealth Group from a "hold" rating to a "buy" rating and set a $400.00 price objective for the company in a research report on Wednesday, April 22nd. Finally, Weiss Ratings raised UnitedHealth Group from a "sell (d+)" rating to a "hold (c-)" rating in a research report on Thursday, May 7th. One research analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and an average target price of $397.63.

Insider Activity at UnitedHealth Group

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of UnitedHealth Group stock in a transaction on Thursday, April 23rd. The stock was sold at an average price of $355.00, for a total value of $284,000.00. Following the completion of the sale, the chief executive officer owned 17,805 shares of the company's stock, 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 is accessible through this link. Insiders own 0.28% of the company's stock.

UnitedHealth Group Stock Down 0.5%

UNH stock opened at $382.28 on Friday. The firm has a market cap of $347.16 billion, a PE ratio of 28.87, a price-to-earnings-growth ratio of 1.66 and a beta of 0.64. The business has a 50 day moving average of $334.93 and a 200 day moving average of $321.14. UnitedHealth Group Incorporated has a twelve month low of $234.60 and a twelve month high of $404.15. The company has a quick ratio of 0.80, a current ratio of 0.80 and a debt-to-equity ratio of 0.69.

UnitedHealth Group (NYSE:UNH - Get Free Report) last posted its 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. The business had revenue of $111.65 billion during the quarter, compared to analyst estimates of $109.84 billion. UnitedHealth Group had a return on equity of 14.65% and a net margin of 2.68%.The company's quarterly revenue was up 2.0% compared to the same quarter last year. During the same quarter last year, the company earned $7.20 EPS. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. On average, research analysts forecast that UnitedHealth Group Incorporated will post 18.29 EPS for the current fiscal year.

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: Bernstein raised its price target on UnitedHealth Group (UNH) to $492 from $444 and reiterated an Outperform rating, citing an EPS recovery outlook and implying meaningful upside. Article Title
• Positive Sentiment: Bernstein also maintained its bullish stance after UnitedHealth’s new, more transparent PBM model, suggesting the move could improve clarity, reliability, and cost competitiveness for the company’s Optum Rx business. Article Title
• Positive Sentiment: Coverage from Zacks and other market watchers says UNH is one of the most-tracked stocks right now, which can keep attention on the name and support sentiment if investors expect more upside. Article Title
• Neutral Sentiment: Articles comparing UnitedHealth with Molina highlight that Molina’s Medicaid exposure and share gains currently look more attractive to some analysts, but these pieces are more relative-value commentary than a direct negative catalyst for UNH. Article Title
• Neutral Sentiment: Seeking Alpha commentary on a possible dividend hike adds a shareholder-return angle, but it does not appear to be based on a confirmed corporate action yet. Article Title
• Neutral Sentiment: Recent “trending stock” and “bull case” articles suggest investors are reassessing UNH’s outlook, but they are largely opinion pieces rather than new fundamental developments. Article Title

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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