Sava Infond d.o.o. Raises Position in UnitedHealth Group Incorporated $UNH

Key Points

• Sava Infond d.o.o. raised its stake in UnitedHealth by 61.8%, buying 9,000 shares to hold 23,570 shares worth about $7.78 million, which is roughly 1.1% of its portfolio and the firm's 21st largest position.
• UnitedHealth posted a Q1 beat (EPS $7.23 vs. $6.76) and set FY guidance near 18.25 EPS, sparking bullish flows, heavy call‑option buying and several analyst upgrades; MarketBeat shows a consensus rating of Moderate Buy with a $377.64 target.

Sava Infond d.o.o. raised its holdings in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 61.8% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 23,570 shares of the healthcare conglomerate's stock after buying an additional 9,000 shares during the period. UnitedHealth Group makes up approximately 1.1% of Sava Infond d.o.o.'s portfolio, making the stock its 21st largest position. Sava Infond d.o.o.'s holdings in UnitedHealth Group were worth $7,781,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Beacon Financial Strategies CORP purchased a new stake in shares of UnitedHealth Group during the 4th quarter worth $26,000. Foster Dykema Cabot & Partners LLC lifted its position in shares of UnitedHealth Group by 69.4% during the 3rd 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 during the 3rd quarter worth $29,000. Holos Integrated Wealth LLC purchased a new stake in shares of UnitedHealth Group during the 4th quarter worth $29,000. Finally, Hurley Capital LLC lifted its position in shares of UnitedHealth Group by 81.6% during the 3rd 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. Hedge funds and other institutional investors own 87.86% of the company's stock.

Analyst Ratings Changes

UNH has been the subject of several recent analyst reports. Piper Sandler reaffirmed an "overweight" rating on shares of UnitedHealth Group in a research report on Tuesday, January 27th. Barclays lifted their price target on shares of UnitedHealth Group from $327.00 to $373.00 and gave the stock an "overweight" rating in a research note on Wednesday. Raymond James Financial upgraded shares of UnitedHealth Group from a "market perform" rating to an "outperform" rating and set a $330.00 price target on the stock in a research note on Wednesday, April 1st. Weiss Ratings lowered shares of UnitedHealth Group from a "hold (c-)" rating to a "sell (d+)" rating in a research note on Monday, March 2nd. Finally, Robert W. Baird lifted their price target on shares of UnitedHealth Group from $278.00 to $287.00 and gave the stock an "underperform" rating in a research note on Wednesday. One analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, seven have assigned a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat, the company has an average rating of "Moderate Buy" and a consensus target price of $377.64.

Key Headlines Impacting UnitedHealth Group

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 Trading Up 0.1%

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 firm has a market cap of $322.46 billion, a PE ratio of 26.82, a P/E/G ratio of 1.53 and a beta of 0.40. UnitedHealth Group Incorporated has a one year low of $234.60 and a one year high of $424.12. The firm's fifty day moving average is $293.40 and its two-hundred day moving average is $317.33.

UnitedHealth Group (NYSE:UNH - Get Free Report) last posted 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. The company had revenue of $111.65 billion for the quarter, compared to analyst estimates of $109.84 billion. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. UnitedHealth Group's quarterly revenue was up 2.0% on a year-over-year basis. During the same period in the previous year, the business posted $7.20 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Analysts expect that UnitedHealth Group Incorporated will post 18.29 earnings per share for the current year.

UnitedHealth Group Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Monday, March 9th were paid a $2.21 dividend. The ex-dividend date was Monday, March 9th. This represents a $8.84 dividend on an annualized basis and a yield of 2.5%. UnitedHealth Group's payout ratio is currently 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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