Peterson Wealth Services Raises Stock Position in UnitedHealth Group Incorporated $UNH

Key Points

• Peterson Wealth Services increased its UnitedHealth Group stake by 267.1% in the fourth quarter, ending with 4,391 shares valued at about $1.45 million.
• UnitedHealth reported better-than-expected quarterly results, posting EPS of $7.23 versus the $6.76 estimate and revenue of $111.65 billion, up 2% year over year.
• The company also raised its quarterly dividend to $2.32 per share, and analysts have remained bullish with several price-target increases, including JPMorgan’s move to $466.

Peterson Wealth Services grew its stake in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 267.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,391 shares of the healthcare conglomerate's stock after buying an additional 3,195 shares during the period. Peterson Wealth Services' holdings in UnitedHealth Group were worth $1,450,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also bought and sold shares of UNH. Sarver Vrooman Wealth Advisors purchased a new position in shares of UnitedHealth Group during the 4th quarter valued at about $25,000. Beacon Financial Strategies CORP purchased a new position in shares of UnitedHealth Group during the 4th quarter valued at about $26,000. Anfield Capital Management LLC boosted its stake in shares of 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 purchasing an additional 55 shares in the last quarter. Joseph Group Capital Management purchased a new stake in shares of UnitedHealth Group in the 4th quarter valued at $27,000. Finally, Foster Dykema Cabot & Partners LLC boosted its stake in shares of UnitedHealth Group by 69.4% in the 3rd 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. Hedge funds and other institutional investors own 87.86% of the company's stock.

UnitedHealth Group Trading Down 0.5%

Shares of UNH opened at $405.58 on Friday. The stock has a market capitalization of $368.32 billion, a P/E ratio of 30.63, a PEG ratio of 1.64 and a beta of 0.64. The company has a quick ratio of 0.80, a current ratio of 0.80 and a debt-to-equity ratio of 0.69. The firm has a fifty day simple moving average of $359.59 and a two-hundred day simple moving average of $326.28. UnitedHealth Group Incorporated has a twelve month low of $234.60 and a twelve month high of $415.98.

UnitedHealth Group (NYSE:UNH - Get Free Report) last issued its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 EPS for the quarter, topping the consensus estimate 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 analyst estimates of $109.84 billion. During the same period in the prior year, the business earned $7.20 EPS. The company's revenue for the quarter was up 2.0% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. On average, research analysts anticipate that UnitedHealth Group Incorporated will post 18.32 EPS for the current year.

UnitedHealth Group Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 23rd. Shareholders of record on Monday, June 15th will be issued a $2.32 dividend. 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 annualized dividend and a yield of 2.3%. UnitedHealth Group's dividend payout ratio (DPR) is currently 66.77%.

UnitedHealth Group News Roundup

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

• Positive Sentiment: UnitedHealth announced it will report second-quarter 2026 results on July 16, with a conference call the same morning. While this is not a financial update itself, it gives investors a clear catalyst to watch and often keeps attention on the stock. UnitedHealth Group Announces Earnings Release Date
• Positive Sentiment: Analysts remain constructive: JPMorgan reportedly raised its price target on UNH, Erste Group increased FY2027 EPS estimates, and Mizuho boosted its target to $460 while reiterating an Outperform rating. That suggests Wall Street sees more earnings upside ahead. Mizuho Boosts UnitedHealth (UNH) Target as Managed Care Outlook Improves
• Positive Sentiment: UnitedHealth also announced a dividend increase, reinforcing its appeal as a defensive, income-producing healthcare stock. 3 Stocks That Announced Dividend Hikes Amid Geopolitical Tensions
• Positive Sentiment: The stock recently hit a 52-week high, reflecting a strong rebound from last year’s weakness and signaling momentum-driven buying interest. UnitedHealth Group Just Hit a 52-Week High. Is It Too Late to Buy This Soaring Stock?
• Neutral Sentiment: Recent articles also noted that UNH remains a “top-ranked momentum stock” and a “moderate buy” among brokerages, which supports the stock but does not by itself change fundamentals. UnitedHealth Group (UNH) is a Top-Ranked Momentum Stock: Should You Buy?

Analyst Ratings Changes

A number of equities research analysts have recently issued reports on UNH shares. TD Cowen upped their price objective on shares of UnitedHealth Group from $311.00 to $337.00 and gave the company a "hold" rating in a research note on Thursday, April 23rd. JPMorgan Chase & Co. upped their price objective on shares of UnitedHealth Group from $420.00 to $466.00 and gave the company an "overweight" rating in a research note on Monday. Royal Bank Of Canada upped their price objective on shares of UnitedHealth Group from $361.00 to $400.00 and gave the company an "outperform" rating in a research note on Wednesday, April 22nd. Cantor Fitzgerald reaffirmed an "overweight" rating on shares of UnitedHealth Group in a research note on Thursday. Finally, Leerink Partners increased their price target on shares of UnitedHealth Group from $345.00 to $400.00 and gave the company an "outperform" rating in a research report on Wednesday, April 22nd. One investment analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the company presently has an average rating of "Moderate Buy" and an average price target of $407.17.

Insider Buying and Selling

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of the company's 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 completion of the transaction, the chief executive officer directly owned 17,805 shares in the company, valued at approximately $6,320,775. This represents a 4.30% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Company 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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