SP Asset Management LLC Has $45.44 Million Position in UnitedHealth Group Incorporated $UNH

Key Points

• SP Asset Management increased its UnitedHealth (UNH) stake by 90.4% in Q4 to 137,636 shares valued at about $45.44 million, making UNH 3.6% of its portfolio and its 7th largest holding.
• UnitedHealth reported a Q1 beat with adjusted EPS of $7.23 (vs. ~$6.76) and $111.65B revenue, raised FY‑2026 guidance to about 18.25 EPS, and prompted multiple analyst upgrades and higher price targets (average target ~$377.64, consensus "Moderate Buy").
• Institutional investors own about 87.86% of UNH; the company has a $322.1B market cap, PE of 26.79, a 12‑month range of $234.60–$429.90, and an annualized dividend of $8.84 (yield ~2.5%, payout ratio ~67%).

SP Asset Management LLC grew its holdings in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 90.4% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 137,636 shares of the healthcare conglomerate's stock after acquiring an additional 65,334 shares during the period. UnitedHealth Group accounts for 3.6% of SP Asset Management LLC's portfolio, making the stock its 7th largest holding. SP Asset Management LLC's holdings in UnitedHealth Group were worth $45,435,000 as of its most recent SEC filing.

A number of other institutional investors also recently bought and sold shares of UNH. Beacon Financial Strategies CORP bought a new stake in UnitedHealth Group during the fourth quarter valued at about $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 valued at $29,000 after buying an additional 34 shares in the last quarter. 1248 Management LLC purchased a new stake in UnitedHealth Group in the 3rd quarter worth approximately $29,000. Holos Integrated Wealth LLC bought a new stake in UnitedHealth Group during the 4th quarter worth approximately $29,000. Finally, Hurley Capital LLC boosted its position in shares of UnitedHealth Group by 81.6% in the third 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 period. 87.86% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

Several brokerages have recently commented on UNH. UBS Group lowered their target price on shares of UnitedHealth Group from $430.00 to $410.00 and set a "buy" rating on the stock in a research note on Wednesday, January 28th. Piper Sandler reissued an "overweight" rating on shares of UnitedHealth Group in a report on Tuesday, January 27th. Barclays upped their price objective on UnitedHealth Group from $327.00 to $373.00 and gave the stock an "overweight" rating in a research note on Wednesday. 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 research note on Wednesday, April 1st. Finally, Leerink Partners increased their price objective on shares of UnitedHealth Group from $345.00 to $400.00 and gave the company an "outperform" rating in a report on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, seven have given a Hold rating and two have issued a Sell rating to the company's stock. Based on data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and an average target price of $377.64.

Key UnitedHealth Group News

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

• Positive Sentiment: Q1 beat and raised full‑year outlook — UNH reported Q1 adjusted EPS of $7.23 (vs. street ~$6.76) and revenue ~ $111.7B, and raised FY‑2026 guidance (management set ~18.25 EPS range), which drove the initial rally. UnitedHealth just raised its full-year guidance
• Positive Sentiment: Broad analyst support — Several firms (Morgan Stanley, RBC, Oppenheimer, Wells Fargo, Leerink and Argus) raised price targets and upgraded ratings after the quarter, signaling renewed conviction from Wall Street. This buying from analysts is reinforcing the move higher. These Analysts Increase Their Forecasts On UnitedHealth After Upbeat Earnings
• Positive Sentiment: Options flow & investor positioning — Unusual call buying (roughly 164k calls, ~30% above average) shows short‑term bullish speculative interest that can amplify upward momentum. (No link available)
• Positive Sentiment: Strategic investments highlighted — Management emphasized AI initiatives and value‑based care expansion (plus a new rural health initiative), which investors see as catalysts for margin expansion and long‑term growth. UNH Q1 Deep Dive: AI Investment and Value-Based Care Drive UnitedHealth’s Strong Start
• Neutral Sentiment: Long‑term value narrative — Several commentary pieces (Zacks, MSN features) argue UNH is a value/quality pick for long‑term investors given earnings power and discounted valuation vs. history; this is more strategic than an immediate price driver. Why UnitedHealth Group (UNH) is a Top Value Stock for the Long-Term
• Neutral Sentiment: Governance spotlight — A shareholder proposal to require a future Board chair be independent has attracted attention; the board opposes it. Governance votes can influence sentiment but are uncertain near‑term. Independent Chair Proposal Tests Governance And Valuation Views At UnitedHealth Group
• Negative Sentiment: Mixed analyst signals remain — Some firms maintain cautious ratings (TD Cowen raised target but kept a "hold" implying slight downside; Robert W. Baird recently flagged an underperform view), so not all analysts are convinced the turnaround is durable. Benzinga coverage of analyst actions

UnitedHealth Group Price Performance

Shares of UnitedHealth Group stock opened at $354.66 on Friday. The company has a current ratio of 0.80, a quick ratio of 0.79 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 $429.90. The stock has a 50 day moving average of $292.17 and a 200 day moving average of $317.36. The firm has a market cap of $322.10 billion, a PE ratio of 26.79, a PEG ratio of 1.57 and a beta of 0.40.

UnitedHealth Group (NYSE:UNH - Get Free Report) last issued its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share (EPS) for the quarter, topping the consensus estimate of $6.76 by $0.47. UnitedHealth Group had a return on equity of 14.65% and a net margin of 2.68%.The business had revenue of $111.65 billion for the quarter, compared to analysts' expectations of $109.84 billion. During the same period in the prior year, the firm 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 expect that UnitedHealth Group Incorporated will post 18.32 EPS for the current fiscal year.

UnitedHealth Group Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Monday, March 9th were issued a $2.21 dividend. The ex-dividend date was Monday, March 9th. This represents a $8.84 dividend on an annualized basis and a dividend yield of 2.5%. UnitedHealth Group's payout ratio is 67.02%.

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.

Want to see what other hedge funds are holding UNH? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for UnitedHealth Group Incorporated (NYSE:UNH - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.