Fideuram Intesa Sanpaolo Private Banking S.P.A. Buys New Position in UnitedHealth Group Incorporated $UNH

Fideuram Intesa Sanpaolo Private Banking S.P.A. bought a new stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 4,327 shares of the healthcare conglomerate’s stock, valued at approximately $1,428,000.

Several other hedge funds also recently added to or reduced their stakes in the business. Founders Capital Management LLC increased its position in UnitedHealth Group by 3.0% during the 4th quarter. Founders Capital Management LLC now owns 982 shares of the healthcare conglomerate’s stock valued at $324,000 after buying an additional 29 shares in the last quarter. Kellett Wealth Advisors LLC increased its position in UnitedHealth Group by 1.7% during the 4th quarter. Kellett Wealth Advisors LLC now owns 1,746 shares of the healthcare conglomerate’s stock valued at $576,000 after buying an additional 29 shares in the last quarter. Cooper Financial Group increased its position in UnitedHealth Group by 0.7% during the 4th quarter. Cooper Financial Group now owns 4,338 shares of the healthcare conglomerate’s stock valued at $1,432,000 after buying an additional 30 shares in the last quarter. Successful Portfolios LLC increased 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 valued at $411,000 after buying an additional 30 shares in the last quarter. Finally, Auxano Advisors LLC increased its holdings in shares of UnitedHealth Group by 3.4% in the third quarter. Auxano Advisors LLC now owns 964 shares of the healthcare conglomerate’s stock valued at $333,000 after purchasing an additional 32 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 research analysts have recently weighed in on the company. Barclays increased their price objective on UnitedHealth Group from $327.00 to $373.00 and gave the company an “overweight” rating in a report on Wednesday, April 22nd. Leerink Partners increased their price objective on UnitedHealth Group from $345.00 to $400.00 and gave the company an “outperform” rating in a report on Wednesday, April 22nd. TD Cowen increased their price objective on UnitedHealth Group from $311.00 to $337.00 and gave the company a “hold” rating in a report on Thursday, April 23rd. Sanford C. Bernstein increased their price objective on UnitedHealth Group from $405.00 to $411.00 and gave the company an “outperform” rating in a report on Tuesday, April 7th. Finally, UBS Group cut their price objective on UnitedHealth Group from $430.00 to $410.00 and set a “buy” rating on the stock in a report on Wednesday, January 28th. One equities research 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 given a Sell rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $385.39.

UnitedHealth Group News Summary

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 Transactions at UnitedHealth Group

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

UnitedHealth Group Stock Down 0.2%

Shares of UNH opened at $382.36 on Friday. UnitedHealth Group Incorporated has a 52 week low of $234.60 and a 52 week high of $404.15. The company has a quick ratio of 0.80, a current ratio of 0.80 and a debt-to-equity ratio of 0.69. The company has a market capitalization of $347.24 billion, a price-to-earnings ratio of 28.88, a PEG ratio of 1.65 and a beta of 0.64. The stock’s 50-day moving average price is $324.87 and its 200-day moving average price is $319.15.

UnitedHealth Group (NYSE:UNH) last issued its earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 EPS for the quarter, topping analysts’ consensus estimates of $6.76 by $0.47. The firm had revenue of $111.65 billion for 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 company’s revenue was up 2.0% compared to the same quarter last year. During the same quarter in the prior year, the business earned $7.20 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. On average, sell-side analysts predict that UnitedHealth Group Incorporated will post 18.29 EPS for the current year.

UnitedHealth Group Dividend Announcement

The firm 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. The ex-dividend date was Monday, March 9th. This represents a $8.84 dividend on an annualized basis and a yield of 2.3%. UnitedHealth Group’s dividend payout ratio is currently 66.77%.

About UnitedHealth Group

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.