Olstein Capital Management L.P. Reduces Holdings in UnitedHealth Group Incorporated $UNH

Olstein Capital Management L.P. cut its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 9.1% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 15,000 shares of the healthcare conglomerate’s stock after selling 1,500 shares during the period. Olstein Capital Management L.P.’s holdings in UnitedHealth Group were worth $4,952,000 as of its most recent SEC filing.

A number of other institutional investors also recently bought and sold shares of UNH. Winch Advisory Services LLC increased its holdings in UnitedHealth Group by 2.8% in the 4th quarter. Winch Advisory Services LLC now owns 1,778 shares of the healthcare conglomerate’s stock worth $587,000 after acquiring an additional 48 shares in the last quarter. MGO One Seven LLC boosted its position in shares of UnitedHealth Group by 28.9% in the fourth quarter. MGO One Seven LLC now owns 32,494 shares of the healthcare conglomerate’s stock worth $10,726,000 after purchasing an additional 7,293 shares during the period. Crestwood Advisors Group LLC raised its position in shares of UnitedHealth Group by 15.0% during the 4th quarter. Crestwood Advisors Group LLC now owns 5,898 shares of the healthcare conglomerate’s stock valued at $1,947,000 after purchasing an additional 771 shares during the period. Detalus Advisors LLC boosted its holdings in UnitedHealth Group by 7.5% in the 4th quarter. Detalus Advisors LLC now owns 1,681 shares of the healthcare conglomerate’s stock worth $555,000 after buying an additional 117 shares during the period. Finally, Kassira Wealth Management LLC bought a new stake in UnitedHealth Group during the fourth quarter valued at about $1,560,000. 87.86% of the stock is owned by institutional investors.

Insider Buying and Selling at UnitedHealth Group

In related 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 owned 17,805 shares in the company, valued at approximately $6,320,775. This represents a 4.30% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Corporate insiders own 0.28% of the company’s stock.

UnitedHealth Group Trading Up 0.6%

Shares of UNH opened at $369.65 on Friday. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $390.92. The company has a debt-to-equity ratio of 0.69, a quick ratio of 0.79 and a current ratio of 0.80. The company’s fifty day moving average is $304.54 and its 200 day moving average is $316.98. The stock has a market capitalization of $335.70 billion, a PE ratio of 27.92, a P/E/G ratio of 1.58 and a beta of 0.64.

UnitedHealth Group (NYSE:UNH) last posted 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 for the quarter, compared to the consensus estimate of $109.84 billion. During the same period in the previous year, the firm posted $7.20 EPS. The business’s quarterly revenue was up 2.0% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Sell-side analysts expect that UnitedHealth Group Incorporated will post 18.29 earnings per share for the current fiscal year.

UnitedHealth Group Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Monday, March 9th were paid a $2.21 dividend. This represents a $8.84 annualized dividend and a dividend yield of 2.4%. The ex-dividend date of this dividend was Monday, March 9th. UnitedHealth Group’s dividend payout ratio (DPR) is presently 66.77%.

More UnitedHealth Group News

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

• Positive Sentiment: UnitedHealth announced it will eliminate prior authorization for roughly 30% of services, a move management says will reduce paperwork, speed care and lower administrative costs — a structural change investors view as margin-accretive and goodwill-building with providers and members. UnitedHealth to Eliminate Prior Authorization for 30% of Healthcare Services
• Positive Sentiment: Analysis pieces highlight a recovery in utilization and operating leverage that could support further upside in UNH’s health benefits margins and earnings trajectory. This narrative helps justify recent multiple expansion. UnitedHealth: Watch The Recovery In Action
• Positive Sentiment: Investor-focused write-ups point to share buybacks and valuation metrics that suggest management sees shares as undervalued — buybacks tend to be viewed as shareholder-friendly and can support EPS. According to These Metrics, UnitedHealth Stock Looks Undervalued
• Neutral Sentiment: Zacks’ reporting shows a mix of estimate changes: some near-term quarters and FY2026 estimates were raised while several future-quarter and FY2027/FY2028 projections were trimmed — the net effect is mixed guidance signal and increased forecast volatility. Bullish Quarterly Results: 3 Companies Raising Guidance
• Neutral Sentiment: Peer results: CVS and Tenet reported stronger-than-expected operating trends (CVS’s Health Benefits segment saw large operating income gains). Strong peer performance underscores competitive dynamics in the benefits market — good for sector fundamentals but a mixed read for UNH’s market share and pricing. CVS Stock Breaks Out On Earnings Due To ACA Exit, Premium Hikes
• Negative Sentiment: Some Zacks notes lowered specific quarter estimates (examples: downward revisions to Q4 FY2026 and Q4 FY2027 estimates), which introduces short-term earnings risk and could temper upside if revisions continue. (Source: Zacks/analyst notes summarized in market reports.)

Wall Street Analysts Forecast Growth

UNH has been the subject of several research analyst reports. TD Cowen increased their target price on UnitedHealth Group from $311.00 to $337.00 and gave the stock a “hold” rating in a research report on Thursday, April 23rd. Erste Group Bank upgraded shares of UnitedHealth Group from a “hold” rating to a “buy” rating in a research report on Monday, April 27th. Wells Fargo & Company upped their target price on shares of UnitedHealth Group from $370.00 to $397.00 and gave the stock an “overweight” rating in a research report on Wednesday, April 22nd. Royal Bank Of Canada boosted their price target on shares of UnitedHealth Group from $361.00 to $400.00 and gave the stock an “outperform” rating in a research note on Wednesday, April 22nd. Finally, Sanford C. Bernstein raised their price objective on UnitedHealth Group from $405.00 to $411.00 and gave the company an “outperform” rating in a research report on Tuesday, April 7th. One equities research analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, six have given a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $378.88.

UnitedHealth Group Company 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.