Lbp Am Sa Purchases New Position in UnitedHealth Group Incorporated $UNH

Key Points

• Lbp Am Sa initiated a new position in UnitedHealth (UNH) in Q4, purchasing 26,666 shares worth about $8.8 million.
• Q4 results: UNH reported $2.11 EPS (beat by $0.02) and $113.73 billion in revenue (up 12.3% year-over-year), and set FY2026 guidance at about 17.75 EPS while analysts project roughly 29.54 EPS for the current fiscal year.
• Dividend and analyst view: UnitedHealth paid a $2.21 quarterly dividend (annualized $8.84, yield ~2.8%, payout ratio ~67%), and carries a "Moderate Buy" consensus with an average price target of $363.42 amid mixed recent analyst revisions.

Lbp Am Sa acquired a new position in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm acquired 26,666 shares of the healthcare conglomerate's stock, valued at approximately $8,803,000.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the business. Beacon Financial Strategies CORP purchased a new position in UnitedHealth Group during the 4th quarter valued at $26,000. Foster Dykema Cabot & Partners LLC boosted 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 valued at $29,000 after purchasing an additional 34 shares in the last quarter. 1248 Management LLC bought a new position in UnitedHealth Group in the third quarter worth about $29,000. Holos Integrated Wealth LLC bought a new stake in UnitedHealth Group during the 4th quarter valued at approximately $29,000. Finally, Hurley Capital LLC grew its holdings in shares of UnitedHealth Group by 81.6% during the 3rd quarter. Hurley Capital LLC now owns 89 shares of the healthcare conglomerate's stock worth $31,000 after acquiring an additional 40 shares during the period. Hedge funds and other institutional investors own 87.86% of the company's stock.

UnitedHealth Group Stock Up 0.7%

NYSE:UNH opened at $316.29 on Friday. The firm has a 50-day simple moving average of $285.88 and a two-hundred day simple moving average of $317.70. The firm has a market cap of $287.09 billion, a P/E ratio of 23.98, a P/E/G ratio of 1.45 and a beta of 0.40. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $489.79. The company has a debt-to-equity ratio of 0.72, a quick ratio of 0.79 and a current ratio of 0.79.

UnitedHealth Group (NYSE:UNH - Get Free Report) last announced its quarterly earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share for the quarter, beating the consensus estimate of $2.09 by $0.02. UnitedHealth Group had a net margin of 2.69% and a return on equity of 14.79%. The company had revenue of $113.73 billion during the quarter, compared to the consensus estimate of $113.38 billion. During the same quarter last year, the firm earned $6.81 earnings per share. The firm's quarterly revenue was up 12.3% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. Analysts predict that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

UnitedHealth Group Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Monday, March 9th were paid a dividend of $2.21 per share. The ex-dividend date was Monday, March 9th. This represents a $8.84 annualized dividend and a yield of 2.8%. UnitedHealth Group's dividend payout ratio is currently 67.02%.

Analyst Upgrades and Downgrades

Several equities research analysts recently weighed in on the company. UBS Group reduced their price target on UnitedHealth Group from $430.00 to $410.00 and set a "buy" rating on the stock in a research note on Wednesday, January 28th. HSBC raised shares of UnitedHealth Group from a "reduce" rating to a "hold" rating and set a $300.00 target price on the stock in a research report on Tuesday, April 7th. Oppenheimer lowered their price target on shares of UnitedHealth Group from $415.00 to $385.00 and set an "outperform" rating for the company in a research report on Wednesday, January 28th. Raymond James Financial raised shares of UnitedHealth Group from a "market perform" rating to an "outperform" rating and set a $330.00 target price for the company in a research note on Wednesday, April 1st. Finally, Wells Fargo & Company dropped their price target on UnitedHealth Group from $400.00 to $370.00 and set an "overweight" rating on the stock in a research report on Friday, January 30th. One analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, eight have assigned a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, UnitedHealth Group presently has an average rating of "Moderate Buy" and a consensus price target of $363.42.

Key Headlines Impacting UnitedHealth Group

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

• Positive Sentiment: Analyst comparisons favor UnitedHealth’s integrated model — coverage + Optum — citing stronger earnings stability and upside vs. Elevance, which supports investor confidence in UNH’s long-term competitive edge. UnitedHealth vs. Elevance: Which Healthcare Stock Has More Upside?
• Positive Sentiment: UnitedHealthcare’s community investment (supporting Seabury’s Housing Stabilization Fund) highlights growth in value-based/community programs that can deepen MA and Medicaid plan ties and support non-medical care strategies. Seabury Resources for Aging Launches Fund with Support from UnitedHealthcare
• Neutral Sentiment: Media focus is ramping up ahead of the report — Forbes notes investors are watching UNH for signs the insurer complex is controlling rising costs; heightened attention can boost volume and volatility around the print. Attention Turns To UnitedHealth Earnings For Signs Of Insurer Rebound
• Neutral Sentiment: Income-oriented analysts point out a rising dividend amid a lower share price (Dogs of the Dow framing), which may attract yield-focused buyers even as fundamentals are debated. Falling Stock Price, Rising Dividend: UnitedHealth Fits the Dogs of the Dow Profile
• Neutral Sentiment: A market-position analysis ties UNH performance to broader NASDAQ-100 trends — useful context for institutional flows but not an immediate company-specific catalyst. UnitedHealth Group Market Position and Its Connection to NASDAQ 100 Trends
• Negative Sentiment: Multiple earnings previews warn of near-term headwinds: rising costs, slipping membership and MA reimbursement pressure could weigh on margin and limit upside versus Street estimates — these concerns are the main risk driving caution ahead of the print. UnitedHealth Q1 Earnings Preview: Can it Dodge MA Pressure for a Beat? Gear Up for UnitedHealth (UNH) Q1 Earnings: Wall Street Estimates for Key Metrics

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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