Calamos Wealth Management LLC Grows Stock Position in UnitedHealth Group Incorporated $UNH

Calamos Wealth Management LLC lifted its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 20.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 11,814 shares of the healthcare conglomerate’s stock after purchasing an additional 1,967 shares during the period. Calamos Wealth Management LLC’s holdings in UnitedHealth Group were worth $3,900,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Beacon Financial Strategies CORP purchased a new position in shares of UnitedHealth Group in the 4th quarter valued at about $26,000. Foster Dykema Cabot & Partners LLC increased its stake in 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 buying an additional 34 shares in the last quarter. 1248 Management LLC purchased a new stake in UnitedHealth Group during the 3rd quarter worth approximately $29,000. Holos Integrated Wealth LLC purchased a new stake in UnitedHealth Group during the 4th quarter worth approximately $29,000. Finally, Hurley Capital LLC increased its stake 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 in the last quarter. Hedge funds and other institutional investors own 87.86% of the company’s stock.

UnitedHealth Group Trading Up 0.1%

UNH opened at $355.05 on Friday. UnitedHealth Group Incorporated has a one year low of $234.60 and a one year high of $424.12. The stock has a market capitalization of $322.46 billion, a PE ratio of 26.82, a P/E/G ratio of 1.53 and a beta of 0.40. The business’s 50 day moving average price is $293.40 and its 200 day moving average price is $317.33. The company has a debt-to-equity ratio of 0.69, a quick ratio of 0.79 and a current ratio of 0.80.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 EPS for the quarter, beating analysts’ consensus estimates of $6.76 by $0.47. UnitedHealth Group had a return on equity of 14.65% and a net margin of 2.68%.The firm 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 firm posted $7.20 earnings per share. The firm’s quarterly revenue 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, equities research analysts expect that UnitedHealth Group Incorporated will post 18.29 EPS for the current year.

UnitedHealth Group Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Investors of record on Monday, March 9th were issued a $2.21 dividend. The ex-dividend date was Monday, March 9th. This represents a $8.84 dividend on an annualized basis and a yield of 2.5%. UnitedHealth Group’s dividend payout ratio is currently 67.02%.

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: Q1 beat and guidance raise: UNH reported a quarterly EPS beat and raised FY guidance, which analysts say has driven renewed momentum and a sharp short‑term share rebound. This is the primary driver behind today’s lift. A Look At UnitedHealth Group (UNH) Valuation As Q1 2026 Beat And Guidance Hike Drive Fresh Momentum
• Positive Sentiment: Prior authorization modernization: UnitedHealthcare said it will standardize a majority of electronic prior‑authorization submissions (70%+ by year‑end), reducing provider friction and potentially lowering administrative costs. This supports margin improvement expectations. UnitedHealthcare Champions Industry Effort to Standardize Prior Authorization Requirements
• Positive Sentiment: Large call‑option activity: Reported heavy buying of UNH call options signals bullish positioning from traders anticipating further upside after the earnings beat. That can amplify near‑term upward pressure on the stock. Investors Purchase Large Volume of UnitedHealth Group Call Options
• Positive Sentiment: High‑profile bullish media/analyst commentary: Jim Cramer and several outlets/analysts have highlighted UNH as a buy after the Q1 print, which is helping retail and momentum flows. Jim Cramer Says UNH at $354 Is a Steal — Here’s Why the Math Backs Him Up
• Positive Sentiment: Analyst upgrades / favorable coverage: Argus and other outlets have upgraded or upgraded coverage tone recently, adding credibility to the recovery story. Argus Research upgrades UnitedHealth Group (UNH)
• Neutral Sentiment: Valuation debate: Coverage discusses UNH’s P/E and valuation after the rebound; some view the stock as a value play now, while others caution the 1‑year TSR still lags. Valuation is driving contrasting investor views, sustaining volatility. UnitedHealth: Recovery Is Progressing, But Upside May Be Limited Near Term
• Negative Sentiment: Optum Health execution risk / limited near‑term upside: Independent analysis notes that while medical margins improved, Optum Health margins remain challenged and some recovery gains may be non‑structural—this could limit upside if operational recovery stalls. UnitedHealth: Recovery Is Progressing, But Upside May Be Limited Near Term
• Negative Sentiment: Governance proposal: A shareholder proposal seeking an independent board chair is drawing attention; the board opposes it. Governance disputes can create noise and potentially weigh on sentiment if shareholder activism grows. Independent Chair Proposal Tests Governance And Valuation Views At UnitedHealth Group
• Positive Sentiment: Rural health initiative: UNH launched a broad rural health program and prior‑authorization reductions for rural providers, strengthening growth/PR narrative in underserved markets. UnitedHealth Group Incorporated (UNH) Launches Broad Rural Health Initiative to Strengthen Underserved Communities
• Negative Sentiment: Mixed analyst notes: A recent price‑target adjustment (TD Cowen raise to $337 but maintained Hold) implies limited near‑term upside from some sell‑side desks—this can temper aggressive buy calls. TD Cowen raises price target to $337 (Hold)

Wall Street Analyst Weigh In

UNH has been the subject of several research reports. Mizuho cut their price objective on UnitedHealth Group from $430.00 to $350.00 and set an “outperform” rating for the company in a research note on Thursday, February 5th. Evercore upgraded UnitedHealth Group to a “strong-buy” rating in a research note on Tuesday, January 6th. Truist Financial restated a “buy” rating and set a $395.00 target price (up from $370.00) on shares of UnitedHealth Group in a report on Wednesday. TD Cowen boosted their target price on UnitedHealth Group from $311.00 to $337.00 and gave the stock a “hold” rating in a report on Thursday. Finally, Barclays boosted their target price on UnitedHealth Group from $327.00 to $373.00 and gave the stock an “overweight” rating in a report on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, seven have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $377.64.

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.