UnitedHealth Group Incorporated $UNH Shares Acquired by Envestnet Portfolio Solutions Inc.

Key Points

• Envestnet Portfolio Solutions increased its UnitedHealth Group stake by 10.4% in the fourth quarter, ending with 91,121 shares valued at about $30.1 million.
• UnitedHealth reported a strong quarterly result, with EPS of $7.23 beating estimates and revenue of $111.65 billion topping expectations; the company also reaffirmed a FY 2026 EPS outlook of 18.250.
• The stock has drawn mixed signals from the market: the company paid a $2.21 quarterly dividend and analysts still rate it Moderate Buy on average, but CEO Patrick Hugh Conway sold 800 shares and Berkshire Hathaway’s exit has weighed on sentiment.

Envestnet Portfolio Solutions Inc. boosted its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 10.4% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 91,121 shares of the healthcare conglomerate's stock after purchasing an additional 8,578 shares during the period. Envestnet Portfolio Solutions Inc.'s holdings in UnitedHealth Group were worth $30,080,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Evergreen Wealth Management LLC raised its stake in shares of UnitedHealth Group by 1.4% in the fourth quarter. Evergreen Wealth Management LLC now owns 5,814 shares of the healthcare conglomerate's stock worth $1,919,000 after purchasing an additional 78 shares during the last quarter. Stronghold Wealth Management L.L.C. acquired a new stake in UnitedHealth Group during the 4th quarter valued at approximately $250,000. Entrust Financial LLC acquired a new stake in shares of UnitedHealth Group in the fourth quarter worth $58,000. Ironwood Investment Counsel LLC lifted its position in UnitedHealth Group by 21.5% during the fourth quarter. Ironwood Investment Counsel LLC now owns 3,145 shares of the healthcare conglomerate's stock valued at $1,038,000 after purchasing an additional 556 shares during the period. Finally, Odyssey Capital Advisors Inc. acquired a new stake in UnitedHealth Group during the 4th quarter worth about $540,000. Hedge funds and other institutional investors own 87.86% of the company's stock.

Insider Buying and Selling at UnitedHealth Group

In other news, CEO Patrick Hugh Conway sold 800 shares of the firm'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 transaction, the chief executive officer directly owned 17,805 shares of the company's stock, valued at approximately $6,320,775. This trade represents a 4.30% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. Corporate insiders own 0.28% of the company's stock.

UnitedHealth Group Trading Down 0.9%

Shares of UnitedHealth Group stock opened at $390.44 on Tuesday. UnitedHealth Group Incorporated has a twelve month low of $234.60 and a twelve month high of $404.15. The firm's 50-day moving average price is $318.85 and its 200 day moving average price is $318.35. The company has a current ratio of 0.80, a quick ratio of 0.80 and a debt-to-equity ratio of 0.69. The firm has a market capitalization of $354.57 billion, a PE ratio of 29.49, a P/E/G ratio of 1.70 and a beta of 0.64.

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

UnitedHealth Group Announces Dividend

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

Analyst Ratings Changes

UNH has been the topic of a number of recent research reports. Wells Fargo & Company upped their target price on UnitedHealth Group from $370.00 to $397.00 and gave the stock an "overweight" rating in a research note on Wednesday, April 22nd. Piper Sandler restated an "overweight" rating on shares of UnitedHealth Group in a research report on Tuesday, January 27th. UBS Group decreased their target price 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. Weiss Ratings upgraded shares of UnitedHealth Group from a "sell (d+)" rating to a "hold (c-)" rating in a research report on Thursday, May 7th. Finally, TD Cowen raised their target price on UnitedHealth Group from $311.00 to $337.00 and gave the company a "hold" rating in a research report on Thursday, April 23rd. One investment analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the company's stock. According to MarketBeat, the company has an average rating of "Moderate Buy" and an average price target of $381.83.

UnitedHealth Group News Summary

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

• Negative Sentiment: Berkshire Hathaway’s full exit from UnitedHealth Group has weighed on sentiment, as the loss of a respected long-term investor may prompt other holders to reassess their positions. Reuters: UnitedHealth falls after Berkshire sells stake in health insurer
• Neutral Sentiment: UNH had been on a strong rebound before the Berkshire news, and recent earnings showed a profit beat and a guidance increase, suggesting the business recovery narrative is still intact. Yahoo Finance: UnitedHealth Group (UNH) Fell 33% as Rising Medical Costs and Member Mix Pressured Earnings
• Neutral Sentiment: A proposed healthcare bill focused on HSAs, price transparency, and expanded access to coverage could affect insurers over time, but it is still early and its stock impact is uncertain. Quiver Quantitative: New Bill H.R. 8324

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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