Allen Capital Group LLC Acquires 1,949 Shares of UnitedHealth Group Incorporated $UNH

Allen Capital Group LLC grew its position in UnitedHealth Group Incorporated (NYSE:UNH) by 10.4% during the 4th quarter, Holdings Channel.com reports. The firm owned 20,759 shares of the healthcare conglomerate’s stock after purchasing an additional 1,949 shares during the period. Allen Capital Group LLC’s holdings in UnitedHealth Group were worth $6,853,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds also recently made changes to their positions in UNH. Beacon Financial Strategies CORP acquired a new position in shares of UnitedHealth Group in the fourth quarter valued at approximately $26,000. Anfield Capital Management LLC grew its position in shares of UnitedHealth Group by 220.0% in the fourth quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate’s stock valued at $26,000 after purchasing an additional 55 shares during the last quarter. Joseph Group Capital Management acquired a new position in shares of UnitedHealth Group in the fourth quarter valued at approximately $27,000. Foster Dykema Cabot & Partners LLC grew its position in shares of UnitedHealth Group by 69.4% in the third quarter. Foster Dykema Cabot & Partners LLC now owns 83 shares of the healthcare conglomerate’s stock valued at $29,000 after purchasing an additional 34 shares during the last quarter. Finally, 1248 Management LLC acquired a new stake in UnitedHealth Group during the third quarter worth approximately $29,000. Institutional investors and hedge funds own 87.86% of the company’s stock.

Insider Activity at UnitedHealth Group

In other news, CEO Patrick Hugh Conway sold 800 shares of the stock in a transaction on 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 transaction, the chief executive officer directly owned 17,805 shares in the company, valued at approximately $6,320,775. This represents a 4.30% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders own 0.28% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities research analysts recently issued reports on the company. UBS Group increased their price target on UnitedHealth Group from $410.00 to $460.00 and gave the stock a “buy” rating in a research report on Friday. Royal Bank Of Canada increased their price target on UnitedHealth Group from $361.00 to $400.00 and gave the stock an “outperform” rating in a research report on Wednesday, April 22nd. Barclays increased their price target on UnitedHealth Group from $327.00 to $373.00 and gave the stock an “overweight” rating in a research report on Wednesday, April 22nd. TD Cowen increased their price target on UnitedHealth Group from $311.00 to $337.00 and gave the stock a “hold” rating in a research report on Thursday, April 23rd. Finally, Argus raised UnitedHealth Group from a “hold” rating to a “buy” rating and set a $400.00 price target on the stock in a research report on Wednesday, April 22nd. One research analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, UnitedHealth Group has a consensus rating of “Moderate Buy” and a consensus price target of $387.57.

UnitedHealth Group Trading Down 0.0%

Shares of UNH stock opened at $388.42 on Monday. The stock’s fifty day moving average price is $326.93 and its two-hundred day moving average price is $319.53. The company has a market cap of $352.74 billion, a PE ratio of 29.34, a P/E/G ratio of 1.67 and a beta of 0.64. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $404.15. The company has a debt-to-equity ratio of 0.69, a quick ratio of 0.80 and a current ratio of 0.80.

UnitedHealth Group (NYSE:UNH) last issued its earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share for the quarter, beating analysts’ consensus estimates of $6.76 by $0.47. The firm had revenue of $111.65 billion for the quarter, compared to the consensus estimate 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% compared to the same quarter last year. During the same quarter last year, the business posted $7.20 EPS. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Equities analysts predict that UnitedHealth Group Incorporated will post 18.29 EPS for the current fiscal year.

UnitedHealth Group Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Monday, March 9th were paid a $2.21 dividend. This represents a $8.84 dividend on an annualized basis and a dividend yield of 2.3%. The ex-dividend date was Monday, March 9th. UnitedHealth Group’s dividend payout ratio is presently 66.77%.

UnitedHealth Group News Roundup

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

• Positive Sentiment: UBS raised its price target on UnitedHealth Group to $460 from $410 and reiterated a Buy rating, signaling meaningful upside from current levels. Benzinga report on UBS target increase
• Positive Sentiment: UnitedHealth was highlighted by multiple outlets as a high-quality stock and a turnaround bet, with commentary noting that managed care is outgrowing the broader economy and that the company is benefiting from AI adoption in operations. Motley Fool article on AI and turnaround
• Neutral Sentiment: UnitedHealth also appeared in a hedge-fund “high quality stocks” list and a Goldman Sachs conviction-list discussion, which supports the stock’s investment case but does not change fundamentals on its own. InsiderMonkey article on turnaround case
• Negative Sentiment: There is still headline risk around Medicare Advantage overpayments, with a Congressional committee estimating about $7 billion annually in excess payments to private insurers, which could keep regulatory scrutiny on managed-care names like UNH. 247WallSt article on Medicare Advantage overpayments
• Negative Sentiment: Recent discussion also noted that Berkshire-linked selling contributed to a prior stock slide, underscoring that investor sentiment can still turn quickly. Barchart article on Berkshire stake sale

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.