CIBC Asset Management Inc Increases Stake in UnitedHealth Group Incorporated $UNH

CIBC Asset Management Inc raised its position in UnitedHealth Group Incorporated (NYSE:UNH) by 31.2% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 464,889 shares of the healthcare conglomerate’s stock after purchasing an additional 110,441 shares during the period. CIBC Asset Management Inc’s holdings in UnitedHealth Group were worth $153,430,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also made changes to their positions in the business. Beacon Financial Strategies CORP purchased a new position in UnitedHealth Group in the fourth quarter valued at approximately $26,000. Anfield Capital Management LLC boosted its holdings in shares of UnitedHealth Group by 220.0% in the 4th quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate’s stock valued at $26,000 after buying an additional 55 shares in the last quarter. Joseph Group Capital Management acquired a new position in shares of UnitedHealth Group in the 4th quarter valued at $27,000. Foster Dykema Cabot & Partners LLC boosted its holdings in shares of UnitedHealth Group by 69.4% in the 3rd quarter. Foster Dykema Cabot & Partners LLC now owns 83 shares of the healthcare conglomerate’s stock valued at $29,000 after buying an additional 34 shares in the last quarter. Finally, 1248 Management LLC acquired a new position in shares of UnitedHealth Group in the 3rd quarter valued at $29,000. 87.86% of the stock is owned by institutional investors and hedge funds.

UnitedHealth Group Price Performance

Shares of NYSE UNH opened at $377.93 on Wednesday. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $404.15. The business has a 50 day moving average price of $338.84 and a two-hundred day moving average price of $321.92. The company has a quick ratio of 0.80, a current ratio of 0.80 and a debt-to-equity ratio of 0.69. The firm has a market cap of $343.21 billion, a PE ratio of 28.54, a price-to-earnings-growth ratio of 1.64 and a beta of 0.64.

UnitedHealth Group (NYSE:UNH) last issued its earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 EPS for the quarter, topping the consensus estimate 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 analyst estimates of $109.84 billion. During the same quarter last year, the firm earned $7.20 EPS. The business’s revenue was up 2.0% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Sell-side analysts expect that UnitedHealth Group Incorporated will post 18.29 earnings per share for the current fiscal year.

UnitedHealth Group News Roundup

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

• Positive Sentiment: Truist raised its price target on UnitedHealth Group to $440 from $395 and reiterated a buy rating, signaling continued confidence in the company’s earnings power and upside potential.
• Positive Sentiment: UnitedHealth said it plans to eliminate nearly two-thirds of pediatric prior authorizations by year-end, which could reduce administrative burden and improve access to care, a potentially favorable operational move.
• Neutral Sentiment: Several recent opinion-style articles highlighted UNH as a long-term cash-flow and dividend-growth name, reflecting ongoing interest in the stock as a defensive healthcare holding rather than a clear near-term catalyst.
• Negative Sentiment: New Medicare reimbursement concerns are weighing on sentiment, as investors worry changes to government payment rates could pressure UnitedHealth’s margins and future growth. Article: UnitedHealth Group (UNH) Hit by Medicare Reimbursement Concerns
• Negative Sentiment: Massachusetts’ lawsuit over alleged inflation of Medicaid patient risk scores adds legal and reputational risk, raising questions about revenue recognition and government-program scrutiny. Article: UnitedHealth Lawsuit Raises Fresh Questions On Medicaid Revenue And Investor Risk
• Negative Sentiment: Another legal headline about alleged deceptive Medicare Advantage advertising practices adds to concerns that regulatory and litigation risks may stay elevated for UNH. Article: Ninth Circuit Anticipated to Rule on UnitedHealthcare’s Alleged Deceptive Medicare Advantage Advertising Practices – GJLaw

Analysts Set New Price Targets

A number of analysts have weighed in on UNH shares. Wells Fargo & Company increased their price objective on UnitedHealth Group from $370.00 to $397.00 and gave the stock an “overweight” rating in a research report on Wednesday, April 22nd. Jefferies Financial Group increased their price objective on UnitedHealth Group from $340.00 to $373.00 and gave the stock a “buy” rating in a research report on Monday, April 20th. TD Cowen raised their target price on shares of UnitedHealth Group from $311.00 to $337.00 and gave the stock a “hold” rating in a research note on Thursday, April 23rd. Erste Group Bank upgraded shares of UnitedHealth Group from a “hold” rating to a “buy” rating in a research note on Monday, April 27th. Finally, UBS Group raised their target price on shares of UnitedHealth Group from $410.00 to $460.00 and gave the stock a “buy” rating in a research note on Friday, May 22nd. One analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $399.50.

Insider Transactions at UnitedHealth Group

In related news, CEO Patrick Hugh Conway sold 800 shares of the business’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 transaction of $284,000.00. Following the completion of the transaction, the chief executive officer owned 17,805 shares in the company, valued at $6,320,775. The trade was a 4.30% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. 0.28% of the stock is owned by corporate insiders.

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.