Inspire Trust Co. N.A. Grows Stake in UnitedHealth Group Incorporated $UNH

Posted by Brian Himes on May 29th, 2026

Inspire Trust Co. N.A. lifted its position in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 17.0% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 20,708 shares of the healthcare conglomerate’s stock after buying an additional 3,008 shares during the period. UnitedHealth Group makes up about 1.1% of Inspire Trust Co. N.A.’s investment portfolio, making the stock its 24th biggest position. Inspire Trust Co. N.A.’s holdings in UnitedHealth Group were worth $6,836,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Beacon Financial Strategies CORP purchased a new position in UnitedHealth Group during the fourth quarter valued at $26,000. Anfield Capital Management LLC lifted its position in UnitedHealth Group by 220.0% during the fourth quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate’s stock valued at $26,000 after purchasing an additional 55 shares in the last quarter. Joseph Group Capital Management purchased a new position in UnitedHealth Group during the fourth quarter valued at $27,000. Foster Dykema Cabot & Partners LLC lifted its position in UnitedHealth Group by 69.4% during the third quarter. Foster Dykema Cabot & Partners LLC now owns 83 shares of the healthcare conglomerate’s stock valued at $29,000 after purchasing an additional 34 shares in the last quarter. Finally, 1248 Management LLC purchased a new position in UnitedHealth Group during the third quarter valued at $29,000. 87.86% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

UNH has been the topic of several research analyst reports. Barclays boosted their price objective on UnitedHealth Group from $373.00 to $429.00 and gave the company an “overweight” rating in a research report on Tuesday. Leerink Partners boosted their price objective on UnitedHealth Group from $345.00 to $400.00 and gave the company an “outperform” rating in a research report on Wednesday, April 22nd. Raymond James Financial upgraded UnitedHealth Group from a “market perform” rating to an “outperform” rating and set a $330.00 price objective on the stock in a research report on Wednesday, April 1st. Mizuho boosted their price objective on UnitedHealth Group from $410.00 to $440.00 and gave the company an “outperform” rating in a research report on Wednesday, May 20th. Finally, Robert W. Baird boosted their price objective on UnitedHealth Group from $278.00 to $287.00 and gave the company an “underperform” rating in a research report on Wednesday, April 22nd. One investment analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, UnitedHealth Group currently has an average rating of “Moderate Buy” and an average price target of $397.63.

View Our Latest Stock Analysis on UNH

Key Stories Impacting UnitedHealth Group

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

Positive Sentiment: Bernstein raised its price target on UnitedHealth Group (UNH) to $492 from $444 and reiterated an Outperform rating, citing an EPS recovery outlook and implying meaningful upside. Article Title
Positive Sentiment: Bernstein also maintained its bullish stance after UnitedHealth’s new, more transparent PBM model, suggesting the move could improve clarity, reliability, and cost competitiveness for the company’s Optum Rx business. Article Title
Positive Sentiment: Coverage from Zacks and other market watchers says UNH is one of the most-tracked stocks right now, which can keep attention on the name and support sentiment if investors expect more upside. Article Title
Neutral Sentiment: Articles comparing UnitedHealth with Molina highlight that Molina’s Medicaid exposure and share gains currently look more attractive to some analysts, but these pieces are more relative-value commentary than a direct negative catalyst for UNH. Article Title
Neutral Sentiment: Seeking Alpha commentary on a possible dividend hike adds a shareholder-return angle, but it does not appear to be based on a confirmed corporate action yet. Article Title
Neutral Sentiment: Recent “trending stock” and “bull case” articles suggest investors are reassessing UNH’s outlook, but they are largely opinion pieces rather than new fundamental developments. Article Title

Insiders Place Their Bets

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of the business’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 transaction of $284,000.00. Following the sale, the chief executive officer directly owned 17,805 shares of the company’s stock, valued at $6,320,775. The trade was a 4.30% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. 0.28% of the stock is owned by insiders.

UnitedHealth Group Price Performance

NYSE:UNH opened at $382.28 on Friday. The business’s 50-day moving average is $334.93 and its 200 day moving average is $321.14. 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 12 month low of $234.60 and a 12 month high of $404.15. The company has a market capitalization of $347.16 billion, a P/E ratio of 28.87, a P/E/G ratio of 1.66 and a beta of 0.64.

UnitedHealth Group (NYSE:UNH – Get Free Report) last issued its quarterly earnings data 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 return on equity of 14.65% and a net margin of 2.68%.The company had revenue of $111.65 billion for the quarter, compared to analysts’ expectations of $109.84 billion. During the same period in the previous year, the firm posted $7.20 earnings per share. The firm’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. On average, equities research analysts forecast that UnitedHealth Group Incorporated will post 18.29 earnings per share for the current fiscal year.

UnitedHealth Group Company Profile

(Free Report)

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.