Sustainable Growth Advisers LP Lowers Holdings in UnitedHealth Group Incorporated $UNH

Sustainable Growth Advisers LP trimmed its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 13.3% in the 4th quarter, according to its most recent filing with the SEC. The institutional investor owned 1,422,511 shares of the healthcare conglomerate’s stock after selling 217,501 shares during the quarter. UnitedHealth Group comprises approximately 3.3% of Sustainable Growth Advisers LP’s portfolio, making the stock its 13th biggest position. Sustainable Growth Advisers LP owned about 0.16% of UnitedHealth Group worth $469,585,000 as of its most recent SEC filing.

Several other large investors also recently bought and sold shares of UNH. Beacon Financial Strategies CORP bought a new stake in UnitedHealth Group in the 4th quarter worth about $26,000. Anfield Capital Management LLC increased its holdings in UnitedHealth Group by 220.0% in the 4th quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate’s stock worth $26,000 after buying an additional 55 shares in the last quarter. Joseph Group Capital Management bought a new stake in UnitedHealth Group in the 4th quarter worth about $27,000. Foster Dykema Cabot & Partners LLC grew its stake 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 purchasing an additional 34 shares during the period. Finally, 1248 Management LLC bought a new stake in shares of UnitedHealth Group during the 3rd quarter valued at about $29,000. 87.86% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

A number of research firms have issued reports on UNH. Weiss Ratings upgraded UnitedHealth Group from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Thursday, May 7th. HSBC upgraded UnitedHealth Group from a “reduce” rating to a “hold” rating and set a $300.00 price target for the company in a research note on Tuesday, April 7th. Oppenheimer boosted their price target on UnitedHealth Group from $385.00 to $405.00 and gave the company an “outperform” rating in a research note on Wednesday, April 22nd. Wells Fargo & Company boosted their price target on UnitedHealth Group from $370.00 to $397.00 and gave the company an “overweight” rating in a research note on Wednesday, April 22nd. Finally, Mizuho boosted their price objective on UnitedHealth Group from $410.00 to $440.00 and gave the company an “outperform” rating in a research note on Wednesday, May 20th. One 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 assigned a Sell rating to the company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $399.50.

Insider Buying and Selling

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 value 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 position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Corporate insiders own 0.28% of the company’s stock.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: Truist raised its price target on UnitedHealth Group (UNH) from $395 to $440 and kept a buy rating, reinforcing Wall Street’s confidence in the stock’s upside. Benzinga report on Truist price target increase
• Positive Sentiment: UnitedHealth said it will eliminate nearly two-thirds of pediatric prior authorizations by year-end, a move that could reduce paperwork, speed care access, and improve provider relations. Can UnitedHealth’s Pediatric Authorization Cuts Ease Care Delays?
• Positive Sentiment: Several recent commentary pieces highlighted UNH as a durable long-term cash-flow generator, which may be supporting investor sentiment around its healthcare scale and recurring demand. 247WallSt article
• Neutral Sentiment: Market commentary and social-media trading chatter showed continued interest in UNH, with traders pointing to support around the mid-$300s and upside targets near $400-$420, but this is more technical sentiment than a fundamental catalyst. Quiver Quantitative discussion summary
• Negative Sentiment: Massachusetts filed a lawsuit accusing UnitedHealth of inflating Medicaid patient risk scores to secure higher payments, adding legal, reputational, and reimbursement risk for the company. UnitedHealth Lawsuit Raises Fresh Questions On Medicaid Revenue And Investor Risk
• Negative Sentiment: Separate reporting on allegations tied to UnitedHealthcare’s Medicare Advantage advertising practices keeps regulatory scrutiny in focus, which can weigh on investor confidence. GlobeNewswire article

UnitedHealth Group Trading Down 0.1%

Shares of NYSE:UNH opened at $380.03 on Tuesday. The stock has a 50 day moving average of $338.84 and a 200 day moving average of $321.92. The company has a current ratio of 0.80, a quick 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. The company has a market cap of $345.12 billion, a PE ratio of 28.70, a price-to-earnings-growth ratio of 1.64 and a beta of 0.64.

UnitedHealth Group (NYSE:UNH) last posted 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. 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 for the quarter, compared to analysts’ expectations of $109.84 billion. During the same period in the previous year, the firm earned $7.20 EPS. The firm’s revenue was up 2.0% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. As a group, equities research analysts expect that UnitedHealth Group Incorporated will post 18.29 EPS for the current year.

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.