Oppenheimer Asset Management Inc. Increases Holdings in UnitedHealth Group Incorporated $UNH

Key Points

• Oppenheimer Asset Management increased its stake in UnitedHealth by 13.9%, buying 6,781 shares to hold 55,526 shares worth about $18.33 million at the end of the quarter.
• UnitedHealth reported a strong Q1 beat (EPS $7.23 vs. $6.76 expected; revenue $111.65B vs. $109.84B), set FY2026 guidance near $18.25 EPS, and enjoys a street consensus of "Moderate Buy" with an average target of $378.88.
• Insider activity: Optum CEO Patrick Conway sold 800 shares for roughly $284,000, a 4.3% reduction in his holdings, while insiders collectively own about 0.28% of the company.

Oppenheimer Asset Management Inc. grew its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 13.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 55,526 shares of the healthcare conglomerate's stock after buying an additional 6,781 shares during the quarter. Oppenheimer Asset Management Inc.'s holdings in UnitedHealth Group were worth $18,330,000 at the end of the most recent reporting period.

Several other hedge funds also recently added to or reduced their stakes in the company. Beacon Financial Strategies CORP bought a new position in UnitedHealth Group in the 4th quarter worth about $26,000. Joseph Group Capital Management bought a new position in shares of UnitedHealth Group during the fourth quarter valued at approximately $27,000. Foster Dykema Cabot & Partners LLC boosted its stake in shares of 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 purchasing an additional 34 shares in the last quarter. 1248 Management LLC bought a new position in shares of UnitedHealth Group during the third quarter valued at approximately $29,000. Finally, Holos Integrated Wealth LLC bought a new position in shares of UnitedHealth Group during the fourth quarter valued at approximately $29,000. 87.86% of the stock is currently owned by institutional investors.

UnitedHealth Group Stock Up 0.1%

UNH stock opened at $371.07 on Friday. The stock has a market capitalization of $337.01 billion, a P/E ratio of 28.03, a P/E/G ratio of 1.60 and a beta of 0.40. The firm has a 50-day simple moving average of $299.45 and a 200-day simple moving average of $317.38. The company has a quick ratio of 0.79, a current ratio of 0.80 and a debt-to-equity ratio of 0.69. UnitedHealth Group Incorporated has a 52 week low of $234.60 and a 52 week high of $411.99.

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

UnitedHealth Group Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Investors of record on Monday, March 9th were given a dividend of $2.21 per share. The ex-dividend date was Monday, March 9th. This represents a $8.84 dividend on an annualized basis and a yield of 2.4%. UnitedHealth Group's payout ratio is presently 66.77%.

Analyst Upgrades and Downgrades

Several equities research analysts have weighed in on UNH shares. Erste Group Bank upgraded shares of UnitedHealth Group from a "hold" rating to a "buy" rating in a research note on Monday. Leerink Partners boosted their target price on UnitedHealth Group from $345.00 to $400.00 and gave the stock an "outperform" rating in a research note on Wednesday, April 22nd. Oppenheimer boosted their target price on UnitedHealth Group from $385.00 to $405.00 and gave the stock an "outperform" rating in a research note on Wednesday, April 22nd. HSBC upgraded shares of UnitedHealth Group from a "reduce" rating to a "hold" rating and set a $300.00 price objective for the company in a research note on Tuesday, April 7th. Finally, TD Cowen lifted their price objective on shares of UnitedHealth Group from $311.00 to $337.00 and gave the stock a "hold" rating in a research note on Thursday, April 23rd. One investment analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, six have assigned a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $378.88.

UnitedHealth Group News Summary

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

• Positive Sentiment: UNH reported a strong Q1 print and raised near‑term outlook — results and management commentary signal a rebound in operating performance and drove recent upside in the shares. UnitedHealth (UNH) Stock Surges Over 3.5% on Strong Q1 Results and Optimistic Outlook
• Positive Sentiment: Analyst upgrades: Erste Group raised FY2026 and FY2027 EPS estimates and kept a Buy stance, providing independent confirmation that street expectations are moving higher and supporting valuation momentum.
• Positive Sentiment: Bullish commentary from retail outlets argues the company is turning a corner after regulatory/operational headwinds — such narratives can attract buyers and support multiple expansion. It's Time to Load Up on UnitedHealth Group Stock
• Neutral Sentiment: Zacks and other screens show UNH as a trending name — heightened attention can increase liquidity and volatility but is not directional by itself. Here is What to Know Beyond Why UnitedHealth Group Incorporated (UNH) is a Trending Stock
• Neutral Sentiment: Peer results: Humana and Cigna posted solid Q1s (Humana benefited from higher premiums; Cigna’s Evernorth saw revenue growth). Strong peer earnings suggest sector health but also heighten competitive dynamics for pricing and margins. Cigna Q1 Earnings Beat Estimates on Strong Evernorth Unit
• Neutral Sentiment: CVS is trading at a much lower forward multiple versus UNH; that valuation gap can influence sector rotation decisions (value buyers may prefer CVS), but it doesn’t change UNH’s operational trajectory. CVS Earnings Are Coming. Why the Stock Is No Longer a Value Trap.
• Negative Sentiment: Insider selling: Optum CEO Patrick Conway sold roughly $284k in UNH stock shortly after earnings — while small relative to total holdings, insider sales can raise short-term concern among some investors. UnitedHealth Stock Has Rallied Since Earnings. One Top Insider Is Trimming His Stake.

Insiders Place Their Bets

In related news, CEO Patrick Hugh Conway sold 800 shares of the business's 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 transaction, the chief executive officer directly owned 17,805 shares in the company, valued at approximately $6,320,775. The trade was a 4.30% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Insiders own 0.28% of the company's stock.

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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