Midwest Financial Partners Investments Inc. Purchases New Stake in UnitedHealth Group Incorporated $UNH

Midwest Financial Partners Investments Inc. acquired a new position in shares of UnitedHealth Group Incorporated (NYSE:UNH) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 1,374 shares of the healthcare conglomerate’s stock, valued at approximately $454,000.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in UNH. Beacon Financial Strategies CORP purchased a new stake in shares of UnitedHealth Group in the fourth quarter valued at about $26,000. Anfield Capital Management LLC raised its holdings in shares of UnitedHealth Group by 220.0% in the fourth quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate’s stock valued at $26,000 after purchasing an additional 55 shares during the last quarter. Joseph Group Capital Management purchased a new stake in shares of UnitedHealth Group in the fourth quarter valued at about $27,000. Foster Dykema Cabot & Partners LLC raised its holdings in shares of UnitedHealth Group by 69.4% in the third 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 during the last quarter. Finally, 1248 Management LLC bought a new stake in UnitedHealth Group during the third quarter worth $29,000. 87.86% of the stock is owned by institutional investors.

More UnitedHealth Group News

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

• Positive Sentiment: Mizuho raised its price target on UnitedHealth Group to $440 from $410 and kept an Outperform rating, signaling renewed confidence in the managed-care leader and supporting the stock’s rebound narrative. Article Title
• Positive Sentiment: Zacks Research raised multiple forward EPS estimates for UNH, including FY2027 and FY2028, which suggests analysts see earnings momentum continuing over the next couple of years. Article Title
• Positive Sentiment: Several commentary pieces highlighted UnitedHealth as a strong value opportunity and a likely beneficiary of managed care growth outpacing the broader economy, reinforcing the bullish investment case. Article Title
• Neutral Sentiment: Coverage noting that UNH is up since its last earnings report reflects continued post-earnings optimism, but it does not add a new company-specific catalyst. Article Title
• Negative Sentiment: News that Berkshire Hathaway sold its UnitedHealth stake pressured sentiment, as some investors viewed the exit as a vote of no confidence despite broader analyst optimism. Article Title

Insider Buying and Selling at UnitedHealth Group

In other news, CEO Patrick Hugh Conway sold 800 shares of the company’s stock in a transaction dated 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 $6,320,775. This represents a 4.30% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. 0.28% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

A number of analysts recently commented on the company. UBS Group dropped their price target on UnitedHealth Group from $430.00 to $410.00 and set a “buy” rating on the stock in a report on Wednesday, January 28th. Wells Fargo & Company lifted their price target on UnitedHealth Group from $370.00 to $397.00 and gave the stock an “overweight” rating in a report on Wednesday, April 22nd. TD Cowen boosted their target price on shares of UnitedHealth Group from $311.00 to $337.00 and gave the company a “hold” rating in a research note on Thursday, April 23rd. Robert W. Baird boosted their target price on shares of UnitedHealth Group from $278.00 to $287.00 and gave the company an “underperform” rating in a research note on Wednesday, April 22nd. Finally, HSBC upgraded shares of UnitedHealth Group from a “reduce” rating to a “hold” rating and set a $300.00 target price on the stock in a research note on Tuesday, April 7th. One investment analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating, six have assigned a Hold rating and one has 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 target price of $385.39.

UnitedHealth Group Stock Down 0.2%

UNH stock opened at $382.36 on Friday. The company has a debt-to-equity ratio of 0.69, a quick ratio of 0.80 and a current ratio of 0.80. The company has a market capitalization of $347.24 billion, a price-to-earnings ratio of 28.88, a PEG ratio of 1.65 and a beta of 0.64. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $404.15. The stock has a fifty day moving average of $324.87 and a 200-day moving average of $319.15.

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 in the previous 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. As a group, equities research analysts predict that UnitedHealth Group Incorporated will post 18.29 earnings per share for the current year.

UnitedHealth Group Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Investors of record on Monday, March 9th were paid a $2.21 dividend. This represents a $8.84 dividend on an annualized basis and a yield of 2.3%. The ex-dividend date was Monday, March 9th. UnitedHealth Group’s payout ratio is currently 66.77%.

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.