PNC Financial Services Group Inc. Reduces Holdings in UnitedHealth Group Incorporated $UNH

PNC Financial Services Group Inc. decreased its position in UnitedHealth Group Incorporated (NYSE:UNH) by 2.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 892,850 shares of the healthcare conglomerate’s stock after selling 21,671 shares during the period. PNC Financial Services Group Inc.’s holdings in UnitedHealth Group were worth $294,739,000 as of its most recent SEC filing.

Several other hedge funds have also made changes to their positions in the company. Founders Capital Management LLC grew its stake in shares of 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 period. Kellett Wealth Advisors LLC grew its stake in shares of 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 period. Cooper Financial Group grew its stake in shares of 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 period. Successful Portfolios LLC boosted its position in shares of UnitedHealth Group by 2.6% during the 4th quarter. Successful Portfolios LLC now owns 1,194 shares of the healthcare conglomerate’s stock worth $411,000 after purchasing an additional 30 shares during the period. Finally, Auxano Advisors LLC boosted its position in shares of UnitedHealth Group by 3.4% during the 3rd quarter. Auxano Advisors LLC now owns 964 shares of the healthcare conglomerate’s stock worth $333,000 after purchasing an additional 32 shares during the period. Hedge funds and other institutional investors own 87.86% of the company’s stock.

UnitedHealth Group News Summary

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

• Neutral Sentiment: Berkshire’s exit may be more about portfolio reshuffling under Greg Abel than a clear change in UnitedHealth’s fundamentals, so the selloff could be sentiment-driven rather than purely operational. Reuters: UnitedHealth falls after Berkshire sells stake in health insurer
• Neutral Sentiment: Zacks Research raised its Q1 2027 earnings estimate for UNH to $6.87 per share from $6.77, signaling some analyst confidence ahead of future results. Zacks: UnitedHealth Under the Microscope After Berkshire Pulls the Plug
• Neutral Sentiment: A proposed bill focused on HSA expansion, price transparency, and prescription-drug access could affect managed-care economics over time, but it is still early-stage and not an immediate catalyst. Quiver Quantitative: New Bill H.R. 8324
• Negative Sentiment: Multiple reports also highlight UNH’s recent weakness tied to rising medical costs and unfavorable member mix, reinforcing investor concerns that margins may remain pressured. Yahoo Finance: UnitedHealth Group (UNH) Fell 33% as Rising Medical Costs and Member Mix Pressured Earnings

Insider Buying and Selling at UnitedHealth Group

In other news, CEO Patrick Hugh Conway sold 800 shares of the firm’s stock in a transaction 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 sale, the chief executive officer directly owned 17,805 shares in the company, valued at approximately $6,320,775. This trade represents a 4.30% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Insiders own 0.28% of the company’s stock.

UnitedHealth Group Stock Performance

Shares of UNH stock opened at $389.19 on Wednesday. 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 52 week low of $234.60 and a 52 week high of $404.15. The stock has a market capitalization of $353.44 billion, a PE ratio of 29.39, a P/E/G ratio of 1.69 and a beta of 0.64. The firm has a 50 day moving average of $320.90 and a two-hundred day moving average of $318.59.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 EPS for the quarter, beating 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 company had revenue of $111.65 billion during the quarter, compared to analysts’ expectations of $109.84 billion. During the same quarter last year, the company posted $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. On average, research analysts predict that UnitedHealth Group Incorporated will post 18.29 EPS for the current fiscal year.

UnitedHealth Group Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Monday, March 9th were issued a $2.21 dividend. This represents a $8.84 dividend on an annualized basis and a dividend yield of 2.3%. The ex-dividend date was Monday, March 9th. UnitedHealth Group’s dividend payout ratio (DPR) is presently 66.77%.

Analyst Upgrades and Downgrades

A number of research firms recently weighed in on UNH. TD Cowen increased their price objective on shares of UnitedHealth Group from $311.00 to $337.00 and gave the stock a “hold” rating in a research report on Thursday, April 23rd. Mizuho lowered their price objective on shares of UnitedHealth Group from $430.00 to $350.00 and set an “outperform” rating for the company in a research report on Thursday, February 5th. Jefferies Financial Group increased their price objective on shares of UnitedHealth Group from $340.00 to $373.00 and gave the stock a “buy” rating in a research report on Monday, April 20th. Truist Financial reaffirmed a “buy” rating and set a $395.00 price objective (up from $370.00) on shares of UnitedHealth Group in a research report on Wednesday, April 22nd. Finally, HSBC raised shares of UnitedHealth Group from a “reduce” rating to a “hold” rating and set a $300.00 price target for the company in a research report on Tuesday, April 7th. One analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $381.48.

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.