UnitedHealth Group Incorporated $UNH is Simplify Asset Management Inc.'s 9th Largest Position

Key Points

• Simplify Asset Management boosted its UnitedHealth stake by 239.9% in Q4, ending with 99,807 shares worth about $32.9 million. The stock is now its 9th largest holding.
• Several analysts remain bullish on UNH, with UBS raising its price target to $460 and maintaining a Buy rating. Other firms also lifted targets, and the consensus view is still Moderate Buy with an average target of $387.57.
• UnitedHealth continues to face mixed signals: it beat last quarter’s earnings and revenue estimates, but regulatory concerns remain around Medicare Advantage overpayments and broader scrutiny of managed care insurers.

Simplify Asset Management Inc. increased its stake in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 239.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 99,807 shares of the healthcare conglomerate's stock after acquiring an additional 70,447 shares during the period. UnitedHealth Group comprises about 0.5% of Simplify Asset Management Inc.'s holdings, making the stock its 9th largest holding. Simplify Asset Management Inc.'s holdings in UnitedHealth Group were worth $32,947,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors also recently modified their holdings of the stock. Founders Capital Management LLC lifted its stake in shares of UnitedHealth Group by 3.0% in the 4th quarter. Founders Capital Management LLC now owns 982 shares of the healthcare conglomerate's stock valued at $324,000 after acquiring an additional 29 shares during the last quarter. Kellett Wealth Advisors LLC lifted its stake in shares of UnitedHealth Group by 1.7% in the 4th quarter. Kellett Wealth Advisors LLC now owns 1,746 shares of the healthcare conglomerate's stock valued at $576,000 after acquiring an additional 29 shares during the last quarter. Cooper Financial Group raised its position in 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 purchasing an additional 30 shares during the last quarter. Successful Portfolios LLC raised its position in UnitedHealth Group by 2.6% during 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. Finally, Auxano Advisors LLC raised its position in UnitedHealth Group by 3.4% during the 3rd quarter. Auxano Advisors LLC now owns 964 shares of the healthcare conglomerate's stock valued at $333,000 after purchasing an additional 32 shares during the last quarter. Institutional investors own 87.86% of the company's stock.

UnitedHealth Group News Summary

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

• Positive Sentiment: UBS raised its price target on UnitedHealth Group to $460 from $410 and reiterated a Buy rating, signaling meaningful upside from current levels. Benzinga report on UBS target increase
• Positive Sentiment: UnitedHealth was highlighted by multiple outlets as a high-quality stock and a turnaround bet, with commentary noting that managed care is outgrowing the broader economy and that the company is benefiting from AI adoption in operations. Motley Fool article on AI and turnaround
• Neutral Sentiment: UnitedHealth also appeared in a hedge-fund “high quality stocks” list and a Goldman Sachs conviction-list discussion, which supports the stock’s investment case but does not change fundamentals on its own. InsiderMonkey article on turnaround case
• Negative Sentiment: There is still headline risk around Medicare Advantage overpayments, with a Congressional committee estimating about $7 billion annually in excess payments to private insurers, which could keep regulatory scrutiny on managed-care names like UNH. 247WallSt article on Medicare Advantage overpayments
• Negative Sentiment: Recent discussion also noted that Berkshire-linked selling contributed to a prior stock slide, underscoring that investor sentiment can still turn quickly. Barchart article on Berkshire stake sale

UnitedHealth Group Stock Down 0.0%

UNH stock opened at $388.42 on Monday. The company has a debt-to-equity ratio of 0.69, a quick ratio of 0.80 and a current ratio of 0.80. The company has a market capitalization of $352.74 billion, a price-to-earnings ratio of 29.34, a price-to-earnings-growth ratio of 1.67 and a beta of 0.64. The business's 50 day moving average price is $326.93 and its two-hundred day moving average price is $319.53. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $404.15.

UnitedHealth Group (NYSE:UNH - Get Free Report) last posted its quarterly earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share for the quarter, topping the consensus estimate of $6.76 by $0.47. The company had revenue of $111.65 billion for 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 firm's quarterly revenue was up 2.0% compared to the same quarter last year. During the same quarter in the prior year, the business posted $7.20 EPS. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. As a group, analysts forecast that UnitedHealth Group Incorporated will post 18.29 earnings per share for the current fiscal 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 paid a $2.21 dividend. The ex-dividend date was Monday, March 9th. This represents a $8.84 annualized dividend and a dividend yield of 2.3%. UnitedHealth Group's dividend payout ratio is presently 66.77%.

Insider Buying and Selling

In other UnitedHealth Group 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 transaction of $284,000.00. Following the sale, the chief executive officer directly owned 17,805 shares in the company, 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 SEC, which is accessible through this hyperlink. Corporate insiders own 0.28% of the company's stock.

Wall Street Analyst Weigh In

UNH has been the subject of a number of recent analyst reports. Jefferies Financial Group upped their price target on UnitedHealth Group from $340.00 to $373.00 and gave the company a "buy" rating in a research report on Monday, April 20th. Argus raised UnitedHealth Group from a "hold" rating to a "buy" rating and set a $400.00 price target for the company in a research report on Wednesday, April 22nd. Mizuho upped their price target on UnitedHealth Group from $410.00 to $440.00 and gave the company an "outperform" rating in a research report on Wednesday, May 20th. KeyCorp reiterated an "overweight" rating on shares of UnitedHealth Group in a report on Wednesday, January 28th. Finally, Raymond James Financial upgraded UnitedHealth Group from a "market perform" rating to an "outperform" rating and set a $330.00 target price on the stock in a report on Wednesday, April 1st. One equities research analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, six have given a Hold rating and one has given a Sell rating to the company's stock. According to MarketBeat.com, the stock has an average rating of "Moderate Buy" and a consensus target price of $387.57.

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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