UnitedHealth Group Incorporated $UNH Position Raised by Allen Investment Management LLC

Allen Investment Management LLC boosted its position in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 13.1% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,151,090 shares of the healthcare conglomerate’s stock after buying an additional 133,689 shares during the quarter. UnitedHealth Group accounts for approximately 4.2% of Allen Investment Management LLC’s investment portfolio, making the stock its 6th largest position. Allen Investment Management LLC’s holdings in UnitedHealth Group were worth $379,986,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also bought and sold shares of UNH. Brighton Jones LLC increased its holdings in shares of UnitedHealth Group by 176.2% in the 4th quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate’s stock valued at $22,384,000 after acquiring an additional 28,231 shares during the period. Revolve Wealth Partners LLC grew its stake in UnitedHealth Group by 137.1% during the 4th quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate’s stock worth $2,033,000 after buying an additional 2,324 shares during the last quarter. CMT Capital Markets Trading GmbH acquired a new stake in UnitedHealth Group in the 2nd quarter worth approximately $340,000. Flow Traders U.S. LLC purchased a new stake in shares of UnitedHealth Group during the second quarter valued at $356,000. Finally, Jump Financial LLC purchased a new position in shares of UnitedHealth Group in the second quarter worth about $377,000. Hedge funds and other institutional investors own 87.86% of the company’s stock.

Insider Transactions at UnitedHealth Group

In other news, CEO Patrick Hugh Conway sold 800 shares of the stock in a transaction dated Thursday, April 23rd. The shares were sold at an average price of $355.00, for a total transaction of $284,000.00. Following the sale, the chief executive officer owned 17,805 shares of the company’s stock, valued at approximately $6,320,775. This 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 owned by company insiders.

Wall Street Analysts Forecast Growth

Several analysts have commented on the stock. Wells Fargo & Company lifted their price objective on shares of UnitedHealth Group from $370.00 to $397.00 and gave the company an “overweight” rating in a research note on Wednesday, April 22nd. Robert W. Baird boosted their target price on shares of UnitedHealth Group from $278.00 to $287.00 and gave the company an “underperform” rating in a research report on Wednesday, April 22nd. HC Wainwright set a $492.00 target price on shares of UnitedHealth Group in a report on Wednesday, May 27th. Truist Financial boosted their price objective on UnitedHealth Group from $395.00 to $440.00 and gave the company a “buy” rating in a research report on Monday. Finally, Erste Group Bank raised shares of UnitedHealth Group from a “hold” rating to a “buy” rating in a research note on Monday, April 27th. One investment 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. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $399.50.

UnitedHealth Group Stock Down 0.1%

Shares of NYSE UNH opened at $380.03 on Tuesday. The company has a 50 day simple moving average of $338.84 and a 200-day simple moving average of $321.92. UnitedHealth Group Incorporated has a 1 year low of $234.60 and a 1 year high of $404.15. The company has a debt-to-equity ratio of 0.69, a current ratio of 0.80 and a quick ratio of 0.80. The company has a market capitalization of $345.12 billion, a P/E ratio of 28.70, a P/E/G ratio of 1.64 and a beta of 0.64.

UnitedHealth Group (NYSE:UNH) last announced its quarterly 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. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The business had revenue of $111.65 billion during the quarter, compared to analysts’ expectations of $109.84 billion. During the same period last year, the business earned $7.20 earnings per share. The business’s revenue for the quarter was up 2.0% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. On average, equities research analysts predict that UnitedHealth Group Incorporated will post 18.29 earnings per share for the current year.

Key Headlines Impacting UnitedHealth Group

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

• Positive Sentiment: Truist raised its price target on UnitedHealth Group (UNH) from $395 to $440 and kept a buy rating, reinforcing Wall Street’s confidence in the stock’s upside. Benzinga report on Truist price target increase
• Positive Sentiment: UnitedHealth said it will eliminate nearly two-thirds of pediatric prior authorizations by year-end, a move that could reduce paperwork, speed care access, and improve provider relations. Can UnitedHealth’s Pediatric Authorization Cuts Ease Care Delays?
• Positive Sentiment: Several recent commentary pieces highlighted UNH as a durable long-term cash-flow generator, which may be supporting investor sentiment around its healthcare scale and recurring demand. 247WallSt article
• Neutral Sentiment: Market commentary and social-media trading chatter showed continued interest in UNH, with traders pointing to support around the mid-$300s and upside targets near $400-$420, but this is more technical sentiment than a fundamental catalyst. Quiver Quantitative discussion summary
• Negative Sentiment: Massachusetts filed a lawsuit accusing UnitedHealth of inflating Medicaid patient risk scores to secure higher payments, adding legal, reputational, and reimbursement risk for the company. UnitedHealth Lawsuit Raises Fresh Questions On Medicaid Revenue And Investor Risk
• Negative Sentiment: Separate reporting on allegations tied to UnitedHealthcare’s Medicare Advantage advertising practices keeps regulatory scrutiny in focus, which can weigh on investor confidence. GlobeNewswire article

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.