Resona Asset Management Co. Ltd. lifted its stake in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 2.4% during the first quarter, Holdings Channel.com reports. The fund owned 289,144 shares of the healthcare conglomerate’s stock after buying an additional 6,704 shares during the period. Resona Asset Management Co. Ltd.’s holdings in UnitedHealth Group were worth $77,786,000 as of its most recent SEC filing.
A number of other institutional investors and hedge funds also recently made changes to their positions in UNH. Brighton Jones LLC increased its holdings in UnitedHealth Group by 176.2% during the fourth quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate’s stock worth $22,384,000 after buying an additional 28,231 shares during the last quarter. Revolve Wealth Partners LLC grew its position in shares of UnitedHealth Group by 137.1% in the 4th quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate’s stock valued at $2,033,000 after acquiring an additional 2,324 shares during the period. CMT Capital Markets Trading GmbH bought a new stake in shares of UnitedHealth Group in the 2nd quarter valued at about $340,000. Flow Traders U.S. LLC bought a new position in UnitedHealth Group during the second quarter worth about $356,000. Finally, Jump Financial LLC bought a new stake in UnitedHealth Group in the second quarter valued at approximately $377,000. Institutional investors own 87.86% of the company’s stock.
More UnitedHealth Group News
Here are the key news stories impacting UnitedHealth Group this week:
- Positive Sentiment: UnitedHealth said an external audit found nearly 97% of diagnoses in its HouseCalls home-visit unit were supported by patient medical records, which could help ease concerns about Medicare billing practices and reduce regulatory overhang. Reuters article
- Positive Sentiment: UnitedHealth is investing nearly $1.5 billion in AI for 2026 to expand automation and digital tools, which investors may view as a way to support efficiency and longer-term growth beyond cost savings. Yahoo Finance article
- Positive Sentiment: The company’s push to prioritize profitability over rapid growth, along with Optum expansion and improving margins, is being framed as a potential long-term turnaround catalyst. Yahoo Finance article
- Positive Sentiment: UnitedHealth also expanded coverage of Guardant Health’s Shield blood test for colorectal cancer screening, reinforcing its role in supporting emerging preventive-care tools. Yahoo Finance article
- Neutral Sentiment: Commentary highlighting healthcare-sector strength and a 12.41% rise in a major healthcare ETF may support sentiment for UNH, but it does not specifically change the company’s fundamentals. ETF Trends article
- Neutral Sentiment: Recent articles noting that UNH rebounded sharply in the first half and may still be undervalued suggest investors remain focused on the turnaround, though the pieces are largely opinion-based. Motley Fool article
- Negative Sentiment: New criticism from a Motley Fool piece argues that UnitedHealth may not be the best healthcare investment, which could weigh on sentiment even if it is not tied to a new company event. Motley Fool article
- Negative Sentiment: UnitedHealth and other insurers are suing states over laws targeting pharmacy businesses, and that legal fight may keep regulatory risk in focus for investors. New York Times article
Insider Buying and Selling at UnitedHealth Group
UnitedHealth Group Trading Down 0.6%
UNH stock opened at $425.61 on Thursday. UnitedHealth Group Incorporated has a 52 week low of $234.60 and a 52 week high of $430.77. The company has a debt-to-equity ratio of 0.69, a quick ratio of 0.80 and a current ratio of 0.80. The company’s 50-day simple moving average is $397.02 and its 200 day simple moving average is $337.55. The company has a market capitalization of $386.52 billion, a PE ratio of 32.15, a price-to-earnings-growth ratio of 1.72 and a beta of 0.62.
UnitedHealth Group (NYSE:UNH – Get Free Report) last posted its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $6.76 by $0.47. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The firm had revenue of $111.65 billion during the quarter, compared to the consensus estimate of $109.84 billion. During the same quarter in the previous year, the firm posted $7.20 EPS. The business’s revenue for the quarter was up 2.0% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. As a group, sell-side analysts anticipate that UnitedHealth Group Incorporated will post 18.32 earnings per share for the current year.
UnitedHealth Group Increases Dividend
The business also recently disclosed a quarterly dividend, which was paid on Tuesday, June 23rd. Shareholders of record on Monday, June 15th were paid a dividend of $2.32 per share. This is a boost from UnitedHealth Group’s previous quarterly dividend of $2.21. The ex-dividend date was Monday, June 15th. This represents a $9.28 dividend on an annualized basis and a yield of 2.2%. UnitedHealth Group’s dividend payout ratio is 70.09%.
Wall Street Analyst Weigh In
A number of research firms recently weighed in on UNH. Erste Group Bank upgraded UnitedHealth Group from a “hold” rating to a “buy” rating in a research note on Monday, April 27th. HSBC upped their price objective on shares of UnitedHealth Group from $300.00 to $380.00 and gave the company a “hold” rating in a report on Monday. UBS Group lifted their target price on shares of UnitedHealth Group from $410.00 to $460.00 and gave the stock a “buy” rating in a report on Friday, May 22nd. Sanford C. Bernstein reissued an “outperform” rating on shares of UnitedHealth Group in a report on Tuesday, June 23rd. Finally, Robert W. Baird boosted their price objective on UnitedHealth Group from $278.00 to $287.00 and gave the stock an “underperform” rating in a report on Wednesday, April 22nd. One investment analyst has rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, UnitedHealth Group currently has a consensus rating of “Moderate Buy” and a consensus target price of $414.75.
Check Out Our Latest Report on UNH
UnitedHealth Group 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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