Caliber Wealth Management LLC KS Has $4.41 Million Stake in UnitedHealth Group Incorporated $UNH

Caliber Wealth Management LLC KS boosted its position in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 16.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 13,368 shares of the healthcare conglomerate’s stock after acquiring an additional 1,882 shares during the period. Caliber Wealth Management LLC KS’s holdings in UnitedHealth Group were worth $4,413,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently bought and sold shares of UNH. Beacon Financial Strategies CORP bought a new position in shares of UnitedHealth Group during the 4th quarter worth about $26,000. 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 purchasing an additional 34 shares during the period. 1248 Management LLC bought a new position in shares of UnitedHealth Group during the 3rd quarter worth about $29,000. Holos Integrated Wealth LLC bought a new position in shares of UnitedHealth Group during the 4th quarter worth about $29,000. Finally, Hurley Capital LLC increased its holdings 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 worth $31,000 after purchasing an additional 40 shares during the period. Institutional investors and hedge funds own 87.86% of the company’s stock.

Key Headlines Impacting UnitedHealth Group

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

• Positive Sentiment: Q1 earnings and outlook: UNH beat EPS and revenue expectations for Q1 and raised FY‑2026 adjusted earnings guidance (>$18.25), which is the main catalyst for the rally — confirms improving margins and steadier cash generation. VIEW: UnitedHealth’s strong first quarter, forecast raise cheer Wall Street
• Positive Sentiment: Management and cost actions: Management emphasized cost discipline, leadership changes and a $1.5B AI investment to drive efficiency — investors view this as evidence the company can manage medical-cost headwinds and restore margins. UnitedHealth tops quarterly estimates, hikes profit outlook
• Positive Sentiment: Technology tailwind from Optum: Optum Real (AI-first claims/reimbursement platform) is scaling rapidly (hundreds of millions of transactions now, billions expected), which can lower claims friction and improve margins over time. UnitedHealth’s AI Is Rebuilding the Payment Layer of American Healthcare
• Neutral Sentiment: Analyst sentiment and positioning: Several firms have raised targets and reiterated buy ratings ahead of/after the print, supporting momentum but also reflecting expectations already baked into the rally. UnitedHealth Stock (UNH) Surges 7%+ on Q1 Earnings Beat – Here’s Why
• Negative Sentiment: Policy/program uncertainty: UnitedHealth warned of “challenges” around a Medicare obesity-drug pilot program, creating uncertainty about insurer participation and potential cost implications. This is a policy risk for future medical-costs and membership economics. UnitedHealth flags challenges in Medicare obesity drug pilot
• Negative Sentiment: Ongoing cost risks and legacy issues: Although results improved, commentators note medical-cost volatility and recent restructuring means execution risk remains (investors should watch upcoming guidance cadence and membership trends). UnitedHealth Group Reports Flat First-Quarter Earnings

Analyst Ratings Changes

Several research analysts have recently issued reports on the stock. Raymond James Financial upgraded shares of UnitedHealth Group from a “market perform” rating to an “outperform” rating and set a $330.00 price objective on the stock in a report on Wednesday, April 1st. Mizuho lowered their target price on shares of UnitedHealth Group from $430.00 to $350.00 and set an “outperform” rating on the stock in a research note on Thursday, February 5th. UBS Group lowered their target price on shares of UnitedHealth Group from $430.00 to $410.00 and set a “buy” rating on the stock in a research note on Wednesday, January 28th. Wells Fargo & Company lowered their target price on shares of UnitedHealth Group from $400.00 to $370.00 and set an “overweight” rating on the stock in a research note on Friday, January 30th. Finally, Morgan Stanley lowered their target price on shares of UnitedHealth Group from $411.00 to $409.00 and set an “overweight” rating on the stock in a research note on Friday, January 23rd. 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 issued a Sell rating to the stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $364.79.

UnitedHealth Group Price Performance

Shares of UnitedHealth Group stock opened at $346.26 on Wednesday. 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 stock has a market capitalization of $314.29 billion, a price-to-earnings ratio of 26.25, a P/E/G ratio of 1.49 and a beta of 0.40. UnitedHealth Group Incorporated has a 1-year low of $234.60 and a 1-year high of $438.85. The firm’s 50-day moving average price is $289.27 and its two-hundred day moving average price is $316.84.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share for the quarter, topping the consensus estimate of $6.76 by $0.47. The firm had revenue of $111.65 billion for the quarter, compared to analysts’ expectations of $109.84 billion. UnitedHealth Group had a net margin of 2.69% and a return on equity of 14.79%. The company’s quarterly revenue was up 2.0% compared to the same quarter last year. During the same period in the prior year, the firm earned $7.20 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. On average, equities analysts predict that UnitedHealth Group Incorporated will post 17.66 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. Shareholders of record on Monday, March 9th were paid a dividend of $2.21 per share. This represents a $8.84 annualized dividend and a yield of 2.6%. The ex-dividend date of this dividend was Monday, March 9th. UnitedHealth Group’s dividend payout ratio is currently 67.02%.

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.