USS Investment Management Ltd Trims Holdings in UnitedHealth Group Incorporated $UNH

Posted by Francis Steltz on Jul 1st, 2026

USS Investment Management Ltd lowered its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 66.9% in the first quarter, according to its most recent 13F filing with the SEC. The firm owned 148,923 shares of the healthcare conglomerate’s stock after selling 301,393 shares during the period. USS Investment Management Ltd’s holdings in UnitedHealth Group were worth $40,289,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also modified their holdings of the company. Norges Bank acquired a new position in UnitedHealth Group during the 4th quarter worth about $4,376,167,000. Capital Research Global Investors increased its stake in UnitedHealth Group by 126.9% during the third quarter. Capital Research Global Investors now owns 13,042,049 shares of the healthcare conglomerate’s stock worth $4,503,419,000 after purchasing an additional 7,293,009 shares during the period. Capital World Investors boosted its stake in shares of UnitedHealth Group by 18.8% in the third quarter. Capital World Investors now owns 21,766,922 shares of the healthcare conglomerate’s stock valued at $7,516,107,000 after purchasing an additional 3,439,182 shares during the period. T. Rowe Price Investment Management Inc. increased its stake in UnitedHealth Group by 141.9% during the 4th quarter. T. Rowe Price Investment Management Inc. now owns 4,109,029 shares of the healthcare conglomerate’s stock worth $1,356,432,000 after buying an additional 2,410,128 shares during the period. Finally, Cardano Risk Management B.V. lifted its holdings in UnitedHealth Group by 864.4% during the 4th quarter. Cardano Risk Management B.V. now owns 2,523,700 shares of the healthcare conglomerate’s stock worth $833,099,000 after buying an additional 2,262,006 shares in the last quarter. 87.86% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity at UnitedHealth Group

In related news, CEO Patrick Hugh Conway sold 800 shares of UnitedHealth Group stock in a transaction 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 directly owned 17,805 shares in the company, valued at $6,320,775. This trade represents a 4.30% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. 0.28% of the stock is owned by company insiders.

UnitedHealth Group Stock Down 0.9%

Shares of NYSE UNH opened at $415.97 on Wednesday. The business has a 50-day moving average of $387.82 and a two-hundred day moving average of $333.79. The company has a market capitalization of $377.76 billion, a price-to-earnings ratio of 31.42, a price-to-earnings-growth ratio of 1.69 and a beta of 0.64. UnitedHealth Group Incorporated has a 1 year low of $234.60 and a 1 year high of $427.93. The company has a debt-to-equity ratio of 0.69, a current ratio of 0.80 and a quick ratio of 0.80.

UnitedHealth Group (NYSE:UNH – Get Free Report) last released its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 EPS for the quarter, beating 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 return on equity of 14.65% and a net margin of 2.68%.The business’s revenue for the quarter was up 2.0% on a year-over-year basis. During the same quarter in the prior year, the business posted $7.20 EPS. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. On average, analysts forecast that UnitedHealth Group Incorporated will post 18.32 earnings per share for the current fiscal year.

UnitedHealth Group Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, June 23rd. Stockholders of record on Monday, June 15th were given a dividend of $2.32 per share. The ex-dividend date was Monday, June 15th. This represents a $9.28 annualized dividend and a dividend yield of 2.2%. This is a boost from UnitedHealth Group’s previous quarterly dividend of $2.21. UnitedHealth Group’s payout ratio is presently 70.09%.

Wall Street Analyst Weigh In

A number of research firms have recently weighed in on UNH. Raymond James Financial raised UnitedHealth Group from a “market perform” rating to an “outperform” rating and set a $330.00 price objective on the stock in a research report on Wednesday, April 1st. Barclays boosted their target price on UnitedHealth Group from $373.00 to $429.00 and gave the stock an “overweight” rating in a research note on Tuesday, May 26th. Truist Financial increased their price target on UnitedHealth Group from $395.00 to $440.00 and gave the company a “buy” rating in a research report on Monday, June 1st. JPMorgan Chase & Co. boosted their price objective on UnitedHealth Group from $420.00 to $466.00 and gave the stock an “overweight” rating in a research report on Monday, June 8th. Finally, Wells Fargo & Company lifted their price target on shares of UnitedHealth Group from $370.00 to $397.00 and gave the stock an “overweight” rating in a research note on Wednesday, April 22nd. One analyst has rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $411.42.

Read Our Latest Stock Report on UnitedHealth Group

Key UnitedHealth Group News

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

Positive Sentiment: Bank of America raised its price target on UnitedHealth Group and kept a Buy rating, reinforcing the view that the stock still has upside after a strong recent run. BofA Raises PT on UnitedHealth Group (UNH), Keeps a Buy Rating
Positive Sentiment: Morgan Stanley said UnitedHealth is likely to beat second-quarter earnings expectations, citing favorable utilization trends that could support results and sentiment heading into the report. UnitedHealth to Top Second-Quarter Earnings Views on Favorable Utilization Trends, Morgan Stanley Says
Positive Sentiment: UNH has continued to attract momentum traders after a sharp rally, with coverage noting a golden cross technical pattern and shares trading near recent highs, which can draw additional buying interest. Up by 80%, does the UnitedHealth Group have more upside?
Neutral Sentiment: UnitedHealthcare Community Plan of Nebraska announced $385,000 in community investments to expand support for older adults, caregivers, people with disabilities, and workforce programs. The move is positive for reputation, but it is unlikely to materially affect near-term earnings. UnitedHealthcare Community Plan of Nebraska Invests $385,000 to Expand Programs to Support Older Adults, Caregivers and People with Disabilities
Neutral Sentiment: Recent articles highlighting UNH as a stock to watch and a potential buy before second-quarter results reflect investor attention ahead of earnings, but they do not add new fundamental information. Should You Buy UnitedHealth Group Stock Before July 16?
Negative Sentiment: Broader commentary noted that Wall Street has issued downbeat forecasts on some stocks in the healthcare group, which could keep some caution in the market even if UNH-specific sentiment remains constructive. 2 Unpopular Stocks That Deserve a Second Chance and 1 We Avoid

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.