Wealthfront Advisers LLC Purchases 5,637 Shares of UnitedHealth Group Incorporated $UNH

Key Points

• Wealthfront Advisers LLC raised its UnitedHealth stake by 6.2%, buying 5,637 shares to hold 96,224 shares valued at about $31.77 million at quarter-end.
• UnitedHealth beat Q1 estimates (EPS $7.23 vs. $6.76; revenue $111.65B), gave stronger guidance, and analysts maintain a consensus "Moderate Buy" with an average target of $377.64.
• Insider and ownership notes: CEO Patrick Conway sold 800 shares (a small reduction), institutional investors own 87.86% of the stock, and the company pays a $2.21 quarterly dividend (≈2.5% yield).

Wealthfront Advisers LLC grew its stake in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 6.2% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 96,224 shares of the healthcare conglomerate's stock after acquiring an additional 5,637 shares during the quarter. Wealthfront Advisers LLC's holdings in UnitedHealth Group were worth $31,765,000 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 the stock. Axis Wealth Partners LLC increased its holdings in shares of UnitedHealth Group by 1.7% in the 3rd quarter. Axis Wealth Partners LLC now owns 1,631 shares of the healthcare conglomerate's stock valued at $563,000 after acquiring an additional 28 shares during the period. Founders Capital Management LLC increased its holdings in shares of UnitedHealth Group by 3.0% in the 4th quarter. Founders Capital Management LLC now owns 982 shares of the healthcare conglomerate's stock valued at $324,000 after acquiring an additional 29 shares during the period. Kellett Wealth Advisors LLC grew its stake in UnitedHealth Group by 1.7% during 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 during the last quarter. Cooper Financial Group grew its stake in UnitedHealth Group by 0.7% during 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 during the last quarter. Finally, Successful Portfolios LLC grew its stake in UnitedHealth Group by 2.6% during 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 during the last quarter. 87.86% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several research analysts recently weighed in on the company. TD Cowen boosted their target price on UnitedHealth Group from $311.00 to $337.00 and gave the stock a "hold" rating in a research note on Thursday, April 23rd. Leerink Partners boosted their target price on UnitedHealth Group from $345.00 to $400.00 and gave the stock an "outperform" rating in a research note on Wednesday, April 22nd. Mizuho dropped their target price on 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 target price on 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, Morgan Stanley boosted their price target on UnitedHealth Group from $375.00 to $395.00 and gave the company an "overweight" rating in a research note on Wednesday, April 22nd. One analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, six have assigned a Hold rating and two have given a Sell rating to the company's stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and an average target price of $377.64.

Insider Activity at UnitedHealth Group

In other news, CEO Patrick Hugh Conway sold 800 shares of the company's stock in a transaction dated Thursday, April 23rd. The stock was sold at an average price of $355.00, for a total value of $284,000.00. Following the sale, the chief executive officer owned 17,805 shares in the company, valued at $6,320,775. This represents a 4.30% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. 0.28% of the stock is owned by insiders.

UnitedHealth Group Stock Down 0.1%

UnitedHealth Group stock opened at $354.64 on Tuesday. The company has a debt-to-equity ratio of 0.69, a quick ratio of 0.79 and a current ratio of 0.80. The business's 50-day simple moving average is $294.63 and its two-hundred day simple moving average is $316.54. The company has a market cap of $322.09 billion, a PE ratio of 26.79, a PEG ratio of 1.53 and a beta of 0.40. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $424.12.

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

UnitedHealth Group Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Monday, March 9th were paid a $2.21 dividend. The ex-dividend date was Monday, March 9th. This represents a $8.84 dividend on an annualized basis and a dividend yield of 2.5%. UnitedHealth Group's dividend payout ratio is presently 66.77%.

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: Q1 results and outlook beat expectations: UNH reported stronger‑than‑expected Q1 revenue and EPS and raised full‑year guidance, supporting the recovery/margin story. UNH Q1 beat (Yahoo)
• Positive Sentiment: Analyst upgrades and higher targets: Goldman Sachs raised its target and Erste upgraded to Buy; several firms (including RBC, Wells Fargo, Argus) have lifted targets recently — these moves attract institutional/ETF flows. Goldman Sachs lift (Zacks)
• Positive Sentiment: High‑profile bullish commentary: Jim Cramer publicly said UNH “deserves to be much higher,” which can drive retail momentum and short‑term buying interest. Jim Cramer on UNH (Yahoo)
• Neutral Sentiment: Analyst view dispersion and valuation debate: some firms raise fair‑value estimates while others trim to account for regulatory/Medicaid risks — creates volatility despite an elevated consensus. Valuation / regulation piece (Yahoo)
• Neutral Sentiment: Operational initiatives could help margins over time: UNH is expanding electronic prior authorization to reduce manual work and improve provider experience; benefits are longer‑term. Prior authorization expansion (Yahoo)
• Negative Sentiment: Insider sale: CEO Patrick Conway sold 800 shares at ~ $355 on April 23 (Form 4). The sale is small versus his holdings but can be viewed negatively by some investors. SEC Form 4 (CEO sale)
• Negative Sentiment: Downgrade note: A Seeking Alpha piece argued the recent rally ran “too far, too fast” and initiated a downgrade — a reminder of near‑term valuation risk and potential profit‑taking. Seeking Alpha downgrade

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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