55 North Private Wealth LLC Invests $623,000 in UnitedHealth Group Incorporated $UNH

55 North Private Wealth LLC purchased a new position in UnitedHealth Group Incorporated (NYSE:UNH) in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor purchased 1,886 shares of the healthcare conglomerate’s stock, valued at approximately $623,000.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Beacon Financial Strategies CORP acquired a new stake in UnitedHealth Group in the 4th quarter valued at about $26,000. Foster Dykema Cabot & Partners LLC lifted its holdings in UnitedHealth Group by 69.4% in 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 stake in UnitedHealth Group in the 3rd quarter valued at about $29,000. Holos Integrated Wealth LLC acquired a new stake in UnitedHealth Group in the 4th quarter valued at about $29,000. Finally, Hurley Capital LLC raised its holdings in UnitedHealth Group by 81.6% during the 3rd quarter. Hurley Capital LLC now owns 89 shares of the healthcare conglomerate’s stock worth $31,000 after buying an additional 40 shares during the period. 87.86% of the stock is owned by institutional investors and hedge funds.

UnitedHealth Group Price Performance

Shares of UNH opened at $324.08 on Monday. The company has a market capitalization of $294.16 billion, a price-to-earnings ratio of 24.57, a P/E/G ratio of 1.50 and a beta of 0.40. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $453.50. 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’s 50-day moving average is $286.84 and its 200-day moving average is $317.15.

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

UnitedHealth Group Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Investors of record on Monday, March 9th were paid a $2.21 dividend. The ex-dividend date of this dividend was Monday, March 9th. This represents a $8.84 annualized dividend and a dividend yield of 2.7%. UnitedHealth Group’s payout ratio is presently 67.02%.

Analyst Upgrades and Downgrades

Several research firms have issued reports on UNH. Oppenheimer cut their price objective on UnitedHealth Group from $415.00 to $385.00 and set an “outperform” rating on the stock in a report on Wednesday, January 28th. Leerink Partners cut their price objective on UnitedHealth Group from $410.00 to $345.00 and set an “outperform” rating on the stock in a report on Wednesday, January 28th. Royal Bank Of Canada cut their price objective on UnitedHealth Group from $408.00 to $361.00 and set an “outperform” rating on the stock in a report on Wednesday, January 28th. Barclays cut their price objective on UnitedHealth Group from $391.00 to $327.00 and set an “overweight” rating on the stock in a report on Friday, January 30th. Finally, Evercore upgraded UnitedHealth Group to a “strong-buy” rating in a report on Tuesday, January 6th. One analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating, eight have given a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat.com, UnitedHealth Group has a consensus rating of “Moderate Buy” and a consensus price target of $363.42.

More UnitedHealth Group News

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

• Positive Sentiment: Analysts and bulls point to a better-than-feared Medicare Advantage outlook — the final 2027 CMS MA rate (reported at ~2.48% in coverage) is seen as adding roughly $1B of incremental operating profit and supporting a margin recovery that could re-rate the stock. Buy Before Earnings
• Positive Sentiment: Technical/bull commentary suggests UNH is set to challenge resistance around $360, which can attract momentum traders ahead of earnings. Poised To Challenge $360
• Neutral Sentiment: Market positioning ahead of Tuesday’s pre-market Q1 release: traders are pricing a meaningful post-earnings move and the possibility UNH returns to YTD gains if results beat expectations. Expected Move After Earnings
• Neutral Sentiment: Multiple earnings previews (Yahoo Finance, Zacks) flag mixed Q1 signals: rising costs and modest membership headwinds could pressure margins, but services revenue growth and steady insurance operating income may allow an earnings beat — a classic near-term uncertainty around the print. Is It Time To Reassess?
• Neutral Sentiment: UnitedHealthcare’s community program backing a housing fund is positive for ESG/community reputation but likely immaterial to near-term valuation. Seabury Housing Stabilization Fund
• Negative Sentiment: Regulatory risk persists: the government’s delay of a MA payment overhaul “postpones the pain” but keeps uncertainty around future MA profitability and valuation — commentary warns investors betting on a swift return to rich margins may be disappointed. A UnitedHealth Reckoning Still Looms

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.