UnitedHealth Group Incorporated $UNH Shares Acquired by Fifth Third Bancorp

Key Points

• Fifth Third Bancorp increased its stake in UnitedHealth by 10.4%, acquiring 31,590 shares to hold 334,506 shares worth about $110.4 million.
• UnitedHealth beat Q1 estimates (EPS $7.23 vs. $6.76; revenue $111.65B vs. $109.84B), set FY2026 guidance at 18.25 EPS, and carries a MarketBeat consensus of “Moderate Buy” with an average target of $378.88.
• Insider activity and ownership: CEO Patrick Conway sold 800 shares (~$284k), insiders own 0.28% of the stock, and institutional investors/hedge funds hold about 87.86%.

Fifth Third Bancorp lifted its position in 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 (SEC). The firm owned 334,506 shares of the healthcare conglomerate's stock after acquiring an additional 31,590 shares during the period. Fifth Third Bancorp's holdings in UnitedHealth Group were worth $110,424,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds have also modified their holdings of the company. Axis Wealth Partners LLC increased its holdings in UnitedHealth Group by 1.7% in the 3rd quarter. Axis Wealth Partners LLC now owns 1,631 shares of the healthcare conglomerate's stock worth $563,000 after buying an additional 28 shares during the period. Kellett Wealth Advisors LLC boosted its holdings 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. Founders Capital Management LLC lifted its position in UnitedHealth Group by 3.0% during the fourth quarter. Founders Capital Management LLC now owns 982 shares of the healthcare conglomerate's stock valued at $324,000 after purchasing an additional 29 shares during the period. Cooper Financial Group raised 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 last quarter. Finally, Successful Portfolios LLC lifted its holdings 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 buying an additional 30 shares during the period. 87.86% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several research analysts recently weighed in on the company. Sanford C. Bernstein lifted their price target on UnitedHealth Group from $405.00 to $411.00 and gave the company an "outperform" rating in a research report on Tuesday, April 7th. Argus raised shares of UnitedHealth Group from a "hold" rating to a "buy" rating and set a $400.00 target price for the company in a report on Wednesday, April 22nd. Robert W. Baird raised their price target 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. Wells Fargo & Company increased their target price on shares of UnitedHealth Group from $370.00 to $397.00 and gave the stock an "overweight" rating in a research note on Wednesday, April 22nd. Finally, UBS Group cut their price target on UnitedHealth Group from $430.00 to $410.00 and set a "buy" rating for the company in a research note on Wednesday, January 28th. One investment analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, six have assigned a Hold rating and two have given a Sell rating to the company's stock. According to data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and an average target price of $378.88.

UnitedHealth Group Stock Performance

UNH opened at $371.07 on Friday. The company has a market cap of $337.00 billion, a price-to-earnings ratio of 28.03, a PEG ratio of 1.60 and a beta of 0.40. The firm's fifty day simple moving average is $299.45 and its two-hundred day simple moving average is $317.38. The company has a quick ratio of 0.79, a current ratio of 0.80 and a debt-to-equity ratio of 0.69. UnitedHealth Group Incorporated has a 52-week low of $234.60 and a 52-week high of $411.99.

UnitedHealth Group (NYSE:UNH - Get Free Report) last released 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. 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 during the quarter, compared to the consensus estimate of $109.84 billion. During the same quarter in the prior year, the firm earned $7.20 EPS. The company's revenue for the quarter was up 2.0% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Equities analysts anticipate that UnitedHealth Group Incorporated will post 18.29 earnings per share for the current fiscal year.

UnitedHealth Group Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Investors of record on Monday, March 9th were given a dividend of $2.21 per share. This represents a $8.84 annualized dividend and a dividend yield of 2.4%. The ex-dividend date was Monday, March 9th. UnitedHealth Group's payout ratio is presently 66.77%.

Insiders Place Their Bets

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of UnitedHealth Group stock in a transaction on Thursday, April 23rd. The shares were 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 $6,320,775. The trade was a 4.30% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Insiders own 0.28% of the company's stock.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: UNH reported a strong Q1 print and raised near‑term outlook — results and management commentary signal a rebound in operating performance and drove recent upside in the shares. UnitedHealth (UNH) Stock Surges Over 3.5% on Strong Q1 Results and Optimistic Outlook
• Positive Sentiment: Analyst upgrades: Erste Group raised FY2026 and FY2027 EPS estimates and kept a Buy stance, providing independent confirmation that street expectations are moving higher and supporting valuation momentum.
• Positive Sentiment: Bullish commentary from retail outlets argues the company is turning a corner after regulatory/operational headwinds — such narratives can attract buyers and support multiple expansion. It's Time to Load Up on UnitedHealth Group Stock
• Neutral Sentiment: Zacks and other screens show UNH as a trending name — heightened attention can increase liquidity and volatility but is not directional by itself. Here is What to Know Beyond Why UnitedHealth Group Incorporated (UNH) is a Trending Stock
• Neutral Sentiment: Peer results: Humana and Cigna posted solid Q1s (Humana benefited from higher premiums; Cigna’s Evernorth saw revenue growth). Strong peer earnings suggest sector health but also heighten competitive dynamics for pricing and margins. Cigna Q1 Earnings Beat Estimates on Strong Evernorth Unit
• Neutral Sentiment: CVS is trading at a much lower forward multiple versus UNH; that valuation gap can influence sector rotation decisions (value buyers may prefer CVS), but it doesn’t change UNH’s operational trajectory. CVS Earnings Are Coming. Why the Stock Is No Longer a Value Trap.
• Negative Sentiment: Insider selling: Optum CEO Patrick Conway sold roughly $284k in UNH stock shortly after earnings — while small relative to total holdings, insider sales can raise short-term concern among some investors. UnitedHealth Stock Has Rallied Since Earnings. One Top Insider Is Trimming His Stake.

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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