Seizert Capital Partners LLC Cuts Stake in UnitedHealth Group Incorporated $UNH

Seizert Capital Partners LLC lessened its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 1.7% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 142,874 shares of the healthcare conglomerate’s stock after selling 2,454 shares during the quarter. UnitedHealth Group accounts for 2.0% of Seizert Capital Partners LLC’s investment portfolio, making the stock its 22nd biggest position. Seizert Capital Partners LLC’s holdings in UnitedHealth Group were worth $47,164,000 as of its most recent SEC filing.

Several other large investors have also recently modified their holdings of the stock. Guerra Advisors Inc bought a new position in shares of UnitedHealth Group in the third quarter worth approximately $1,059,000. Phoenix Financial Ltd. boosted its position in UnitedHealth Group by 111.5% during the 3rd quarter. Phoenix Financial Ltd. now owns 41,986 shares of the healthcare conglomerate’s stock valued at $14,282,000 after buying an additional 22,137 shares during the period. Money Concepts Capital Corp increased its position in shares of UnitedHealth Group by 59.1% in the third quarter. Money Concepts Capital Corp now owns 12,380 shares of the healthcare conglomerate’s stock valued at $4,275,000 after acquiring an additional 4,600 shares during the period. Compass Wealth Management LLC purchased a new position in UnitedHealth Group during the 3rd quarter valued at about $13,691,000. Finally, Public Sector Pension Investment Board lifted its holdings in UnitedHealth Group by 43.1% in the 3rd quarter. Public Sector Pension Investment Board now owns 287,132 shares of the healthcare conglomerate’s stock worth $99,147,000 after buying an additional 86,432 shares during the period. Hedge funds and other institutional investors own 87.86% of the company’s stock.

Key Headlines Impacting UnitedHealth Group

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

• Positive Sentiment: Q1 beat and outlook lift — UnitedHealth reported a sizable Q1 beat, raised its 2026 outlook and earlier popped ~14.5% on the results, giving the company fresh earnings momentum that supports higher valuations. UnitedHealth Pops 14.5% After Q1 Beat: Still a Buy or Too Late Now?
• Positive Sentiment: Goldman Sachs endorsement — Goldman added UNH to its U.S. conviction list, a notable buy-side vote that can attract institutional flows and lend support to the stock. Goldman Sachs Adds UnitedHealth to Its Conviction List: Is the Managed Care Comeback Real?
• Positive Sentiment: Strong recent momentum vs. peers — UNH slightly outperformed Humana in April’s managed-care rally, signaling resilience vs. a key peer during a positive sector backdrop. UnitedHealth or Humana: Which Managed Care Stock Had the Healthiest Returns in April?
• Positive Sentiment: Buy thesis discussion — Analyst commentary is probing whether UNH is now undervalued after the rally, which can attract long-term buy interest if investors buy the growth/Optum story. Is UnitedHealth Stock an Undervalued Stock to Buy?
• Neutral Sentiment: CVS valuation context — Coverage noting CVS trades much cheaper than UNH highlights relative valuation differences that may shift some value-oriented flows away from UNH. CVS Earnings Are Coming. Why the Stock Is No Longer a Value Trap.
• Neutral Sentiment: Macro/ETF context — A note on the Invesco S&P 500 Revenue ETF is tangential but relevant for portfolio allocation decisions that could affect large-cap names like UNH. Should Invesco S&P 500 Revenue ETF (RWL) Be on Your Investing Radar?
• Negative Sentiment: Competitor strength — Cigna reported strong results led by Evernorth, and an improving peer picture can pressure market-share expectations or investor preference within the sector. Cigna Q1 Earnings Beat Estimates on Strong Evernorth Unit
• Negative Sentiment: Insider trimming — Optum CEO Patrick Conway sold about $284k of UNH stock after earnings (his first 2026 sale), which can be read as modest profit-taking and may add to near-term selling pressure. UnitedHealth Stock Has Rallied Since Earnings. One Top Insider Is Trimming His Stake.

Insiders Place Their Bets

In other news, CEO Patrick Hugh Conway sold 800 shares of UnitedHealth Group stock in a transaction on 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 in the company, valued at $6,320,775. This trade represents a 4.30% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Insiders own 0.28% of the company’s stock.

UnitedHealth Group Stock Up 0.1%

UNH stock opened at $369.29 on Monday. The business has a 50 day moving average of $299.45 and a 200 day moving average of $316.79. The firm has a market cap of $335.39 billion, a PE ratio of 27.89, a price-to-earnings-growth ratio of 1.59 and a beta of 0.63. The company has a quick ratio of 0.79, a current ratio of 0.80 and a debt-to-equity ratio of 0.69. UnitedHealth Group Incorporated has a twelve month low of $234.60 and a twelve month high of $409.70.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share (EPS) for the quarter, topping 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 firm had revenue of $111.65 billion for the quarter, compared to the consensus estimate of $109.84 billion. During the same period last year, the business posted $7.20 EPS. The company’s revenue for the quarter was up 2.0% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. On average, research analysts forecast that UnitedHealth Group Incorporated will post 18.29 EPS for the current fiscal year.

UnitedHealth Group Dividend Announcement

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

Analysts Set New Price Targets

A number of equities analysts recently commented on the company. Truist Financial restated a “buy” rating and set a $395.00 target price (up from $370.00) on shares of UnitedHealth Group in a report on Wednesday, April 22nd. Robert W. Baird upped their price objective on shares of UnitedHealth Group from $278.00 to $287.00 and gave the stock an “underperform” rating in a report on Wednesday, April 22nd. UBS Group reduced their price target on shares of UnitedHealth Group from $430.00 to $410.00 and set a “buy” rating on the stock in a research report on Wednesday, January 28th. KeyCorp restated an “overweight” rating on shares of UnitedHealth Group in a report on Wednesday, January 28th. Finally, Argus raised 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. One analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, six have assigned a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target 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.