Cooke & Bieler LP Sells 19,600 Shares of UnitedHealth Group Incorporated $UNH

Cooke & Bieler LP trimmed its position in UnitedHealth Group Incorporated (NYSE:UNH) by 5.4% in the 4th quarter, Holdings Channel.com reports. The fund owned 344,824 shares of the healthcare conglomerate’s stock after selling 19,600 shares during the quarter. Cooke & Bieler LP’s holdings in UnitedHealth Group were worth $113,830,000 as of its most recent SEC filing.

Several other hedge funds also recently added to or reduced their stakes in the business. Fisher Asset Management LLC increased its position in shares of UnitedHealth Group by 0.8% in the 4th quarter. Fisher Asset Management LLC now owns 5,293,622 shares of the healthcare conglomerate’s stock valued at $1,747,478,000 after acquiring an additional 41,173 shares during the period. Rooted Wealth Advisors Inc. increased its holdings in shares of UnitedHealth Group by 3.7% in the fourth quarter. Rooted Wealth Advisors Inc. now owns 2,652 shares of the healthcare conglomerate’s stock valued at $875,000 after purchasing an additional 95 shares during the period. Sectoral Asset Management Inc. lifted its holdings in shares of UnitedHealth Group by 0.4% during the fourth quarter. Sectoral Asset Management Inc. now owns 13,595 shares of the healthcare conglomerate’s stock worth $4,488,000 after purchasing an additional 50 shares during the period. 44 Wealth Management LLC increased its holdings in UnitedHealth Group by 28.6% in the 4th quarter. 44 Wealth Management LLC now owns 1,730 shares of the healthcare conglomerate’s stock worth $571,000 after buying an additional 385 shares during the period. Finally, CYBER HORNET ETFs LLC lifted its stake in UnitedHealth Group by 8.9% during the 4th quarter. CYBER HORNET ETFs LLC now owns 2,693 shares of the healthcare conglomerate’s stock valued at $889,000 after acquiring an additional 220 shares during the period. 87.86% of the stock is owned by institutional investors and hedge funds.

UnitedHealth Group Price Performance

NYSE:UNH opened at $388.42 on Tuesday. UnitedHealth Group Incorporated has a 52 week low of $234.60 and a 52 week high of $404.15. 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 $352.74 billion, a PE ratio of 29.34, a price-to-earnings-growth ratio of 1.67 and a beta of 0.64. The stock’s 50-day moving average price is $329.15 and its 200-day moving average price is $319.94.

UnitedHealth Group (NYSE:UNH) last posted its earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 EPS for the quarter, beating analysts’ consensus estimates of $6.76 by $0.47. UnitedHealth Group had a return on equity of 14.65% and a net margin of 2.68%.The firm had revenue of $111.65 billion for the quarter, compared to analysts’ expectations of $109.84 billion. During the same period last year, the firm earned $7.20 EPS. The company’s quarterly revenue was up 2.0% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. As a group, equities analysts expect that UnitedHealth Group Incorporated will post 18.29 EPS for the current fiscal year.

Insiders Place Their Bets

In related news, CEO Patrick Hugh Conway sold 800 shares of the firm’s stock in a transaction dated Thursday, April 23rd. The shares were sold at an average price of $355.00, for a total value of $284,000.00. Following the transaction, the chief executive officer directly owned 17,805 shares of the company’s stock, valued at approximately $6,320,775. This trade represents a 4.30% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Corporate insiders own 0.28% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts recently issued reports on UNH shares. Piper Sandler restated an “overweight” rating on shares of UnitedHealth Group in a research report on Tuesday, January 27th. Morgan Stanley increased their price target on UnitedHealth Group from $375.00 to $395.00 and gave the stock an “overweight” rating in a research report on Wednesday, April 22nd. Leerink Partners increased their price target on UnitedHealth Group from $345.00 to $400.00 and gave the stock an “outperform” rating in a research report on Wednesday, April 22nd. Wells Fargo & Company increased their price target on UnitedHealth Group from $370.00 to $397.00 and gave the stock an “overweight” rating in a research report on Wednesday, April 22nd. Finally, Sanford C. Bernstein increased their price target on UnitedHealth Group from $405.00 to $411.00 and gave the stock an “outperform” rating in a research report on Tuesday, April 7th. One research analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $387.57.

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.