Fortis Group Advisors LLC Buys 1,753 Shares of UnitedHealth Group Incorporated $UNH

Fortis Group Advisors LLC increased its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 20.1% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 10,472 shares of the healthcare conglomerate’s stock after acquiring an additional 1,753 shares during the quarter. Fortis Group Advisors LLC’s holdings in UnitedHealth Group were worth $3,457,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also bought and sold shares of the stock. Vanguard Group Inc. increased its position in UnitedHealth Group by 1.1% during the fourth quarter. Vanguard Group Inc. now owns 91,600,260 shares of the healthcare conglomerate’s stock worth $30,238,162,000 after acquiring an additional 995,210 shares during the period. Capital World Investors increased its position in UnitedHealth Group by 18.8% during the third quarter. Capital World Investors now owns 21,766,922 shares of the healthcare conglomerate’s stock worth $7,516,107,000 after acquiring an additional 3,439,182 shares during the period. Capital International Investors increased its holdings in UnitedHealth Group by 11.1% in the 3rd quarter. Capital International Investors now owns 17,499,949 shares of the healthcare conglomerate’s stock valued at $6,042,710,000 after buying an additional 1,747,337 shares during the period. Capital Research Global Investors increased its holdings in UnitedHealth Group by 126.9% in the 3rd quarter. Capital Research Global Investors now owns 13,042,049 shares of the healthcare conglomerate’s stock valued at $4,503,419,000 after buying an additional 7,293,009 shares during the period. Finally, Dodge & Cox increased its holdings in UnitedHealth Group by 8.6% in the 3rd quarter. Dodge & Cox now owns 9,505,636 shares of the healthcare conglomerate’s stock valued at $3,282,296,000 after buying an additional 755,076 shares during the period. Institutional investors own 87.86% of the company’s stock.

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: Mizuho raised its price target on UnitedHealth Group to $440 from $410 and reiterated an Outperform rating, signaling renewed confidence in the managed care leader and helping support the stock. UnitedHealth Price Target Lifted to $440 at Mizuho: The Managed Care Storm Clouds Are Clearing
• Positive Sentiment: Zacks Research lifted multiple earnings estimates for UNH, including FY2027 and several quarterly forecasts, suggesting improving profit expectations over the next few years. MarketBeat UnitedHealth Group page
• Positive Sentiment: Recent commentary also points to Wall Street analysts seeing further upside over the next 12 months, reinforcing the view that the stock may have more room to run. Wall Street predicts UnitedHealth stock price for next 12 months
• Neutral Sentiment: UnitedHealth’s latest earnings showed solid underlying performance, with Q1 results beating estimates on both EPS and revenue, which continues to provide a fundamental backstop for the shares. MarketBeat UnitedHealth Group page
• Negative Sentiment: Investor sentiment was hurt after Berkshire Hathaway, tied to Greg Abel, exited its entire UNH position, creating concern that a major long-term holder sees less near-term appeal. UnitedHealth Shares Fall After Berkshire Dumps Entire Stake
• Negative Sentiment: Related articles highlight that Berkshire’s exit triggered a stock slide and fresh scrutiny on headwinds facing the company, even though some analysts argue the selloff may be overdone. UnitedHealth Under the Microscope After Berkshire Pulls the Plug

Insider Buying and Selling at UnitedHealth Group

In related news, CEO Patrick Hugh Conway sold 800 shares of the stock in a transaction that occurred on Thursday, April 23rd. The shares were sold at an average price of $355.00, for a total value of $284,000.00. Following the transaction, the chief executive officer directly owned 17,805 shares in the company, valued at $6,320,775. This represents a 4.30% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. 0.28% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

Several equities research analysts have issued reports on UNH shares. Sanford C. Bernstein boosted their price target on shares of UnitedHealth Group from $405.00 to $411.00 and gave the company an “outperform” rating in a report on Tuesday, April 7th. Morgan Stanley boosted their price target on shares of UnitedHealth Group from $375.00 to $395.00 and gave the company an “overweight” rating in a report on Wednesday, April 22nd. TD Cowen boosted their price target on shares of UnitedHealth Group from $311.00 to $337.00 and gave the company a “hold” rating in a report on Thursday, April 23rd. UBS Group lowered their price target on shares of UnitedHealth Group from $430.00 to $410.00 and set a “buy” rating on the stock in a report on Wednesday, January 28th. Finally, Erste Group Bank upgraded shares of UnitedHealth Group from a “hold” rating to a “buy” rating in a research note on Monday, April 27th. One investment analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, six have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, UnitedHealth Group currently has a consensus rating of “Moderate Buy” and an average price target of $385.39.

UnitedHealth Group Stock Down 1.5%

Shares of NYSE UNH opened at $383.30 on Thursday. The firm’s 50-day simple moving average is $322.87 and its 200 day simple moving average is $318.86. The company has a market cap of $348.09 billion, a price-to-earnings ratio of 28.95, a price-to-earnings-growth ratio of 1.68 and a beta of 0.64. The company has a quick ratio of 0.80, a current ratio of 0.80 and a debt-to-equity ratio of 0.69. UnitedHealth Group Incorporated has a 12-month low of $234.60 and a 12-month high of $404.15.

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

UnitedHealth Group Dividend Announcement

The firm also recently announced 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. The ex-dividend date was Monday, March 9th. This represents a $8.84 dividend on an annualized basis and a yield of 2.3%. UnitedHealth Group’s dividend payout ratio is presently 66.77%.

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.