1,619 Shares in UnitedHealth Group Incorporated $UNH Acquired by Sage Investment Advisers LLC

Sage Investment Advisers LLC acquired a new stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 1,619 shares of the healthcare conglomerate’s stock, valued at approximately $535,000.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Guerra Advisors Inc bought a new stake in UnitedHealth Group in the third quarter valued at $1,059,000. Money Concepts Capital Corp raised its holdings in UnitedHealth Group by 59.1% in the 3rd quarter. Money Concepts Capital Corp now owns 12,380 shares of the healthcare conglomerate’s stock worth $4,275,000 after purchasing an additional 4,600 shares in the last quarter. Public Sector Pension Investment Board boosted its stake in shares of UnitedHealth Group by 43.1% during the 3rd quarter. Public Sector Pension Investment Board now owns 287,132 shares of the healthcare conglomerate’s stock valued at $99,147,000 after purchasing an additional 86,432 shares in the last quarter. Oberndorf William E bought a new position in UnitedHealth Group in the third quarter worth about $12,276,000. Finally, Oppenheimer Asset Management Inc. boosted its position in UnitedHealth Group by 15.2% during the 3rd quarter. Oppenheimer Asset Management Inc. now owns 48,745 shares of the healthcare conglomerate’s stock valued at $16,832,000 after acquiring an additional 6,421 shares in the last quarter. 87.86% of the stock is currently owned by institutional investors.

Insider Transactions at UnitedHealth Group

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of the 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 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 SEC, which is accessible through this hyperlink. Company insiders own 0.28% of the company’s stock.

Key UnitedHealth Group News

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

Wall Street Analyst Weigh In

A number of research analysts have recently commented on UNH shares. Wells Fargo & Company raised their target price on UnitedHealth Group from $370.00 to $397.00 and gave the company an “overweight” rating in a research note on Wednesday, April 22nd. Argus upgraded UnitedHealth Group from a “hold” rating to a “buy” rating and set a $400.00 price objective for the company in a report on Wednesday, April 22nd. Oppenheimer raised their price objective on UnitedHealth Group from $385.00 to $405.00 and gave the company an “outperform” rating in a research report on Wednesday, April 22nd. Royal Bank Of Canada raised their price objective on UnitedHealth Group from $361.00 to $400.00 and gave the company an “outperform” rating in a research report on Wednesday, April 22nd. Finally, HC Wainwright set a $492.00 price objective on UnitedHealth Group in a research report on Wednesday. One 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 given a Sell rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $397.63.

UnitedHealth Group Price Performance

UNH opened at $379.70 on Monday. UnitedHealth Group Incorporated has a 1 year low of $234.60 and a 1 year high of $404.15. The stock has a 50-day moving average price of $336.85 and a 200-day moving average price of $321.55. The firm has a market cap of $344.82 billion, a PE ratio of 28.68, a P/E/G ratio of 1.64 and a beta of 0.64. The company has a debt-to-equity ratio of 0.69, a current ratio of 0.80 and a quick ratio of 0.80.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share for the quarter, beating 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 business had revenue of $111.65 billion during the quarter, compared to analyst estimates of $109.84 billion. During the same period last year, the business earned $7.20 EPS. UnitedHealth Group’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. Sell-side analysts predict that UnitedHealth Group Incorporated will post 18.29 earnings per share for the current fiscal year.

UnitedHealth Group 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.