Bartlett & CO. Wealth Management LLC Grows Holdings in UnitedHealth Group Incorporated $UNH

Bartlett & CO. Wealth Management LLC raised its position in UnitedHealth Group Incorporated (NYSE:UNH) by 1.8% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 186,045 shares of the healthcare conglomerate’s stock after purchasing an additional 3,253 shares during the period. Bartlett & CO. Wealth Management LLC’s holdings in UnitedHealth Group were worth $61,416,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in UNH. Beacon Financial Strategies CORP acquired a new position in shares of UnitedHealth Group during the 4th quarter valued at about $26,000. Foster Dykema Cabot & Partners LLC increased 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 valued at $29,000 after acquiring an additional 34 shares during the last quarter. 1248 Management LLC acquired a new position in shares of UnitedHealth Group during the 3rd quarter valued at about $29,000. Holos Integrated Wealth LLC acquired a new position in shares of UnitedHealth Group during the 4th quarter valued at about $29,000. Finally, Hurley Capital LLC increased its stake in shares of UnitedHealth Group by 81.6% during the 3rd quarter. Hurley Capital LLC now owns 89 shares of the healthcare conglomerate’s stock valued at $31,000 after acquiring an additional 40 shares during the last quarter. 87.86% of the stock is currently owned by hedge funds and other institutional investors.

UnitedHealth Group Stock Down 0.7%

UNH stock opened at $304.63 on Friday. UnitedHealth Group Incorporated has a twelve month low of $234.60 and a twelve month high of $606.36. The company has a current ratio of 0.79, a quick ratio of 0.79 and a debt-to-equity ratio of 0.72. The company has a market capitalization of $276.51 billion, a P/E ratio of 23.10, a PEG ratio of 1.41 and a beta of 0.40. The firm has a 50 day simple moving average of $283.01 and a 200-day simple moving average of $318.61.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share for the quarter, topping analysts’ consensus estimates of $2.09 by $0.02. UnitedHealth Group had a net margin of 2.69% and a return on equity of 14.79%. The business had revenue of $113.73 billion during the quarter, compared to the consensus estimate of $113.38 billion. During the same quarter last year, the company earned $6.81 earnings per share. The business’s quarterly revenue was up 12.3% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. On average, equities research analysts predict that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

UnitedHealth Group Dividend Announcement

The company also recently disclosed 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. The ex-dividend date was Monday, March 9th. This represents a $8.84 annualized dividend and a yield of 2.9%. UnitedHealth Group’s dividend payout ratio (DPR) is 67.02%.

More UnitedHealth Group News

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

• Positive Sentiment: CMS finalized a ~2.48% increase to 2027 Medicare Advantage reimbursements, which analysts say adds meaningful revenue/earnings upside for large MA players like UNH and drove an immediate sentiment lift. UnitedHealth Stock Edges Higher After Medicare Advantage Payment Update
• Positive Sentiment: Street reaction includes price‑target raises and upgrades (e.g., Bernstein boosted its UNH target to $411 and HSBC upgraded to Hold), signaling increased analyst conviction that the CMS action improves the outlook. Sanford C. Bernstein Boosts UnitedHealth Group (NYSE:UNH) Price Target to $411.00
• Positive Sentiment: High-profile buying (reporting that Warren Buffett added ~5M UNH shares during the pullback) has been cited as a confidence signal that helped support the post‑CMS bounce. Warren Buffett bought 5M UnitedHealth shares as it tanked. A $13B Medicare boosted it. Was he right?
• Neutral Sentiment: Analyst commentary and valuation notes are being updated to reflect the CMS increase; many firms still point to long‑term growth from Optum and diversification even as near‑term math changes. Market attention and re‑ratings are ongoing. A Look At UnitedHealth Group (UNH) Valuation After The Medicare Advantage Payment Increase
• Neutral Sentiment: Coverage pieces note that CMS relief helps margins but rising utilization and medical cost inflation remain a drag; the net impact depends on how much cost trends moderate versus reimbursement gains. Can UnitedHealth Ease Margin Pressure on CMS Tailwinds?
• Negative Sentiment: Some analysts and commentators warn the CMS-driven rally may be short‑lived — cautioning that one policy bump doesn’t solve utilization and cost issues, and that upcoming earnings could re‑test the move. UnitedHealth Stock Jumps on Better-Than-Expected Medicare Advantage Rates. Here’s Why the Rally Might Be Short-Lived
• Negative Sentiment: Critical takes argue investors should be cautious about extrapolating CMS relief into sustained outperformance — skepticism around durability of margin improvement and idiosyncratic risks remain. UnitedHealth Group: Don’t Drink The CMS Kool-Aid

Analyst Upgrades and Downgrades

A number of analysts recently issued reports on UNH shares. Wells Fargo & Company dropped their target price on shares of UnitedHealth Group from $400.00 to $370.00 and set an “overweight” rating for the company in a research report on Friday, January 30th. Truist Financial dropped their target price 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. Leerink Partners dropped their target price on shares of UnitedHealth Group from $410.00 to $345.00 and set an “outperform” rating for the company in a research report on Wednesday, January 28th. Barclays dropped their target price on shares of UnitedHealth Group from $391.00 to $327.00 and set an “overweight” rating for the company in a research report on Friday, January 30th. Finally, Evercore raised shares of UnitedHealth Group to a “strong-buy” rating in a research report on Tuesday, January 6th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating, eight have assigned a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, UnitedHealth Group presently has a consensus rating of “Moderate Buy” and an average target price of $363.42.

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.