Northwestern Mutual Wealth Management Co. Grows Position in UnitedHealth Group Incorporated $UNH

Northwestern Mutual Wealth Management Co. raised its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 0.7% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 254,890 shares of the healthcare conglomerate’s stock after acquiring an additional 1,715 shares during the period. Northwestern Mutual Wealth Management Co.’s holdings in UnitedHealth Group were worth $84,142,000 as of its most recent SEC filing.

Other hedge funds also recently made changes to their positions in the company. Beacon Financial Strategies CORP bought a new stake in UnitedHealth Group in the 4th quarter worth approximately $26,000. Anfield Capital Management LLC raised its stake in UnitedHealth Group by 220.0% during the fourth quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate’s stock valued at $26,000 after purchasing an additional 55 shares in the last quarter. Joseph Group Capital Management bought a new position in UnitedHealth Group during the fourth quarter valued at $27,000. Foster Dykema Cabot & Partners LLC raised 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 buying an additional 34 shares in the last quarter. Finally, 1248 Management LLC purchased a new position in UnitedHealth Group in the third quarter worth about $29,000. 87.86% of the stock is currently owned by hedge funds and other institutional investors.

UnitedHealth Group Trading Down 0.7%

Shares of UNH opened at $379.70 on Friday. 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 firm has a market capitalization of $344.82 billion, a price-to-earnings ratio of 28.68, a PEG ratio of 1.65 and a beta of 0.64. The company has a 50-day moving average of $336.85 and a 200 day moving average of $321.55. UnitedHealth Group Incorporated has a 1-year low of $234.60 and a 1-year high of $404.15.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share for the quarter, beating the consensus estimate of $6.76 by $0.47. The firm had revenue of $111.65 billion during 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 company’s revenue was up 2.0% on a year-over-year basis. During the same quarter in the previous year, the firm posted $7.20 earnings per share. 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 EPS for the current year.

UnitedHealth Group News Summary

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

• Positive Sentiment: UnitedHealthcare said it will eliminate prior authorization requirements for nearly two-thirds of pediatric services by year-end. That could reduce administrative friction, improve patient/provider relations, and support customer satisfaction. Reuters article
• Positive Sentiment: Bernstein raised its price target on UNH to $492 from $444 and kept an Outperform rating, citing an EPS recovery outlook. Higher price targets from analysts can help reinforce investor confidence. Yahoo Finance article
• Neutral Sentiment: Berkshire Hathaway fully exited its UNH stake, which is drawing attention to valuation and regulatory risks. While not necessarily a fundamental change, the sale may weigh on sentiment around the stock. Yahoo Finance article
• Negative Sentiment: Massachusetts filed a lawsuit against a UnitedHealth insurance unit, alleging more than $100 million in Medicaid fraud tied to inflated illness severity claims. The lawsuit adds legal and reputational risk for UNH. Investing.com article

Insider Activity

In other news, CEO Patrick Hugh Conway sold 800 shares of the firm’s stock in a transaction 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 owned 17,805 shares in the company, valued at approximately $6,320,775. This trade represents a 4.30% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this link. Insiders own 0.28% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of brokerages have recently commented on UNH. Weiss Ratings upgraded UnitedHealth Group from a “sell (d+)” rating to a “hold (c-)” rating in a report on Thursday, May 7th. Jefferies Financial Group boosted their price objective on shares of UnitedHealth Group from $340.00 to $373.00 and gave the company a “buy” rating in a research report on Monday, April 20th. Oppenheimer lifted their price target on shares of UnitedHealth Group from $385.00 to $405.00 and gave the stock an “outperform” rating in a research note on Wednesday, April 22nd. HC Wainwright set a $492.00 target price on UnitedHealth Group in a research report on Wednesday. Finally, UBS Group increased their price target on UnitedHealth Group from $410.00 to $460.00 and gave the stock a “buy” rating in a report on Friday, May 22nd. One analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $397.63.

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.