UnitedHealth Group Incorporated $UNH Shares Sold by Private Capital Advisors Inc.

Key Points

• Private Capital Advisors cut its UnitedHealth Group stake by 31.4% in the fourth quarter, selling 11,464 shares and leaving it with 25,001 shares worth about $8.25 million.
• UnitedHealth reported better-than-expected quarterly results, with EPS of $7.23 versus estimates of $6.76 and revenue of $111.65 billion topping forecasts. The company also reaffirmed strong full-year expectations, with analysts projecting about $18.29 EPS for the current year.
• Wall Street sentiment remains broadly positive: several firms raised price targets, including UBS to $460, and the stock carries a consensus rating of Moderate Buy. At the same time, the shares face ongoing regulatory scrutiny tied to Medicare Advantage overpayments.

Private Capital Advisors Inc. decreased its holdings in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 31.4% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 25,001 shares of the healthcare conglomerate's stock after selling 11,464 shares during the period. UnitedHealth Group makes up approximately 0.8% of Private Capital Advisors Inc.'s investment portfolio, making the stock its 26th largest position. Private Capital Advisors Inc.'s holdings in UnitedHealth Group were worth $8,253,000 as of its most recent SEC filing.

Other hedge funds also recently bought and sold shares of the company. Guerra Advisors Inc acquired a new stake in UnitedHealth Group in the 3rd quarter valued at about $1,059,000. Money Concepts Capital Corp raised its holdings in UnitedHealth Group by 59.1% in the 3rd quarter. Money Concepts Capital Corp now owns 12,380 shares of the healthcare conglomerate's stock valued at $4,275,000 after acquiring an additional 4,600 shares during the last quarter. Phoenix Financial Ltd. raised its holdings in UnitedHealth Group by 111.5% in the 3rd quarter. Phoenix Financial Ltd. now owns 41,986 shares of the healthcare conglomerate's stock valued at $14,282,000 after acquiring an additional 22,137 shares during the last quarter. Public Sector Pension Investment Board grew its stake in shares of UnitedHealth Group by 43.1% in the 3rd quarter. Public Sector Pension Investment Board now owns 287,132 shares of the healthcare conglomerate's stock valued at $99,147,000 after buying an additional 86,432 shares during the period. Finally, Compass Wealth Management LLC purchased a new stake in shares of UnitedHealth Group in the 3rd quarter valued at approximately $13,691,000. Institutional investors and hedge funds own 87.86% of the company's stock.

UnitedHealth Group Stock Performance

NYSE: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 stock has a market capitalization of $352.74 billion, a P/E ratio of 29.34, a PEG ratio of 1.67 and a beta of 0.64. The company has a 50 day moving average price of $326.93 and a 200 day moving average price of $319.63. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $404.15.

UnitedHealth Group (NYSE:UNH - Get Free Report) last posted its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share for the quarter, topping analysts' consensus estimates 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 analysts' expectations of $109.84 billion. During the same quarter last year, the company posted $7.20 EPS. The firm's quarterly revenue was up 2.0% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Equities research analysts forecast that UnitedHealth Group Incorporated will post 18.29 EPS for the current year.

UnitedHealth Group Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Monday, March 9th were given a $2.21 dividend. This represents a $8.84 annualized dividend and a yield of 2.3%. The ex-dividend date of this dividend was Monday, March 9th. UnitedHealth Group's dividend payout ratio (DPR) is currently 66.77%.

Insider Buying and Selling

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of the firm's stock in a transaction that occurred on Thursday, April 23rd. The shares were sold at an average price of $355.00, for a total value of $284,000.00. Following the completion of 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 position. The sale was disclosed in a filing with the SEC, which is available at this link. 0.28% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

Several research firms have recently weighed in on UNH. Oppenheimer increased their price target on shares of UnitedHealth Group from $385.00 to $405.00 and gave the company an "outperform" rating in a research note on Wednesday, April 22nd. Barclays increased their price target on shares of UnitedHealth Group from $327.00 to $373.00 and gave the company an "overweight" rating in a research note on Wednesday, April 22nd. HSBC raised shares of UnitedHealth Group from a "reduce" rating to a "hold" rating and set a $300.00 price target for the company in a research note on Tuesday, April 7th. Leerink Partners increased their price target on shares of UnitedHealth Group from $345.00 to $400.00 and gave the company an "outperform" rating in a research note on Wednesday, April 22nd. Finally, UBS Group increased their price objective on shares of UnitedHealth Group from $410.00 to $460.00 and gave the stock a "buy" rating in a research report on Friday. One analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, six have given a Hold rating and one has issued a Sell rating to the company's stock. According to MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $387.57.

Key UnitedHealth Group News

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

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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