Evergreen Capital Management LLC Reduces Holdings in UnitedHealth Group Incorporated $UNH

Evergreen Capital Management LLC cut its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 8.6% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 18,153 shares of the healthcare conglomerate’s stock after selling 1,714 shares during the period. Evergreen Capital Management LLC’s holdings in UnitedHealth Group were worth $5,992,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. Brighton Jones LLC increased its position in UnitedHealth Group by 176.2% during the fourth quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate’s stock worth $22,384,000 after buying an additional 28,231 shares during the period. Revolve Wealth Partners LLC grew its position in shares of UnitedHealth Group by 137.1% during the fourth quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate’s stock worth $2,033,000 after acquiring an additional 2,324 shares during the last quarter. CMT Capital Markets Trading GmbH purchased a new stake in UnitedHealth Group in the 2nd quarter valued at $340,000. Flow Traders U.S. LLC purchased a new position in UnitedHealth Group during the 2nd quarter worth $356,000. Finally, Jump Financial LLC acquired a new position in UnitedHealth Group in the second quarter valued at $377,000. 87.86% of the stock is owned by hedge funds and other institutional investors.

UnitedHealth Group Trading Up 7.0%

NYSE:UNH opened at $346.26 on Wednesday. The stock has a market capitalization of $314.29 billion, a price-to-earnings ratio of 26.25, a PEG 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 stock has a fifty day moving average price of $289.27 and a two-hundred day moving average price of $316.84. The company has a debt-to-equity ratio of 0.72, a quick ratio of 0.79 and a current ratio of 0.79.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share for the quarter, topping analysts’ consensus estimates of $6.76 by $0.47. UnitedHealth Group had a net margin of 2.69% and a return on equity of 14.79%. The business had revenue of $111.65 billion for the quarter, compared to analysts’ expectations of $109.84 billion. During the same period in the prior year, the company posted $7.20 EPS. The business’s revenue for the quarter was up 2.0% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. As a group, sell-side analysts anticipate that UnitedHealth Group Incorporated will post 17.66 earnings per share for the current fiscal year.

UnitedHealth Group Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Monday, March 9th were given a dividend of $2.21 per share. This represents a $8.84 dividend on an annualized basis and a dividend yield of 2.6%. The ex-dividend date was Monday, March 9th. UnitedHealth Group’s dividend payout ratio (DPR) is presently 67.02%.

Wall Street Analysts Forecast Growth

A number of research firms recently issued reports on UNH. Jefferies Financial Group raised their price target on UnitedHealth Group from $340.00 to $373.00 and gave the stock a “buy” rating in a report on Monday. Royal Bank Of Canada lowered their target price on UnitedHealth Group from $408.00 to $361.00 and set an “outperform” rating on the stock in a research note on Wednesday, January 28th. UBS Group decreased their price target on UnitedHealth Group from $430.00 to $410.00 and set a “buy” rating for the company in a report on Wednesday, January 28th. Leerink Partners dropped their price objective on shares of UnitedHealth Group from $410.00 to $345.00 and set an “outperform” rating on the stock in a research note on Wednesday, January 28th. Finally, Sanford C. Bernstein raised their target price on shares of UnitedHealth Group from $405.00 to $411.00 and gave the stock an “outperform” rating in a research note on Tuesday, April 7th. One research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, seven have given a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, UnitedHealth Group currently has an average rating of “Moderate Buy” and a consensus price target of $364.79.

Key UnitedHealth Group News

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

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.