Marble Wealth LLC Purchases Shares of 5,077 UnitedHealth Group Incorporated $UNH

Key Points

• Marble Wealth LLC disclosed a new fourth-quarter stake in UnitedHealth Group, buying 5,077 shares valued at about $1.68 million.
• Institutional ownership remains heavy, with 87.86% of UNH shares held by hedge funds and other investors. Several smaller funds also added to their positions in the latest quarter.
• Analysts remain generally upbeat despite regulatory and legal overhangs: firms including Truist, Barclays, and Oppenheimer raised targets, while the consensus rating is Moderate Buy with an average price target of $399.50.

Marble Wealth LLC purchased a new stake in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund purchased 5,077 shares of the healthcare conglomerate's stock, valued at approximately $1,676,000.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in UNH. Beacon Financial Strategies CORP acquired a new stake in UnitedHealth Group in the 4th quarter valued at $26,000. Anfield Capital Management LLC increased its stake in UnitedHealth Group by 220.0% in the 4th 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 during the last quarter. Joseph Group Capital Management acquired a new stake in UnitedHealth Group in the 4th quarter valued at $27,000. Foster Dykema Cabot & Partners LLC increased 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 purchasing an additional 34 shares during the last quarter. Finally, 1248 Management LLC acquired a new position in shares of UnitedHealth Group during the 3rd quarter worth about $29,000. 87.86% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: Truist raised its price target on UnitedHealth Group to $440 from $395 and reiterated a buy rating, signaling continued confidence in the company’s earnings power and upside potential.
• Positive Sentiment: UnitedHealth said it plans to eliminate nearly two-thirds of pediatric prior authorizations by year-end, which could reduce administrative burden and improve access to care, a potentially favorable operational move.
• Neutral Sentiment: Several recent opinion-style articles highlighted UNH as a long-term cash-flow and dividend-growth name, reflecting ongoing interest in the stock as a defensive healthcare holding rather than a clear near-term catalyst.
• Negative Sentiment: New Medicare reimbursement concerns are weighing on sentiment, as investors worry changes to government payment rates could pressure UnitedHealth’s margins and future growth. Article: UnitedHealth Group (UNH) Hit by Medicare Reimbursement Concerns
• Negative Sentiment: Massachusetts’ lawsuit over alleged inflation of Medicaid patient risk scores adds legal and reputational risk, raising questions about revenue recognition and government-program scrutiny. Article: UnitedHealth Lawsuit Raises Fresh Questions On Medicaid Revenue And Investor Risk
• Negative Sentiment: Another legal headline about alleged deceptive Medicare Advantage advertising practices adds to concerns that regulatory and litigation risks may stay elevated for UNH. Article: Ninth Circuit Anticipated to Rule on UnitedHealthcare's Alleged Deceptive Medicare Advantage Advertising Practices - GJLaw

Analyst Upgrades and Downgrades

Several research firms have recently weighed in on UNH. Argus upgraded shares of UnitedHealth Group from a "hold" rating to a "buy" rating and set a $400.00 price objective on the stock in a research note on Wednesday, April 22nd. Oppenheimer boosted their price objective on shares of UnitedHealth Group from $385.00 to $405.00 and gave the stock an "outperform" rating in a research note on Wednesday, April 22nd. Weiss Ratings upgraded shares of UnitedHealth Group from a "sell (d+)" rating to a "hold (c-)" rating in a research note on Thursday, May 7th. Barclays boosted their price objective on shares of UnitedHealth Group from $373.00 to $429.00 and gave the stock an "overweight" rating in a research note on Tuesday, May 26th. Finally, Leerink Partners lifted their target price on shares of UnitedHealth Group from $345.00 to $400.00 and gave the stock an "outperform" rating in a report on Wednesday, April 22nd. One analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average price target of $399.50.

Insider Buying and Selling

In related news, CEO Patrick Hugh Conway sold 800 shares of the business's stock in a transaction dated 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 transaction, the chief executive officer owned 17,805 shares of the company's stock, valued at $6,320,775. The trade was 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 currently owned by company insiders.

UnitedHealth Group Stock Performance

Shares of UNH stock opened at $377.93 on Wednesday. The company has a market capitalization of $343.21 billion, a price-to-earnings ratio of 28.54, a PEG 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 0.80 and a current ratio of 0.80. The company has a 50-day simple moving average of $338.84 and a 200 day simple moving average of $321.92. UnitedHealth Group Incorporated has a 52 week low of $234.60 and a 52 week high of $404.15.

UnitedHealth Group (NYSE:UNH - Get Free Report) last announced its earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 EPS for the quarter, topping the consensus estimate of $6.76 by $0.47. The business had revenue of $111.65 billion during the quarter, compared to the consensus estimate of $109.84 billion. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. UnitedHealth Group's revenue was up 2.0% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $7.20 EPS. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. On average, sell-side analysts predict that UnitedHealth Group Incorporated will post 18.29 earnings per share for the current year.

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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