Texas Yale Capital Corp. Raises Holdings in UnitedHealth Group Incorporated $UNH

Texas Yale Capital Corp. boosted its position in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 78.6% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 6,200 shares of the healthcare conglomerate’s stock after acquiring an additional 2,728 shares during the period. Texas Yale Capital Corp.’s holdings in UnitedHealth Group were worth $2,047,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently modified their holdings of UNH. Impact Partnership Wealth LLC increased its position in UnitedHealth Group by 15.9% in the fourth quarter. Impact Partnership Wealth LLC now owns 2,525 shares of the healthcare conglomerate’s stock worth $834,000 after purchasing an additional 347 shares during the last quarter. Koss Olinger Consulting LLC grew its stake in shares of UnitedHealth Group by 5.3% in the 4th quarter. Koss Olinger Consulting LLC now owns 1,032 shares of the healthcare conglomerate’s stock worth $341,000 after buying an additional 52 shares in the last quarter. Forsta AP Fonden grew its position in UnitedHealth Group by 0.4% in the fourth quarter. Forsta AP Fonden now owns 218,460 shares of the healthcare conglomerate’s stock worth $72,116,000 after acquiring an additional 960 shares in the last quarter. Norges Bank purchased a new stake in UnitedHealth Group during the fourth quarter valued at approximately $4,376,167,000. Finally, Eurizon SLJ Capital Ltd bought a new stake in shares of UnitedHealth Group in the 4th quarter valued at approximately $490,000. 87.86% of the stock is owned by hedge funds and other institutional investors.

UnitedHealth Group Stock Performance

UnitedHealth Group stock opened at $379.70 on Monday. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $404.15. The company has a market capitalization 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 50 day moving average price of $336.85 and a 200-day moving average price of $321.55. 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 issued its earnings results 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 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 analyst estimates of $109.84 billion. During the same period in the previous year, the company posted $7.20 EPS. UnitedHealth Group’s revenue 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, equities analysts forecast that UnitedHealth Group Incorporated will post 18.29 earnings per share for the current year.

Analysts Set New Price Targets

UNH has been the subject of a number of analyst reports. Wells Fargo & Company raised their price target on UnitedHealth Group from $370.00 to $397.00 and gave the stock an “overweight” rating in a research report on Wednesday, April 22nd. Jefferies Financial Group increased their target price on shares of UnitedHealth Group from $340.00 to $373.00 and gave the company a “buy” rating in a research note on Monday, April 20th. JPMorgan Chase & Co. upped their price target on shares of UnitedHealth Group from $389.00 to $420.00 and gave the company an “overweight” rating in a report on Tuesday, April 28th. Argus upgraded UnitedHealth Group from a “hold” rating to a “buy” rating and set a $400.00 target price for the company in a research report on Wednesday, April 22nd. Finally, Sanford C. Bernstein increased their price target on UnitedHealth Group from $444.00 to $492.00 and gave the stock an “outperform” rating in a report on Wednesday, May 27th. One investment analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, six have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $397.63.

Insider Transactions at UnitedHealth Group

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of the firm’s stock in a transaction dated Thursday, April 23rd. The shares were sold at an average price of $355.00, for a total transaction of $284,000.00. Following the transaction, the chief executive officer owned 17,805 shares of the company’s stock, valued at approximately $6,320,775. This trade represents a 4.30% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.28% of the stock is currently owned by insiders.

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

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.