Mesirow Financial Investment Management Inc. cut its position in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 3.0% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 56,718 shares of the healthcare conglomerate’s stock after selling 1,735 shares during the quarter. Mesirow Financial Investment Management Inc.’s holdings in UnitedHealth Group were worth $18,723,000 at the end of the most recent reporting period.
Other institutional investors have also added to or reduced their stakes in the company. Brighton Jones LLC raised its holdings in UnitedHealth Group by 176.2% in the 4th quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate’s stock valued at $22,384,000 after acquiring an additional 28,231 shares in the last quarter. Revolve Wealth Partners LLC raised its holdings in 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 in the last quarter. CMT Capital Markets Trading GmbH acquired a new position in UnitedHealth Group in the 2nd quarter valued at $340,000. Flow Traders U.S. LLC acquired a new position in UnitedHealth Group in the 2nd quarter valued at $356,000. Finally, Jump Financial LLC acquired a new position in UnitedHealth Group in the 2nd quarter valued at $377,000. 87.86% of the stock is currently owned by institutional investors.
Insider Activity at UnitedHealth Group
In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of the company’s stock in a transaction dated Thursday, April 23rd. The stock was sold at an average price of $355.00, for a total value of $284,000.00. Following the sale, the chief executive officer owned 17,805 shares in the company, valued at approximately $6,320,775. The trade was a 4.30% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Company insiders own 0.28% of the company’s stock.
UnitedHealth Group Price Performance
UnitedHealth Group (NYSE:UNH – Get Free Report) last released its quarterly earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 EPS for the quarter, beating analysts’ consensus estimates of $6.76 by $0.47. UnitedHealth Group had a return on equity of 14.65% and a net margin of 2.68%.The firm had revenue of $111.65 billion for the quarter, compared to analyst estimates of $109.84 billion. During the same quarter in the previous year, the company posted $7.20 EPS. The business’s revenue was up 2.0% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Analysts anticipate that UnitedHealth Group Incorporated will post 18.29 earnings per share for the current fiscal year.
UnitedHealth Group Announces Dividend
The business also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Monday, March 9th were given a $2.21 dividend. This represents a $8.84 dividend on an annualized basis and a dividend yield of 2.2%. The ex-dividend date was Monday, March 9th. UnitedHealth Group’s payout ratio is 66.77%.
Key UnitedHealth Group News
Here are the key news stories impacting UnitedHealth Group this week:
- Positive Sentiment: UNH hit a new 52-week high as investors responded to its strong Q1 performance, which included better-than-expected earnings and revenue, plus signs of margin improvement. UnitedHealth Stock (UNH) Hits a New 52-Week High Today – Is It Too Late to Buy?
- Positive Sentiment: Analysts remain constructive, with JPMorgan raising its price target to $420 and reiterating an Overweight rating, reinforcing the view that the recent rally may have further room to run. Here’s What Analysts Are Saying About UnitedHealth Group (UNH)
- Positive Sentiment: Optum Rx announced a transparent, fee-based pharmacy benefit model that could improve pricing clarity and align incentives, potentially easing regulatory pressure and supporting a more favorable long-term narrative for the stock. Optum Rx shifts to fee-based PBM model in bid to boost transparency
- Neutral Sentiment: Recent commentary from market and research outlets continues to frame UnitedHealth as an early-stage turnaround story, but these pieces are more opinion-driven than new fundamental catalysts. Is UnitedHealth Group a Buy, Sell, or Hold in 2026?
- Negative Sentiment: Broader market headlines note hotter-than-expected inflation data, which could create volatility for equities overall, though this is not specific to UNH’s business outlook. Stock Market News for May 13, 2026
Analysts Set New Price Targets
UNH has been the subject of several analyst reports. KeyCorp reaffirmed an “overweight” rating on shares of UnitedHealth Group in a report on Wednesday, January 28th. Jefferies Financial Group boosted their price target on UnitedHealth Group from $340.00 to $373.00 and gave the stock a “buy” rating in a report on Monday, April 20th. Weiss Ratings raised UnitedHealth Group from a “sell (d+)” rating to a “hold (c-)” rating in a report on Thursday, May 7th. Raymond James Financial raised UnitedHealth Group from a “market perform” rating to an “outperform” rating and set a $330.00 price target for the company in a report on Wednesday, April 1st. Finally, Sanford C. Bernstein boosted their price target on UnitedHealth Group from $405.00 to $411.00 and gave the stock an “outperform” rating in a report on Tuesday, April 7th. One research analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, UnitedHealth Group presently has a consensus rating of “Moderate Buy” and a consensus price target of $378.88.
Check Out Our Latest Report on UnitedHealth Group
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.
Read More
- Five stocks we like better than UnitedHealth Group
- D-Wave Earnings Looked Weak, But Investors May Be Missing This
- Nebius Upside Expands as AI Feedback Loop Intensifies
- Insider Trades: Okta and Abbott See Buys, Micron Insiders Sell
- Plug Power Flips The Switch On Profitability
Want to see what other hedge funds are holding UNH? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for UnitedHealth Group Incorporated (NYSE:UNH – Free Report).
Receive News & Ratings for UnitedHealth Group Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for UnitedHealth Group and related companies with MarketBeat.com's FREE daily email newsletter.
-logo-1200x675.png){kind=logo}
