Harel Insurance Investments & Financial Services Ltd. Sells 1,563 Shares of UnitedHealth Group Incorporated $UNH

Harel Insurance Investments & Financial Services Ltd. trimmed its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 33.4% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 3,120 shares of the healthcare conglomerate’s stock after selling 1,563 shares during the period. Harel Insurance Investments & Financial Services Ltd.’s holdings in UnitedHealth Group were worth $1,029,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Beacon Financial Strategies CORP acquired a new stake in UnitedHealth Group in the fourth quarter worth about $26,000. Joseph Group Capital Management acquired a new position in shares of UnitedHealth Group during the fourth quarter valued at about $27,000. Foster Dykema Cabot & Partners LLC increased its holdings in shares of 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 acquiring an additional 34 shares in the last quarter. 1248 Management LLC purchased a new stake in UnitedHealth Group during the 3rd quarter valued at about $29,000. Finally, Holos Integrated Wealth LLC purchased a new stake in UnitedHealth Group during the 4th quarter valued at about $29,000. 87.86% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several analysts have weighed in on UNH shares. HSBC upgraded UnitedHealth Group from a “reduce” rating to a “hold” rating and set a $300.00 price target on the stock in a research note on Tuesday, April 7th. KeyCorp restated an “overweight” rating on shares of UnitedHealth Group in a research note on Wednesday, January 28th. TD Cowen upped their target price on UnitedHealth Group from $311.00 to $337.00 and gave the stock a “hold” rating in a research note on Thursday, April 23rd. Truist Financial restated a “buy” rating and issued a $395.00 target price (up from $370.00) on shares of UnitedHealth Group in a research note on Wednesday, April 22nd. Finally, JPMorgan Chase & Co. upped their target price on UnitedHealth Group from $389.00 to $420.00 and gave the stock an “overweight” rating in a research note on Tuesday, April 28th. One research analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, six have issued a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, UnitedHealth Group has an average rating of “Moderate Buy” and an average price target of $378.88.

Insider Activity at UnitedHealth Group

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of the stock in a transaction that occurred 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 completion of the transaction, the chief executive officer owned 17,805 shares of the company’s stock, valued at $6,320,775. This represents a 4.30% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. 0.28% of the stock is owned by insiders.

UnitedHealth Group Stock Performance

Shares of UNH stock opened at $367.11 on Thursday. The business’s 50 day moving average is $302.62 and its two-hundred day moving average is $316.89. UnitedHealth Group Incorporated has a 12-month low of $234.60 and a 12-month high of $395.52. The company has a market capitalization of $333.41 billion, a P/E ratio of 27.73, a P/E/G ratio of 1.57 and a beta of 0.64. The company has a current ratio of 0.80, a quick ratio of 0.79 and a debt-to-equity ratio of 0.69.

UnitedHealth Group (NYSE:UNH) last announced its earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 EPS for the quarter, beating 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 business had revenue of $111.65 billion during the quarter, compared to analysts’ expectations of $109.84 billion. During the same quarter in the prior year, the firm earned $7.20 earnings per share. The business’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. Analysts expect that UnitedHealth Group Incorporated will post 18.29 EPS for the current fiscal year.

UnitedHealth Group Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Monday, March 9th were issued a dividend of $2.21 per share. The ex-dividend date of this dividend was Monday, March 9th. This represents a $8.84 dividend on an annualized basis and a dividend yield of 2.4%. UnitedHealth Group’s dividend payout ratio is presently 66.77%.

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: UnitedHealthcare will eliminate prior-authorization requirements for roughly 30% of services, a move that can reduce administrative friction, improve member/provider experience and potentially cut costs over time — a clear operational positive for UNH. UnitedHealthcare removes prior approval requirements for 30% of healthcare services
• Positive Sentiment: Goldman Sachs added UNH to its U.S. Conviction List and maintained a $435 price target, signaling confidence from a major institutional desk that the company may be nearing the bottom of its underwriting cycle. Goldman Sachs Names UnitedHealth (UNH) to Conviction List, Keeps $435 Price Target
• Positive Sentiment: Investors are still digesting UNH’s strong Q1 results and the company’s raised 2026 guidance — earnings momentum and an improved profit footing remain central bullish drivers. How Investors Are Reacting To UnitedHealth Group (UNH) Earnings Beat, Guidance Hike and Governance Challenge
• Positive Sentiment: Analyst model revisions and shareholder-friendly actions support the case for upside: Zacks raised several near-term estimates (including FY?2026) and analysts/narratives note increased buybacks as management signaling shares are attractive. According to These Metrics, UnitedHealth Stock Looks Undervalued
• Neutral Sentiment: Positive results from other healthcare companies (Tenet, CVS) underline industrywide improvement in utilization and pricing dynamics — a supportive backdrop for insurers like UNH but indirect in impact. THC Beats Q1 Earnings Estimates on Strong Ambulatory Growth, Ups ’26 EPS View CVS Stock Breaks Out On Earnings Due To ACA Exit, Premium Hikes
• Negative Sentiment: Major outlets caution that Q1 medical-cost data are incomplete due to claims lag; Q2 will be the true test for underwriting recovery — if costs re-accelerate, margin pressure could re-emerge. Major health insurers show signs of recovery – but a key test looms
• Neutral Sentiment: Governance issues (a shareholder proposal to require an independent board chair) are being debated and could influence investor focus on oversight, but the near-term financial impact is unclear. How Investors Are Reacting To UnitedHealth Group (UNH) Earnings Beat, Guidance Hike and Governance Challenge

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.