Gabelli Funds LLC trimmed its stake in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 18.6% during the 4th quarter, HoldingsChannel.com reports. The firm owned 17,890 shares of the healthcare conglomerate’s stock after selling 4,095 shares during the period. Gabelli Funds LLC’s holdings in UnitedHealth Group were worth $5,906,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
A number of other hedge funds and other institutional investors also recently made changes to their positions in UNH. Beacon Financial Strategies CORP bought a new position in shares of UnitedHealth Group during the 4th quarter worth about $26,000. Anfield Capital Management LLC lifted its holdings in shares of UnitedHealth Group by 220.0% during the 4th quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate’s stock worth $26,000 after acquiring an additional 55 shares during the period. Joseph Group Capital Management bought a new position in shares of UnitedHealth Group during the 4th quarter worth about $27,000. Foster Dykema Cabot & Partners LLC lifted its holdings in shares of UnitedHealth Group by 69.4% during the 3rd quarter. Foster Dykema Cabot & Partners LLC now owns 83 shares of the healthcare conglomerate’s stock worth $29,000 after acquiring an additional 34 shares during the period. Finally, 1248 Management LLC bought a new position in shares of UnitedHealth Group during the 3rd quarter worth about $29,000. 87.86% of the stock is owned by institutional investors.
More UnitedHealth Group News
Here are the key news stories impacting UnitedHealth Group this week:
- Positive Sentiment: Mizuho raised its price target on UnitedHealth to $440 from $410 and kept an Outperform rating, signaling confidence that the managed care sector’s recent weakness is easing. Article Title
- Positive Sentiment: Analysts at Zacks Research lifted estimates across multiple future periods, including FY2027 EPS to $20.52 from $19.76 and FY2028 EPS to $22.75, reinforcing expectations for strong earnings power ahead. Article Title
- Positive Sentiment: Additional commentary from Wall Street suggests UNH could regain momentum over the next 12 months as investors look past the Berkshire-driven volatility. Article Title
- Neutral Sentiment: News about Berkshire Hathaway reshuffling its portfolio, including exiting UnitedHealth, is weighing on sentiment, but the move appears driven by Berkshire’s broader allocation changes rather than a new company-specific warning. Article Title
- Negative Sentiment: UnitedHealth remains under scrutiny after Berkshire Hathaway fully exited its stake, which has sparked selling pressure and renewed concerns about near-term headwinds for the stock. Article Title
Insiders Place Their Bets
Analyst Upgrades and Downgrades
A number of equities analysts have recently commented on UNH shares. UBS Group reduced their price objective on shares of UnitedHealth Group from $430.00 to $410.00 and set a “buy” rating for the company in a report on Wednesday, January 28th. Erste Group Bank upgraded shares of UnitedHealth Group from a “hold” rating to a “buy” rating in a research report on Monday, April 27th. JPMorgan Chase & Co. increased their target price on shares of UnitedHealth Group from $389.00 to $420.00 and gave the stock an “overweight” rating in a research report on Tuesday, April 28th. Robert W. Baird increased their target price on shares of UnitedHealth Group from $278.00 to $287.00 and gave the stock an “underperform” rating in a research report on Wednesday, April 22nd. Finally, HSBC upgraded shares of UnitedHealth Group from a “reduce” rating to a “hold” rating and set a $300.00 target price for the company in a research report on Tuesday, April 7th. One investment analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating, six have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, UnitedHealth Group presently has an average rating of “Moderate Buy” and an average target price of $385.39.
Get Our Latest Stock Analysis on UNH
UnitedHealth Group Stock Down 1.5%
Shares of NYSE UNH opened at $383.30 on Thursday. The firm has a market capitalization of $348.09 billion, a PE ratio of 28.95, a price-to-earnings-growth ratio of 1.68 and a beta of 0.64. The company has a current ratio of 0.80, a quick ratio of 0.80 and a debt-to-equity ratio of 0.69. UnitedHealth Group Incorporated has a 1 year low of $234.60 and a 1 year high of $404.15. The firm’s 50-day moving average is $322.87 and its 200-day moving average is $318.86.
UnitedHealth Group (NYSE:UNH – Get Free Report) last issued its earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share (EPS) for the quarter, beating the consensus estimate of $6.76 by $0.47. The company had revenue of $111.65 billion for the quarter, compared to analyst estimates of $109.84 billion. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The company’s revenue for the quarter was up 2.0% on a year-over-year basis. During the same quarter last year, the firm earned $7.20 EPS. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Equities analysts expect that UnitedHealth Group Incorporated will post 18.29 EPS for the current year.
UnitedHealth Group Announces Dividend
The firm also recently announced a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Monday, March 9th were paid a $2.21 dividend. This represents a $8.84 annualized dividend and a dividend 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%.
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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