WealthPlan Investment Management LLC Has $4.69 Million Stock Position in UnitedHealth Group Incorporated $UNH

Key Points

• WealthPlan Investment Management dramatically increased its stake in UnitedHealth Group, boosting holdings by 1,776.8% in the fourth quarter to 14,207 shares worth about $4.69 million.
• Wall Street sentiment remains constructive, with several analysts raising price targets and the stock carrying a consensus Moderate Buy rating and average target price of $378.88.
• UnitedHealth recently beat quarterly earnings expectations, reporting $7.23 EPS on $111.65 billion in revenue, while CEO Patrick Hugh Conway also sold 800 shares in an insider transaction.

WealthPlan Investment Management LLC boosted its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 1,776.8% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 14,207 shares of the healthcare conglomerate's stock after buying an additional 13,450 shares during the period. WealthPlan Investment Management LLC's holdings in UnitedHealth Group were worth $4,690,000 as of its most recent SEC filing.

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

Analyst Ratings Changes

A number of research analysts have issued reports on UNH shares. JPMorgan Chase & Co. lifted their price objective on UnitedHealth Group from $389.00 to $420.00 and gave the company an "overweight" rating in a report on Tuesday, April 28th. Oppenheimer lifted their price objective on UnitedHealth Group from $385.00 to $405.00 and gave the company an "outperform" rating in a report on Wednesday, April 22nd. Weiss Ratings raised UnitedHealth Group from a "sell (d+)" rating to a "hold (c-)" rating in a report on Thursday, May 7th. Truist Financial reaffirmed a "buy" rating and issued a $395.00 price target (up from $370.00) on shares of UnitedHealth Group in a report on Wednesday, April 22nd. Finally, Jefferies Financial Group lifted their price target on UnitedHealth Group from $340.00 to $373.00 and gave the company a "buy" rating in a report on Monday, April 20th. One investment analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, UnitedHealth Group currently has a consensus rating of "Moderate Buy" and an average target price of $378.88.

Insider Buying and Selling

In related news, CEO Patrick Hugh Conway sold 800 shares of UnitedHealth Group 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 completion of the sale, the chief executive officer directly owned 17,805 shares in the company, valued at $6,320,775. This trade represents a 4.30% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. 0.28% of the stock is currently owned by insiders.

More UnitedHealth Group News

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

• Positive Sentiment: Erste Group Bank slightly raised its earnings estimates for UnitedHealth and kept a Buy rating, reinforcing the view that the company’s profit outlook remains solid. MarketBeat UNH report
• Positive Sentiment: Recent commentary remains upbeat after UnitedHealth’s strong first-quarter results, with analysts and market watchers pointing to a substantial rebound since March lows and improved investor confidence in the stock’s longer-term earnings power. Seeking Alpha article
• Neutral Sentiment: The broader market tone was positive, with major indexes closing higher and hitting new highs, which may have helped sentiment across large-cap healthcare stocks.
• Negative Sentiment: Berkshire Hathaway disclosed that it sold several smaller holdings, including UnitedHealth, which may raise concerns that a high-profile investor is reducing exposure to the stock. Reuters article

UnitedHealth Group Stock Performance

UnitedHealth Group stock opened at $393.65 on Friday. The stock has a 50-day simple moving average of $316.82 and a 200 day simple moving average of $318.53. The company has a quick ratio of 0.80, a current ratio of 0.80 and a debt-to-equity ratio of 0.69. The stock has a market capitalization of $357.49 billion, a price-to-earnings ratio of 29.73, a P/E/G ratio of 1.70 and a beta of 0.64. UnitedHealth Group Incorporated has a 12-month low of $234.60 and a 12-month 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 EPS for the quarter, topping analysts' consensus estimates of $6.76 by $0.47. The firm had revenue of $111.65 billion during the quarter, compared to analyst estimates of $109.84 billion. UnitedHealth Group had a return on equity of 14.65% and a net margin of 2.68%.The company's revenue was up 2.0% on a year-over-year basis. During the same period last year, the company earned $7.20 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. On average, research analysts anticipate that UnitedHealth Group Incorporated will post 18.29 earnings per share for the current fiscal year.

UnitedHealth Group Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Investors of record on Monday, March 9th were given a $2.21 dividend. This represents a $8.84 dividend on an annualized basis and a yield of 2.2%. The ex-dividend date was Monday, March 9th. UnitedHealth Group's dividend payout ratio (DPR) is presently 66.77%.

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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