ProShare Advisors LLC lifted its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 12.8% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 291,895 shares of the healthcare conglomerate’s stock after acquiring an additional 33,173 shares during the quarter. ProShare Advisors LLC’s holdings in UnitedHealth Group were worth $96,357,000 as of its most recent filing with the Securities and Exchange Commission.
Other institutional investors and hedge funds have also bought and sold shares of the company. Beacon Financial Strategies CORP purchased a new stake in UnitedHealth Group in the 4th quarter worth approximately $26,000. Anfield Capital Management LLC lifted its stake in UnitedHealth Group by 220.0% in the 4th quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate’s stock worth $26,000 after purchasing an additional 55 shares in the last quarter. Joseph Group Capital Management purchased a new stake in UnitedHealth Group in the 4th quarter worth approximately $27,000. Foster Dykema Cabot & Partners LLC lifted its stake in UnitedHealth Group by 69.4% in the 3rd quarter. Foster Dykema Cabot & Partners LLC now owns 83 shares of the healthcare conglomerate’s stock worth $29,000 after purchasing an additional 34 shares in the last quarter. Finally, 1248 Management LLC purchased a new stake in UnitedHealth Group in the 3rd quarter worth approximately $29,000. 87.86% of the stock is currently owned by hedge funds and other institutional investors.
Key Headlines Impacting UnitedHealth Group
Here are the key news stories impacting UnitedHealth Group this week:
- Neutral Sentiment: Berkshire’s exit may be more about portfolio reshuffling under Greg Abel than a clear change in UnitedHealth’s fundamentals, so the selloff could be sentiment-driven rather than purely operational. Reuters: UnitedHealth falls after Berkshire sells stake in health insurer
- Neutral Sentiment: Zacks Research raised its Q1 2027 earnings estimate for UNH to $6.87 per share from $6.77, signaling some analyst confidence ahead of future results. Zacks: UnitedHealth Under the Microscope After Berkshire Pulls the Plug
- Neutral Sentiment: A proposed bill focused on HSA expansion, price transparency, and prescription-drug access could affect managed-care economics over time, but it is still early-stage and not an immediate catalyst. Quiver Quantitative: New Bill H.R. 8324
- Negative Sentiment: Multiple reports also highlight UNH’s recent weakness tied to rising medical costs and unfavorable member mix, reinforcing investor concerns that margins may remain pressured. Yahoo Finance: UnitedHealth Group (UNH) Fell 33% as Rising Medical Costs and Member Mix Pressured Earnings
Insider Transactions at UnitedHealth Group
UnitedHealth Group Price Performance
UNH stock opened at $389.19 on Wednesday. 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 Incorporated has a 52 week low of $234.60 and a 52 week high of $404.15. The firm’s fifty day moving average is $320.90 and its 200 day moving average is $318.59. The firm has a market cap of $353.44 billion, a P/E ratio of 29.39, a P/E/G ratio of 1.69 and a beta of 0.64.
UnitedHealth Group (NYSE:UNH – Get Free Report) last released its earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 EPS for the quarter, beating 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 company had revenue of $111.65 billion for the quarter, compared to analyst estimates of $109.84 billion. During the same quarter last year, the firm earned $7.20 EPS. The firm’s quarterly revenue 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 18.29 earnings per share for the current year.
UnitedHealth Group Announces Dividend
The company also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Monday, March 9th were issued a $2.21 dividend. This represents a $8.84 dividend on an annualized basis and a yield of 2.3%. The ex-dividend date of this dividend was Monday, March 9th. UnitedHealth Group’s dividend payout ratio (DPR) is 66.77%.
Wall Street Analyst Weigh In
Several analysts have issued reports on UNH shares. Piper Sandler reiterated an “overweight” rating on shares of UnitedHealth Group in a research note on Tuesday, January 27th. Raymond James Financial raised shares of UnitedHealth Group from a “market perform” rating to an “outperform” rating and set a $330.00 price target on the stock in a report on Wednesday, April 1st. Argus raised shares of UnitedHealth Group from a “hold” rating to a “buy” rating and set a $400.00 price target on the stock in a report on Wednesday, April 22nd. Jefferies Financial Group increased their price target on shares of UnitedHealth Group from $340.00 to $373.00 and gave the stock a “buy” rating in a report on Monday, April 20th. Finally, TD Cowen increased their price target on shares of UnitedHealth Group from $311.00 to $337.00 and gave the stock a “hold” rating in a report on Thursday, April 23rd. One investment analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, six have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, UnitedHealth Group has an average rating of “Moderate Buy” and an average price target of $381.48.
Check Out Our Latest Report on UNH
UnitedHealth Group 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.
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