Fideuram Asset Management Ireland dac Makes New Investment in UnitedHealth Group Incorporated $UNH

Fideuram Asset Management Ireland dac purchased a new position in shares of UnitedHealth Group Incorporated (NYSE:UNH) during the fourth quarter, HoldingsChannel reports. The institutional investor purchased 9,872 shares of the healthcare conglomerate’s stock, valued at approximately $3,259,000.

A number of other institutional investors and hedge funds have also made changes to their positions in UNH. Beacon Financial Strategies CORP acquired a new stake in shares of UnitedHealth Group during the 4th quarter worth $26,000. Anfield Capital Management LLC increased 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 worth $26,000 after buying an additional 55 shares during the last quarter. Joseph Group Capital Management acquired a new stake in shares of UnitedHealth Group during the 4th quarter worth $27,000. Foster Dykema Cabot & Partners LLC increased 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 worth $29,000 after buying an additional 34 shares during the last quarter. Finally, 1248 Management LLC acquired a new stake in shares of UnitedHealth Group during the 3rd quarter worth $29,000. 87.86% of the stock is currently owned by institutional investors and hedge funds.

UnitedHealth Group Stock Down 0.5%

Shares of UnitedHealth Group stock opened at $382.28 on Friday. The business has a 50-day moving average of $334.93 and a 200-day moving average of $321.14. 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 capitalization of $347.16 billion, a PE ratio of 28.87, a P/E/G ratio of 1.66 and a beta of 0.64. UnitedHealth Group Incorporated has a 1-year low of $234.60 and a 1-year high of $404.15.

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

Insider Buying and Selling at UnitedHealth Group

In other news, CEO Patrick Hugh Conway sold 800 shares of the firm’s stock in a transaction dated Thursday, April 23rd. The stock was 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 in the company, valued at $6,320,775. This trade represents a 4.30% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.28% of the stock is owned by corporate insiders.

Key Headlines Impacting UnitedHealth Group

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

• Positive Sentiment: Bernstein raised its price target on UnitedHealth Group (UNH) to $492 from $444 and reiterated an Outperform rating, citing an EPS recovery outlook and implying meaningful upside. Article Title
• Positive Sentiment: Bernstein also maintained its bullish stance after UnitedHealth’s new, more transparent PBM model, suggesting the move could improve clarity, reliability, and cost competitiveness for the company’s Optum Rx business. Article Title
• Positive Sentiment: Coverage from Zacks and other market watchers says UNH is one of the most-tracked stocks right now, which can keep attention on the name and support sentiment if investors expect more upside. Article Title
• Neutral Sentiment: Articles comparing UnitedHealth with Molina highlight that Molina’s Medicaid exposure and share gains currently look more attractive to some analysts, but these pieces are more relative-value commentary than a direct negative catalyst for UNH. Article Title
• Neutral Sentiment: Seeking Alpha commentary on a possible dividend hike adds a shareholder-return angle, but it does not appear to be based on a confirmed corporate action yet. Article Title
• Neutral Sentiment: Recent “trending stock” and “bull case” articles suggest investors are reassessing UNH’s outlook, but they are largely opinion pieces rather than new fundamental developments. Article Title

Analyst Ratings Changes

Several brokerages recently issued reports on UNH. Truist Financial reiterated a “buy” rating and issued a $395.00 price target (up from $370.00) on shares of UnitedHealth Group in a report on Wednesday, April 22nd. TD Cowen increased their price target on UnitedHealth Group from $311.00 to $337.00 and gave the company a “hold” rating in a report on Thursday, April 23rd. Argus upgraded UnitedHealth Group from a “hold” rating to a “buy” rating and set a $400.00 price target for the company in a report on Wednesday, April 22nd. Barclays increased their price target on UnitedHealth Group from $373.00 to $429.00 and gave the company an “overweight” rating in a report on Tuesday. Finally, Oppenheimer increased their price target on UnitedHealth Group from $385.00 to $405.00 and gave the company an “outperform” rating in a report on Wednesday, April 22nd. One 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 issued a Sell rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $397.63.

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.