Savant Capital LLC Has $8.88 Million Holdings in UnitedHealth Group Incorporated $UNH

Key Points

• Savant Capital LLC reduced its UnitedHealth Group stake by 12.8% in the fourth quarter, selling 3,942 shares and leaving it with 26,887 shares worth about $8.88 million.
• Wall Street sentiment remains largely positive: several analysts raised price targets, with Bernstein lifting its target to $492 and keeping an Outperform rating, while the overall consensus remains a Moderate Buy.
• UnitedHealth faces both upside and risk catalysts, including a plan to eliminate prior authorization for many pediatric services, but also a Massachusetts lawsuit alleging more than $100 million in Medicaid fraud against a company unit.

Savant Capital LLC cut its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 12.8% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 26,887 shares of the healthcare conglomerate's stock after selling 3,942 shares during the quarter. Savant Capital LLC's holdings in UnitedHealth Group were worth $8,876,000 at the end of the most recent quarter.

Several other institutional investors have also made changes to their positions in UNH. Capital Research Global Investors lifted its holdings in shares of UnitedHealth Group by 126.9% during the 3rd quarter. Capital Research Global Investors now owns 13,042,049 shares of the healthcare conglomerate's stock valued at $4,503,419,000 after buying an additional 7,293,009 shares during the last quarter. Capital World Investors lifted its holdings in shares of UnitedHealth Group by 18.8% during the 3rd quarter. Capital World Investors now owns 21,766,922 shares of the healthcare conglomerate's stock valued at $7,516,107,000 after buying an additional 3,439,182 shares during the last quarter. Capital International Investors lifted its holdings in shares of UnitedHealth Group by 11.1% during the 3rd quarter. Capital International Investors now owns 17,499,949 shares of the healthcare conglomerate's stock valued at $6,042,710,000 after buying an additional 1,747,337 shares during the last quarter. Lone Pine Capital LLC acquired a new stake in shares of UnitedHealth Group during the 2nd quarter valued at about $528,273,000. Finally, Bessemer Group Inc. lifted its holdings in shares of UnitedHealth Group by 152.3% during the 3rd quarter. Bessemer Group Inc. now owns 1,823,871 shares of the healthcare conglomerate's stock valued at $629,783,000 after buying an additional 1,100,850 shares during the last quarter. 87.86% of the stock is currently owned by institutional investors and hedge funds.

UnitedHealth Group News Summary

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

• Positive Sentiment: UnitedHealthcare said it will eliminate prior authorization requirements for nearly two-thirds of pediatric services by year-end. That could reduce administrative friction, improve patient/provider relations, and support customer satisfaction. Reuters article
• Positive Sentiment: Bernstein raised its price target on UNH to $492 from $444 and kept an Outperform rating, citing an EPS recovery outlook. Higher price targets from analysts can help reinforce investor confidence. Yahoo Finance article
• Neutral Sentiment: Berkshire Hathaway fully exited its UNH stake, which is drawing attention to valuation and regulatory risks. While not necessarily a fundamental change, the sale may weigh on sentiment around the stock. Yahoo Finance article
• Negative Sentiment: Massachusetts filed a lawsuit against a UnitedHealth insurance unit, alleging more than $100 million in Medicaid fraud tied to inflated illness severity claims. The lawsuit adds legal and reputational risk for UNH. Investing.com article

UnitedHealth Group Stock Down 0.7%

Shares of UNH stock opened at $379.70 on Friday. The firm has a market cap of $344.82 billion, a PE ratio of 28.68, a price-to-earnings-growth ratio of 1.65 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. UnitedHealth Group Incorporated has a 12 month low of $234.60 and a 12 month high of $404.15. The stock has a 50 day moving average of $336.85 and a 200-day moving average of $321.55.

UnitedHealth Group (NYSE:UNH - Get Free Report) last released its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $6.76 by $0.47. The business had revenue of $111.65 billion for 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%.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. On average, equities analysts predict that UnitedHealth Group Incorporated will post 18.29 EPS for the current year.

Wall Street Analysts Forecast Growth

UNH has been the subject of several analyst reports. Argus upgraded UnitedHealth Group from a "hold" rating to a "buy" rating and set a $400.00 target price for the company in a report on Wednesday, April 22nd. Royal Bank Of Canada boosted their target price on UnitedHealth Group from $361.00 to $400.00 and gave the stock an "outperform" rating in a report on Wednesday, April 22nd. UBS Group boosted their target price on UnitedHealth Group from $410.00 to $460.00 and gave the stock a "buy" rating in a report on Friday, May 22nd. Mizuho upped their price target on UnitedHealth Group from $410.00 to $440.00 and gave the stock an "outperform" rating in a report on Wednesday, May 20th. Finally, Raymond James Financial upgraded UnitedHealth Group from a "market perform" rating to an "outperform" rating and set a $330.00 price target for the company in a report on Wednesday, April 1st. One equities research analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the company's stock. Based on data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $397.63.

Insider Activity

In other news, CEO Patrick Hugh Conway sold 800 shares of the business'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 sale, 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 document filed with the SEC, which is accessible through the SEC website. Corporate insiders own 0.28% of the company's stock.

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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