Jefferson Bridge Capital LLC Purchases Shares of 3,131 UnitedHealth Group Incorporated $UNH

Jefferson Bridge Capital LLC purchased a new stake in UnitedHealth Group Incorporated (NYSE:UNH) in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 3,131 shares of the healthcare conglomerate’s stock, valued at approximately $1,034,000.

Several other hedge funds and other institutional investors also recently made changes to their positions in UNH. Beacon Financial Strategies CORP bought a new position in shares of UnitedHealth Group during the 4th quarter worth approximately $26,000. Sagard Holdings Management Inc. bought a new position in shares of UnitedHealth Group during the 2nd quarter worth approximately $29,000. Foster Dykema Cabot & Partners LLC boosted its stake 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 acquiring an additional 34 shares during the period. 1248 Management LLC bought a new position in shares of UnitedHealth Group during the 3rd quarter worth approximately $29,000. Finally, Holos Integrated Wealth LLC bought a new stake in UnitedHealth Group in the 4th quarter valued at $29,000. 87.86% of the stock is currently owned by institutional investors.

UnitedHealth Group Price Performance

Shares of NYSE UNH opened at $307.55 on Wednesday. The stock has a market capitalization of $279.16 billion, a PE ratio of 23.32, a P/E/G ratio of 1.28 and a beta of 0.40. The company has a debt-to-equity ratio of 0.72, a current ratio of 0.79 and a quick ratio of 0.79. The business has a fifty day moving average price of $282.12 and a two-hundred day moving average price of $319.04. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $606.36.

UnitedHealth Group (NYSE:UNH) last announced its quarterly earnings data on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share for the quarter, beating the consensus estimate of $2.09 by $0.02. The firm had revenue of $113.73 billion during the quarter, compared to analysts’ expectations of $113.38 billion. UnitedHealth Group had a return on equity of 14.79% and a net margin of 2.69%.The company’s quarterly revenue was up 12.3% compared to the same quarter last year. During the same period in the previous year, the firm earned $6.81 EPS. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. As a group, equities analysts predict that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal 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 issued a dividend of $2.21 per share. The ex-dividend date of this dividend was Monday, March 9th. This represents a $8.84 dividend on an annualized basis and a dividend yield of 2.9%. UnitedHealth Group’s payout ratio is 67.02%.

Analysts Set New Price Targets

Several analysts recently issued reports on the company. Piper Sandler restated an “overweight” rating on shares of UnitedHealth Group in a research note on Tuesday, January 27th. JPMorgan Chase & Co. reduced their price target on UnitedHealth Group from $425.00 to $389.00 and set an “overweight” rating for the company in a research note on Monday, February 2nd. Sanford C. Bernstein boosted their price target on UnitedHealth Group from $405.00 to $411.00 and gave the company an “outperform” rating in a research note on Tuesday. KeyCorp restated an “overweight” rating on shares of UnitedHealth Group in a research note on Wednesday, January 28th. Finally, Morgan Stanley reduced their price target on UnitedHealth Group from $411.00 to $409.00 and set an “overweight” rating for the company in a research note on Friday, January 23rd. One research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, eight have assigned a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat, UnitedHealth Group currently has a consensus rating of “Moderate Buy” and a consensus target price of $363.42.

UnitedHealth Group News Summary

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

• Positive Sentiment: CMS finalized a bigger-than-expected 2027 Medicare Advantage payment increase (~2.48%), delivering a direct revenue tailwind for UnitedHealthcare and prompting the sector rally. Trump administration finalizes better-than-feared Medicare Advantage payment rate
• Positive Sentiment: Analysts raised price targets and ratings after the CMS decision (examples: BofA, Sanford Bernstein, Raymond James), reinforcing upside expectations and supporting buying momentum. Sanford C. Bernstein raises UNH target
• Positive Sentiment: Short-term technical and sentiment lift: above‑average volume, upward earnings‑estimate revisions, and coverage pieces calling UNH a margin‑expansion story point to further upside potential ahead of earnings. UnitedHealth Soars 9.4%: Is Further Upside Left?
• Neutral Sentiment: Upcoming Q1 report (April 21) is a near-term catalyst — Street models now factor in the CMS bump, so beats/misses and management commentary on medical cost trends and guidance will drive next moves. Will UnitedHealth Group beat quarterly earnings?
• Negative Sentiment: Lingering concerns remain: UNH has faced softer recent results, elevated medical-cost pressures and prior guidance weakness — if cost trends re‑accelerate or Optum margin recovery disappoints, gains could reverse. 2 Reasons to Watch UNH and 1 to Stay Cautious

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.