1,964 Shares in UnitedHealth Group Incorporated $UNH Purchased by Dorato Capital Management

Dorato Capital Management bought a new stake in UnitedHealth Group Incorporated (NYSE:UNH) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 1,964 shares of the healthcare conglomerate’s stock, valued at approximately $658,000.

Several other hedge funds have also recently bought and sold shares of the company. Earned Wealth Advisors LLC boosted its holdings in UnitedHealth Group by 4.2% during the 4th quarter. Earned Wealth Advisors LLC now owns 1,477 shares of the healthcare conglomerate’s stock valued at $487,000 after acquiring an additional 59 shares during the period. Abacus Planning Group Inc. lifted its position in shares of UnitedHealth Group by 11.0% during the fourth quarter. Abacus Planning Group Inc. now owns 2,199 shares of the healthcare conglomerate’s stock worth $726,000 after purchasing an additional 218 shares in the last quarter. Taylor & Morgan Wealth Management LLC grew its holdings in shares of UnitedHealth Group by 227.2% in the fourth quarter. Taylor & Morgan Wealth Management LLC now owns 2,163 shares of the healthcare conglomerate’s stock valued at $714,000 after purchasing an additional 1,502 shares in the last quarter. HF Advisory Group LLC lifted its holdings in UnitedHealth Group by 2,251.4% during the 4th quarter. HF Advisory Group LLC now owns 60,149 shares of the healthcare conglomerate’s stock worth $19,856,000 after buying an additional 57,591 shares in the last quarter. Finally, SWS Partners grew its stake in shares of UnitedHealth Group by 4.9% in the fourth quarter. SWS Partners now owns 4,537 shares of the healthcare conglomerate’s stock worth $1,498,000 after acquiring an additional 212 shares in the last quarter. Institutional investors and hedge funds own 87.86% of the company’s stock.

Key Headlines Impacting UnitedHealth Group

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

• Positive Sentiment: Raymond James upgraded UNH to Outperform and set a $330 target, citing greater-than-expected expense/margin upside (particularly at Optum Health) and potential earnings upside over the next few years. Why Raymond James Says Wall Street Is Underestimating UnitedHealth’s Earnings Power
• Positive Sentiment: Zacks highlights UnitedHealth’s strong earnings‑surprise history and says the company has the setup to beat estimates again, supporting near‑term upside if execution continues. Will UnitedHealth (UNH) Beat Estimates Again?
• Positive Sentiment: Contrarian analysts and coverage (e.g., Investopedia) argue the sharp multi-quarter pullback has created a buying opportunity, noting attractive forward multiples and potential for a rebound. That narrative is drawing value‑focused buyers. UnitedHealth Stock: This Analyst Says It’s Time to Buy
• Neutral Sentiment: Analyst coverage is mixed but tilted positive: multiple firms maintain buy/outperform ratings and median price targets remain well above the current price (median ~$385), while institutional rebalancing has produced both large buys and large sells. UNH Opinions on Plunge Below Buffett Purchase Price
• Negative Sentiment: Leerink warns UNH faces its largest RADV (risk‑adjustment) audit exposure, a regulatory/audit risk that could pressure future margins and create earnings uncertainty. Leerink Sees Largest RADV Audit Exposure
• Negative Sentiment: Market chatter and coverage note sizable YTD declines and regulatory/Medicare rate worries; social media and fund flows highlight investor concern after shares fell below high‑profile purchase levels, keeping volatility high. Is UnitedHealth Now A Potential Opportunity?

UnitedHealth Group Stock Up 1.2%

UNH stock opened at $277.30 on Friday. The company’s 50 day moving average is $284.61 and its two-hundred day moving average is $320.40. UnitedHealth Group Incorporated has a twelve month low of $234.60 and a twelve month high of $606.36. The company has a current ratio of 0.79, a quick ratio of 0.79 and a debt-to-equity ratio of 0.72. The stock has a market cap of $251.70 billion, a P/E ratio of 21.02, a PEG ratio of 1.26 and a beta of 0.40.

UnitedHealth Group (NYSE:UNH) last posted its earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 EPS for the quarter, beating analysts’ consensus estimates of $2.09 by $0.02. UnitedHealth Group had a net margin of 2.69% and a return on equity of 14.79%. The firm had revenue of $113.73 billion for the quarter, compared to the consensus estimate of $113.38 billion. During the same period last year, the firm posted $6.81 EPS. The company’s revenue was up 12.3% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. Research analysts expect that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

UnitedHealth Group Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Monday, March 9th were issued a $2.21 dividend. This represents a $8.84 dividend on an annualized basis and a dividend yield of 3.2%. The ex-dividend date of this dividend was Monday, March 9th. UnitedHealth Group’s payout ratio is presently 67.02%.

Analyst Ratings Changes

UNH has been the subject of a number of recent research reports. Wells Fargo & Company decreased their target price on UnitedHealth Group from $400.00 to $370.00 and set an “overweight” rating for the company in a report on Friday, January 30th. Sanford C. Bernstein reiterated an “outperform” rating on shares of UnitedHealth Group in a research note on Wednesday, January 28th. Evercore upgraded shares of UnitedHealth Group to a “strong-buy” rating in a research note on Tuesday, January 6th. KeyCorp reiterated an “overweight” rating on shares of UnitedHealth Group in a research note on Wednesday, January 28th. Finally, Barclays decreased their price objective on shares of UnitedHealth Group from $391.00 to $327.00 and set an “overweight” rating for the company in a research report on Friday, January 30th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating, seven have issued a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat.com, UnitedHealth Group presently has an average rating of “Moderate Buy” and a consensus price target of $363.38.

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.