UnitedHealth Group Incorporated $UNH Shares Acquired by BIP Wealth LLC

BIP Wealth LLC increased its position in UnitedHealth Group Incorporated (NYSE:UNH) by 237.9% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 3,065 shares of the healthcare conglomerate’s stock after buying an additional 2,158 shares during the period. BIP Wealth LLC’s holdings in UnitedHealth Group were worth $1,012,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently bought and sold shares of UNH. Guerra Advisors Inc purchased a new position in shares of UnitedHealth Group in the third quarter valued at $1,059,000. Berkshire Hathaway Inc purchased a new position in shares of UnitedHealth Group in the second quarter valued at $1,572,193,000. Carnegie Investment Counsel boosted its stake in shares of UnitedHealth Group by 2.2% in the third quarter. Carnegie Investment Counsel now owns 105,621 shares of the healthcare conglomerate’s stock valued at $36,471,000 after purchasing an additional 2,316 shares during the period. Phoenix Financial Ltd. boosted its stake in UnitedHealth Group by 111.5% during 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. Finally, Money Concepts Capital Corp boosted its stake in UnitedHealth Group by 59.1% during 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. Institutional investors and hedge funds own 87.86% of the company’s stock.

UnitedHealth Group Trading Down 0.5%

UnitedHealth Group stock opened at $306.29 on Thursday. The firm’s 50-day moving average is $282.36 and its 200-day moving average is $318.95. The company has a debt-to-equity ratio of 0.72, a quick ratio of 0.79 and a current ratio of 0.79. UnitedHealth Group Incorporated has a 1 year low of $234.60 and a 1 year high of $606.36. The company has a market cap of $278.02 billion, a P/E ratio of 23.22, a PEG ratio of 1.28 and a beta of 0.40.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share (EPS) for the quarter, topping 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 company 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 for the quarter was up 12.3% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. On average, equities analysts expect that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current year.

UnitedHealth Group Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Investors 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 2.9%. The ex-dividend date of this dividend was Monday, March 9th. UnitedHealth Group’s dividend payout ratio (DPR) is 67.02%.

UnitedHealth Group News Summary

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

• Positive Sentiment: CMS raised 2027 Medicare Advantage payments by ~2.48%, a surprise above street expectations — this directly improves UnitedHealth’s revenue and margin outlook for Medicare Advantage and triggered a broad relief rally across managed-care names. UnitedHealth Rockets 11%, Humana Climbs 9% as Medicare Advantage Rate Decision Crushes Regulatory Fears
• Positive Sentiment: Several sell-side analysts raised price targets and upgraded UNH after the CMS decision (example: BofA and Sanford C. Bernstein moves), contributing to the near-term re-rating and higher trading volume. UnitedHealth Price Target Raised to $337 by BofA After Medicare Advantage Rate Finalization
• Positive Sentiment: Street research and note-writers are quantifying meaningful upside from the CMS move (several pieces estimate billions in incremental revenue/operating profit and reduced downside risk), which supports expectations for margin recovery driven by UnitedHealth’s scale and Optum capabilities. UnitedHealth Could Reprice Soon: The Catalyst Is Here
• Neutral Sentiment: Wall Street remains broadly constructive on UNH: ~75% of covering analysts rate the stock bullishly with a consensus target around $355, and UNH is highlighted among hedge-fund favorites — that supports medium-term investor interest but already implies some upside is priced in. Analysts Remain Confident in UnitedHealth (UNH)’s Growth Initiatives Outside of Its Main Insurance Operations
• Neutral Sentiment: Recent fundamental context: UnitedHealth beat Q4/most-recent EPS estimates and provided FY-level guidance, which underpinned confidence before the CMS news — but consensus EPS forecasts remain materially higher than some boutique analyst raises. UnitedHealth Stock Jumps on Better-Than-Expected Medicare Advantage Rates. Here’s Why the Rally Might Be Short-Lived
• Negative Sentiment: Caution: commentators warn the Medicare tailwind may be partially priced in after the large one-day rally and the stock faces near-term catalysts (upcoming quarterly results) that could reintroduce volatility if guidance or cost trends disappoint. UnitedHealth Stock Jumps on Better-Than-Expected Medicare Advantage Rates. Here’s Why the Rally Might Be Short-Lived
• Negative Sentiment: Macroeconomic and cost risks remain (medical-cost inflation, optical/claims mix, and broader interest-rate/market moves). Those factors plus profit-taking after the run-up explain why UNH has pulled back from its intraday highs. UnitedHealth (UNH) Soars 9.4%: Is Further Upside Left in the Stock?

Wall Street Analyst Weigh In

A number of research analysts have commented on the stock. Truist Financial reduced their price objective on shares of UnitedHealth Group from $410.00 to $370.00 and set a “buy” rating on the stock in a research note on Monday, February 2nd. Weiss Ratings downgraded shares of UnitedHealth Group from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Monday, March 2nd. Oppenheimer reduced their price objective on shares of UnitedHealth Group from $415.00 to $385.00 and set an “outperform” rating on the stock 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. Finally, Wells Fargo & Company reduced their price objective on shares of UnitedHealth Group from $400.00 to $370.00 and set an “overweight” rating on the stock in a research note on Friday, January 30th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating, eight have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $363.42.

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.