UnitedHealth Group Incorporated $UNH Shares Sold by BloombergSen Inc.

Key Points

• BloombergSen Inc. reduced its UnitedHealth Group stake by 7.2% in the fourth quarter, selling 5,381 shares and leaving it with 69,549 shares valued at about $22.96 million.
• UnitedHealth reported better-than-expected quarterly results, with EPS of $7.23 topping estimates and revenue of $111.65 billion, while management also set FY 2026 guidance at 18.250 EPS.
• Analyst sentiment remains broadly positive, with several firms raising price targets and the stock carrying an average Moderate Buy rating, though regulatory concerns around Medicare Advantage overpayments still pose a risk.

BloombergSen Inc. trimmed its position in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 7.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 69,549 shares of the healthcare conglomerate's stock after selling 5,381 shares during the quarter. UnitedHealth Group accounts for approximately 1.7% of BloombergSen Inc.'s portfolio, making the stock its 13th largest holding. BloombergSen Inc.'s holdings in UnitedHealth Group were worth $22,959,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also made changes to their positions in UNH. Beacon Financial Strategies CORP acquired a new position in shares of UnitedHealth Group during the fourth quarter worth about $26,000. Anfield Capital Management LLC grew its position in UnitedHealth Group by 220.0% during the fourth quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate's stock worth $26,000 after buying an additional 55 shares during the period. Joseph Group Capital Management acquired a new position in UnitedHealth Group during the fourth quarter worth about $27,000. Foster Dykema Cabot & Partners LLC grew its position in UnitedHealth Group by 69.4% during the third quarter. Foster Dykema Cabot & Partners LLC now owns 83 shares of the healthcare conglomerate's stock worth $29,000 after buying an additional 34 shares during the period. Finally, 1248 Management LLC acquired a new position in UnitedHealth Group during the third quarter worth about $29,000. 87.86% of the stock is currently owned by institutional investors and hedge funds.

UnitedHealth Group Stock Performance

Shares of UNH opened at $388.42 on Friday. 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 PEG ratio of 1.65 and a beta of 0.64. The company's 50 day simple moving average is $326.93 and its 200 day simple moving average is $319.63. UnitedHealth Group Incorporated has a 1 year low of $234.60 and a 1 year high of $404.15.

UnitedHealth Group (NYSE:UNH - Get Free Report) last announced its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share (EPS) for the quarter, beating the consensus estimate of $6.76 by $0.47. The business had revenue of $111.65 billion for the quarter, compared to the consensus estimate of $109.84 billion. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The company's quarterly revenue was up 2.0% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $7.20 earnings per share. 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 year.

UnitedHealth Group Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Monday, March 9th were paid 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 yield of 2.3%. UnitedHealth Group's dividend payout ratio (DPR) is currently 66.77%.

Analyst Upgrades and Downgrades

UNH has been the topic of several recent analyst reports. Wells Fargo & Company upped their target price on shares of UnitedHealth Group from $370.00 to $397.00 and gave the stock an "overweight" rating in a research report on Wednesday, April 22nd. 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. Oppenheimer upped their price target on shares of UnitedHealth Group from $385.00 to $405.00 and gave the company an "outperform" rating in a report on Wednesday, April 22nd. Erste Group Bank raised shares of UnitedHealth Group from a "hold" rating to a "buy" rating in a report on Monday, April 27th. Finally, KeyCorp reaffirmed an "overweight" rating on shares of UnitedHealth Group in a report on Wednesday, January 28th. One investment analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating, six have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company has an average rating of "Moderate Buy" and an average target price of $387.57.

Insiders Place Their Bets

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of the stock in a transaction that occurred 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 transaction, the chief executive officer owned 17,805 shares of the company's stock, valued at $6,320,775. This trade represents a 4.30% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. 0.28% of the stock is currently owned by corporate insiders.

Key Headlines Impacting UnitedHealth Group

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

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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