Linscomb Wealth Inc. Purchases 13,787 Shares of UnitedHealth Group Incorporated $UNH

Key Points

• Linscomb Wealth Inc. dramatically increased its UnitedHealth Group position in the fourth quarter, buying 13,787 additional shares and lifting its stake to 14,468 shares valued at about $4.78 million.
• Institutional interest in UNH remains strong overall, with several other funds adding shares and 87.86% of the stock now owned by institutional investors.
• Analysts remain constructive on UnitedHealth: multiple firms raised price targets recently, and the consensus rating is Moderate Buy with an average price target of $397.63.

Linscomb Wealth Inc. increased its stake in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 2,024.5% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 14,468 shares of the healthcare conglomerate's stock after purchasing an additional 13,787 shares during the period. Linscomb Wealth Inc.'s holdings in UnitedHealth Group were worth $4,776,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of UNH. Inspire Trust Co. N.A. raised its holdings in UnitedHealth Group by 17.0% in the fourth quarter. Inspire Trust Co. N.A. now owns 20,708 shares of the healthcare conglomerate's stock worth $6,836,000 after purchasing an additional 3,008 shares during the period. SBI Okasan Asset Management Co.Ltd. bought a new stake in shares of UnitedHealth Group in the 4th quarter valued at $789,000. Northwestern Mutual Wealth Management Co. increased its position in shares of UnitedHealth Group by 0.7% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 254,890 shares of the healthcare conglomerate's stock valued at $84,142,000 after buying an additional 1,715 shares in the last quarter. Intech Investment Management LLC increased its position in shares of UnitedHealth Group by 74.0% in the 4th quarter. Intech Investment Management LLC now owns 92,073 shares of the healthcare conglomerate's stock valued at $30,394,000 after buying an additional 39,151 shares in the last quarter. Finally, Foundations Investment Advisors LLC increased its position in shares of UnitedHealth Group by 9.7% in the 4th quarter. Foundations Investment Advisors LLC now owns 19,033 shares of the healthcare conglomerate's stock valued at $6,283,000 after buying an additional 1,678 shares in the last quarter. 87.86% of the stock is owned by institutional investors.

UnitedHealth Group Stock Down 0.5%

Shares of UNH stock opened at $382.28 on Friday. The firm's fifty day moving average price is $334.93 and its two-hundred day moving average price is $321.14. UnitedHealth Group Incorporated has a 1 year low of $234.60 and a 1 year high of $404.15. The company has a current ratio of 0.80, a quick ratio of 0.80 and a debt-to-equity ratio of 0.69. The firm has a market capitalization of $347.16 billion, a P/E ratio of 28.87, a PEG ratio of 1.66 and a beta of 0.64.

UnitedHealth Group (NYSE:UNH - Get Free Report) last posted its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 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 period in the prior year, the business posted $7.20 EPS. The company's quarterly 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, equities analysts predict 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

Analysts Set New Price Targets

A number of research firms recently commented on UNH. Leerink Partners upped their price objective on shares of UnitedHealth Group from $345.00 to $400.00 and gave the company an "outperform" rating in a research report on Wednesday, April 22nd. JPMorgan Chase & Co. raised their price objective on shares of UnitedHealth Group from $389.00 to $420.00 and gave the stock an "overweight" rating in a report on Tuesday, April 28th. HC Wainwright set a $492.00 price objective on shares of UnitedHealth Group in a report on Wednesday. Wells Fargo & Company raised their price objective on shares of UnitedHealth Group from $370.00 to $397.00 and gave the stock an "overweight" rating in a report on Wednesday, April 22nd. Finally, Erste Group Bank upgraded shares of UnitedHealth Group from a "hold" rating to a "buy" rating in a report on Monday, April 27th. One research analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the company presently has an average rating of "Moderate Buy" and a consensus price target of $397.63.

Insider Activity at UnitedHealth Group

In other news, CEO Patrick Hugh Conway sold 800 shares of the stock in a transaction dated Thursday, April 23rd. The shares were sold at an average price of $355.00, for a total transaction of $284,000.00. Following the completion of the transaction, the chief executive officer directly owned 17,805 shares in the company, valued at $6,320,775. This represents a 4.30% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. 0.28% of the stock is currently owned by corporate 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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