8,240 Shares in UnitedHealth Group Incorporated $UNH Bought by Delphi Financial Group Inc.

Delphi Financial Group Inc. acquired a new stake in UnitedHealth Group Incorporated (NYSE:UNH) in the fourth quarter, HoldingsChannel reports. The institutional investor acquired 8,240 shares of the healthcare conglomerate’s stock, valued at approximately $2,720,000. UnitedHealth Group makes up about 1.4% of Delphi Financial Group Inc.’s investment portfolio, making the stock its 18th largest position.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Founders Capital Management LLC boosted its position in UnitedHealth Group by 3.0% in the 4th quarter. Founders Capital Management LLC now owns 982 shares of the healthcare conglomerate’s stock valued at $324,000 after buying an additional 29 shares during the last quarter. Kellett Wealth Advisors LLC boosted its position in UnitedHealth Group by 1.7% in the 4th quarter. Kellett Wealth Advisors LLC now owns 1,746 shares of the healthcare conglomerate’s stock valued at $576,000 after buying an additional 29 shares during the last quarter. Cooper Financial Group boosted its position in UnitedHealth Group by 0.7% in the 4th quarter. Cooper Financial Group now owns 4,338 shares of the healthcare conglomerate’s stock valued at $1,432,000 after buying an additional 30 shares during the last quarter. Successful Portfolios LLC boosted its position in UnitedHealth Group by 2.6% in the 4th quarter. Successful Portfolios LLC now owns 1,194 shares of the healthcare conglomerate’s stock valued at $411,000 after buying an additional 30 shares during the last quarter. Finally, Concord Asset Management LLC VA raised its stake in shares of UnitedHealth Group by 0.6% in the 3rd quarter. Concord Asset Management LLC VA now owns 5,169 shares of the healthcare conglomerate’s stock valued at $1,785,000 after purchasing an additional 32 shares in the last quarter. 87.86% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of the company’s stock in a transaction dated Thursday, April 23rd. The shares were sold at an average price of $355.00, for a total value of $284,000.00. Following the completion of the transaction, the chief executive officer owned 17,805 shares in the company, valued at approximately $6,320,775. This represents a 4.30% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Company insiders own 0.28% of the company’s stock.

UnitedHealth Group Price Performance

NYSE UNH opened at $400.61 on Friday. UnitedHealth Group Incorporated has a 52 week low of $234.60 and a 52 week high of $404.15. 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 cap of $363.81 billion, a price-to-earnings ratio of 30.26, a price-to-earnings-growth ratio of 1.72 and a beta of 0.64. The company has a 50-day moving average price of $348.12 and a two-hundred day moving average price of $323.59.

UnitedHealth Group (NYSE:UNH) last posted 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 net margin of 2.68% and a return on equity of 14.65%. The firm had revenue of $111.65 billion during the quarter, compared to analysts’ expectations of $109.84 billion. During the same quarter in the prior year, the firm earned $7.20 EPS. UnitedHealth Group’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. Analysts forecast that UnitedHealth Group Incorporated will post 18.32 EPS for the current year.

UnitedHealth Group Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, June 23rd. Shareholders of record on Monday, June 15th will be given a $2.32 dividend. This is a positive change from UnitedHealth Group’s previous quarterly dividend of $2.21. The ex-dividend date is Monday, June 15th. This represents a $9.28 annualized dividend and a yield of 2.3%. UnitedHealth Group’s payout ratio is currently 66.77%.

Analyst Ratings Changes

UNH has been the topic of a number of recent analyst reports. JPMorgan Chase & Co. upped their target price on shares of UnitedHealth Group from $389.00 to $420.00 and gave the company an “overweight” rating in a research note on Tuesday, April 28th. Sanford C. Bernstein upped their target price on shares of UnitedHealth Group from $444.00 to $492.00 and gave the company an “outperform” rating in a research note on Wednesday, May 27th. HC Wainwright set a $492.00 target price on shares of UnitedHealth Group in a research note on Wednesday, May 27th. Wells Fargo & Company upped their target price on shares of UnitedHealth Group from $370.00 to $397.00 and gave the company an “overweight” rating in a research note on Wednesday, April 22nd. Finally, Oppenheimer upped their target price on shares of UnitedHealth Group from $385.00 to $405.00 and gave the company an “outperform” rating in a research note on Wednesday, April 22nd. One research analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $404.42.

Key Headlines Impacting UnitedHealth Group

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

• Positive Sentiment: Bank of America upgraded UnitedHealth Group to Buy and raised its price target to $450, citing improving medical cost trends and a better risk/reward setup heading into earnings. Article link
• Positive Sentiment: Morgan Stanley also lifted its price target on UNH to $453 and kept an Overweight rating, reinforcing the view that sentiment is improving. Article link
• Positive Sentiment: UnitedHealth raised its quarterly dividend by 5% to $2.32 per share, extending its long streak of annual dividend increases and signaling financial strength. Article link
• Positive Sentiment: Healthcare stocks, including UnitedHealth, are benefiting from a broader sector rebound as investors seek defensive stability and rotate out of more volatile areas of the market. Article link
• Neutral Sentiment: Recent coverage notes that UNH has already recovered sharply year to date, outpacing the broader market and its industry peer group. Article link
• Negative Sentiment: Some articles continue to highlight ongoing concerns around rising medical costs, managed-care scrutiny, and the stock’s earlier challenges, which could limit upside if operating trends worsen. Article link

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.