Summit Wealth Group LLC Co. Decreases Holdings in UnitedHealth Group Incorporated $UNH

Key Points

• Summit Wealth Group LLC cut its UnitedHealth Group stake by 79.8% in the fourth quarter, selling 5,094 shares and leaving it with 1,289 shares valued at about $426,000.
• UnitedHealth reported strong quarterly results, with earnings of $7.23 per share versus estimates of $6.76 and revenue of $111.65 billion, both ahead of analyst expectations.
• Analysts remain upbeat on UNH: several firms raised price targets, and the consensus rating is Moderate Buy with an average target of $378.88, while the stock recently traded near its 52-week high.

Summit Wealth Group LLC Co. decreased its position in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 79.8% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,289 shares of the healthcare conglomerate's stock after selling 5,094 shares during the quarter. Summit Wealth Group LLC Co.'s holdings in UnitedHealth Group were worth $426,000 at the end of the most recent quarter.

Other institutional investors have also modified their holdings of the company. Beacon Financial Strategies CORP purchased a new stake in shares of UnitedHealth Group during the 4th quarter worth approximately $26,000. Anfield Capital Management LLC boosted its stake in shares of UnitedHealth Group by 220.0% during the 4th quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate's stock worth $26,000 after acquiring an additional 55 shares in the last quarter. Joseph Group Capital Management acquired a new position in shares of UnitedHealth Group during the 4th quarter worth approximately $27,000. Foster Dykema Cabot & Partners LLC raised 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. Finally, 1248 Management LLC acquired a new position in shares of UnitedHealth Group during the 3rd quarter worth approximately $29,000. Hedge funds and other institutional investors own 87.86% of the company's stock.

UnitedHealth Group Trading Up 1.1%

UNH stock opened at $400.69 on Thursday. The company has a market cap of $363.88 billion, a price-to-earnings ratio of 30.26, a PEG ratio of 1.71 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. The business has a fifty day simple moving average of $312.58 and a 200-day simple moving average of $317.75. UnitedHealth Group Incorporated has a 52 week low of $234.60 and a 52 week high of $404.15.

UnitedHealth Group (NYSE:UNH - Get Free Report) last released its quarterly earnings data 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 business had revenue of $111.65 billion during the quarter, compared to the consensus estimate of $109.84 billion. UnitedHealth Group had a return on equity of 14.65% and a net margin of 2.68%.The business's revenue for the quarter was up 2.0% on a year-over-year basis. During the same period 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 research analysts expect that UnitedHealth Group Incorporated will post 18.29 EPS for the current year.

UnitedHealth Group Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Investors of record on Monday, March 9th were issued a $2.21 dividend. This represents a $8.84 annualized dividend and a yield of 2.2%. The ex-dividend date was Monday, March 9th. UnitedHealth Group's dividend payout ratio is currently 66.77%.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: UNH hit a new 52-week high as investors responded to its strong Q1 performance, which included better-than-expected earnings and revenue, plus signs of margin improvement. UnitedHealth Stock (UNH) Hits a New 52-Week High Today – Is It Too Late to Buy?
• Positive Sentiment: Analysts remain constructive, with JPMorgan raising its price target to $420 and reiterating an Overweight rating, reinforcing the view that the recent rally may have further room to run. Here’s What Analysts Are Saying About UnitedHealth Group (UNH)
• Positive Sentiment: Optum Rx announced a transparent, fee-based pharmacy benefit model that could improve pricing clarity and align incentives, potentially easing regulatory pressure and supporting a more favorable long-term narrative for the stock. Optum Rx shifts to fee-based PBM model in bid to boost transparency
• Neutral Sentiment: Recent commentary from market and research outlets continues to frame UnitedHealth as an early-stage turnaround story, but these pieces are more opinion-driven than new fundamental catalysts. Is UnitedHealth Group a Buy, Sell, or Hold in 2026?
• Negative Sentiment: Broader market headlines note hotter-than-expected inflation data, which could create volatility for equities overall, though this is not specific to UNH’s business outlook. Stock Market News for May 13, 2026

Analysts Set New Price Targets

Several brokerages recently issued reports on UNH. Leerink Partners lifted their price objective on UnitedHealth Group from $345.00 to $400.00 and gave the stock an "outperform" rating in a research report on Wednesday, April 22nd. Royal Bank Of Canada lifted their price objective on UnitedHealth Group from $361.00 to $400.00 and gave the stock an "outperform" rating in a research report on Wednesday, April 22nd. Barclays boosted their price target on UnitedHealth Group from $327.00 to $373.00 and gave the company an "overweight" rating in a report on Wednesday, April 22nd. Wells Fargo & Company boosted their price target on UnitedHealth Group from $370.00 to $397.00 and gave the company an "overweight" rating in a report on Wednesday, April 22nd. Finally, Jefferies Financial Group boosted their price target on UnitedHealth Group from $340.00 to $373.00 and gave the company a "buy" rating in a report on Monday, April 20th. One research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the company's stock. According to data from MarketBeat, the company has an average rating of "Moderate Buy" and a consensus price target of $378.88.

Insider Transactions at UnitedHealth Group

In related news, CEO Patrick Hugh Conway sold 800 shares of the stock in a transaction on Thursday, April 23rd. The stock was sold at an average price of $355.00, for a total value of $284,000.00. Following the completion of the sale, the chief executive officer directly owned 17,805 shares in the company, valued at approximately $6,320,775. This represents a 4.30% decrease in their position. The sale was disclosed in a document filed 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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