Northwestern Mutual Wealth Management Co. Reduces Stock Holdings in UnitedHealth Group Incorporated $UNH

Posted by George Bondi on May 18th, 2026

Northwestern Mutual Wealth Management Co. lessened its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 34.1% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 166,819 shares of the healthcare conglomerate’s stock after selling 86,356 shares during the quarter. Northwestern Mutual Wealth Management Co.’s holdings in UnitedHealth Group were worth $55,069,000 as of its most recent SEC filing.

Other hedge funds also recently bought and sold shares of the company. Beacon Financial Strategies CORP purchased a new position in UnitedHealth Group during the fourth quarter worth about $26,000. Anfield Capital Management LLC boosted its stake in UnitedHealth Group by 220.0% during the fourth quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate’s stock worth $26,000 after buying an additional 55 shares during the period. Joseph Group Capital Management purchased a new position in UnitedHealth Group during the fourth quarter worth about $27,000. Foster Dykema Cabot & Partners LLC boosted its stake in UnitedHealth Group by 69.4% during the third quarter. Foster Dykema Cabot & Partners LLC now owns 83 shares of the healthcare conglomerate’s stock worth $29,000 after buying an additional 34 shares during the period. Finally, 1248 Management LLC acquired a new stake in shares of UnitedHealth Group during the third quarter worth about $29,000. Hedge funds and other institutional investors own 87.86% of the company’s stock.

UnitedHealth Group Stock Down 0.1%

Shares of NYSE:UNH opened at $393.65 on Monday. The firm’s 50 day moving average price is $316.82 and its 200 day moving average price is $318.20. The stock has a market cap of $357.49 billion, a price-to-earnings ratio of 29.73, a price-to-earnings-growth ratio of 1.70 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 company has a quick ratio of 0.80, a current ratio of 0.80 and a debt-to-equity ratio of 0.69.

UnitedHealth Group (NYSE:UNH – Get Free Report) last issued its earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share for the quarter, beating the consensus estimate of $6.76 by $0.47. The firm had revenue of $111.65 billion for the quarter, compared to analysts’ expectations 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 was up 2.0% compared to the same quarter last year. During the same quarter last year, the company earned $7.20 earnings per share. 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 fiscal year.

UnitedHealth Group Announces Dividend

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 dividend of $2.21 per share. 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 presently 66.77%.

Insiders Place Their Bets

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of the firm’s stock in a transaction that occurred 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 sale, the chief executive officer owned 17,805 shares of the company’s stock, valued at approximately $6,320,775. This trade represents a 4.30% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Insiders own 0.28% of the company’s stock.

Trending Headlines about UnitedHealth Group

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

Positive Sentiment: Erste Group Bank slightly raised its earnings estimates for UnitedHealth and kept a Buy rating, reinforcing the view that the company’s profit outlook remains solid. MarketBeat UNH report
Positive Sentiment: Recent commentary remains upbeat after UnitedHealth’s strong first-quarter results, with analysts and market watchers pointing to a substantial rebound since March lows and improved investor confidence in the stock’s longer-term earnings power. Seeking Alpha article
Neutral Sentiment: The broader market tone was positive, with major indexes closing higher and hitting new highs, which may have helped sentiment across large-cap healthcare stocks.
Negative Sentiment: Berkshire Hathaway disclosed that it sold several smaller holdings, including UnitedHealth, which may raise concerns that a high-profile investor is reducing exposure to the stock. Reuters article

Wall Street Analysts Forecast Growth

UNH has been the topic of several research reports. Wells Fargo & Company increased their price target on shares of UnitedHealth Group from $370.00 to $397.00 and gave the stock an “overweight” rating in a research report on Wednesday, April 22nd. Jefferies Financial Group increased their price target on shares of UnitedHealth Group from $340.00 to $373.00 and gave the stock a “buy” rating in a research report on Monday, April 20th. 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 report on Tuesday, April 7th. Morgan Stanley increased their price target on shares of UnitedHealth Group from $375.00 to $395.00 and gave the stock an “overweight” rating in a research report on Wednesday, April 22nd. Finally, Argus raised shares of UnitedHealth Group from a “hold” rating to a “buy” rating and set a $400.00 price target on the stock in a research report on Wednesday, April 22nd. One investment analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $378.88.

Read Our Latest Stock Analysis on UnitedHealth Group

About UnitedHealth Group

(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.