Wellington Shields Capital Management LLC Decreases Stock Holdings in UnitedHealth Group Incorporated $UNH

Wellington Shields Capital Management LLC trimmed its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 27.6% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 3,475 shares of the healthcare conglomerate’s stock after selling 1,325 shares during the period. Wellington Shields Capital Management LLC’s holdings in UnitedHealth Group were worth $1,147,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Beacon Financial Strategies CORP purchased a new stake in UnitedHealth Group during the fourth quarter valued at approximately $26,000. Anfield Capital Management LLC increased its holdings 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 buying an additional 55 shares during the last quarter. Joseph Group Capital Management purchased a new stake in UnitedHealth Group during the fourth quarter valued at approximately $27,000. Foster Dykema Cabot & Partners LLC increased its holdings in UnitedHealth Group by 69.4% during the third 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 during the last quarter. Finally, 1248 Management LLC purchased a new stake in UnitedHealth Group during the third quarter valued at approximately $29,000. 87.86% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of the stock in a transaction on Thursday, April 23rd. The shares were sold at an average price of $355.00, for a total transaction of $284,000.00. Following the completion of the transaction, the chief executive officer owned 17,805 shares in the company, valued at $6,320,775. This trade represents a 4.30% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 0.28% of the stock is owned by company insiders.

UnitedHealth Group Price Performance

Shares of NYSE:UNH opened at $388.42 on Tuesday. The company has a debt-to-equity ratio of 0.69, a quick ratio of 0.80 and a current ratio of 0.80. The firm has a fifty day moving average price of $329.15 and a 200 day moving average price of $319.94. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $404.15. The firm has a market cap of $352.74 billion, a price-to-earnings ratio of 29.34, a P/E/G ratio of 1.67 and a beta of 0.64.

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

Analyst Upgrades and Downgrades

A number of equities analysts have weighed in on UNH shares. JPMorgan Chase & Co. upped their price target on shares of UnitedHealth Group from $389.00 to $420.00 and gave the stock an “overweight” rating in a research report on Tuesday, April 28th. TD Cowen upped their price target 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. Raymond James Financial raised UnitedHealth Group from a “market perform” rating to an “outperform” rating and set a $330.00 price objective for the company in a research note on Wednesday, April 1st. Sanford C. Bernstein lifted their target price on UnitedHealth Group from $405.00 to $411.00 and gave the company an “outperform” rating in a research note on Tuesday, April 7th. Finally, Barclays lifted their target price on UnitedHealth Group from $327.00 to $373.00 and gave the company an “overweight” rating in a research note on Wednesday, April 22nd. One research analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $387.57.

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.