TritonPoint Partners LLC acquired a new position in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) in the fourth quarter, HoldingsChannel.com reports. The fund acquired 2,321 shares of the healthcare conglomerate’s stock, valued at approximately $766,000.
A number of other large investors also recently bought and sold shares of the company. Vanguard Group Inc. raised its position in UnitedHealth Group by 1.1% during the 4th quarter. Vanguard Group Inc. now owns 91,600,260 shares of the healthcare conglomerate’s stock worth $30,238,162,000 after buying an additional 995,210 shares during the last quarter. State Street Corp lifted its position in shares of UnitedHealth Group by 2.5% during the 4th quarter. State Street Corp now owns 45,232,170 shares of the healthcare conglomerate’s stock valued at $14,931,592,000 after acquiring an additional 1,119,834 shares during the period. Capital World Investors lifted its position in shares of UnitedHealth Group by 3.8% during the 4th quarter. Capital World Investors now owns 22,591,042 shares of the healthcare conglomerate’s stock valued at $7,457,723,000 after acquiring an additional 824,120 shares during the period. Capital International Investors lifted its position in shares of UnitedHealth Group by 6.6% during the 4th quarter. Capital International Investors now owns 18,655,111 shares of the healthcare conglomerate’s stock valued at $6,158,734,000 after acquiring an additional 1,155,162 shares during the period. Finally, Morgan Stanley lifted its position in shares of UnitedHealth Group by 3.6% during the 4th quarter. Morgan Stanley now owns 15,790,095 shares of the healthcare conglomerate’s stock valued at $5,212,469,000 after acquiring an additional 553,413 shares during the period. Hedge funds and other institutional investors own 87.86% of the company’s stock.
Wall Street Analysts Forecast Growth
Several equities analysts have weighed in on UNH shares. Jefferies Financial Group raised their target price on shares of UnitedHealth Group from $340.00 to $373.00 and gave the company a “buy” rating in a report on Monday, April 20th. Leerink Partners raised their target price 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. Oppenheimer raised their target price on shares of UnitedHealth Group from $385.00 to $405.00 and gave the company an “outperform” rating in a report on Wednesday, April 22nd. Cantor Fitzgerald restated an “overweight” rating on shares of UnitedHealth Group in a report on Thursday. Finally, UBS Group raised their target price on shares of UnitedHealth Group from $410.00 to $460.00 and gave the company a “buy” rating in a report on Friday, May 22nd. One investment analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $407.17.
UnitedHealth Group Price Performance
UNH opened at $408.34 on Monday. The company’s 50 day simple moving average is $362.28 and its 200 day simple moving average is $326.91. 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 Incorporated has a 1 year low of $234.60 and a 1 year high of $415.98. The stock has a market capitalization of $370.83 billion, a PE ratio of 30.84, a P/E/G ratio of 1.64 and a beta of 0.64.
UnitedHealth Group (NYSE:UNH – Get Free Report) last released its earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share (EPS) for the quarter, topping the consensus estimate of $6.76 by $0.47. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The business had revenue of $111.65 billion for the quarter, compared to analysts’ expectations of $109.84 billion. During the same period last year, the company earned $7.20 earnings per share. The company’s quarterly revenue was up 2.0% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. As a group, sell-side analysts expect that UnitedHealth Group Incorporated will post 18.32 EPS for the current year.
UnitedHealth Group Increases Dividend
The business also recently announced a quarterly dividend, which will be paid on Tuesday, June 23rd. Investors of record on Monday, June 15th will be given a $2.32 dividend. This is a boost from UnitedHealth Group’s previous quarterly dividend of $2.21. This represents a $9.28 annualized dividend and a dividend yield of 2.3%. The ex-dividend date of this dividend is Monday, June 15th. UnitedHealth Group’s dividend payout ratio is 66.77%.
Insider Activity
In related 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 value of $284,000.00. Following the sale, the chief executive officer directly 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 legal filing with the Securities & Exchange Commission, which is available at the SEC website. Corporate insiders own 0.28% of the company’s stock.
UnitedHealth Group News Summary
Here are the key news stories impacting UnitedHealth Group this week:
- Positive Sentiment: UNH saw unusual bullish options activity, with investors buying 215,330 call contracts on Friday — about 120% above normal volume — a sign traders are positioning for more upside.
- Positive Sentiment: Analysts continue to turn more constructive: Erste Group recently nudged up FY2027 earnings estimates and kept a Buy rating, adding to the recent wave of positive commentary around the shares.
- Positive Sentiment: The company confirmed it will report second-quarter 2026 results on July 16, which keeps a near-term catalyst on the calendar and may be supporting investor interest as expectations build.
- Positive Sentiment: UnitedHealth also approved its quarterly dividend of $2.32 per share and rejected an independent board chair proposal at its annual meeting, reinforcing its capital-return profile and management control.
- Neutral Sentiment: Recent articles highlight UNH’s rebound toward new highs and its renewed appeal as a defensive healthcare and income stock, but these pieces are largely commentary rather than new company-specific developments.
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.
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