Absolute Capital Management LLC purchased a new stake in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased 2,222 shares of the healthcare conglomerate’s stock, valued at approximately $734,000.
Several other hedge funds also recently bought and sold shares of the company. Founders Capital Management LLC increased its position in UnitedHealth Group by 3.0% in the 4th quarter. Founders Capital Management LLC now owns 982 shares of the healthcare conglomerate’s stock worth $324,000 after purchasing an additional 29 shares during the last quarter. Kellett Wealth Advisors LLC increased its position in UnitedHealth Group by 1.7% in the 4th quarter. Kellett Wealth Advisors LLC now owns 1,746 shares of the healthcare conglomerate’s stock worth $576,000 after purchasing an additional 29 shares during the last quarter. Cooper Financial Group increased its position in UnitedHealth Group by 0.7% in the 4th quarter. Cooper Financial Group now owns 4,338 shares of the healthcare conglomerate’s stock worth $1,432,000 after purchasing an additional 30 shares during the last quarter. Successful Portfolios LLC increased its position in UnitedHealth Group by 2.6% in the 4th quarter. Successful Portfolios LLC now owns 1,194 shares of the healthcare conglomerate’s stock worth $411,000 after purchasing an additional 30 shares during the last quarter. Finally, McLean Asset Management Corp increased its position in UnitedHealth Group by 1.6% in the 4th quarter. McLean Asset Management Corp now owns 2,000 shares of the healthcare conglomerate’s stock worth $670,000 after purchasing an additional 32 shares during the last quarter. 87.86% of the stock is owned by institutional investors and hedge funds.
Key UnitedHealth Group News
Here are the key news stories impacting UnitedHealth Group this week:
- Positive Sentiment: UnitedHealth announced it will report second-quarter 2026 results on July 16, with a conference call the same morning. While this is not a financial update itself, it gives investors a clear catalyst to watch and often keeps attention on the stock. UnitedHealth Group Announces Earnings Release Date
- Positive Sentiment: Analysts remain constructive: JPMorgan reportedly raised its price target on UNH, Erste Group increased FY2027 EPS estimates, and Mizuho boosted its target to $460 while reiterating an Outperform rating. That suggests Wall Street sees more earnings upside ahead. Mizuho Boosts UnitedHealth (UNH) Target as Managed Care Outlook Improves
- Positive Sentiment: UnitedHealth also announced a dividend increase, reinforcing its appeal as a defensive, income-producing healthcare stock. 3 Stocks That Announced Dividend Hikes Amid Geopolitical Tensions
- Positive Sentiment: The stock recently hit a 52-week high, reflecting a strong rebound from last year’s weakness and signaling momentum-driven buying interest. UnitedHealth Group Just Hit a 52-Week High. Is It Too Late to Buy This Soaring Stock?
- Neutral Sentiment: Recent articles also noted that UNH remains a “top-ranked momentum stock” and a “moderate buy” among brokerages, which supports the stock but does not by itself change fundamentals. UnitedHealth Group (UNH) is a Top-Ranked Momentum Stock: Should You Buy?
UnitedHealth Group Price Performance
UnitedHealth Group (NYSE:UNH – Get Free Report) last announced its earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share for the quarter, beating the consensus estimate 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 during the quarter, compared to the consensus estimate of $109.84 billion. During the same quarter in the prior year, the company earned $7.20 EPS. The firm’s revenue for the quarter was up 2.0% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Research analysts predict that UnitedHealth Group Incorporated will post 18.32 earnings per share for the current year.
UnitedHealth Group Increases Dividend
The firm also recently announced a quarterly dividend, which will be paid on Tuesday, June 23rd. Investors of record on Monday, June 15th will be paid a dividend of $2.32 per share. This represents a $9.28 annualized dividend and a yield of 2.3%. The ex-dividend date is Monday, June 15th. This is a positive change from UnitedHealth Group’s previous quarterly dividend of $2.21. UnitedHealth Group’s dividend payout ratio is currently 66.77%.
Insider Activity at UnitedHealth Group
In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of the firm’s stock in a transaction that occurred 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 sale, the chief executive officer owned 17,805 shares in the company, valued at approximately $6,320,775. This trade represents a 4.30% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Corporate insiders own 0.28% of the company’s stock.
Analyst Upgrades and Downgrades
Several research analysts have weighed in on UNH shares. Jefferies Financial Group upped their target price on UnitedHealth Group from $340.00 to $373.00 and gave the stock a “buy” rating in a research report on Monday, April 20th. Raymond James Financial upgraded UnitedHealth Group from a “market perform” rating to an “outperform” rating and set a $330.00 price target for the company in a research note on Wednesday, April 1st. Mizuho upped their price target on UnitedHealth Group from $440.00 to $460.00 and gave the stock an “outperform” rating in a research note on Monday. Wells Fargo & Company upped their price target on UnitedHealth Group from $370.00 to $397.00 and gave the stock an “overweight” rating in a research note on Wednesday, April 22nd. Finally, Oppenheimer upped their price target on UnitedHealth Group from $385.00 to $405.00 and gave the stock an “outperform” rating in a research note on Wednesday, April 22nd. One research analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, five have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, UnitedHealth Group has an average rating of “Moderate Buy” and a consensus target price of $407.17.
Read Our Latest Stock Analysis on UnitedHealth Group
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.
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