UnitedHealth Group Incorporated $UNH Position Boosted by Phoenix Financial Ltd.

Phoenix Financial Ltd. grew its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 11.8% in the fourth quarter, HoldingsChannel reports. The fund owned 46,959 shares of the healthcare conglomerate’s stock after buying an additional 4,973 shares during the period. Phoenix Financial Ltd.’s holdings in UnitedHealth Group were worth $15,302,000 as of its most recent filing with the SEC.

Other institutional investors have also bought and sold shares of the company. Tejara Capital Ltd bought a new position in UnitedHealth Group in the 4th quarter valued at about $3,526,000. AustralianSuper Pty Ltd boosted its holdings in shares of UnitedHealth Group by 459.2% in the fourth quarter. AustralianSuper Pty Ltd now owns 170,307 shares of the healthcare conglomerate’s stock valued at $56,220,000 after acquiring an additional 139,849 shares in the last quarter. Avantax Planning Partners Inc. raised its holdings in UnitedHealth Group by 3.1% during the fourth quarter. Avantax Planning Partners Inc. now owns 5,979 shares of the healthcare conglomerate’s stock worth $1,974,000 after purchasing an additional 178 shares in the last quarter. Conning Inc. lifted its position in UnitedHealth Group by 3.9% in the fourth quarter. Conning Inc. now owns 104,183 shares of the healthcare conglomerate’s stock worth $34,392,000 after purchasing an additional 3,879 shares during the period. Finally, New York Life Investment Management LLC raised its stake in shares of UnitedHealth Group by 1.0% in the 4th quarter. New York Life Investment Management LLC now owns 124,190 shares of the healthcare conglomerate’s stock worth $40,996,000 after buying an additional 1,205 shares in the last quarter. Institutional investors and hedge funds own 87.86% of the company’s stock.

UnitedHealth Group News Roundup

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

• Positive Sentiment: UnitedHealth’s recent earnings “double beat” and improved margins have renewed bullish momentum, with several analysts and commentators arguing the stock still looks undervalued despite the rebound. UnitedHealth: Beaten Down, Not Broken
• Positive Sentiment: UNH is being highlighted as a strong momentum stock, which can support continued buying interest from traders and screens focused on relative strength. Here's Why UnitedHealth Group (UNH) is a Strong Momentum Stock
• Positive Sentiment: JPMorgan and other analysts remain constructive, with price-target increases reinforcing the view that the stock’s fundamentals are improving and that further upside is possible. Here’s What Analysts Are Saying About UnitedHealth Group (UNH)
• Neutral Sentiment: Multiple recent articles are simply drawing attention to UNH as one of the market’s most watched healthcare names, which reflects elevated interest but not necessarily a new fundamental catalyst. Investors Heavily Search UnitedHealth Group Incorporated (UNH): Here is What You Need to Know
• Neutral Sentiment: Some coverage is more about stock-picking comparisons and sector commentary than a direct change in UNH’s business outlook, so the stock impact is likely limited. Forget UnitedHealth: Two Stocks To Buy Now
• Neutral Sentiment: UNH’s move to a new 52-week high has attracted attention, but the article frames the key question as whether the stock is already too far extended after its recent run. UnitedHealth Stock (UNH) Hits a New 52-Week High Today – Is It Too Late to Buy?

Analyst Upgrades and Downgrades

Several equities research analysts have commented on UNH shares. Truist Financial reiterated a “buy” rating and issued a $395.00 price target (up from $370.00) on shares of UnitedHealth Group in a research report on Wednesday, April 22nd. Morgan Stanley boosted their target price on shares of UnitedHealth Group from $375.00 to $395.00 and gave the stock an “overweight” rating in a report on Wednesday, April 22nd. Barclays raised their price objective on UnitedHealth Group from $327.00 to $373.00 and gave the stock an “overweight” rating in a research note on Wednesday, April 22nd. TD Cowen lifted their price target on UnitedHealth Group from $311.00 to $337.00 and gave the stock a “hold” rating in a research note on Thursday, April 23rd. Finally, Weiss Ratings upgraded shares of UnitedHealth Group from a “sell (d+)” rating to a “hold (c-)” rating in a report on Thursday, May 7th. One analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, UnitedHealth Group presently has an average rating of “Moderate Buy” and an average price target of $378.88.

UnitedHealth Group Price Performance

Shares of UNH opened at $398.84 on Friday. The business’s 50-day moving average is $314.78 and its 200-day moving average is $318.01. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $404.15. The company has a market capitalization of $362.20 billion, a price-to-earnings ratio of 30.12, a P/E/G ratio of 1.73 and a beta of 0.64. The company has a debt-to-equity ratio of 0.69, a current ratio of 0.80 and a quick ratio of 0.80.

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

UnitedHealth Group Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Monday, March 9th were issued a dividend of $2.21 per share. This represents a $8.84 annualized dividend and a yield of 2.2%. The ex-dividend date was Monday, March 9th. UnitedHealth Group’s dividend payout ratio (DPR) is 66.77%.

Insider Activity at UnitedHealth Group

In related news, CEO Patrick Hugh Conway sold 800 shares of the firm’s stock in a transaction on Thursday, April 23rd. The shares were sold at an average price of $355.00, for a total value of $284,000.00. Following the transaction, the chief executive officer directly owned 17,805 shares in the company, valued at approximately $6,320,775. This trade represents a 4.30% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Corporate insiders own 0.28% of the company’s stock.

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.