Waterloo Capital L.P. Trims Stake in UnitedHealth Group Incorporated $UNH

Waterloo Capital L.P. decreased its position in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 64.8% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 2,131 shares of the healthcare conglomerate’s stock after selling 3,929 shares during the period. Waterloo Capital L.P.’s holdings in UnitedHealth Group were worth $704,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently made changes to their positions in the stock. Vanguard Group Inc. grew its stake in shares of UnitedHealth Group by 1.1% in the 4th quarter. Vanguard Group Inc. now owns 91,600,260 shares of the healthcare conglomerate’s stock worth $30,238,162,000 after buying an additional 995,210 shares during the last quarter. Capital World Investors grew its stake in shares of UnitedHealth Group by 18.8% in the 3rd quarter. Capital World Investors now owns 21,766,922 shares of the healthcare conglomerate’s stock worth $7,516,107,000 after buying an additional 3,439,182 shares during the last quarter. Capital International Investors grew its stake in shares of UnitedHealth Group by 11.1% in the 3rd quarter. Capital International Investors now owns 17,499,949 shares of the healthcare conglomerate’s stock worth $6,042,710,000 after buying an additional 1,747,337 shares during the last quarter. Norges Bank purchased a new stake in shares of UnitedHealth Group in the 4th quarter worth approximately $4,376,167,000. Finally, Capital Research Global Investors grew its stake in shares of UnitedHealth Group by 126.9% in the 3rd quarter. Capital Research Global Investors now owns 13,042,049 shares of the healthcare conglomerate’s stock worth $4,503,419,000 after buying an additional 7,293,009 shares during the last quarter. Hedge funds and other institutional investors own 87.86% of the company’s stock.

UnitedHealth Group Trading Down 0.1%

Shares of UnitedHealth Group stock opened at $380.03 on Tuesday. The firm has a market cap of $345.12 billion, a price-to-earnings ratio of 28.70, a PEG ratio of 1.64 and a beta of 0.64. The business has a 50-day moving average price of $338.84 and a 200-day moving average price of $321.92. The company has a quick ratio of 0.80, a current ratio of 0.80 and a debt-to-equity ratio of 0.69. UnitedHealth Group Incorporated has a twelve month low of $234.60 and a twelve month high of $404.15.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share for the quarter, beating analysts’ consensus estimates of $6.76 by $0.47. The firm had revenue of $111.65 billion during the quarter, compared to analyst estimates of $109.84 billion. UnitedHealth Group had a return on equity of 14.65% and a net margin of 2.68%.The business’s quarterly revenue was up 2.0% compared to the same quarter last year. During the same quarter last year, the business posted $7.20 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Equities research analysts anticipate that UnitedHealth Group Incorporated will post 18.29 EPS for the current fiscal year.

Wall Street Analyst Weigh In

Several brokerages have commented on UNH. Erste Group Bank upgraded UnitedHealth Group from a “hold” rating to a “buy” rating in a research note on Monday, April 27th. Wells Fargo & Company increased their target price on UnitedHealth Group from $370.00 to $397.00 and gave the company an “overweight” rating in a research note on Wednesday, April 22nd. Mizuho increased their target price on UnitedHealth Group from $410.00 to $440.00 and gave the company an “outperform” rating in a research note on Wednesday, May 20th. TD Cowen increased their target price on UnitedHealth Group from $311.00 to $337.00 and gave the company a “hold” rating in a research note on Thursday, April 23rd. Finally, Robert W. Baird increased their target price on UnitedHealth Group from $278.00 to $287.00 and gave the company an “underperform” rating in a research note on Wednesday, April 22nd. One analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $399.50.

Insider Buying and Selling

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of the firm’s stock in a transaction dated Thursday, April 23rd. The shares were sold at an average price of $355.00, for a total value of $284,000.00. Following the completion of the sale, the chief executive officer owned 17,805 shares of the company’s stock, valued at $6,320,775. This trade represents a 4.30% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Corporate insiders own 0.28% of the company’s stock.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: Truist Financial raised its price target on UnitedHealth Group to $440 from $395 and reiterated a buy rating, signaling confidence in further upside for UNH. Benzinga
• Positive Sentiment: Analyst and market commentary remains constructive on UnitedHealth as a long-term cash-flow generator, with some notes calling it a strong buy-and-hold healthcare name. 24/7 Wall St.
• Positive Sentiment: UnitedHealth said it will eliminate nearly two-thirds of pediatric prior authorizations by year-end, a move that could improve care access and reduce friction with providers. Yahoo Finance
• Neutral Sentiment: Recent dividend-growth commentary compared UNH favorably with CVS, but framed the investment case more around growth than yield, so it is not a direct catalyst. The Motley Fool
• Negative Sentiment: Massachusetts filed a lawsuit accusing UnitedHealth of inflating Medicaid patient risk scores to secure higher payments, adding legal, regulatory, and reputational risk for UNH. Yahoo Finance
• Negative Sentiment: Another legal report said the Ninth Circuit may weigh allegations tied to UnitedHealthcare’s Medicare Advantage advertising practices, keeping litigation concerns in focus. GlobeNewswire

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.