UnitedHealth Group Incorporated $UNH Shares Purchased by Mattern Capital Management LLC

Key Points

• Mattern Capital Management increased its UNH stake by 16.9% in Q4 to 26,131 shares valued at $8.626 million, and institutional investors now own about 87.86% of the company.
• Q1 EPS beat and guidance raise: UnitedHealth reported $7.23 EPS vs. $6.76 expected and set FY‑2026 guidance around $18.25 EPS, triggering multiple analyst price‑target increases and a MarketBeat consensus of "Moderate Buy" with an average target of $377.64.
• Operational catalysts and risks: UnitedHealthcare plans to standardize >70% of electronic prior‑authorization submissions by year‑end and launched a rural health initiative to support margins, but governance disputes and Optum Health execution risk could limit near‑term upside.

Mattern Capital Management LLC increased its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 16.9% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 26,131 shares of the healthcare conglomerate's stock after purchasing an additional 3,782 shares during the quarter. Mattern Capital Management LLC's holdings in UnitedHealth Group were worth $8,626,000 as of its most recent filing with the SEC.

Other large investors also recently bought and sold shares of the company. Beacon Financial Strategies CORP acquired a new stake in UnitedHealth Group in the fourth quarter valued at approximately $26,000. Foster Dykema Cabot & Partners LLC grew its position in UnitedHealth Group by 69.4% in the third quarter. Foster Dykema Cabot & Partners LLC now owns 83 shares of the healthcare conglomerate's stock valued at $29,000 after acquiring an additional 34 shares in the last quarter. 1248 Management LLC acquired a new stake in UnitedHealth Group in the third quarter valued at approximately $29,000. Holos Integrated Wealth LLC acquired a new stake in UnitedHealth Group in the fourth quarter valued at approximately $29,000. Finally, Hurley Capital LLC grew its position in UnitedHealth Group by 81.6% in the third quarter. Hurley Capital LLC now owns 89 shares of the healthcare conglomerate's stock valued at $31,000 after acquiring an additional 40 shares in the last quarter. Institutional investors and hedge funds own 87.86% of the company's stock.

Analysts Set New Price Targets

UNH has been the subject of several research analyst reports. KeyCorp reiterated an "overweight" rating on shares of UnitedHealth Group in a research note on Wednesday, January 28th. Leerink Partners increased their target price on UnitedHealth Group from $345.00 to $400.00 and gave the company an "outperform" rating in a research note on Wednesday. Truist Financial reiterated a "buy" rating and set a $395.00 target price (up from $370.00) on shares of UnitedHealth Group in a research note on Wednesday. Raymond James Financial upgraded UnitedHealth Group from a "market perform" rating to an "outperform" rating and set a $330.00 target price for the company in a research note on Wednesday, April 1st. Finally, Morgan Stanley raised their price objective on UnitedHealth Group from $375.00 to $395.00 and gave the stock an "overweight" rating in a research note on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating, seven have assigned a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat.com, UnitedHealth Group presently has an average rating of "Moderate Buy" and a consensus price target of $377.64.

UnitedHealth Group Price Performance

Shares of NYSE UNH opened at $355.05 on Friday. UnitedHealth Group Incorporated has a 1-year low of $234.60 and a 1-year high of $424.12. The company has a debt-to-equity ratio of 0.69, a current ratio of 0.80 and a quick ratio of 0.79. The business's fifty day moving average price is $293.40 and its two-hundred day moving average price is $317.33. The firm has a market capitalization of $322.46 billion, a PE ratio of 26.82, a P/E/G ratio of 1.53 and a beta of 0.40.

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

UnitedHealth Group Announces Dividend

The firm also recently declared 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. This represents a $8.84 dividend on an annualized basis and a dividend yield of 2.5%. The ex-dividend date of this dividend was Monday, March 9th. UnitedHealth Group's dividend payout ratio (DPR) is 66.77%.

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: Q1 beat and guidance raise: UNH reported a quarterly EPS beat and raised FY guidance, which analysts say has driven renewed momentum and a sharp short‑term share rebound. This is the primary driver behind today’s lift. A Look At UnitedHealth Group (UNH) Valuation As Q1 2026 Beat And Guidance Hike Drive Fresh Momentum
• Positive Sentiment: Prior authorization modernization: UnitedHealthcare said it will standardize a majority of electronic prior‑authorization submissions (70%+ by year‑end), reducing provider friction and potentially lowering administrative costs. This supports margin improvement expectations. UnitedHealthcare Champions Industry Effort to Standardize Prior Authorization Requirements
• Positive Sentiment: Large call‑option activity: Reported heavy buying of UNH call options signals bullish positioning from traders anticipating further upside after the earnings beat. That can amplify near‑term upward pressure on the stock. Investors Purchase Large Volume of UnitedHealth Group Call Options
• Positive Sentiment: High‑profile bullish media/analyst commentary: Jim Cramer and several outlets/analysts have highlighted UNH as a buy after the Q1 print, which is helping retail and momentum flows. Jim Cramer Says UNH at $354 Is a Steal — Here’s Why the Math Backs Him Up
• Positive Sentiment: Analyst upgrades / favorable coverage: Argus and other outlets have upgraded or upgraded coverage tone recently, adding credibility to the recovery story. Argus Research upgrades UnitedHealth Group (UNH)
• Neutral Sentiment: Valuation debate: Coverage discusses UNH’s P/E and valuation after the rebound; some view the stock as a value play now, while others caution the 1‑year TSR still lags. Valuation is driving contrasting investor views, sustaining volatility. UnitedHealth: Recovery Is Progressing, But Upside May Be Limited Near Term
• Negative Sentiment: Optum Health execution risk / limited near‑term upside: Independent analysis notes that while medical margins improved, Optum Health margins remain challenged and some recovery gains may be non‑structural—this could limit upside if operational recovery stalls. UnitedHealth: Recovery Is Progressing, But Upside May Be Limited Near Term
• Negative Sentiment: Governance proposal: A shareholder proposal seeking an independent board chair is drawing attention; the board opposes it. Governance disputes can create noise and potentially weigh on sentiment if shareholder activism grows. Independent Chair Proposal Tests Governance And Valuation Views At UnitedHealth Group
• Positive Sentiment: Rural health initiative: UNH launched a broad rural health program and prior‑authorization reductions for rural providers, strengthening growth/PR narrative in underserved markets. UnitedHealth Group Incorporated (UNH) Launches Broad Rural Health Initiative to Strengthen Underserved Communities
• Negative Sentiment: Mixed analyst notes: A recent price‑target adjustment (TD Cowen raise to $337 but maintained Hold) implies limited near‑term upside from some sell‑side desks—this can temper aggressive buy calls. TD Cowen raises price target to $337 (Hold)

About UnitedHealth Group

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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