New Age Alpha Advisors LLC Sells 2,746 Shares of UnitedHealth Group Incorporated $UNH

New Age Alpha Advisors LLC decreased its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 7.5% during the 4th quarter, HoldingsChannel.com reports. The firm owned 34,081 shares of the healthcare conglomerate’s stock after selling 2,746 shares during the quarter. New Age Alpha Advisors LLC’s holdings in UnitedHealth Group were worth $11,250,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Guerra Advisors Inc acquired a new stake in shares of UnitedHealth Group during the 3rd quarter valued at about $1,059,000. Money Concepts Capital Corp boosted its position in shares of UnitedHealth Group by 59.1% during the 3rd quarter. Money Concepts Capital Corp now owns 12,380 shares of the healthcare conglomerate’s stock valued at $4,275,000 after acquiring an additional 4,600 shares in the last quarter. Phoenix Financial Ltd. boosted its position in shares of UnitedHealth Group by 111.5% during the 3rd quarter. Phoenix Financial Ltd. now owns 41,986 shares of the healthcare conglomerate’s stock valued at $14,282,000 after acquiring an additional 22,137 shares in the last quarter. Public Sector Pension Investment Board boosted its position in shares of UnitedHealth Group by 43.1% during the 3rd quarter. Public Sector Pension Investment Board now owns 287,132 shares of the healthcare conglomerate’s stock valued at $99,147,000 after acquiring an additional 86,432 shares in the last quarter. Finally, Compass Wealth Management LLC acquired a new stake in shares of UnitedHealth Group during the 3rd quarter valued at about $13,691,000. Institutional investors own 87.86% of the company’s stock.

Insider Buying and Selling at UnitedHealth Group

In related news, CEO Patrick Hugh Conway sold 800 shares of the business’s 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 completion of the sale, the chief executive officer directly owned 17,805 shares of the company’s stock, valued at $6,320,775. The trade was a 4.30% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. 0.28% of the stock is currently owned by company insiders.

UnitedHealth Group Trading Down 0.0%

UNH opened at $388.42 on Monday. The company has a debt-to-equity ratio of 0.69, a current ratio of 0.80 and a quick ratio of 0.80. The company has a market cap of $352.74 billion, a price-to-earnings ratio of 29.34, a price-to-earnings-growth ratio of 1.67 and a beta of 0.64. The firm has a 50 day simple moving average of $326.93 and a 200 day simple moving average of $319.53. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $404.15.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share for the quarter, topping analysts’ consensus estimates of $6.76 by $0.47. The business had revenue of $111.65 billion during the quarter, compared to the consensus estimate of $109.84 billion. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. UnitedHealth Group’s revenue for the quarter was up 2.0% compared to the same quarter last year. During the same period in the previous year, the firm posted $7.20 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. On average, sell-side analysts anticipate that UnitedHealth Group Incorporated will post 18.29 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. Investors of record on Monday, March 9th were paid a dividend of $2.21 per share. This represents a $8.84 dividend on an annualized basis and a dividend yield of 2.3%. The ex-dividend date of this dividend was Monday, March 9th. UnitedHealth Group’s payout ratio is 66.77%.

Analyst Ratings Changes

UNH has been the topic of a number of recent analyst reports. Royal Bank Of Canada boosted their price target on shares of UnitedHealth Group from $361.00 to $400.00 and gave the company an “outperform” rating in a research report on Wednesday, April 22nd. Erste Group Bank upgraded shares of UnitedHealth Group from a “hold” rating to a “buy” rating in a research report on Monday, April 27th. Mizuho boosted their price target on shares of UnitedHealth Group from $410.00 to $440.00 and gave the company an “outperform” rating in a research report on Wednesday, May 20th. KeyCorp restated an “overweight” rating on shares of UnitedHealth Group in a research report on Wednesday, January 28th. Finally, Jefferies Financial Group boosted their price target on shares of UnitedHealth Group from $340.00 to $373.00 and gave the company a “buy” rating in a research report on Monday, April 20th. One analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, UnitedHealth Group has an average rating of “Moderate Buy” and a consensus target price of $387.57.

Key UnitedHealth Group News

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

• Positive Sentiment: UBS raised its price target on UnitedHealth Group to $460 from $410 and reiterated a Buy rating, signaling meaningful upside from current levels. Benzinga report on UBS target increase
• Positive Sentiment: UnitedHealth was highlighted by multiple outlets as a high-quality stock and a turnaround bet, with commentary noting that managed care is outgrowing the broader economy and that the company is benefiting from AI adoption in operations. Motley Fool article on AI and turnaround
• Neutral Sentiment: UnitedHealth also appeared in a hedge-fund “high quality stocks” list and a Goldman Sachs conviction-list discussion, which supports the stock’s investment case but does not change fundamentals on its own. InsiderMonkey article on turnaround case
• Negative Sentiment: There is still headline risk around Medicare Advantage overpayments, with a Congressional committee estimating about $7 billion annually in excess payments to private insurers, which could keep regulatory scrutiny on managed-care names like UNH. 247WallSt article on Medicare Advantage overpayments
• Negative Sentiment: Recent discussion also noted that Berkshire-linked selling contributed to a prior stock slide, underscoring that investor sentiment can still turn quickly. Barchart article on Berkshire stake sale

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.