Texas Yale Capital Corp. Increases Stock Position in UnitedHealth Group Incorporated $UNH

Key Points

• Texas Yale Capital Corp. increased its UnitedHealth Group stake by 78.6% in the fourth quarter, bringing its holdings to 6,200 shares valued at about $2.05 million.
• Institutional interest remains strong overall, with hedge funds and other investors actively adjusting positions and 87.86% of UNH stock now held by institutional investors.
• Analysts remain broadly positive on the stock, with a Moderate Buy consensus and an average price target of $397.63, while UnitedHealth also reported better-than-expected quarterly earnings and revenue.

Texas Yale Capital Corp. raised its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 78.6% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 6,200 shares of the healthcare conglomerate's stock after purchasing an additional 2,728 shares during the period. Texas Yale Capital Corp.'s holdings in UnitedHealth Group were worth $2,047,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the business. Impact Partnership Wealth LLC boosted its position in shares of UnitedHealth Group by 15.9% during the fourth quarter. Impact Partnership Wealth LLC now owns 2,525 shares of the healthcare conglomerate's stock valued at $834,000 after buying an additional 347 shares during the last quarter. Koss Olinger Consulting LLC boosted its holdings in shares of UnitedHealth Group by 5.3% during the 4th quarter. Koss Olinger Consulting LLC now owns 1,032 shares of the healthcare conglomerate's stock valued at $341,000 after acquiring an additional 52 shares during the last quarter. Forsta AP Fonden raised its holdings in shares of UnitedHealth Group by 0.4% during the fourth quarter. Forsta AP Fonden now owns 218,460 shares of the healthcare conglomerate's stock valued at $72,116,000 after purchasing an additional 960 shares during the last quarter. Norges Bank purchased a new stake in UnitedHealth Group in the fourth quarter worth approximately $4,376,167,000. Finally, Eurizon SLJ Capital Ltd purchased a new stake in UnitedHealth Group during the 4th quarter valued at $490,000. 87.86% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

Several analysts recently commented on the company. Leerink Partners lifted their price objective on UnitedHealth Group from $345.00 to $400.00 and gave the stock an "outperform" rating in a report 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. Truist Financial reissued a "buy" rating and issued a $395.00 price objective (up from $370.00) on shares of UnitedHealth Group in a report on Wednesday, April 22nd. TD Cowen upped their target price on shares of UnitedHealth Group from $311.00 to $337.00 and gave the company a "hold" rating in a report on Thursday, April 23rd. Finally, Robert W. Baird boosted their price objective on shares of UnitedHealth Group from $278.00 to $287.00 and gave the company an "underperform" rating in a research report on Wednesday, April 22nd. One equities research analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the company's stock. Based on data from MarketBeat, the company has an average rating of "Moderate Buy" and a consensus price target of $397.63.

Trending Headlines about UnitedHealth Group

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

Insider Transactions at UnitedHealth Group

In related news, CEO Patrick Hugh Conway sold 800 shares of UnitedHealth Group 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 owned 17,805 shares of the company's stock, valued at approximately $6,320,775. This trade represents a 4.30% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Company insiders own 0.28% of the company's stock.

UnitedHealth Group Price Performance

Shares of NYSE:UNH opened at $379.70 on Monday. The firm's 50 day simple moving average is $336.85 and its two-hundred day simple moving average is $321.55. The company has a debt-to-equity ratio of 0.69, a current ratio of 0.80 and a quick ratio of 0.80. The company has a market capitalization of $344.82 billion, a P/E ratio of 28.68, a P/E/G ratio of 1.64 and a beta of 0.64. UnitedHealth Group Incorporated has a 1-year low of $234.60 and a 1-year high of $404.15.

UnitedHealth Group (NYSE:UNH - Get Free Report) last announced its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 EPS for the quarter, beating the consensus estimate of $6.76 by $0.47. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The firm had revenue of $111.65 billion for the quarter, compared to the consensus estimate of $109.84 billion. During the same period last year, the firm earned $7.20 EPS. The company's revenue was up 2.0% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Research analysts expect that UnitedHealth Group Incorporated will post 18.29 EPS for the current fiscal year.

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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