Eagle Wealth Advisors LLC purchased a new stake in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 1,629 shares of the healthcare conglomerate’s stock, valued at approximately $538,000.
Several other hedge funds and other institutional investors have also recently made changes to their positions in the stock. Washington Capital Management Inc. grew its position in UnitedHealth Group by 3.9% in the fourth quarter. Washington Capital Management Inc. now owns 1,325 shares of the healthcare conglomerate’s stock worth $437,000 after acquiring an additional 50 shares during the period. Anchyra Partners LLC purchased a new position in UnitedHealth Group in the fourth quarter worth approximately $603,000. New Hampshire Trust boosted its position in shares of UnitedHealth Group by 7.1% during the fourth quarter. New Hampshire Trust now owns 647 shares of the healthcare conglomerate’s stock worth $214,000 after buying an additional 43 shares during the period. Aprio Wealth Management LLC boosted its position in shares of UnitedHealth Group by 49.9% during the fourth quarter. Aprio Wealth Management LLC now owns 3,125 shares of the healthcare conglomerate’s stock worth $1,031,000 after buying an additional 1,040 shares during the period. Finally, D.A. Davidson & CO. boosted its position in shares of UnitedHealth Group by 7.9% during the fourth quarter. D.A. Davidson & CO. now owns 81,752 shares of the healthcare conglomerate’s stock worth $26,987,000 after buying an additional 6,016 shares during the period. Institutional investors and hedge funds own 87.86% of the company’s stock.
UnitedHealth Group Stock Up 0.0%
UnitedHealth Group stock opened at $355.05 on Monday. UnitedHealth Group Incorporated has a 1-year low of $234.60 and a 1-year high of $424.12. The company has a debt-to-equity ratio of 0.69, a current ratio of 0.80 and a quick ratio of 0.79. The stock has a market cap 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 stock’s fifty day moving average is $293.40 and its two-hundred day moving average is $316.63.
UnitedHealth Group Dividend Announcement
The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Monday, March 9th were paid 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 (DPR) is currently 66.77%.
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)
Analysts Set New Price Targets
Several research analysts have recently commented on UNH shares. Argus upgraded UnitedHealth Group from a “hold” rating to a “buy” rating and set a $400.00 price target for the company in a research report on Wednesday, April 22nd. JPMorgan Chase & Co. lowered their price target on UnitedHealth Group from $425.00 to $389.00 and set an “overweight” rating for the company in a research report on Monday, February 2nd. TD Cowen lifted their target price on UnitedHealth Group from $311.00 to $337.00 and gave the company a “hold” rating in a report on Thursday. Jefferies Financial Group lifted their target price on UnitedHealth Group from $340.00 to $373.00 and gave the company a “buy” rating in a report on Monday, April 20th. Finally, Truist Financial reiterated a “buy” rating and issued a $395.00 target price (up from $370.00) on shares of UnitedHealth Group in a report on Wednesday, April 22nd. One investment analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, seven have assigned a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, UnitedHealth Group currently has a consensus rating of “Moderate Buy” and an average target price of $377.64.
Read Our Latest Research Report on UnitedHealth Group
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.
See Also
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