Turtle Creek Wealth Advisors LLC Raises Stock Position in UnitedHealth Group Incorporated $UNH

Turtle Creek Wealth Advisors LLC lifted its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 14.3% during the fourth quarter, Holdings Channel reports. The institutional investor owned 17,001 shares of the healthcare conglomerate’s stock after acquiring an additional 2,127 shares during the quarter. Turtle Creek Wealth Advisors LLC’s holdings in UnitedHealth Group were worth $5,612,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the business. Torray Investment Partners LLC grew its position in shares of UnitedHealth Group by 3.6% in the 4th quarter. Torray Investment Partners LLC now owns 59,153 shares of the healthcare conglomerate’s stock worth $19,527,000 after buying an additional 2,047 shares during the period. waypoint wealth counsel boosted its stake in UnitedHealth Group by 3.4% in the 4th quarter. waypoint wealth counsel now owns 1,807 shares of the healthcare conglomerate’s stock worth $597,000 after purchasing an additional 59 shares in the last quarter. O ROURKE & COMPANY Inc boosted its stake in UnitedHealth Group by 29.8% in the 4th quarter. O ROURKE & COMPANY Inc now owns 797 shares of the healthcare conglomerate’s stock worth $263,000 after purchasing an additional 183 shares in the last quarter. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA boosted its stake in UnitedHealth Group by 2.1% in the 4th quarter. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA now owns 2,177 shares of the healthcare conglomerate’s stock worth $719,000 after purchasing an additional 44 shares in the last quarter. Finally, Milestone Asset Management LLC boosted its stake in UnitedHealth Group by 21.1% in the 4th quarter. Milestone Asset Management LLC now owns 8,309 shares of the healthcare conglomerate’s stock worth $2,743,000 after purchasing an additional 1,449 shares in the last quarter. 87.86% of the stock is owned by hedge funds and other institutional investors.

UnitedHealth Group News Roundup

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

• Positive Sentiment: Better‑than‑expected Q1 results and raised FY guidance — UNH topped EPS and revenue estimates, cited easing medical costs and raised its 2026 EPS outlook, which drove the initial rally. UnitedHealth Group (NYSE:UNH) Trading 2.2% Higher on Better-Than-Expected Earnings
• Positive Sentiment: Wall Street upgrades and price‑target increases — Multiple firms (Morgan Stanley, RBC, Oppenheimer, Wells Fargo, Argus, Truist) raised ratings or targets after the quarter, signaling renewed analyst confidence. These Analysts Increase Their Forecasts On UnitedHealth After Upbeat Earnings
• Positive Sentiment: Unusual options activity — Large call‑option purchases (hundreds of thousands of contracts reported) point to speculative bullish bets that could amplify upside short‑term momentum. Investors Purchase Large Volume of UnitedHealth Group Call Options (NYSE:UNH)
• Neutral Sentiment: Q1 thematic detail — Coverage highlights UNH’s AI investments, value‑based care progress and margin expansion drivers; these are strategic positives but represent medium‑term rather than immediate catalysts. UNH Q1 Deep Dive: AI Investment and Value-Based Care Drive UnitedHealth’s Strong Start
• Neutral Sentiment: Corporate initiatives & ESG/PR — UNH launched a broad rural‑health initiative (positive for long‑term positioning but limited near‑term stock impact). UnitedHealth Group Incorporated (UNH) Launches Broad Rural Health Initiative to Strengthen Underserved Communities
• Neutral Sentiment: Governance proposal — A shareholder proposal to require future board chairs to be independent is on the ballot; the board opposes it. Governance votes can influence sentiment but are unlikely to change fundamentals immediately. Independent Chair Proposal Tests Governance And Valuation Views At UnitedHealth Group
• Negative Sentiment: Mixed analyst views remain — a few firms (e.g., Robert W. Baird) retain underperform/low targets, illustrating some disagreement on valuation and risk; these dissenting views can cap upside if they gain traction. Price Target Change / Analyst Note (Robert W. Baird)

Wall Street Analyst Weigh In

UNH has been the topic of a number of analyst reports. Sanford C. Bernstein upped their price target on shares of UnitedHealth Group from $405.00 to $411.00 and gave the stock an “outperform” rating in a research note on Tuesday, April 7th. Raymond James Financial upgraded shares of UnitedHealth Group from a “market perform” rating to an “outperform” rating and set a $330.00 price target on the stock in a research note on Wednesday, April 1st. Truist Financial restated a “buy” rating and set a $395.00 target price (up from $370.00) on shares of UnitedHealth Group in a research note on Wednesday. HSBC upgraded shares of UnitedHealth Group from a “reduce” rating to a “hold” rating and set a $300.00 target price on the stock in a research note on Tuesday, April 7th. Finally, UBS Group lowered their target price on shares of UnitedHealth Group from $430.00 to $410.00 and set a “buy” rating on the stock in a research note on Wednesday, January 28th. One research analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, seven have assigned a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $377.64.

UnitedHealth Group Price Performance

NYSE UNH opened at $354.66 on Friday. UnitedHealth Group Incorporated has a 52 week low of $234.60 and a 52 week high of $429.90. The firm has a market capitalization of $322.10 billion, a P/E ratio of 26.79, a PEG ratio of 1.57 and a beta of 0.40. The company has a quick ratio of 0.79, a current ratio of 0.80 and a debt-to-equity ratio of 0.69. The company has a 50-day moving average price of $292.17 and a 200-day moving average price of $317.36.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 EPS for the quarter, beating the consensus estimate of $6.76 by $0.47. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The firm had revenue of $111.65 billion during the quarter, compared to analyst estimates of $109.84 billion. During the same quarter in the prior year, the firm earned $7.20 EPS. The business’s revenue for the quarter 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 anticipate that UnitedHealth Group Incorporated will post 18.32 earnings per share for the current year.

UnitedHealth Group Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Monday, March 9th were given a dividend of $2.21 per share. The ex-dividend date of this dividend was Monday, March 9th. This represents a $8.84 annualized dividend and a dividend yield of 2.5%. UnitedHealth Group’s dividend payout ratio is presently 67.02%.

UnitedHealth Group 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.