Stevens Capital Management LP Increases Stock Holdings in UnitedHealth Group Incorporated $UNH

Key Points

• Stevens Capital Management LP increased its stake in UnitedHealth Group by 55.6% in Q4 to 11,136 shares worth about $3.68 million, making UNH its 19th-largest holding (1.3% of the fund).
• Analyst sentiment has strengthened with several price-target raises (JPMorgan to $420), Goldman adding UNH to its conviction list at $435, and a consensus MarketBeat rating of Moderate Buy with a $378.88 target.
• UnitedHealth reported a Q1 earnings beat (EPS $7.23 vs. $6.76), raised FY2026 guidance to about 18.25 EPS, is boosting share buybacks, and pays a quarterly dividend of $2.21 (annualized $8.84, ~2.4% yield).

Stevens Capital Management LP boosted its stake in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 55.6% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 11,136 shares of the healthcare conglomerate's stock after buying an additional 3,978 shares during the quarter. UnitedHealth Group makes up 1.3% of Stevens Capital Management LP's investment portfolio, making the stock its 19th largest holding. Stevens Capital Management LP's holdings in UnitedHealth Group were worth $3,676,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Brighton Jones LLC increased its stake in UnitedHealth Group by 176.2% in the 4th quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate's stock valued at $22,384,000 after buying an additional 28,231 shares during the last quarter. Revolve Wealth Partners LLC grew its holdings in shares of UnitedHealth Group by 137.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate's stock valued at $2,033,000 after acquiring an additional 2,324 shares in the last quarter. CMT Capital Markets Trading GmbH purchased a new position in UnitedHealth Group in the second quarter worth $340,000. Flow Traders U.S. LLC bought a new stake in shares of UnitedHealth Group during the 2nd quarter worth $356,000. Finally, Jump Financial LLC bought a new position in UnitedHealth Group during the second quarter valued at about $377,000. Hedge funds and other institutional investors own 87.86% of the company's stock.

Wall Street Analyst Weigh In

UNH has been the topic of a number of research analyst reports. JPMorgan Chase & Co. boosted their target price on shares of UnitedHealth Group from $389.00 to $420.00 and gave the company an "overweight" rating in a research note on Tuesday, April 28th. Truist Financial reiterated a "buy" rating and issued a $395.00 price objective (up from $370.00) on shares of UnitedHealth Group in a research note on Wednesday, April 22nd. Barclays boosted their target price on UnitedHealth Group from $327.00 to $373.00 and gave the company an "overweight" rating in a research note on Wednesday, April 22nd. Erste Group Bank upgraded UnitedHealth Group from a "hold" rating to a "buy" rating in a research note on Monday, April 27th. Finally, Piper Sandler reissued an "overweight" rating on shares of UnitedHealth Group in a research report on Tuesday, January 27th. One equities research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, six have assigned a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus target price of $378.88.

UnitedHealth Group Trading Down 1.9%

Shares of UnitedHealth Group stock opened at $363.83 on Wednesday. The company's 50-day moving average price is $300.93 and its 200-day moving average price is $316.81. The company has a market cap of $330.43 billion, a price-to-earnings ratio of 27.48, a PEG ratio of 1.60 and a beta of 0.64. UnitedHealth Group Incorporated has a 12-month low of $234.60 and a 12-month high of $404.72. 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 (NYSE:UNH - Get Free Report) last posted its earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share for the quarter, topping analysts' consensus estimates of $6.76 by $0.47. The business 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 revenue was up 2.0% on a year-over-year basis. During the same quarter in the prior year, the firm posted $7.20 EPS. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. On average, equities analysts expect that UnitedHealth Group Incorporated will post 18.29 earnings per share for the current fiscal year.

UnitedHealth Group Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Monday, March 9th were paid a $2.21 dividend. This represents a $8.84 dividend on an annualized basis and a yield of 2.4%. The ex-dividend date was Monday, March 9th. UnitedHealth Group's dividend payout ratio is currently 66.77%.

Insider Activity

In other news, CEO Patrick Hugh Conway sold 800 shares of the business's stock in a transaction dated 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 transaction, the chief executive officer owned 17,805 shares of the company's stock, valued at approximately $6,320,775. The trade was a 4.30% decrease in their ownership of the stock. 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.

More UnitedHealth Group News

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

• Positive Sentiment: UnitedHealthcare will eliminate prior-authorization requirements for roughly 30% of services, aiming to cut administrative cost/complexity and speed care for members — a move investors view as operationally constructive. UnitedHealthcare removes prior approval requirements for 30% of healthcare services
• Positive Sentiment: UnitedHealth reported a Q1 earnings beat and raised 2026 guidance, which investors credited for improved profitability and helped lift sentiment. Why UnitedHealth Group Stock Came Roaring Back In April
• Positive Sentiment: Goldman Sachs added UNH to its U.S. Conviction List and maintained a $435 price target, signaling confidence in the company’s recovery in Medicare underwriting. Goldman Sachs Names UnitedHealth to Conviction List
• Positive Sentiment: Management is boosting share buybacks, which markets interpret as a signal that leadership views the stock as undervalued and supports EPS. According to These Metrics, UnitedHealth Stock Looks Undervalued
• Neutral Sentiment: Analysts warn first-quarter results mask a lag in claims; Q2 will be a clearer test of medical-cost trends, so investors should monitor claims development closely. Major health insurers show signs of recovery – but a key test looms
• Negative Sentiment: Removing prior authorizations could also lift utilization and near-term medical costs; investors should weigh potential savings from lower admin burden against higher claims risk. UnitedHealth to drop preapproval requirements for some services
• Negative Sentiment: A shareholder proposal seeking an independent board chair and recent executive moves (e.g., a UNH leader joining Highmark) add governance and talent-transition angles investors may watch. How Investors Are Reacting To UnitedHealth Group Earnings Beat, Guidance Hike and Governance Challenge

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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