Victrix Investment Advisors Has $5.99 Million Holdings in UnitedHealth Group Incorporated $UNH

Victrix Investment Advisors lifted its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 25.4% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 18,145 shares of the healthcare conglomerate’s stock after buying an additional 3,681 shares during the quarter. UnitedHealth Group makes up about 2.3% of Victrix Investment Advisors’ holdings, making the stock its 11th biggest holding. Victrix Investment Advisors’ holdings in UnitedHealth Group were worth $5,990,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also modified their holdings of the company. Sarver Vrooman Wealth Advisors acquired a new position in shares of UnitedHealth Group in the 4th quarter worth approximately $25,000. Beacon Financial Strategies CORP acquired a new position in shares of UnitedHealth Group in the 4th quarter worth approximately $26,000. Anfield Capital Management LLC raised its holdings in shares of 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 acquired a new position in shares of UnitedHealth Group in the 4th quarter worth approximately $27,000. Finally, Foster Dykema Cabot & Partners LLC increased its holdings in 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 in the last quarter. 87.86% of the stock is owned by institutional investors and hedge funds.

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 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 trade represents a 4.30% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 0.28% of the stock is owned by corporate insiders.

UnitedHealth Group Stock Up 5.4%

NYSE UNH opened at $397.25 on Friday. The stock has a fifty day moving average of $345.52 and a 200-day moving average of $323.05. The stock has a market capitalization of $360.76 billion, a P/E ratio of 30.00, a price-to-earnings-growth ratio of 1.62 and a beta of 0.64. UnitedHealth Group Incorporated has a 52 week low of $234.60 and a 52 week high of $404.15. The company has a debt-to-equity ratio of 0.69, a quick ratio of 0.80 and a current ratio of 0.80.

UnitedHealth Group (NYSE:UNH) last released its 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. The company had revenue of $111.65 billion during the quarter, compared to analysts’ expectations of $109.84 billion. UnitedHealth Group had a return on equity of 14.65% and a net margin of 2.68%.The business’s revenue for the quarter was up 2.0% on a year-over-year basis. During the same period last year, the firm earned $7.20 EPS. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. On average, equities research analysts forecast that UnitedHealth Group Incorporated will post 18.29 EPS for the current year.

UnitedHealth Group Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, June 23rd. Stockholders of record on Monday, June 15th will be given a $2.32 dividend. The ex-dividend date is Monday, June 15th. This represents a $9.28 annualized dividend and a dividend yield of 2.3%. This is an increase from UnitedHealth Group’s previous quarterly dividend of $2.21. UnitedHealth Group’s dividend payout ratio is 66.77%.

Analyst Upgrades and Downgrades

A number of research firms recently weighed in on UNH. Jefferies Financial Group raised their price target on UnitedHealth Group from $340.00 to $373.00 and gave the company a “buy” rating in a report on Monday, April 20th. JPMorgan Chase & Co. raised their price target on UnitedHealth Group from $389.00 to $420.00 and gave the company an “overweight” rating in a report on Tuesday, April 28th. Robert W. Baird raised their price target on UnitedHealth Group from $278.00 to $287.00 and gave the company an “underperform” rating in a report on Wednesday, April 22nd. Weiss Ratings raised UnitedHealth Group from a “sell (d+)” rating to a “hold (c-)” rating in a report on Thursday, May 7th. Finally, Leerink Partners raised their price target on UnitedHealth Group from $345.00 to $400.00 and gave the company an “outperform” rating in a report on Wednesday, April 22nd. One analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $404.42.

Key Headlines Impacting UnitedHealth Group

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

• Positive Sentiment: Bank of America upgraded UnitedHealth Group to Buy from Neutral and raised its price target to $450, citing improving medical cost trends, a better risk/reward setup, and stronger earnings expectations. UnitedHealth gains as BofA upgrades on earnings setup
• Positive Sentiment: Morgan Stanley also lifted its price target on UNH to $453 and maintained an Overweight rating, adding to the bullish analyst momentum. Benzinga report on Morgan Stanley target hike
• Positive Sentiment: UnitedHealth raised its quarterly dividend by 5% to $2.32 per share, signaling confidence in cash flow and extending its long streak of annual dividend increases. UnitedHealth Just Raised Its Dividend 5%
• Positive Sentiment: Several reports noted the stock’s sharp rebound as analysts pointed to softer medical cost trends and possible AI-driven efficiency gains, which could support future margins. Analysts cheer softer medical cost trends
• Neutral Sentiment: Technical commentary suggests the recent bounce may have room to continue, with some traders viewing the move as a recovery pattern rather than a fundamental catalyst. Bull Flag Signals Recovery Rally
• Negative Sentiment: Some recent commentary has highlighted ongoing managed-care cost pressure and scrutiny, which could remain a headwind if medical expenses stay elevated. UnitedHealth Faces Cost Pressure As Managed Care Scrutiny Builds

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.