New Age Alpha Advisors LLC Has $11.25 Million Stake in UnitedHealth Group Incorporated $UNH

Key Points

• New Age Alpha Advisors trimmed its UnitedHealth stake by 7.5% in the fourth quarter, but still held 34,081 shares worth about $11.25 million at the end of the period.
• Wall Street sentiment remains broadly positive: UBS raised its price target to $460 and reiterated a Buy rating, while several other firms also lifted targets, leaving UNH with a consensus rating of Moderate Buy.
• UnitedHealth posted a better-than-expected quarter, with earnings of $7.23 per share and revenue of $111.65 billion, while reaffirming FY 2026 EPS guidance at 18.250.

New Age Alpha Advisors LLC decreased its position in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 7.5% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 34,081 shares of the healthcare conglomerate's stock after selling 2,746 shares during the period. New Age Alpha Advisors LLC's holdings in UnitedHealth Group were worth $11,250,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in UNH. Capital Research Global Investors boosted its stake in UnitedHealth Group by 126.9% in the 3rd quarter. Capital Research Global Investors now owns 13,042,049 shares of the healthcare conglomerate's stock worth $4,503,419,000 after purchasing an additional 7,293,009 shares during the period. Capital World Investors boosted its stake in UnitedHealth Group by 18.8% in the 3rd quarter. Capital World Investors now owns 21,766,922 shares of the healthcare conglomerate's stock worth $7,516,107,000 after purchasing an additional 3,439,182 shares during the period. Capital International Investors boosted its stake in shares of UnitedHealth Group by 11.1% during the 3rd quarter. Capital International Investors now owns 17,499,949 shares of the healthcare conglomerate's stock valued at $6,042,710,000 after buying an additional 1,747,337 shares during the period. Lone Pine Capital LLC acquired a new stake in shares of UnitedHealth Group during the 2nd quarter valued at $528,273,000. Finally, Bessemer Group Inc. boosted its stake in shares of UnitedHealth Group by 152.3% during the 3rd quarter. Bessemer Group Inc. now owns 1,823,871 shares of the healthcare conglomerate's stock valued at $629,783,000 after buying an additional 1,100,850 shares during the period. Institutional investors and hedge funds own 87.86% of the company's stock.

UnitedHealth Group News Roundup

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

• Positive Sentiment: UBS raised its price target on UnitedHealth Group to $460 from $410 and reiterated a Buy rating, signaling meaningful upside from current levels. Benzinga report on UBS target increase
• Positive Sentiment: UnitedHealth was highlighted by multiple outlets as a high-quality stock and a turnaround bet, with commentary noting that managed care is outgrowing the broader economy and that the company is benefiting from AI adoption in operations. Motley Fool article on AI and turnaround
• Neutral Sentiment: UnitedHealth also appeared in a hedge-fund “high quality stocks” list and a Goldman Sachs conviction-list discussion, which supports the stock’s investment case but does not change fundamentals on its own. InsiderMonkey article on turnaround case
• Negative Sentiment: There is still headline risk around Medicare Advantage overpayments, with a Congressional committee estimating about $7 billion annually in excess payments to private insurers, which could keep regulatory scrutiny on managed-care names like UNH. 247WallSt article on Medicare Advantage overpayments
• Negative Sentiment: Recent discussion also noted that Berkshire-linked selling contributed to a prior stock slide, underscoring that investor sentiment can still turn quickly. Barchart article on Berkshire stake sale

Insider Buying and Selling

In related news, CEO Patrick Hugh Conway sold 800 shares of UnitedHealth Group stock in a transaction 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 transaction, the chief executive officer owned 17,805 shares in the company, valued at $6,320,775. This trade represents a 4.30% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. 0.28% of the stock is owned by company insiders.

UnitedHealth Group Stock Performance

Shares of UNH opened at $388.42 on Monday. The company has a market capitalization of $352.74 billion, a PE ratio of 29.34, a price-to-earnings-growth ratio of 1.67 and a beta of 0.64. UnitedHealth Group Incorporated has a one year low of $234.60 and a one year high of $404.15. The company has a debt-to-equity ratio of 0.69, a current ratio of 0.80 and a quick ratio of 0.80. The company's fifty day moving average price is $326.93 and its 200 day moving average price is $319.53.

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 firm had revenue of $111.65 billion for 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%. The business's quarterly revenue was up 2.0% on a year-over-year basis. During the same quarter last year, the firm posted $7.20 EPS. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. As a group, analysts expect that UnitedHealth Group Incorporated will post 18.29 earnings per share for the current year.

UnitedHealth Group Dividend Announcement

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

Analyst Ratings Changes

A number of brokerages have issued reports on UNH. Leerink Partners lifted their target price on shares of UnitedHealth Group from $345.00 to $400.00 and gave the company an "outperform" rating in a research note on Wednesday, April 22nd. Truist Financial reissued a "buy" rating and set a $395.00 target price (up from $370.00) on shares of UnitedHealth Group in a research note on Wednesday, April 22nd. Oppenheimer lifted their target price on shares of UnitedHealth Group from $385.00 to $405.00 and gave the company an "outperform" rating in a research note on Wednesday, April 22nd. Sanford C. Bernstein raised their price target on shares of UnitedHealth Group from $405.00 to $411.00 and gave the company an "outperform" rating in a report on Tuesday, April 7th. Finally, Robert W. Baird raised their price target on shares of UnitedHealth Group from $278.00 to $287.00 and gave the company an "underperform" rating in a report on Wednesday, April 22nd. One investment analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating, six have issued a Hold rating and one has given a Sell rating to the company's stock. Based on data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and a consensus price target of $387.57.

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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