Brasada Capital Management LP Sells 2,874 Shares of UnitedHealth Group Incorporated $UNH

Brasada Capital Management LP decreased its position in UnitedHealth Group Incorporated (NYSE:UNH) by 18.7% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 12,462 shares of the healthcare conglomerate’s stock after selling 2,874 shares during the quarter. Brasada Capital Management LP’s holdings in UnitedHealth Group were worth $4,192,000 at the end of the most recent reporting period.

A number of other hedge funds also recently bought and sold shares of UNH. Brighton Jones LLC lifted its position in UnitedHealth Group by 176.2% in the 4th quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate’s stock worth $22,384,000 after buying an additional 28,231 shares during the last quarter. Revolve Wealth Partners LLC lifted its position in UnitedHealth Group by 137.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate’s stock valued at $2,033,000 after purchasing an additional 2,324 shares during the last quarter. CMT Capital Markets Trading GmbH bought a new stake in UnitedHealth Group in the second quarter valued at approximately $340,000. Flow Traders U.S. LLC bought a new stake in UnitedHealth Group in the second quarter valued at approximately $356,000. Finally, Jump Financial LLC bought a new stake in UnitedHealth Group in the second quarter valued at approximately $377,000. Institutional investors own 87.86% of the company’s stock.

Analyst Ratings Changes

Several brokerages have weighed in on UNH. Mizuho boosted their price objective on UnitedHealth Group from $440.00 to $460.00 and gave the company an “outperform” rating in a research report on Monday, June 8th. 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. Morgan Stanley upped their target price on UnitedHealth Group from $395.00 to $453.00 and gave the company an “overweight” rating in a report on Thursday, June 4th. JPMorgan Chase & Co. upped their target price on UnitedHealth Group from $420.00 to $466.00 and gave the company an “overweight” rating in a report on Monday, June 8th. Finally, HSBC upgraded UnitedHealth Group from a “reduce” rating to a “hold” rating and set a $300.00 target price for the company in a report on Tuesday, April 7th. One investment analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $407.17.

UnitedHealth Group Trading Up 0.7%

NYSE UNH opened at $408.34 on Friday. UnitedHealth Group Incorporated has a 12 month low of $234.60 and a 12 month high of $415.98. The stock has a market cap of $370.83 billion, a P/E ratio of 30.84, a P/E/G ratio of 1.64 and a beta of 0.64. The stock’s fifty day moving average price is $362.28 and its 200-day moving average price is $326.85. 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 (NYSE:UNH) last released 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. UnitedHealth Group had a return on equity of 14.65% and a net margin of 2.68%.The firm had revenue of $111.65 billion for the quarter, compared to analysts’ expectations of $109.84 billion. During the same period in the prior year, the firm posted $7.20 earnings per share. The company’s quarterly revenue was up 2.0% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. As a group, equities analysts forecast that UnitedHealth Group Incorporated will post 18.32 EPS for the current fiscal year.

UnitedHealth Group Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, June 23rd. Stockholders of record on Monday, June 15th will be paid a $2.32 dividend. This is an increase from UnitedHealth Group’s previous quarterly dividend of $2.21. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.3%. The ex-dividend date of this dividend is Monday, June 15th. UnitedHealth Group’s payout ratio is currently 66.77%.

Insider Activity at UnitedHealth Group

In other news, CEO Patrick Hugh Conway sold 800 shares of the stock in a transaction 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 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 legal filing with the SEC, which is accessible through this link. Corporate insiders own 0.28% of the company’s stock.

More UnitedHealth Group News

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

• Positive Sentiment: UNH saw unusual bullish options activity, with investors buying 215,330 call contracts on Friday — about 120% above normal volume — a sign traders are positioning for more upside.
• Positive Sentiment: Analysts continue to turn more constructive: Erste Group recently nudged up FY2027 earnings estimates and kept a Buy rating, adding to the recent wave of positive commentary around the shares.
• Positive Sentiment: The company confirmed it will report second-quarter 2026 results on July 16, which keeps a near-term catalyst on the calendar and may be supporting investor interest as expectations build.
• Positive Sentiment: UnitedHealth also approved its quarterly dividend of $2.32 per share and rejected an independent board chair proposal at its annual meeting, reinforcing its capital-return profile and management control.
• Neutral Sentiment: Recent articles highlight UNH’s rebound toward new highs and its renewed appeal as a defensive healthcare and income stock, but these pieces are largely commentary rather than new company-specific developments.

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.