Fulton Breakefield Broenniman LLC Has $14.87 Million Stock Position in UnitedHealth Group Incorporated $UNH

Fulton Breakefield Broenniman LLC reduced its position in UnitedHealth Group Incorporated (NYSE:UNH) by 8.3% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 45,041 shares of the healthcare conglomerate’s stock after selling 4,086 shares during the period. Fulton Breakefield Broenniman LLC’s holdings in UnitedHealth Group were worth $14,869,000 as of its most recent filing with the SEC.

Several other hedge funds have also bought and sold shares of the company. Capital World Investors lifted its stake in UnitedHealth Group by 18.8% in the 3rd quarter. Capital World Investors now owns 21,766,922 shares of the healthcare conglomerate’s stock valued at $7,516,107,000 after purchasing an additional 3,439,182 shares during the last quarter. Capital International Investors lifted its position in UnitedHealth Group by 11.1% during the third quarter. Capital International Investors now owns 17,499,949 shares of the healthcare conglomerate’s stock worth $6,042,710,000 after acquiring an additional 1,747,337 shares during the last quarter. Capital Research Global Investors lifted its position in UnitedHealth Group by 126.9% during the third quarter. Capital Research Global Investors now owns 13,042,049 shares of the healthcare conglomerate’s stock worth $4,503,419,000 after acquiring an additional 7,293,009 shares during the last quarter. Dodge & Cox lifted its position in UnitedHealth Group by 8.6% during the third quarter. Dodge & Cox now owns 9,505,636 shares of the healthcare conglomerate’s stock worth $3,282,296,000 after acquiring an additional 755,076 shares during the last quarter. Finally, Northern Trust Corp lifted its position in UnitedHealth Group by 1.6% during the third quarter. Northern Trust Corp now owns 9,109,692 shares of the healthcare conglomerate’s stock worth $3,145,577,000 after acquiring an additional 144,109 shares during the last quarter. 87.86% of the stock is currently owned by institutional investors and hedge funds.

UnitedHealth Group News Summary

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

• Positive Sentiment: CMS finalized a materially larger-than-expected Medicare Advantage payment increase for 2027 (~2.48%), adding about $13 billion industrywide. This directly benefits UnitedHealth given its scale in MA plans and improves revenue/margin outlook for the business. Trump administration finalizes better-than-feared Medicare Advantage payment rate
• Positive Sentiment: Reports note Medicare Advantage payments will rise ~2.5% in 2027, above earlier estimates — a direct tailwind for UNH’s Medicare Advantage revenue and cash flow profile. UnitedHealth, Humana, Health Insurers Jump On Higher Medicare Advantage Payments
• Positive Sentiment: Coverage pieces highlight the size of the MA market (~35M members) and why the new payment baseline is a big deal for healthcare insurers, reinforcing investor optimism on UNH’s core growth engine. New Medicare Payment Rate Expected. Why It’s a Big Deal for Healthcare Stocks.
• Positive Sentiment: Raymond James upgraded/boosted its rating on UNH ahead of Q1 results, providing analyst support into the earnings period and helping lift sentiment. Raymond James Boosts UnitedHealth (UNH) Rating Before Q1 Results
• Neutral Sentiment: Pre-earnings previews and commentary note UNH enters Q1 reporting (Apr 21) with weak guidance last quarter but still broad analyst support — the upcoming print is a near-term catalyst. UnitedHealth Q1 Earnings Preview: What To Expect From Upcoming Report
• Neutral Sentiment: Preview/market pieces flag April 21 as a make-or-break quarter for validating management’s recovery narrative after a turbulent year. Earnings outcome will likely drive the next leg of the stock’s move. Is April 21 When UnitedHealth Group Finally Sheds Its Problem Past?
• Negative Sentiment: Analyst/market commentary warns of recent weakness — UNH has fallen materially over the past six months after softer results and below-trend guidance; downside risks remain if Q1 disappoints or regulatory/ margin pressures persist. 2 Reasons to Watch UNH and 1 to Stay Cautious

Wall Street Analyst Weigh In

Several equities research analysts have issued reports on the stock. KeyCorp restated an “overweight” rating on shares of UnitedHealth Group in a research report on Wednesday, January 28th. Mizuho cut their price objective on shares of UnitedHealth Group from $430.00 to $350.00 and set an “outperform” rating for the company in a research report on Thursday, February 5th. Truist Financial cut their price objective on shares of UnitedHealth Group from $410.00 to $370.00 and set a “buy” rating for the company in a research report on Monday, February 2nd. Royal Bank Of Canada dropped their price target on shares of UnitedHealth Group from $408.00 to $361.00 and set an “outperform” rating for the company in a research report on Wednesday, January 28th. Finally, Sanford C. Bernstein reiterated an “outperform” rating on shares of UnitedHealth Group in a research report on Wednesday, January 28th. One analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, seven have given a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, UnitedHealth Group has a consensus rating of “Moderate Buy” and a consensus target price of $363.38.

UnitedHealth Group Stock Performance

Shares of NYSE:UNH opened at $281.46 on Tuesday. The company’s 50 day simple moving average is $281.61 and its 200 day simple moving average is $319.24. The stock has a market capitalization of $255.48 billion, a price-to-earnings ratio of 21.34, a price-to-earnings-growth 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. UnitedHealth Group Incorporated has a 1 year low of $234.60 and a 1 year 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 (EPS) for the quarter, beating analysts’ consensus estimates of $2.09 by $0.02. The business had revenue of $113.73 billion for the quarter, compared to analysts’ expectations of $113.38 billion. UnitedHealth Group had a net margin of 2.69% and a return on equity of 14.79%. The firm’s quarterly revenue was up 12.3% compared to the same quarter last year. During the same period last year, the firm posted $6.81 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. As a group, research analysts predict that UnitedHealth Group Incorporated will post 29.54 EPS for the current fiscal year.

UnitedHealth Group Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders 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 3.1%. The ex-dividend date of this dividend was Monday, March 9th. UnitedHealth Group’s payout ratio is presently 67.02%.

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.