UnitedHealth Group Incorporated $UNH Holdings Boosted by F m Investments LLC

Key Points

• F m Investments LLC increased its stake in UnitedHealth Group by 150.1% in the fourth quarter, owning 29,424 shares worth about $9.7 million after the purchase.
• Several analysts turned more positive on UNH, with Argus and Erste Group Bank upgrading the stock to Buy, while the overall consensus remains Moderate Buy with an average target price of $378.88.
• UnitedHealth reported better-than-expected quarterly results, posting $7.23 EPS on $111.65 billion in revenue, and the stock was noted as up 2.6% with a recent high near its 52-week peak.

F m Investments LLC raised its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 150.1% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 29,424 shares of the healthcare conglomerate's stock after buying an additional 17,660 shares during the period. F m Investments LLC's holdings in UnitedHealth Group were worth $9,713,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of the stock. Axis Wealth Partners LLC boosted its stake in shares of UnitedHealth Group by 1.7% during the 3rd quarter. Axis Wealth Partners LLC now owns 1,631 shares of the healthcare conglomerate's stock valued at $563,000 after buying an additional 28 shares during the period. Founders Capital Management LLC boosted its stake in shares of UnitedHealth Group by 3.0% during the 4th quarter. Founders Capital Management LLC now owns 982 shares of the healthcare conglomerate's stock valued at $324,000 after buying an additional 29 shares during the period. Kellett Wealth Advisors LLC boosted its stake in shares of UnitedHealth Group by 1.7% during the 4th quarter. Kellett Wealth Advisors LLC now owns 1,746 shares of the healthcare conglomerate's stock valued at $576,000 after buying an additional 29 shares during the period. Cooper Financial Group boosted its stake in shares of UnitedHealth Group by 0.7% during the 4th quarter. Cooper Financial Group now owns 4,338 shares of the healthcare conglomerate's stock valued at $1,432,000 after buying an additional 30 shares during the period. Finally, Successful Portfolios LLC lifted its stake in shares of UnitedHealth Group by 2.6% in the 4th quarter. Successful Portfolios LLC now owns 1,194 shares of the healthcare conglomerate's stock valued at $411,000 after purchasing an additional 30 shares during the last quarter. Institutional investors and hedge funds own 87.86% of the company's stock.

Wall Street Analyst Weigh In

Several equities research analysts recently issued reports on UNH shares. Argus raised shares of UnitedHealth Group from a "hold" rating to a "buy" rating and set a $400.00 price objective for the company in a research note on Wednesday, April 22nd. UBS Group reduced their price objective on shares of UnitedHealth Group from $430.00 to $410.00 and set a "buy" rating for the company in a research note on Wednesday, January 28th. Oppenheimer lifted their price objective on shares of UnitedHealth Group from $385.00 to $405.00 and gave the company an "outperform" rating in a research note on Wednesday, April 22nd. Barclays lifted their price objective on shares of UnitedHealth Group from $327.00 to $373.00 and gave the company an "overweight" rating in a research note on Wednesday, April 22nd. Finally, Erste Group Bank raised shares of UnitedHealth Group from a "hold" rating to a "buy" rating in a research note on Monday, April 27th. One investment analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, seven have assigned a Hold rating and one has given a Sell rating to the company's stock. According to MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and an average target price of $378.88.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: UnitedHealth said it will eliminate prior authorization for 30% of healthcare services, a potentially investor-friendly move that may streamline care and reduce complaints about insurer approvals. UnitedHealth to Eliminate Prior Authorization for 30% of Healthcare Services
• Positive Sentiment: Erste Group Bank raised its FY2027 earnings estimate for UnitedHealth, signaling confidence in longer-term profitability, and kept a Buy rating on the stock.
• Neutral Sentiment: UnitedHealth was highlighted in commentary about value stocks and recovery prospects, which may support investor interest but does not appear to be a direct fundamental catalyst. UnitedHealth: Watch The Recovery In Action
• Neutral Sentiment: Zacks Research cut near-term and Q4 2027 earnings estimates, which is a headwind, but the revisions were not as central as the company’s policy change and may reflect more cautious forecasting rather than a major deterioration. Bullish Quarterly Results: 3 Companies Raising Guidance

Insiders Place Their Bets

In related news, CEO Patrick Hugh Conway sold 800 shares of the company's stock in a transaction dated Thursday, April 23rd. The shares were sold at an average price of $355.00, for a total value of $284,000.00. Following the sale, the chief executive officer owned 17,805 shares of the company's stock, valued at $6,320,775. The trade was a 4.30% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. 0.28% of the stock is currently owned by insiders.

UnitedHealth Group Stock Up 2.6%

Shares of UNH stock opened at $379.49 on Friday. The stock has a market cap of $344.63 billion, a P/E ratio of 28.66, a price-to-earnings-growth ratio of 1.59 and a beta of 0.64. UnitedHealth Group Incorporated has a one year low of $234.60 and a one year high of $387.21. The stock has a fifty day moving average price of $304.54 and a 200 day moving average price of $316.98. The company has a debt-to-equity ratio of 0.69, a current ratio of 0.80 and a quick ratio of 0.79.

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

UnitedHealth Group Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, March 17th. Investors of record on Monday, March 9th were paid a $2.21 dividend. The ex-dividend date of this dividend was Monday, March 9th. This represents a $8.84 dividend on an annualized basis and a yield of 2.3%. UnitedHealth Group's payout ratio is presently 66.77%.

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.

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.