Resources Management Corp CT ADV Sells 16,803 Shares of UnitedHealth Group Incorporated $UNH

Key Points

• Resources Management Corp CT ADV cut its UnitedHealth Group stake by 67.5% in Q4, selling 16,803 shares and leaving it with 8,100 shares worth about $2.67 million.
• UnitedHealth reported better-than-expected quarterly results, posting $7.23 EPS on $111.65 billion in revenue, and raised its quarterly dividend to $2.32 per share from $2.21.
• Wall Street sentiment remains constructive, with several firms raising price targets; the stock currently carries a Moderate Buy consensus and an average target price of about $407.17.

Resources Management Corp CT ADV reduced its position in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 67.5% during the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 8,100 shares of the healthcare conglomerate's stock after selling 16,803 shares during the period. Resources Management Corp CT ADV's holdings in UnitedHealth Group were worth $2,674,000 as of its most recent SEC filing.

A number of other hedge funds have also added to or reduced their stakes in UNH. Norges Bank purchased a new position in UnitedHealth Group during the 4th quarter valued at about $4,376,167,000. Capital Research Global Investors lifted its position 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 buying an additional 7,293,009 shares during the last quarter. Capital World Investors lifted its position in UnitedHealth Group by 18.8% in the third quarter. Capital World Investors now owns 21,766,922 shares of the healthcare conglomerate's stock valued at $7,516,107,000 after purchasing an additional 3,439,182 shares during the last quarter. Cardano Risk Management B.V. lifted its position in UnitedHealth Group by 864.4% in the fourth quarter. Cardano Risk Management B.V. now owns 2,523,700 shares of the healthcare conglomerate's stock valued at $833,099,000 after purchasing an additional 2,262,006 shares during the last quarter. Finally, Capital International Investors raised its holdings in shares of UnitedHealth Group by 11.1% during the third quarter. Capital International Investors now owns 17,499,949 shares of the healthcare conglomerate's stock valued at $6,042,710,000 after acquiring an additional 1,747,337 shares in the last quarter. Hedge funds and other institutional investors own 87.86% of the company's stock.

UnitedHealth Group Price Performance

Shares of UnitedHealth Group stock opened at $408.34 on Monday. The stock has a market cap of $370.83 billion, a price-to-earnings ratio of 30.84, a price-to-earnings-growth ratio of 1.64 and a beta of 0.64. 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 stock has a 50 day moving average price of $362.28 and a 200-day moving average price of $326.91. UnitedHealth Group Incorporated has a one year low of $234.60 and a one year high of $415.98.

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 analysts' consensus estimates of $6.76 by $0.47. The firm had revenue of $111.65 billion during the quarter, compared to analysts' expectations of $109.84 billion. UnitedHealth Group had a return on equity of 14.65% and a net margin of 2.68%.The company's quarterly revenue was up 2.0% on a year-over-year basis. During the same quarter in the previous year, the business earned $7.20 EPS. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Equities analysts expect that UnitedHealth Group Incorporated will post 18.32 EPS for the current year.

UnitedHealth Group Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, June 23rd. Investors of record on Monday, June 15th will be paid a dividend of $2.32 per share. The ex-dividend date of this dividend is Monday, June 15th. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.3%. This is an increase from UnitedHealth Group's previous quarterly dividend of $2.21. UnitedHealth Group's dividend payout ratio is 66.77%.

UnitedHealth Group News Roundup

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

• Positive Sentiment: UNH saw unusual bullish options activity, with investors buying 215,330 call contracts on Friday — about 120% above normal volume — a sign traders are positioning for more upside.
• Positive Sentiment: Analysts continue to turn more constructive: Erste Group recently nudged up FY2027 earnings estimates and kept a Buy rating, adding to the recent wave of positive commentary around the shares.
• Positive Sentiment: The company confirmed it will report second-quarter 2026 results on July 16, which keeps a near-term catalyst on the calendar and may be supporting investor interest as expectations build.
• Positive Sentiment: UnitedHealth also approved its quarterly dividend of $2.32 per share and rejected an independent board chair proposal at its annual meeting, reinforcing its capital-return profile and management control.
• Neutral Sentiment: Recent articles highlight UNH’s rebound toward new highs and its renewed appeal as a defensive healthcare and income stock, but these pieces are largely commentary rather than new company-specific developments.

Wall Street Analysts Forecast Growth

Several brokerages recently weighed in on UNH. Bank of America raised UnitedHealth Group from a "neutral" rating to a "buy" rating and upped their price target for the stock from $420.00 to $450.00 in a research note on Thursday, June 4th. Raymond James Financial raised UnitedHealth Group from a "market perform" rating to an "outperform" rating and set a $330.00 target price on the stock in a report on Wednesday, April 1st. Truist Financial raised their price objective on UnitedHealth Group from $395.00 to $440.00 and gave the stock a "buy" rating in a research note on Monday, June 1st. HSBC raised UnitedHealth Group from a "reduce" rating to a "hold" rating and set a $300.00 price objective on the stock in a research note on Tuesday, April 7th. Finally, Royal Bank Of Canada increased their target price on UnitedHealth Group from $361.00 to $400.00 and gave the stock 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 given a Buy rating, five have given a Hold rating and one has given a Sell rating to the company's stock. According to MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average target price of $407.17.

Insider Activity

In related news, CEO Patrick Hugh Conway sold 800 shares of the firm's stock in a transaction that occurred on 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 sale, the chief executive officer directly owned 17,805 shares of the company's stock, valued at approximately $6,320,775. This trade represents a 4.30% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Corporate 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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