2,412 Shares in UnitedHealth Group Incorporated $UNH Purchased by Keudell Morrison Wealth Management

Keudell Morrison Wealth Management purchased a new position in UnitedHealth Group Incorporated (NYSE:UNH) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm purchased 2,412 shares of the healthcare conglomerate’s stock, valued at approximately $796,000.

Several other institutional investors also recently bought and sold shares of UNH. Beacon Financial Strategies CORP purchased a new stake in UnitedHealth Group during the 4th quarter valued at about $26,000. Anfield Capital Management LLC boosted its holdings in shares of UnitedHealth Group by 220.0% during the 4th quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate’s stock valued at $26,000 after acquiring an additional 55 shares during the last quarter. Joseph Group Capital Management purchased a new stake in shares of UnitedHealth Group during the 4th quarter valued at about $27,000. Foster Dykema Cabot & Partners LLC boosted its holdings in shares of UnitedHealth Group by 69.4% during the 3rd quarter. Foster Dykema Cabot & Partners LLC now owns 83 shares of the healthcare conglomerate’s stock valued at $29,000 after acquiring an additional 34 shares during the last quarter. Finally, 1248 Management LLC purchased a new stake in shares of UnitedHealth Group during the 3rd quarter valued at about $29,000. 87.86% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of brokerages have recently issued reports on UNH. Wells Fargo & Company raised their price target on shares of UnitedHealth Group from $370.00 to $397.00 and gave the company an “overweight” rating in a report on Wednesday, April 22nd. Erste Group Bank raised shares of UnitedHealth Group from a “hold” rating to a “buy” rating in a report on Monday, April 27th. Weiss Ratings raised shares of UnitedHealth Group from a “sell (d+)” rating to a “hold (c-)” rating in a report on Thursday, May 7th. UBS Group dropped their price objective on shares of UnitedHealth Group from $430.00 to $410.00 and set a “buy” rating on the stock in a report on Wednesday, January 28th. Finally, Barclays raised their price objective on shares of UnitedHealth Group from $327.00 to $373.00 and gave the stock an “overweight” rating in a report on Wednesday, April 22nd. One equities research 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 given a Sell rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $385.39.

UnitedHealth Group Price Performance

NYSE UNH opened at $382.36 on Friday. UnitedHealth Group Incorporated has a 12 month low of $234.60 and a 12 month high of $404.15. The stock has a market cap 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 company’s 50 day moving average is $324.87 and its two-hundred day moving average is $319.15. 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. The company had revenue of $111.65 billion for the quarter, compared to analysts’ expectations of $109.84 billion. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The firm’s revenue was up 2.0% compared to the same quarter last year. During the same quarter last year, the business earned $7.20 EPS. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. As a group, research analysts anticipate that UnitedHealth Group Incorporated will post 18.29 earnings per share for the current year.

UnitedHealth Group Dividend Announcement

The business also recently disclosed 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 was Monday, March 9th. This represents a $8.84 annualized dividend and a dividend yield of 2.3%. UnitedHealth Group’s dividend payout ratio (DPR) is presently 66.77%.

Insider Activity

In other news, CEO Patrick Hugh Conway sold 800 shares of UnitedHealth Group stock in a transaction that occurred on Thursday, April 23rd. The shares were sold at an average price of $355.00, for a total transaction of $284,000.00. Following the sale, 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 filing with the SEC, which is available at the SEC website. 0.28% of the stock is currently owned by insiders.

Key UnitedHealth Group News

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

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.