Red Door Wealth Management LLC Lowers Position in UnitedHealth Group Incorporated $UNH

04 Apr 2026, 10:58 by Tristan Rich · The Markets Daily

Red Door Wealth Management LLC reduced its position in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 17.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 21,380 shares of the healthcare conglomerate’s stock after selling 4,579 shares during the period. Red Door Wealth Management LLC’s holdings in UnitedHealth Group were worth $7,058,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors also recently bought and sold shares of the company. Beacon Financial Strategies CORP acquired a new position in shares of UnitedHealth Group during the 4th quarter worth approximately $26,000. Foster Dykema Cabot & Partners LLC grew its stake in UnitedHealth Group by 69.4% in the 3rd quarter. Foster Dykema Cabot & Partners LLC now owns 83 shares of the healthcare conglomerate’s stock valued at $29,000 after acquiring an additional 34 shares during the period. 1248 Management LLC acquired a new position in UnitedHealth Group during the third quarter worth $29,000. Holos Integrated Wealth LLC acquired a new stake in shares of UnitedHealth Group in the fourth quarter valued at about $29,000. Finally, Hurley Capital LLC raised its position in shares of UnitedHealth Group by 81.6% during the 3rd quarter. Hurley Capital LLC now owns 89 shares of the healthcare conglomerate’s stock worth $31,000 after purchasing an additional 40 shares during the last quarter. 87.86% of the stock is owned by institutional investors and hedge funds.

Key UnitedHealth Group News

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

Positive Sentiment: Raymond James upgraded UNH to Outperform and set a $330 target, citing higher earnings upside from Optum margin improvement and AI initiatives — a catalyst for near‑term buying interest. UnitedHealth Group (NYSE:UNH) Trading 1.2% Higher After Analyst Upgrade
Positive Sentiment: Analysts and outlets are highlighting UNH’s planned multibillion‑dollar AI spend (including the Avery generative AI platform) as a lever to speed claims processing and lower costs — a medium‑term margin story if execution succeeds. How UnitedHealth’s AI Bet And Optum Margin Push At UnitedHealth Group (UNH) Has Changed Its Investment Story
Neutral Sentiment: Coverage pointing to a “quiet turnaround” and pieces framing UNH as a recovery/opportunity trade reflect growing investor interest but hinge on sustained margin progress and regulatory outcome. These narratives support demand but don’t remove execution risk. The Quiet Turnaround In UnitedHealth
Neutral Sentiment: Analyses benchmarking Q4 and longer‑term valuation debates highlight that UNH’s recent share decline has attracted some buy‑the‑dip interest from bullish analysts, balancing skepticism over near‑term volatility. Health Insurance Providers Stocks Q4 Recap: Benchmarking UnitedHealth (NYSE:UNH)
Negative Sentiment: Mairs & Power flagged that UnitedHealth’s own operational issues in 2025 were a material drag — a reminder that execution lapses (claims, workflows) can erase expected benefits from tech investments and weigh near‑term results. Self-Inflicted Operational Issues Pressured UnitedHealth Group (UNH) In 2025
Negative Sentiment: Leerink warns of sizable RADV (risk‑adjustment) audit exposure — a regulatory/financial risk that could lead to Medicare Advantage revenue adjustments and earnings pressure if assessments materialize. This is a key downside risk for investors to monitor. Leerink sees UnitedHealth stock facing largest RADV audit exposure

UnitedHealth Group Stock Performance

NYSE UNH opened at $277.30 on Friday. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $606.36. The firm has a market capitalization of $251.70 billion, a P/E ratio of 21.02, a price-to-earnings-growth ratio of 1.28 and a beta of 0.40. The stock’s fifty day moving average is $283.03 and its two-hundred day moving average is $319.91. The company has a debt-to-equity ratio of 0.72, a quick ratio of 0.79 and a current ratio of 0.79.

UnitedHealth Group (NYSE:UNH – Get Free Report) last posted its quarterly earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 EPS for the quarter, topping the consensus estimate of $2.09 by $0.02. UnitedHealth Group had a return on equity of 14.79% and a net margin of 2.69%.The business had revenue of $113.73 billion for the quarter, compared to analyst estimates of $113.38 billion. During the same quarter in the previous year, the firm earned $6.81 EPS. The company’s quarterly revenue was up 12.3% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. On average, research analysts anticipate that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current year.

UnitedHealth Group Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Monday, March 9th were paid a $2.21 dividend. The ex-dividend date of this dividend was Monday, March 9th. This represents a $8.84 annualized dividend and a dividend yield of 3.2%. UnitedHealth Group’s dividend payout ratio is 67.02%.

Wall Street Analyst Weigh In

Several equities research analysts have commented on UNH shares. Wells Fargo & Company cut their price objective on UnitedHealth Group from $400.00 to $370.00 and set an “overweight” rating for the company in a research note on Friday, January 30th. Royal Bank Of Canada lowered their price target on UnitedHealth Group from $408.00 to $361.00 and set an “outperform” rating on the stock in a research note on Wednesday, January 28th. Weiss Ratings downgraded UnitedHealth Group from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Monday, March 2nd. Truist Financial lowered their target price on shares of UnitedHealth Group from $410.00 to $370.00 and set a “buy” rating on the stock in a research note on Monday, February 2nd. Finally, Oppenheimer decreased their price target on shares of UnitedHealth Group from $415.00 to $385.00 and set an “outperform” rating on the stock in a research note on Wednesday, January 28th. One research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, seven have given a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $363.38.

Check Out Our Latest Report on UnitedHealth Group

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.