2,412 Shares in UnitedHealth Group Incorporated $UNH Bought by Keudell Morrison Wealth Management

Keudell Morrison Wealth Management purchased a new position in UnitedHealth Group Incorporated (NYSE:UNH) during the 4th quarter, Holdings Channel.com reports. The firm purchased 2,412 shares of the healthcare conglomerate’s stock, valued at approximately $796,000.

Several other large investors also recently bought and sold shares of the business. Wilian Securities LLC purchased a new position in UnitedHealth Group during the fourth quarter worth $420,000. Ignite Planners LLC boosted its stake in UnitedHealth Group by 8.2% during the fourth quarter. Ignite Planners LLC now owns 1,249 shares of the healthcare conglomerate’s stock worth $412,000 after buying an additional 95 shares during the period. Axxcess Wealth Management LLC boosted its stake in UnitedHealth Group by 405.4% during the fourth quarter. Axxcess Wealth Management LLC now owns 92,444 shares of the healthcare conglomerate’s stock worth $30,519,000 after buying an additional 74,153 shares during the period. Cvfg LLC boosted its stake in UnitedHealth Group by 13.4% during the fourth quarter. Cvfg LLC now owns 828 shares of the healthcare conglomerate’s stock worth $273,000 after buying an additional 98 shares during the period. Finally, Midwest Financial Partners Investments Inc. purchased a new position in UnitedHealth Group during the fourth quarter worth $454,000. Institutional investors own 87.86% of the company’s stock.

Analyst Upgrades and Downgrades

Several research analysts have commented on UNH shares. Piper Sandler reaffirmed an “overweight” rating on shares of UnitedHealth Group in a research note on Tuesday, January 27th. TD Cowen boosted their target price on shares of UnitedHealth Group from $311.00 to $337.00 and gave the company a “hold” rating in a research note on Thursday, April 23rd. KeyCorp reissued an “overweight” rating on shares of UnitedHealth Group in a research note on Wednesday, January 28th. Weiss Ratings raised shares of UnitedHealth Group from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Thursday, May 7th. Finally, Erste Group Bank raised shares of UnitedHealth Group from a “hold” rating to a “buy” rating in a research note on Monday, April 27th. One analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, six have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $385.39.

Key Headlines Impacting UnitedHealth Group

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

• Positive Sentiment: Mizuho raised its price target on UnitedHealth Group to $440 from $410 and kept an Outperform rating, signaling renewed confidence in the managed-care leader and supporting the stock’s rebound narrative. Article Title
• Positive Sentiment: Zacks Research raised multiple forward EPS estimates for UNH, including FY2027 and FY2028, which suggests analysts see earnings momentum continuing over the next couple of years. Article Title
• Positive Sentiment: Several commentary pieces highlighted UnitedHealth as a strong value opportunity and a likely beneficiary of managed care growth outpacing the broader economy, reinforcing the bullish investment case. Article Title
• Neutral Sentiment: Coverage noting that UNH is up since its last earnings report reflects continued post-earnings optimism, but it does not add a new company-specific catalyst. Article Title
• Negative Sentiment: News that Berkshire Hathaway sold its UnitedHealth stake pressured sentiment, as some investors viewed the exit as a vote of no confidence despite broader analyst optimism. Article Title

Insider Activity at UnitedHealth Group

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of the stock in a transaction dated Thursday, April 23rd. The shares were sold at an average price of $355.00, for a total transaction of $284,000.00. Following the completion of the sale, the chief executive officer directly owned 17,805 shares of the company’s stock, valued at approximately $6,320,775. This represents a 4.30% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Insiders own 0.28% of the company’s stock.

UnitedHealth Group Stock Performance

UNH stock opened at $382.36 on Friday. The company has a debt-to-equity ratio of 0.69, a current ratio of 0.80 and a quick ratio of 0.80. The business has a 50-day moving average price of $324.87 and a 200 day moving average price of $319.15. The company has a market capitalization of $347.24 billion, a P/E ratio of 28.88, a PEG ratio of 1.65 and a beta of 0.64. UnitedHealth Group Incorporated has a 1-year low of $234.60 and a 1-year high of $404.15.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings data 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. The firm had revenue of $111.65 billion during the quarter, compared to the consensus estimate of $109.84 billion. UnitedHealth Group had a return on equity of 14.65% and a net margin of 2.68%.The firm’s quarterly revenue was up 2.0% on a year-over-year basis. During the same period in the previous year, the company posted $7.20 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. As a group, equities research analysts forecast that UnitedHealth Group Incorporated will post 18.29 EPS for the current fiscal 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 given a dividend of $2.21 per share. 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 is presently 66.77%.

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.