Obermeyer Wealth Partners Sells 3,064 Shares of UnitedHealth Group Incorporated $UNH

Key Points

• Obermeyer Wealth Partners trimmed its UnitedHealth (UNH) stake by 2.7%, selling 3,064 shares to hold 111,147 shares valued at $36.69 million, making UNH about 1.7% of its portfolio and its 20th-largest position.
• Q1 beat and guidance raise: UNH reported $7.23 EPS (vs. $6.76 expected) and $111.65 billion in revenue (vs. $109.84 billion), and raised FY‑2026 guidance to 18.25 EPS, driving recent bullish momentum.
• Analyst sentiment has shifted positive—UNH carries a consensus Moderate Buy rating with an average price target of $377.64 after several target increases and upgrades (e.g., Argus to Buy $400).

Obermeyer Wealth Partners lowered its position in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 2.7% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 111,147 shares of the healthcare conglomerate's stock after selling 3,064 shares during the period. UnitedHealth Group accounts for about 1.7% of Obermeyer Wealth Partners' holdings, making the stock its 20th biggest position. Obermeyer Wealth Partners' holdings in UnitedHealth Group were worth $36,691,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Beacon Financial Strategies CORP bought a new position in UnitedHealth Group in the fourth quarter worth approximately $26,000. Foster Dykema Cabot & Partners LLC raised its stake in shares of UnitedHealth Group by 69.4% in the third 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. 1248 Management LLC purchased a new stake in shares of UnitedHealth Group in the third quarter worth approximately $29,000. Holos Integrated Wealth LLC purchased a new stake in shares of UnitedHealth Group in the fourth quarter worth approximately $29,000. Finally, Hurley Capital LLC raised its stake in shares of UnitedHealth Group by 81.6% in the third quarter. Hurley Capital LLC now owns 89 shares of the healthcare conglomerate's stock worth $31,000 after purchasing an additional 40 shares during the last quarter. Institutional investors own 87.86% of the company's stock.

Wall Street Analysts Forecast Growth

UNH has been the subject of a number of research analyst reports. TD Cowen increased their price target on UnitedHealth Group from $311.00 to $337.00 and gave the company a "hold" rating in a research report on Thursday. Argus raised UnitedHealth Group from a "hold" rating to a "buy" rating and set a $400.00 price target for the company in a research report on Wednesday. UBS Group decreased their price target on UnitedHealth Group from $430.00 to $410.00 and set a "buy" rating for the company in a research report on Wednesday, January 28th. Barclays increased their price target on UnitedHealth Group from $327.00 to $373.00 and gave the company an "overweight" rating in a research report on Wednesday. Finally, Royal Bank Of Canada increased their price target on UnitedHealth Group from $361.00 to $400.00 and gave the company an "outperform" rating in a research report on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, seven have issued a Hold rating and two have given a Sell rating to the company's stock. According to data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average price target of $377.64.

UnitedHealth Group News Summary

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

• Positive Sentiment: Q1 beat and guidance raise: UNH reported a quarterly EPS beat and raised FY guidance, which analysts say has driven renewed momentum and a sharp short‑term share rebound. This is the primary driver behind today’s lift. A Look At UnitedHealth Group (UNH) Valuation As Q1 2026 Beat And Guidance Hike Drive Fresh Momentum
• Positive Sentiment: Prior authorization modernization: UnitedHealthcare said it will standardize a majority of electronic prior‑authorization submissions (70%+ by year‑end), reducing provider friction and potentially lowering administrative costs. This supports margin improvement expectations. UnitedHealthcare Champions Industry Effort to Standardize Prior Authorization Requirements
• Positive Sentiment: Large call‑option activity: Reported heavy buying of UNH call options signals bullish positioning from traders anticipating further upside after the earnings beat. That can amplify near‑term upward pressure on the stock. Investors Purchase Large Volume of UnitedHealth Group Call Options
• Positive Sentiment: High‑profile bullish media/analyst commentary: Jim Cramer and several outlets/analysts have highlighted UNH as a buy after the Q1 print, which is helping retail and momentum flows. Jim Cramer Says UNH at $354 Is a Steal — Here’s Why the Math Backs Him Up
• Positive Sentiment: Analyst upgrades / favorable coverage: Argus and other outlets have upgraded or upgraded coverage tone recently, adding credibility to the recovery story. Argus Research upgrades UnitedHealth Group (UNH)
• Neutral Sentiment: Valuation debate: Coverage discusses UNH’s P/E and valuation after the rebound; some view the stock as a value play now, while others caution the 1‑year TSR still lags. Valuation is driving contrasting investor views, sustaining volatility. UnitedHealth: Recovery Is Progressing, But Upside May Be Limited Near Term
• Negative Sentiment: Optum Health execution risk / limited near‑term upside: Independent analysis notes that while medical margins improved, Optum Health margins remain challenged and some recovery gains may be non‑structural—this could limit upside if operational recovery stalls. UnitedHealth: Recovery Is Progressing, But Upside May Be Limited Near Term
• Negative Sentiment: Governance proposal: A shareholder proposal seeking an independent board chair is drawing attention; the board opposes it. Governance disputes can create noise and potentially weigh on sentiment if shareholder activism grows. Independent Chair Proposal Tests Governance And Valuation Views At UnitedHealth Group
• Positive Sentiment: Rural health initiative: UNH launched a broad rural health program and prior‑authorization reductions for rural providers, strengthening growth/PR narrative in underserved markets. UnitedHealth Group Incorporated (UNH) Launches Broad Rural Health Initiative to Strengthen Underserved Communities
• Negative Sentiment: Mixed analyst notes: A recent price‑target adjustment (TD Cowen raise to $337 but maintained Hold) implies limited near‑term upside from some sell‑side desks—this can temper aggressive buy calls. TD Cowen raises price target to $337 (Hold)

UnitedHealth Group Price Performance

NYSE:UNH opened at $355.05 on Friday. The company has a debt-to-equity ratio of 0.69, a quick ratio of 0.79 and a current ratio of 0.80. The stock has a fifty day moving average of $293.40 and a 200 day moving average of $317.33. UnitedHealth Group Incorporated has a 52-week low of $234.60 and a 52-week high of $424.12. The firm has a market capitalization of $322.46 billion, a price-to-earnings ratio of 26.82, a P/E/G ratio of 1.53 and a beta of 0.40.

UnitedHealth Group (NYSE:UNH - Get Free Report) last issued its quarterly earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share (EPS) for the quarter, topping the consensus estimate of $6.76 by $0.47. UnitedHealth Group had a return on equity of 14.65% and a net margin of 2.68%.The firm had revenue of $111.65 billion during the quarter, compared to analyst estimates of $109.84 billion. During the same quarter in the previous year, the company posted $7.20 earnings per share. The company'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, research analysts expect that UnitedHealth Group Incorporated will post 18.29 EPS for the current fiscal year.

UnitedHealth Group Dividend Announcement

The company also recently declared 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 of this dividend was Monday, March 9th. This represents a $8.84 annualized dividend and a yield of 2.5%. UnitedHealth Group's payout ratio is 66.77%.

UnitedHealth Group Company 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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