UnitedHealth Group Incorporated $UNH Stock Position Raised by Buck Wealth Strategies LLC

Key Points

• Buck Wealth Strategies LLC increased its UnitedHealth stake by 22.2% in the fourth quarter, buying 6,422 additional shares and bringing its total to 35,401 shares valued at about $11.69 million.
• UnitedHealth posted solid quarterly results, with EPS of $7.23 beating estimates and revenue of $111.65 billion also topping expectations; the company reaffirmed strong earnings outlooks from analysts, with several firms raising price targets.
• The stock has seen mixed insider and institutional activity, including a recent CEO share sale, while hedge funds and other institutions still own a large majority of the company’s shares at 87.86%.

Buck Wealth Strategies LLC lifted its position in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 22.2% in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 35,401 shares of the healthcare conglomerate's stock after acquiring an additional 6,422 shares during the quarter. UnitedHealth Group makes up about 1.5% of Buck Wealth Strategies LLC's holdings, making the stock its 29th biggest holding. Buck Wealth Strategies LLC's holdings in UnitedHealth Group were worth $11,686,000 at the end of the most recent reporting period.

Other hedge funds have also made changes to their positions in the company. Axis Wealth Partners LLC lifted its position 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 in the last quarter. Founders Capital Management LLC lifted its position in UnitedHealth Group by 3.0% in the 4th quarter. Founders Capital Management LLC now owns 982 shares of the healthcare conglomerate's stock worth $324,000 after buying an additional 29 shares in the last quarter. Kellett Wealth Advisors LLC lifted its position in UnitedHealth Group by 1.7% in the 4th quarter. Kellett Wealth Advisors LLC now owns 1,746 shares of the healthcare conglomerate's stock worth $576,000 after buying an additional 29 shares in the last quarter. Cooper Financial Group lifted its position in UnitedHealth Group by 0.7% in the 4th quarter. Cooper Financial Group now owns 4,338 shares of the healthcare conglomerate's stock worth $1,432,000 after buying an additional 30 shares in the last quarter. Finally, Successful Portfolios LLC lifted its position in UnitedHealth Group by 2.6% in the 4th quarter. Successful Portfolios LLC now owns 1,194 shares of the healthcare conglomerate's stock worth $411,000 after buying an additional 30 shares in the last quarter. Hedge funds and other institutional investors own 87.86% of the company's stock.

UnitedHealth Group Stock Performance

NYSE:UNH opened at $379.49 on Friday. UnitedHealth Group Incorporated has a 1 year low of $234.60 and a 1 year high of $387.21. The firm's fifty day simple moving average is $304.54 and its 200 day simple moving average is $316.98. The company has a current ratio of 0.80, a quick ratio of 0.79 and a debt-to-equity ratio of 0.69. The firm has a market capitalization of $344.63 billion, a PE ratio of 28.66, a PEG ratio of 1.59 and a beta of 0.64.

UnitedHealth Group (NYSE:UNH - Get Free Report) last posted its earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share (EPS) for the quarter, beating 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 business had revenue of $111.65 billion for the quarter, compared to analyst estimates of $109.84 billion. During the same period last year, the business posted $7.20 EPS. UnitedHealth Group'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, sell-side analysts anticipate that UnitedHealth Group Incorporated will post 18.29 EPS for the current year.

UnitedHealth Group Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Monday, March 9th were issued a $2.21 dividend. 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 is 66.77%.

Insiders Place Their Bets

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of the stock in a transaction 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 sale, the chief executive officer directly owned 17,805 shares of the company's stock, valued at $6,320,775. This represents a 4.30% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 0.28% of the stock is currently owned by company insiders.

UnitedHealth Group News Summary

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

• Positive Sentiment: UnitedHealth said it will eliminate prior authorization for 30% of healthcare services, a potentially investor-friendly move that may streamline care and reduce complaints about insurer approvals. UnitedHealth to Eliminate Prior Authorization for 30% of Healthcare Services
• Positive Sentiment: Erste Group Bank raised its FY2027 earnings estimate for UnitedHealth, signaling confidence in longer-term profitability, and kept a Buy rating on the stock.
• Neutral Sentiment: UnitedHealth was highlighted in commentary about value stocks and recovery prospects, which may support investor interest but does not appear to be a direct fundamental catalyst. UnitedHealth: Watch The Recovery In Action
• Neutral Sentiment: Zacks Research cut near-term and Q4 2027 earnings estimates, which is a headwind, but the revisions were not as central as the company’s policy change and may reflect more cautious forecasting rather than a major deterioration. Bullish Quarterly Results: 3 Companies Raising Guidance

Analyst Ratings Changes

A number of equities research analysts have issued reports on UNH shares. HSBC upgraded shares of UnitedHealth Group from a "reduce" rating to a "hold" rating and set a $300.00 target price for the company in a research report on Tuesday, April 7th. Oppenheimer increased their price target on shares of UnitedHealth Group from $385.00 to $405.00 and gave the stock an "outperform" rating in a research note on Wednesday, April 22nd. Mizuho dropped their price target on shares of UnitedHealth Group from $430.00 to $350.00 and set an "outperform" rating on the stock in a research note on Thursday, February 5th. UBS Group dropped their price target on shares of UnitedHealth Group from $430.00 to $410.00 and set a "buy" rating on the stock in a research note on Wednesday, January 28th. Finally, JPMorgan Chase & Co. increased their price target on shares of UnitedHealth Group from $389.00 to $420.00 and gave the stock an "overweight" rating in a research note on Tuesday, April 28th. One investment analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, UnitedHealth Group presently has a consensus rating of "Moderate Buy" and an average target price of $378.88.

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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