Teamwork Financial Advisors LLC Increases Stake in UnitedHealth Group Incorporated $UNH

Key Points

• Teamwork Financial Advisors LLC boosted its stake in UnitedHealth by 106.1% in Q4, adding 6,248 shares to hold 12,137 shares valued at about $4.006 million, and institutional investors now own roughly 87.86% of the stock with several other funds also increasing positions.
• UnitedHealth slightly beat Q4 estimates (EPS $2.11 vs. $2.09; revenue $113.73B, +12.3% YoY), recently paid a quarterly dividend of $2.21 (3.2% yield), and carries a consensus analyst rating of "Moderate Buy" with a $372.13 target.
• Near‑term sentiment is mixed: some firms trimmed price targets and the stock has seen short‑term selling pressure, while regulatory and DOJ scrutiny around Medicare Advantage reimbursement remains a material downside risk.

Teamwork Financial Advisors LLC boosted its stake in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 106.1% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 12,137 shares of the healthcare conglomerate's stock after buying an additional 6,248 shares during the period. Teamwork Financial Advisors LLC's holdings in UnitedHealth Group were worth $4,006,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. Brighton Jones LLC raised its holdings in UnitedHealth Group by 176.2% in the fourth quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate's stock worth $22,384,000 after purchasing an additional 28,231 shares in the last quarter. Revolve Wealth Partners LLC grew its position in shares of UnitedHealth Group by 137.1% in the 4th quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate's stock worth $2,033,000 after buying an additional 2,324 shares during the period. CMT Capital Markets Trading GmbH purchased a new position in UnitedHealth Group during the 2nd quarter valued at about $340,000. Nemes Rush Group LLC boosted its stake in UnitedHealth Group by 19.6% during the second quarter. Nemes Rush Group LLC now owns 19,088 shares of the healthcare conglomerate's stock worth $5,955,000 after acquiring an additional 3,126 shares in the last quarter. Finally, Soundwatch Capital LLC increased its stake in shares of UnitedHealth Group by 19,496.9% during the second quarter. Soundwatch Capital LLC now owns 336,674 shares of the healthcare conglomerate's stock valued at $105,032,000 after purchasing an additional 334,956 shares in the last quarter. Institutional investors own 87.86% of the company's stock.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: National expansion of doula benefit could boost member retention, improve maternal outcomes and support UnitedHealthcare’s value‑based care positioning — a revenue/medical‑cost leverage play if it reduces expensive complications and drives plan stickiness. UnitedHealth Group (UNH) Announces National Expansion of Doula Offering
• Positive Sentiment: Recent insider activity — including a disclosed senator purchase and broader reports of insider buys and heavy call‑option interest — has attracted bullish attention and could support short‑term demand if it signals perceived undervaluation. UnitedHealth Group Stock Opinions on Senator's Recent Purchase
• Neutral Sentiment: Wall Street remains generally positive longer term — multiple recent buy/outperform ratings and a median six‑month price target materially above the current level provide upside if execution continues, but much of that is priced in. Analyst Ratings & Price Targets
• Neutral Sentiment: Zacks trimmed a Q4 2027 EPS forecast very slightly (from $3.92 to $3.91) — a technical downward revision that is unlikely to materially change consensus but contributes to near‑term caution among quant/earnings‑sensitive traders.
• Negative Sentiment: Short‑term selling pressure: several market writeups flagged a day where UNH fell more than the broader market, reflecting profit‑taking and risk‑off flows; headlines can amplify intraday moves. UNH Sees a More Significant Dip Than Broader Market (Yahoo) Zacks Market Note MSN Market Coverage
• Negative Sentiment: Regulatory and reputational risks persist — DOJ scrutiny around Medicare Advantage reimbursement and public criticism of executive pay amid claim denials keep a discount risk on the multiple and can pressure sentiment if new developments surface. Regulatory Discussion (QuiverQuant)

UnitedHealth Group Stock Down 1.1%

UnitedHealth Group stock opened at $277.32 on Monday. The stock has a market cap of $251.71 billion, a PE ratio of 21.02, a price-to-earnings-growth ratio of 1.27 and a beta of 0.41. The company has a debt-to-equity ratio of 0.72, a quick ratio of 0.79 and a current ratio of 0.79. The stock has a fifty day moving average of $297.19 and a 200 day moving average of $324.39. UnitedHealth Group Incorporated has a one year low of $234.60 and a one year high of $606.36.

UnitedHealth Group (NYSE:UNH - Get Free Report) last released its quarterly earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 EPS for the quarter, beating the consensus estimate of $2.09 by $0.02. The firm had revenue of $113.73 billion during the quarter, compared to analyst estimates of $113.38 billion. UnitedHealth Group had a net margin of 2.69% and a return on equity of 14.79%. The business's revenue for the quarter was up 12.3% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $6.81 EPS. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. As a group, sell-side analysts predict that UnitedHealth Group Incorporated will post 29.54 EPS for the current year.

UnitedHealth Group Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Monday, March 9th were paid a dividend of $2.21 per share. This represents a $8.84 annualized dividend and a dividend yield of 3.2%. The ex-dividend date was Monday, March 9th. UnitedHealth Group's dividend payout ratio (DPR) is currently 67.02%.

Analysts Set New Price Targets

Several research firms recently weighed in on UNH. Wells Fargo & Company cut their price target on UnitedHealth Group from $400.00 to $370.00 and set an "overweight" rating on the stock in a research note on Friday, January 30th. KeyCorp reissued an "overweight" rating on shares of UnitedHealth Group in a research note on Wednesday, January 28th. Sanford C. Bernstein reaffirmed an "outperform" rating on shares of UnitedHealth Group in a research report on Wednesday, January 28th. Mizuho cut their price objective on shares of UnitedHealth Group from $430.00 to $350.00 and set an "outperform" rating on the stock in a research report on Thursday, February 5th. Finally, Weiss Ratings downgraded shares of UnitedHealth Group from a "hold (c-)" rating to a "sell (d+)" rating in a research note on Monday, March 2nd. One investment analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, eight have given a Hold rating and two have assigned a Sell rating to the company's stock. According to MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and a consensus target price of $372.13.

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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