Investment House LLC Acquires 10,781 Shares of UnitedHealth Group Incorporated $UNH

Key Points

• Investment House LLC increased its UnitedHealth Group stake by 15.5% in the fourth quarter, buying 10,781 additional shares and bringing its total holding to 80,166 shares worth about $26.5 million.
• UnitedHealth recently reported better-than-expected quarterly results, posting EPS of $7.23 versus $6.76 expected and revenue of $111.65 billion, while also reaffirming FY 2026 guidance.
• Despite the earnings beat, sentiment has been mixed: analysts remain mostly constructive with a Moderate Buy consensus, but the stock has faced pressure from concerns about rising medical costs and an insider sale by CEO Patrick Hugh Conway.

Investment House LLC boosted its holdings in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 15.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 80,166 shares of the healthcare conglomerate's stock after acquiring an additional 10,781 shares during the quarter. UnitedHealth Group accounts for about 1.3% of Investment House LLC's investment portfolio, making the stock its 19th biggest position. Investment House LLC's holdings in UnitedHealth Group were worth $26,464,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Beacon Financial Strategies CORP acquired a new position in UnitedHealth Group in the fourth quarter valued at about $26,000. Anfield Capital Management LLC boosted its position in UnitedHealth Group by 220.0% in the fourth quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate's stock valued at $26,000 after buying an additional 55 shares in the last quarter. Joseph Group Capital Management acquired a new position in UnitedHealth Group in the fourth quarter valued at about $27,000. Foster Dykema Cabot & Partners LLC boosted its position in UnitedHealth Group by 69.4% in the third quarter. Foster Dykema Cabot & Partners LLC now owns 83 shares of the healthcare conglomerate's stock valued at $29,000 after buying an additional 34 shares in the last quarter. Finally, 1248 Management LLC acquired a new position in shares of UnitedHealth Group during the third quarter worth approximately $29,000. 87.86% of the stock is currently owned by institutional investors and hedge funds.

Key UnitedHealth Group News

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

• Neutral Sentiment: Berkshire’s exit may be more about portfolio reshuffling under Greg Abel than a clear change in UnitedHealth’s fundamentals, so the selloff could be sentiment-driven rather than purely operational. Reuters: UnitedHealth falls after Berkshire sells stake in health insurer
• Neutral Sentiment: Zacks Research raised its Q1 2027 earnings estimate for UNH to $6.87 per share from $6.77, signaling some analyst confidence ahead of future results. Zacks: UnitedHealth Under the Microscope After Berkshire Pulls the Plug
• Neutral Sentiment: A proposed bill focused on HSA expansion, price transparency, and prescription-drug access could affect managed-care economics over time, but it is still early-stage and not an immediate catalyst. Quiver Quantitative: New Bill H.R. 8324
• Negative Sentiment: Multiple reports also highlight UNH’s recent weakness tied to rising medical costs and unfavorable member mix, reinforcing investor concerns that margins may remain pressured. Yahoo Finance: UnitedHealth Group (UNH) Fell 33% as Rising Medical Costs and Member Mix Pressured Earnings

UnitedHealth Group Trading Down 0.5%

Shares of NYSE UNH opened at $389.19 on Wednesday. The company's 50 day simple moving average is $320.90 and its 200 day simple moving average is $318.59. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $404.15. The firm has a market capitalization of $353.44 billion, a P/E ratio of 29.39, a P/E/G ratio of 1.69 and a beta of 0.64. The company has a debt-to-equity ratio of 0.69, a current ratio of 0.80 and a quick ratio of 0.80.

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 for the quarter, beating the consensus estimate of $6.76 by $0.47. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The business had revenue of $111.65 billion for the quarter, compared to analyst estimates of $109.84 billion. During the same period in the prior year, the business posted $7.20 earnings per share. UnitedHealth Group'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, analysts predict that UnitedHealth Group Incorporated will post 18.29 EPS for the current year.

UnitedHealth Group Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Monday, March 9th were paid a $2.21 dividend. This represents a $8.84 annualized dividend and a yield of 2.3%. The ex-dividend date of this dividend was Monday, March 9th. UnitedHealth Group's dividend payout ratio is presently 66.77%.

Insider Buying and Selling

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of the company'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 completion of the sale, the chief executive officer owned 17,805 shares of the company's stock, valued at approximately $6,320,775. This represents a 4.30% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 0.28% of the company's stock.

Analyst Ratings Changes

A number of equities analysts have recently issued reports on UNH shares. KeyCorp reiterated an "overweight" rating on shares of UnitedHealth Group in a research report on Wednesday, January 28th. Erste Group Bank upgraded shares of UnitedHealth Group from a "hold" rating to a "buy" rating in a research report on Monday, April 27th. Jefferies Financial Group upped their target price on shares of 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 upped their target price on shares of UnitedHealth Group from $375.00 to $395.00 and gave the stock an "overweight" rating in a research report on Wednesday, April 22nd. Finally, TD Cowen upped their target price on shares of UnitedHealth Group from $311.00 to $337.00 and gave the stock a "hold" rating in a research report on Thursday, April 23rd. One research analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, six have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus price target of $381.48.

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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