UnitedHealth Group Incorporated $UNH Shares Sold by PFG Advisors

Key Points

• PFG Advisors cut its stake in UnitedHealth by 52.9% in Q4, selling 7,360 shares and leaving 6,556 shares valued at $2.164 million.
• UnitedHealth beat Q1 expectations with $7.23 EPS (vs. $6.76 est.) and $111.65B revenue (vs. $109.84B est.), and raised FY‑2026 guidance to above $18.25 EPS while management highlighted cost discipline and a $1.5B AI investment.
• Institutional ownership is high at 87.86% as major funds materially increased positions, and analysts maintain a consensus "Moderate Buy" with an average price target of $364.79.

PFG Advisors reduced its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 52.9% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 6,556 shares of the healthcare conglomerate's stock after selling 7,360 shares during the period. PFG Advisors' holdings in UnitedHealth Group were worth $2,164,000 as of its most recent SEC filing.

Several other large investors have also modified their holdings of UNH. Capital Research Global Investors lifted its holdings in shares of UnitedHealth Group by 126.9% during the 3rd quarter. Capital Research Global Investors now owns 13,042,049 shares of the healthcare conglomerate's stock worth $4,503,419,000 after acquiring an additional 7,293,009 shares during the period. Capital World Investors lifted its holdings in shares of UnitedHealth Group by 18.8% during the 3rd quarter. Capital World Investors now owns 21,766,922 shares of the healthcare conglomerate's stock worth $7,516,107,000 after acquiring an additional 3,439,182 shares during the period. Capital International Investors lifted its holdings in shares of UnitedHealth Group by 11.1% during the 3rd quarter. Capital International Investors now owns 17,499,949 shares of the healthcare conglomerate's stock worth $6,042,710,000 after acquiring an additional 1,747,337 shares during the period. Lone Pine Capital LLC purchased a new position in UnitedHealth Group in the second quarter valued at approximately $528,273,000. Finally, Bessemer Group Inc. raised its holdings in UnitedHealth Group by 152.3% in the third quarter. Bessemer Group Inc. now owns 1,823,871 shares of the healthcare conglomerate's stock valued at $629,783,000 after buying an additional 1,100,850 shares during the period. 87.86% of the stock is currently owned by hedge funds and other institutional investors.

UnitedHealth Group Stock Performance

Shares of UNH stock opened at $346.26 on Wednesday. UnitedHealth Group Incorporated has a 12 month low of $234.60 and a 12 month high of $438.85. The company has a debt-to-equity ratio of 0.72, a current ratio of 0.79 and a quick ratio of 0.79. The firm has a market capitalization of $314.29 billion, a P/E ratio of 26.25, a P/E/G ratio of 1.49 and a beta of 0.40. The company's fifty day moving average price is $289.27 and its two-hundred day moving average price is $316.84.

UnitedHealth Group (NYSE:UNH - Get Free Report) last issued its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 EPS for the quarter, topping analysts' consensus estimates of $6.76 by $0.47. UnitedHealth Group had a net margin of 2.69% and a return on equity of 14.79%. The firm had revenue of $111.65 billion for the quarter, compared to analyst estimates of $109.84 billion. During the same quarter in the previous year, the business posted $7.20 EPS. The firm's 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, research analysts anticipate that UnitedHealth Group Incorporated will post 17.66 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. This represents a $8.84 dividend on an annualized basis and a dividend yield of 2.6%. The ex-dividend date was Monday, March 9th. UnitedHealth Group's payout ratio is 67.02%.

More UnitedHealth Group News

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

• Positive Sentiment: Q1 earnings and outlook: UNH beat EPS and revenue expectations for Q1 and raised FY‑2026 adjusted earnings guidance (>$18.25), which is the main catalyst for the rally — confirms improving margins and steadier cash generation. VIEW: UnitedHealth's strong first quarter, forecast raise cheer Wall Street
• Positive Sentiment: Management and cost actions: Management emphasized cost discipline, leadership changes and a $1.5B AI investment to drive efficiency — investors view this as evidence the company can manage medical-cost headwinds and restore margins. UnitedHealth tops quarterly estimates, hikes profit outlook
• Positive Sentiment: Technology tailwind from Optum: Optum Real (AI-first claims/reimbursement platform) is scaling rapidly (hundreds of millions of transactions now, billions expected), which can lower claims friction and improve margins over time. UnitedHealth’s AI Is Rebuilding the Payment Layer of American Healthcare
• Neutral Sentiment: Analyst sentiment and positioning: Several firms have raised targets and reiterated buy ratings ahead of/after the print, supporting momentum but also reflecting expectations already baked into the rally. UnitedHealth Stock (UNH) Surges 7%+ on Q1 Earnings Beat – Here’s Why
• Negative Sentiment: Policy/program uncertainty: UnitedHealth warned of “challenges” around a Medicare obesity-drug pilot program, creating uncertainty about insurer participation and potential cost implications. This is a policy risk for future medical-costs and membership economics. UnitedHealth flags challenges in Medicare obesity drug pilot
• Negative Sentiment: Ongoing cost risks and legacy issues: Although results improved, commentators note medical-cost volatility and recent restructuring means execution risk remains (investors should watch upcoming guidance cadence and membership trends). UnitedHealth Group Reports Flat First-Quarter Earnings

Wall Street Analyst Weigh In

UNH has been the topic of several research reports. Mizuho cut their price target on shares of UnitedHealth Group from $430.00 to $350.00 and set an "outperform" rating on the stock in a report on Thursday, February 5th. Oppenheimer cut their price target on shares of UnitedHealth Group from $415.00 to $385.00 and set an "outperform" rating on the stock in a report on Wednesday, January 28th. Jefferies Financial Group raised their price target on shares of UnitedHealth Group from $340.00 to $373.00 and gave the company a "buy" rating in a report on Monday. Leerink Partners cut their price target on shares of UnitedHealth Group from $410.00 to $345.00 and set an "outperform" rating on the stock in a report on Wednesday, January 28th. Finally, Sanford C. Bernstein raised their price target on shares of UnitedHealth Group from $405.00 to $411.00 and gave the company an "outperform" rating in a report on Tuesday, April 7th. One analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, seven have issued a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and an average price target of $364.79.

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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