Madison Asset Management LLC Has $11.76 Million Stock Holdings in UnitedHealth Group Incorporated $UNH

Posted by Geri Gentry on May 14th, 2026

Madison Asset Management LLC lifted its stake in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 6.6% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 35,623 shares of the healthcare conglomerate’s stock after acquiring an additional 2,190 shares during the quarter. Madison Asset Management LLC’s holdings in UnitedHealth Group were worth $11,760,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also modified their holdings of UNH. Capital Research Global Investors increased its stake in shares of UnitedHealth Group by 126.9% in 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 acquiring an additional 7,293,009 shares during the last quarter. Capital World Investors increased 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 worth $7,516,107,000 after acquiring an additional 3,439,182 shares during the last quarter. Capital International Investors increased its stake in shares of UnitedHealth Group by 11.1% in the third quarter. Capital International Investors now owns 17,499,949 shares of the healthcare conglomerate’s stock worth $6,042,710,000 after acquiring an additional 1,747,337 shares during the last quarter. Lone Pine Capital LLC bought a new position in UnitedHealth Group during the second quarter valued at about $528,273,000. Finally, Bessemer Group Inc. raised its holdings in UnitedHealth Group by 152.3% during the third quarter. Bessemer Group Inc. now owns 1,823,871 shares of the healthcare conglomerate’s stock valued at $629,783,000 after buying an additional 1,100,850 shares in the last quarter. 87.86% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, CEO Patrick Hugh Conway sold 800 shares of UnitedHealth Group stock in a transaction dated Thursday, April 23rd. The stock was 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 of the company’s stock, valued at $6,320,775. This trade represents a 4.30% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. 0.28% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

Several equities analysts have weighed in on UNH shares. Raymond James Financial upgraded UnitedHealth Group from a “market perform” rating to an “outperform” rating and set a $330.00 target price on the stock in a report on Wednesday, April 1st. Morgan Stanley raised their target price on UnitedHealth Group from $375.00 to $395.00 and gave the company an “overweight” rating in a report on Wednesday, April 22nd. Truist Financial restated a “buy” rating and set a $395.00 target price (up from $370.00) on shares of UnitedHealth Group in a report on Wednesday, April 22nd. Sanford C. Bernstein raised their target price on UnitedHealth Group from $405.00 to $411.00 and gave the company an “outperform” rating in a report on Tuesday, April 7th. Finally, Robert W. Baird raised their price target on UnitedHealth Group from $278.00 to $287.00 and gave the company an “underperform” rating 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 issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, UnitedHealth Group has an average rating of “Moderate Buy” and an average target price of $378.88.

View Our Latest Research Report on UNH

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

UnitedHealth Group Trading Up 1.1%

Shares of NYSE:UNH opened at $400.69 on Thursday. The company has a market cap of $363.88 billion, a P/E ratio of 30.26, a P/E/G ratio of 1.71 and a beta of 0.64. The stock’s 50-day moving average is $312.58 and its 200-day moving average is $317.75. UnitedHealth Group Incorporated has a 52-week low of $234.60 and a 52-week high of $404.15. 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 (NYSE:UNH – Get Free Report) last issued its quarterly earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share (EPS) for the quarter, beating the consensus estimate of $6.76 by $0.47. The company 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 firm’s revenue was up 2.0% compared to the same quarter last year. During the same period last year, the business posted $7.20 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Equities research analysts predict that UnitedHealth Group Incorporated will post 18.29 earnings per share for the current year.

UnitedHealth Group Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, March 17th. Investors of record on Monday, March 9th were given 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 66.77%.

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.