Capital Advisors Inc. OK Sells 1,889 Shares of UnitedHealth Group Incorporated $UNH

Capital Advisors Inc. OK cut its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 21.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 7,092 shares of the healthcare conglomerate’s stock after selling 1,889 shares during the period. Capital Advisors Inc. OK’s holdings in UnitedHealth Group were worth $2,341,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in UNH. Scharf Investments LLC lifted its stake in UnitedHealth Group by 399.2% during the 4th quarter. Scharf Investments LLC now owns 178,972 shares of the healthcare conglomerate’s stock valued at $59,085,000 after acquiring an additional 143,122 shares in the last quarter. Warwick Investment Management Inc. grew its stake in shares of UnitedHealth Group by 15.2% in the 4th quarter. Warwick Investment Management Inc. now owns 1,014 shares of the healthcare conglomerate’s stock worth $335,000 after acquiring an additional 134 shares in the last quarter. Founders Capital Management lifted its position in shares of UnitedHealth Group by 49.6% during the fourth quarter. Founders Capital Management now owns 603 shares of the healthcare conglomerate’s stock valued at $199,000 after purchasing an additional 200 shares in the last quarter. Lodestone Wealth Management LLC grew its position in UnitedHealth Group by 15.5% in the 4th quarter. Lodestone Wealth Management LLC now owns 2,767 shares of the healthcare conglomerate’s stock worth $913,000 after purchasing an additional 372 shares in the last quarter. Finally, Frank Rimerman Advisors LLC increased its stake in UnitedHealth Group by 6.3% in the 4th quarter. Frank Rimerman Advisors LLC now owns 14,085 shares of the healthcare conglomerate’s stock valued at $4,650,000 after buying an additional 835 shares during the last quarter. 87.86% of the stock is owned by institutional investors.

Key Headlines Impacting UnitedHealth Group

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

• Positive Sentiment: Raymond James upgraded UNH to Outperform and set a $330 price target, citing better-than-expected expense/margin improvement (especially at Optum Health), which implies meaningful upside to earnings estimates. Raymond James upgrade
• Positive Sentiment: Prominent analyst pieces argue UNH is deeply discounted after steep declines and that the pullback creates a buying opportunity for value/long-term investors. That narrative can attract contrarian flows. Investopedia buy argument
• Positive Sentiment: Reports that billionaire Paul Tudor Jones is adding to UNH provide a headline-driven catalyst and signal institutional conviction for some macro-focused allocators. Paul Tudor Jones buys
• Positive Sentiment: Analysis from Zacks highlights UNH’s strong earnings surprise history and argues the company has the setup to beat upcoming quarters—supporting the bullish case tied to margin recovery. Zacks on earnings upside
• Neutral Sentiment: Street coverage remains heavy and mixed: many buy/outperform ratings and a median multi-month price target well above current levels, so analyst sentiment provides a backdrop for both rallies and volatility. QuiverQuant analyst/target summary
• Negative Sentiment: Social-media and trader chatter intensified after shares fell below Berkshire’s purchase price, spotlighting year-to-date and prior-year declines; that panic plus recent large institutional sell-offs increases downside volatility risk. QuiverQuant social discussion
• Negative Sentiment: Legal/regulatory risk remains unresolved: the Ninth Circuit will weigh whether United can use a broad preemption defense in a Medicare Advantage fraud case—an adverse ruling could increase liability exposure and regulatory scrutiny. Ninth Circuit legal risk

UnitedHealth Group Stock Performance

Shares of UNH stock opened at $274.04 on Thursday. UnitedHealth Group Incorporated has a 12 month low of $234.60 and a 12 month high of $606.36. The stock has a market capitalization of $248.74 billion, a P/E ratio of 20.78, a PEG ratio of 1.24 and a beta of 0.40. 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 firm’s 50 day moving average is $286.16 and its 200 day moving average is $320.70.

UnitedHealth Group (NYSE:UNH) last posted its earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.09 by $0.02. The firm 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 business’s quarterly revenue was up 12.3% on a year-over-year basis. During the same quarter in the prior year, the business posted $6.81 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. On average, sell-side analysts anticipate that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current year.

UnitedHealth Group Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Monday, March 9th were issued a dividend of $2.21 per share. This represents a $8.84 dividend on an annualized basis and a yield of 3.2%. The ex-dividend date of this dividend was Monday, March 9th. UnitedHealth Group’s payout ratio is presently 67.02%.

Analyst Ratings Changes

A number of brokerages recently commented on UNH. Wells Fargo & Company decreased their price target on UnitedHealth Group from $400.00 to $370.00 and set an “overweight” rating for the company in a research report on Friday, January 30th. Barclays lowered their price objective on shares of UnitedHealth Group from $391.00 to $327.00 and set an “overweight” rating on the stock in a research report on Friday, January 30th. Truist Financial decreased their price target on shares of UnitedHealth Group from $410.00 to $370.00 and set a “buy” rating for the company in a research note on Monday, February 2nd. Piper Sandler reiterated an “overweight” rating on shares of UnitedHealth Group in a research note on Tuesday, January 27th. Finally, Jefferies Financial Group lowered their target price on UnitedHealth Group from $418.00 to $340.00 and set a “buy” rating on the stock in a research note on Wednesday, January 28th. One research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating, seven have assigned a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $363.38.

UnitedHealth Group Company 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.