Opal Capital LLC Invests $3.86 Million in UnitedHealth Group Incorporated $UNH

Key Points

• Opal Capital LLC opened a new position in UnitedHealth Group, buying 11,775 shares worth about $3.86 million in the fourth quarter.
• Institutional ownership remains high, with 87.86% of UNH shares held by institutions, and several other investors also added to or initiated stakes in the stock.
• Analyst sentiment is broadly positive: multiple firms raised price targets, and the consensus rating is “Moderate Buy” with an average target of $407.17.

Opal Capital LLC acquired a new position in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund acquired 11,775 shares of the healthcare conglomerate's stock, valued at approximately $3,861,000.

A number of other institutional investors have also made changes to their positions in UNH. Sarver Vrooman Wealth Advisors bought a new position in UnitedHealth Group during the fourth quarter valued at about $25,000. Beacon Financial Strategies CORP bought a new position in UnitedHealth Group during the fourth quarter valued at about $26,000. Anfield Capital Management LLC increased its stake in UnitedHealth Group by 220.0% during the fourth quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate's stock valued at $26,000 after acquiring an additional 55 shares during the period. Joseph Group Capital Management bought a new position in UnitedHealth Group during the fourth quarter valued at about $27,000. Finally, Foster Dykema Cabot & Partners LLC increased its stake in UnitedHealth Group by 69.4% during the third quarter. Foster Dykema Cabot & Partners LLC now owns 83 shares of the healthcare conglomerate's stock valued at $29,000 after acquiring an additional 34 shares during the period. 87.86% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

UNH has been the topic of several research reports. Weiss Ratings upgraded UnitedHealth Group from a "sell (d+)" rating to a "hold (c-)" rating in a research note on Thursday, May 7th. Wells Fargo & Company upped their price objective on UnitedHealth Group from $370.00 to $397.00 and gave the company an "overweight" rating in a research note on Wednesday, April 22nd. Oppenheimer upped their price objective on UnitedHealth Group from $385.00 to $405.00 and gave the company an "outperform" rating in a research note on Wednesday, April 22nd. Leerink Partners upped their price objective on UnitedHealth Group from $345.00 to $400.00 and gave the company an "outperform" rating in a research note on Wednesday, April 22nd. Finally, Argus upgraded 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. One equities research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and an average price target of $407.17.

Key UnitedHealth Group News

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

• Positive Sentiment: Analysts and market commentators are increasingly framing UNH as a value and recovery story, with improving price targets, a “buy it” call from Jim Cramer, and renewed interest from institutions and hedge funds. Jim Cramer on UnitedHealth: “Buy It”
• Positive Sentiment: UnitedHealth was highlighted as a defensive healthcare name benefiting from sector rotation, while recent dividend coverage and a 5% dividend increase support the case for steady capital returns. 3 Dividend Increases Investors Can Actually Trust
• Positive Sentiment: The company is being positioned as a sustainable recovery candidate after past setbacks, with commentary emphasizing lower volatility, buybacks, and improving profitability prospects. Beyond the AI Bubble: 3 defensive powerhouses smart money is buying now
• Neutral Sentiment: UnitedHealth continues to appear in broad healthcare-stock watchlists and hedge-fund screens, which reinforces investor attention but does not add a clear new operational catalyst. Best Healthcare Stocks To Research - June 15th
• Negative Sentiment: Some commentary still references UNH’s prior struggles, including executive turnover, legal issues, and margin pressure, which helps explain why the stock has not fully shaken off uncertainty. Why Did UnitedHealth Stock Choose Pain Over Growth?

UnitedHealth Group Stock Down 0.7%

NYSE:UNH opened at $408.07 on Wednesday. The stock's fifty day moving average price is $367.57 and its two-hundred day moving average price is $328.06. UnitedHealth Group Incorporated has a 52-week low of $234.60 and a 52-week high of $415.98. 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 market cap of $370.59 billion, a price-to-earnings ratio of 30.82, a P/E/G ratio of 1.65 and a beta of 0.64.

UnitedHealth Group (NYSE:UNH - Get Free Report) last released its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 EPS for the quarter, beating 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 business had revenue of $111.65 billion during the quarter, compared to analysts' expectations of $109.84 billion. During the same quarter in the prior year, the company earned $7.20 EPS. The firm'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, analysts anticipate that UnitedHealth Group Incorporated will post 18.32 EPS for the current year.

UnitedHealth Group Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, June 23rd. Shareholders of record on Monday, June 15th will be issued a dividend of $2.32 per share. This is a boost from UnitedHealth Group's previous quarterly dividend of $2.21. The ex-dividend date is Monday, June 15th. This represents a $9.28 dividend on an annualized basis and a yield of 2.3%. UnitedHealth Group's dividend payout ratio is currently 70.09%.

Insider Transactions at UnitedHealth Group

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of the stock in a transaction dated Thursday, April 23rd. The stock was 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 owned 17,805 shares in the company, valued at approximately $6,320,775. This represents a 4.30% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Company insiders own 0.28% of the company's stock.

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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