Fisher Asset Management LLC Buys 41,173 Shares of UnitedHealth Group Incorporated $UNH

Fisher Asset Management LLC boosted its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 0.8% in the 4th quarter, Holdings Channel reports. The firm owned 5,293,622 shares of the healthcare conglomerate’s stock after acquiring an additional 41,173 shares during the quarter. Fisher Asset Management LLC’s holdings in UnitedHealth Group were worth $1,747,478,000 at the end of the most recent reporting period.

Several other large investors have also added to or reduced their stakes in UNH. Beacon Financial Strategies CORP bought a new position in UnitedHealth Group in the 4th quarter worth about $26,000. Anfield Capital Management LLC boosted its position in shares of UnitedHealth Group by 220.0% during the 4th quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate’s stock valued at $26,000 after acquiring an additional 55 shares during the last quarter. Joseph Group Capital Management bought a new stake in shares of UnitedHealth Group during the 4th quarter valued at about $27,000. Foster Dykema Cabot & Partners LLC boosted its position in shares of UnitedHealth Group by 69.4% during the 3rd quarter. Foster Dykema Cabot & Partners LLC now owns 83 shares of the healthcare conglomerate’s stock valued at $29,000 after acquiring an additional 34 shares during the last quarter. Finally, 1248 Management LLC bought a new stake in shares of UnitedHealth Group during the 3rd quarter valued at about $29,000. Institutional investors own 87.86% of the company’s stock.

UnitedHealth Group Price Performance

Shares of UnitedHealth Group stock opened at $388.42 on Monday. The company has a debt-to-equity ratio of 0.69, a current ratio of 0.80 and a quick ratio of 0.80. The business’s 50 day simple moving average is $326.93 and its two-hundred day simple moving average is $319.53. The stock has a market capitalization of $352.74 billion, a P/E ratio of 29.34, a price-to-earnings-growth ratio of 1.67 and a beta of 0.64. UnitedHealth Group Incorporated has a one year low of $234.60 and a one year high of $404.15.

UnitedHealth Group (NYSE:UNH) last announced its quarterly earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 EPS for the quarter, topping analysts’ consensus estimates of $6.76 by $0.47. The business had revenue of $111.65 billion for the quarter, compared to analysts’ expectations of $109.84 billion. UnitedHealth Group had a return on equity of 14.65% and a net margin of 2.68%.The business’s quarterly revenue was up 2.0% on a year-over-year basis. During the same period in the previous year, the firm earned $7.20 EPS. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Analysts forecast that UnitedHealth Group Incorporated will post 18.29 EPS for the current year.

UnitedHealth Group Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Monday, March 9th were paid a dividend of $2.21 per share. The ex-dividend date of this dividend was Monday, March 9th. This represents a $8.84 annualized dividend and a dividend yield of 2.3%. UnitedHealth Group’s payout ratio is 66.77%.

Insider Activity

In other 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 transaction, the chief executive officer directly owned 17,805 shares of the company’s stock, valued at approximately $6,320,775. The trade was a 4.30% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Company insiders own 0.28% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts have recently issued reports on UNH shares. Royal Bank Of Canada lifted their price target on UnitedHealth Group from $361.00 to $400.00 and gave the company an “outperform” rating in a research report on Wednesday, April 22nd. Truist Financial reiterated a “buy” rating and set a $395.00 price target (up from $370.00) on shares of UnitedHealth Group in a research report on Wednesday, April 22nd. UBS Group raised their price objective on UnitedHealth Group from $410.00 to $460.00 and gave the company a “buy” rating in a report on Friday. Raymond James Financial raised UnitedHealth Group from a “market perform” rating to an “outperform” rating and set a $330.00 price objective on the stock in a report on Wednesday, April 1st. Finally, Morgan Stanley raised their price objective on UnitedHealth Group from $375.00 to $395.00 and gave the company an “overweight” rating in a report on Wednesday, April 22nd. One equities research analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating, six have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $387.57.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: UBS raised its price target on UnitedHealth Group to $460 from $410 and reiterated a Buy rating, signaling meaningful upside from current levels. Benzinga report on UBS target increase
• Positive Sentiment: UnitedHealth was highlighted by multiple outlets as a high-quality stock and a turnaround bet, with commentary noting that managed care is outgrowing the broader economy and that the company is benefiting from AI adoption in operations. Motley Fool article on AI and turnaround
• Neutral Sentiment: UnitedHealth also appeared in a hedge-fund “high quality stocks” list and a Goldman Sachs conviction-list discussion, which supports the stock’s investment case but does not change fundamentals on its own. InsiderMonkey article on turnaround case
• Negative Sentiment: There is still headline risk around Medicare Advantage overpayments, with a Congressional committee estimating about $7 billion annually in excess payments to private insurers, which could keep regulatory scrutiny on managed-care names like UNH. 247WallSt article on Medicare Advantage overpayments
• Negative Sentiment: Recent discussion also noted that Berkshire-linked selling contributed to a prior stock slide, underscoring that investor sentiment can still turn quickly. Barchart article on Berkshire stake sale

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.