UnitedHealth Group Incorporated $UNH Shares Sold by OLD National Bancorp IN

OLD National Bancorp IN trimmed its position in UnitedHealth Group Incorporated (NYSE:UNH) by 5.6% during the 4th quarter, Holdings Channel.com reports. The fund owned 47,266 shares of the healthcare conglomerate’s stock after selling 2,806 shares during the period. OLD National Bancorp IN’s holdings in UnitedHealth Group were worth $15,603,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also modified their holdings of the company. Axis Wealth Partners LLC increased its holdings in UnitedHealth Group by 1.7% in the 3rd quarter. Axis Wealth Partners LLC now owns 1,631 shares of the healthcare conglomerate’s stock worth $563,000 after buying an additional 28 shares during the period. Founders Capital Management LLC boosted its holdings in shares of UnitedHealth Group by 3.0% in the 4th quarter. Founders Capital Management LLC now owns 982 shares of the healthcare conglomerate’s stock valued at $324,000 after acquiring an additional 29 shares during the last quarter. Kellett Wealth Advisors LLC raised its holdings in shares of UnitedHealth Group by 1.7% during the fourth 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 boosted its holdings in UnitedHealth Group by 0.7% in the fourth quarter. Cooper Financial Group now owns 4,338 shares of the healthcare conglomerate’s stock valued at $1,432,000 after purchasing an additional 30 shares during the last quarter. Finally, Successful Portfolios LLC grew its position in UnitedHealth Group by 2.6% during 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 period. 87.86% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of analysts have recently commented on the company. Evercore upgraded UnitedHealth Group to a “strong-buy” rating in a research note on Tuesday, January 6th. Weiss Ratings lowered UnitedHealth Group from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Monday, March 2nd. Mizuho cut their target price on shares of UnitedHealth Group from $430.00 to $350.00 and set an “outperform” rating for the company in a report on Thursday, February 5th. Leerink Partners increased their price target on shares of UnitedHealth Group from $345.00 to $400.00 and gave the stock an “outperform” rating in a report on Wednesday. Finally, Oppenheimer lifted their price objective on shares of UnitedHealth Group from $385.00 to $405.00 and gave the company an “outperform” rating in a report on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating, seven have given a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, UnitedHealth Group currently has a consensus rating of “Moderate Buy” and a consensus target price of $377.68.

UnitedHealth Group Stock Performance

UNH opened at $352.34 on Thursday. The company has a market cap of $319.81 billion, a price-to-earnings ratio of 26.65, a PEG ratio of 1.53 and a beta of 0.40. The firm’s fifty day simple moving average is $290.76 and its two-hundred day simple moving average is $317.09. The company has a quick ratio of 0.79, a current ratio of 0.80 and a debt-to-equity ratio of 0.69. UnitedHealth Group Incorporated has a 52-week low of $234.60 and a 52-week high of $429.90.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share for the quarter, topping the consensus estimate of $6.76 by $0.47. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. 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 firm earned $7.20 EPS. The company’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. Equities analysts anticipate that UnitedHealth Group Incorporated will post 18.43 earnings per share for the current fiscal year.

UnitedHealth Group Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Monday, March 9th were issued a $2.21 dividend. The ex-dividend date was Monday, March 9th. This represents a $8.84 dividend on an annualized basis and a yield of 2.5%. UnitedHealth Group’s dividend payout ratio is presently 67.02%.

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: Q1 beat and guidance raise — UNH reported a Q1 EPS beat and raised FY 2026 adjusted EPS guidance to above $18.25, citing improved medical-cost trends and revenue growth; that beat-and-raise is the primary driver of the intraday rally. UNH Q1 Deep Dive
• Positive Sentiment: Analyst upgrades and price‑target increases — Several firms (Argus, Morgan Stanley, RBC, Oppenheimer, Wells Fargo, Truist, Barclays, Jefferies) raised ratings or targets after the quarter, supporting further upside expectations. Analysts Increase Forecasts
• Positive Sentiment: Optum and AI investments as growth catalysts — Management outlined heavy investment in AI (about $1.5B) and growing throughput on the Optum Real claims platform, which management says will improve operating leverage and margins over time. UNH AI/Optum Real
• Positive Sentiment: Unusual bullish options activity — Elevated call volume (roughly 164k calls, ~30% above average) signals speculative and possibly institutional bullish positioning, which can amplify near‑term momentum.
• Neutral Sentiment: Market and media analysis — Multiple deep‑dive pieces and transcripts are out summarizing the quarter and management’s turnaround plan; useful for investors but largely restate the beat-and-raise. Earnings Call Transcript
• Negative Sentiment: Regulatory / program uncertainty — UnitedHealth flagged “challenges” with the Medicare obesity‑drug pilot program, creating uncertainty about future uptake or coverage that could affect medical costs or utilization. Reuters: Obesity Drug Pilot
• Negative Sentiment: Ongoing cost risk — Management and analysts still cite the risk that medical-cost trends could reaccelerate; investors should watch subsequent MCR (medical care ratio) prints and membership trends.
• Negative Sentiment: Not all analysts are uniformly bullish — One firm (Robert W. Baird) maintained an underperform stance with a lower target, a reminder that valuation and execution risk remain.

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.