---
title: "Phoenix Financial Ltd. Grows Position in UnitedHealth Group Incorporated $UNH"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/286549656.md"
description: "Phoenix Financial Ltd. increased its holdings in UnitedHealth Group (NYSE:UNH) by 11.8% in Q4, owning 46,959 shares valued at $15.3 million. Other institutional investors also adjusted their positions. Analysts have raised price targets for UNH, with a consensus target of $378.88, reflecting positive sentiment around the stock's fundamentals and recent earnings performance."
datetime: "2026-05-15T10:41:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286549656.md)
  - [en](https://longbridge.com/en/news/286549656.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286549656.md)
---

# Phoenix Financial Ltd. Grows Position in UnitedHealth Group Incorporated $UNH

Phoenix Financial Ltd. increased its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 11.8% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 46,959 shares of the healthcare conglomerate's stock after purchasing an additional 4,973 shares during the quarter. Phoenix Financial Ltd.'s holdings in UnitedHealth Group were worth $15,302,000 as of its most recent filing with the SEC.

Get **UnitedHealth Group** alerts:

-   3 Healthcare Stocks Set to Benefit From the One Big Beautiful Bill

Several other institutional investors also recently bought and sold shares of the business. Beacon Financial Strategies CORP purchased a new position in shares of UnitedHealth Group in the 4th quarter valued at $26,000. Anfield Capital Management LLC increased its holdings in UnitedHealth Group by 220.0% in the 4th 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 in the last quarter. Joseph Group Capital Management acquired a new position in shares of UnitedHealth Group during the fourth quarter worth about $27,000. Foster Dykema Cabot & Partners LLC grew its stake 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 buying an additional 34 shares in the last quarter. Finally, 1248 Management LLC purchased a new stake in shares of UnitedHealth Group during the 3rd quarter valued at about $29,000. 87.86% of the stock is currently owned by hedge funds and other institutional investors.

## Wall Street Analyst Weigh In

A number of research firms have recently issued reports on UNH. Wells Fargo & Company lifted their price objective on shares of UnitedHealth Group from $370.00 to $397.00 and gave the company an "overweight" rating in a research note on Wednesday, April 22nd. TD Cowen lifted their price target on shares of UnitedHealth Group from $311.00 to $337.00 and gave the stock a "hold" rating in a research note on Thursday, April 23rd. Sanford C. Bernstein upped their price objective on shares of UnitedHealth Group from $405.00 to $411.00 and gave the company an "outperform" rating in a research report on Tuesday, April 7th. Argus raised UnitedHealth Group from a "hold" rating to a "buy" rating and set a $400.00 target price on the stock in a research report on Wednesday, April 22nd. Finally, Erste Group Bank upgraded UnitedHealth Group from a "hold" rating to a "buy" rating in a research note on Monday, April 27th. One investment analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and a consensus target price of $378.88.

-   A Healthy Rebound Could Lie Ahead for UNH Shareholders

**Check Out Our Latest Stock Analysis on UnitedHealth Group**

## UnitedHealth Group News Summary

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

-   Positive Sentiment: UnitedHealth’s recent earnings “double beat” and improved margins have renewed bullish momentum, with several analysts and commentators arguing the stock still looks undervalued despite the rebound. UnitedHealth: Beaten Down, Not Broken
-   Positive Sentiment: UNH is being highlighted as a strong momentum stock, which can support continued buying interest from traders and screens focused on relative strength. Here's Why UnitedHealth Group (UNH) is a Strong Momentum Stock
-   Positive Sentiment: JPMorgan and other analysts remain constructive, with price-target increases reinforcing the view that the stock’s fundamentals are improving and that further upside is possible. Here’s What Analysts Are Saying About UnitedHealth Group (UNH)
-   Neutral Sentiment: Multiple recent articles are simply drawing attention to UNH as one of the market’s most watched healthcare names, which reflects elevated interest but not necessarily a new fundamental catalyst. Investors Heavily Search UnitedHealth Group Incorporated (UNH): Here is What You Need to Know
-   Neutral Sentiment: Some coverage is more about stock-picking comparisons and sector commentary than a direct change in UNH’s business outlook, so the stock impact is likely limited. Forget UnitedHealth: Two Stocks To Buy Now
-   Neutral Sentiment: UNH’s move to a new 52-week high has attracted attention, but the article frames the key question as whether the stock is already too far extended after its recent run. UnitedHealth Stock (UNH) Hits a New 52-Week High Today – Is It Too Late to Buy?

## Insider Activity at UnitedHealth Group

-   MarketBeat Week in Review – 01/26 - 01/30

In other news, CEO Patrick Hugh Conway sold 800 shares of the stock in a transaction that occurred 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 directly owned 17,805 shares in the company, valued at approximately $6,320,775. This represents a 4.30% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Company insiders own 0.28% of the company's stock.

## UnitedHealth Group Stock Down 0.6%

NYSE:UNH opened at $398.84 on Friday. The stock has a 50-day simple moving average of $314.78 and a 200 day simple moving average of $318.01. UnitedHealth Group Incorporated has a one year low of $234.60 and a one year high of $404.15. The company has a market capitalization of $362.20 billion, a price-to-earnings ratio of 30.12, a price-to-earnings-growth ratio of 1.73 and a beta of 0.64. 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 - Get Free Report) last issued its earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 EPS for the quarter, topping the consensus estimate of $6.76 by $0.47. The company had revenue of $111.65 billion during the quarter, compared to analyst estimates of $109.84 billion. UnitedHealth Group had a return on equity of 14.65% and a net margin of 2.68%.The business's revenue was up 2.0% on a year-over-year basis. During the same quarter last year, the firm earned $7.20 EPS. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Sell-side analysts predict that UnitedHealth Group Incorporated will post 18.29 EPS for the current fiscal year.

## UnitedHealth Group Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Monday, March 9th were issued a $2.21 dividend. The ex-dividend date of this dividend was Monday, March 9th. This represents a $8.84 dividend on an annualized basis and a yield of 2.2%. UnitedHealth Group's dividend payout ratio (DPR) is currently 66.77%.

## UnitedHealth Group Company Profile

(Free Report)

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.

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_This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com._

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