Prescott Group Capital Management L.L.C. Boosts Stock Position in UnitedHealth Group Incorporated $UNH

Prescott Group Capital Management L.L.C. lifted its position in UnitedHealth Group Incorporated (NYSE:UNH) by 116.1% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 11,183 shares of the healthcare conglomerate’s stock after buying an additional 6,008 shares during the quarter. Prescott Group Capital Management L.L.C.’s holdings in UnitedHealth Group were worth $3,692,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of UNH. Beacon Financial Strategies CORP acquired a new position in UnitedHealth Group during the 4th quarter worth $26,000. Anfield Capital Management LLC grew its stake in UnitedHealth Group by 220.0% during the 4th quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate’s stock worth $26,000 after purchasing an additional 55 shares in the last quarter. Joseph Group Capital Management acquired a new position in UnitedHealth Group during the 4th quarter worth $27,000. Foster Dykema Cabot & Partners LLC grew 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 purchasing an additional 34 shares in the last quarter. Finally, 1248 Management LLC acquired a new position in UnitedHealth Group during the 3rd quarter worth $29,000. 87.86% of the stock is owned by institutional investors and hedge funds.

UnitedHealth Group Stock Down 1.5%

UnitedHealth Group stock opened at $383.30 on Thursday. UnitedHealth Group Incorporated has a twelve month low of $234.60 and a twelve month high of $404.15. The stock has a 50 day moving average of $322.87 and a two-hundred day moving average of $318.86. The company has a current ratio of 0.80, a quick ratio of 0.80 and a debt-to-equity ratio of 0.69. The stock has a market capitalization of $348.09 billion, a price-to-earnings ratio of 28.95, a PEG ratio of 1.68 and a beta of 0.64.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings data 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 return on equity of 14.65% and a net margin of 2.68%.The company had revenue of $111.65 billion during the quarter, compared to analysts’ expectations of $109.84 billion. During the same period last year, the firm earned $7.20 EPS. The firm’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, research analysts expect that UnitedHealth Group Incorporated will post 18.29 earnings per share for the current year.

UnitedHealth Group Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders 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 yield of 2.3%. The ex-dividend date of this dividend was Monday, March 9th. UnitedHealth Group’s dividend payout ratio (DPR) is presently 66.77%.

UnitedHealth Group News Roundup

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

• Positive Sentiment: Mizuho raised its price target on UnitedHealth to $440 from $410 and kept an Outperform rating, signaling confidence that the managed care sector’s recent weakness is easing. Article Title
• Positive Sentiment: Analysts at Zacks Research lifted estimates across multiple future periods, including FY2027 EPS to $20.52 from $19.76 and FY2028 EPS to $22.75, reinforcing expectations for strong earnings power ahead. Article Title
• Positive Sentiment: Additional commentary from Wall Street suggests UNH could regain momentum over the next 12 months as investors look past the Berkshire-driven volatility. Article Title
• Neutral Sentiment: News about Berkshire Hathaway reshuffling its portfolio, including exiting UnitedHealth, is weighing on sentiment, but the move appears driven by Berkshire’s broader allocation changes rather than a new company-specific warning. Article Title
• Negative Sentiment: UnitedHealth remains under scrutiny after Berkshire Hathaway fully exited its stake, which has sparked selling pressure and renewed concerns about near-term headwinds for the stock. Article Title

Analysts Set New Price Targets

Several research firms recently commented on UNH. Piper Sandler reissued an “overweight” rating on shares of UnitedHealth Group in a research note on Tuesday, January 27th. Truist Financial reaffirmed a “buy” rating and set a $395.00 price objective (up from $370.00) on shares of UnitedHealth Group in a research report on Wednesday, April 22nd. Oppenheimer upped their price objective on UnitedHealth Group from $385.00 to $405.00 and gave the stock an “outperform” rating in a research report on Wednesday, April 22nd. Erste Group Bank raised UnitedHealth Group from a “hold” rating to a “buy” rating in a research report on Monday, April 27th. Finally, Robert W. Baird upped their price objective on UnitedHealth Group from $278.00 to $287.00 and gave the stock an “underperform” rating in a research report on Wednesday, April 22nd. One analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $385.39.

Insiders Place Their Bets

In other news, CEO Patrick Hugh Conway sold 800 shares of the firm’s stock in a transaction that occurred on Thursday, April 23rd. The stock was sold at an average price of $355.00, for a total value of $284,000.00. Following the completion of the sale, the chief executive officer directly owned 17,805 shares of the company’s stock, valued at $6,320,775. This trade represents a 4.30% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Insiders own 0.28% of the company’s stock.

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.