WoodTrust Financial Corp Sells 1,965 Shares of UnitedHealth Group Incorporated $UNH

WoodTrust Financial Corp decreased its position in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 7.3% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 24,860 shares of the healthcare conglomerate’s stock after selling 1,965 shares during the quarter. UnitedHealth Group comprises approximately 1.0% of WoodTrust Financial Corp’s investment portfolio, making the stock its 28th biggest holding. WoodTrust Financial Corp’s holdings in UnitedHealth Group were worth $8,207,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Beacon Financial Strategies CORP bought a new position in UnitedHealth Group during the 4th quarter worth approximately $26,000. Joseph Group Capital Management bought a new position in UnitedHealth Group in the fourth quarter valued at approximately $27,000. Foster Dykema Cabot & Partners LLC lifted its stake in 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 buying an additional 34 shares in the last quarter. 1248 Management LLC bought a new position in UnitedHealth Group in the third quarter valued at approximately $29,000. Finally, Holos Integrated Wealth LLC bought a new position in UnitedHealth Group in the fourth quarter valued at approximately $29,000. Institutional investors own 87.86% of the company’s stock.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: Company posted a strong Q1 with margin improvement and an upgraded outlook, which investors view as evidence the turnaround is underway. UnitedHealth Stock Surges on Q1
• Positive Sentiment: JPMorgan raised its price target and kept an overweight stance, underpinning upside expectations from Wall Street. JPMorgan PT Raise
• Positive Sentiment: Erste Group increased its FY2026–FY2027 EPS estimates, signaling improving analyst confidence in earnings recovery.
• Positive Sentiment: UnitedHealth agreed to acquire Alegeus (benefits/consumer-directed accounts tech), aligning with management’s push into benefits technology and digital services — a strategic growth lever. Alegeus Acquisition
• Positive Sentiment: Management highlighted pricing discipline, digital adoption and operational fixes on the Q1 call — factors that could sustain margin improvement going forward. Q1 Earnings Call Takeaways
• Positive Sentiment: Multiple bullish commentaries and analyst pieces argue UNH may be at the start of a comeback, supporting positive investor sentiment. Bullish Opinion Piece
• Neutral Sentiment: UNH is a trending stock on retail/analyst screens — increased attention can boost volume but doesn’t guarantee directional conviction. Zacks Trending Note
• Neutral Sentiment: Macro/sector commentary (e.g., Jim Cramer suggesting healthcare as a defensive hedge) can attract allocation flows into the sector broadly but is not UNH-specific. Jim Cramer Healthcare Note
• Negative Sentiment: Peer strength: Humana and Centene reported beats/strong premiums this quarter — investor appetite for other insurers’ outperformance could limit UNH’s relative rerating. Humana Q1 Beat Centene / Einhorn
• Negative Sentiment: Relative valuation pressure: CVS is trading at a much lower forward multiple, and narrative around CVS’s improving outlook could divert value-focused investors away from UNH. CVS Valuation Article

UnitedHealth Group Stock Down 1.7%

UNH traded down $6.21 during trading on Thursday, reaching $364.53. 656,399 shares of the stock were exchanged, compared to its average volume of 9,559,025. The stock has a market cap of $331.07 billion, a P/E ratio of 27.53, a price-to-earnings-growth ratio of 1.53 and a beta of 0.40. UnitedHealth Group Incorporated has a twelve month low of $234.60 and a twelve month high of $411.99. The stock’s 50 day moving average price is $297.82 and its two-hundred day moving average price is $317.00. The company has a debt-to-equity ratio of 0.69, a quick ratio of 0.79 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, topping analysts’ consensus estimates of $6.76 by $0.47. The business had revenue of $111.65 billion for the quarter, compared to the consensus estimate of $109.84 billion. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The firm’s revenue for the quarter was up 2.0% on a year-over-year basis. During the same period in the previous year, the company earned $7.20 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Equities analysts expect that UnitedHealth Group Incorporated will post 18.29 EPS for the current year.

UnitedHealth Group Dividend Announcement

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

Wall Street Analysts Forecast Growth

A number of research analysts have weighed in on UNH shares. Evercore raised shares of UnitedHealth Group to a “strong-buy” rating in a research note on Tuesday, January 6th. HSBC raised shares of 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. Morgan Stanley lifted their price objective on shares of UnitedHealth Group from $375.00 to $395.00 and gave the company an “overweight” rating in a report on Wednesday, April 22nd. Leerink Partners lifted their price objective on shares of UnitedHealth Group from $345.00 to $400.00 and gave the company an “outperform” rating in a report on Wednesday, April 22nd. Finally, Robert W. Baird lifted their price objective on shares of UnitedHealth Group from $278.00 to $287.00 and gave the company an “underperform” rating in a report on Wednesday, April 22nd. One investment analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, six have issued a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $378.88.

Insider Activity

In other 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 completion of the sale, the chief executive officer owned 17,805 shares in the company, valued at approximately $6,320,775. This trade represents a 4.30% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Corporate insiders own 0.28% of the company’s stock.

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.