Eurizon Capital SGR S.p.A. Takes $186.88 Million Position in UnitedHealth Group Incorporated $UNH

Posted by Geri Gentry on May 30th, 2026

Eurizon Capital SGR S.p.A. purchased a new position in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) in the 4th quarter, Holdings Channel.com reports. The firm purchased 565,594 shares of the healthcare conglomerate’s stock, valued at approximately $186,881,000.

Several other large investors have also modified their holdings of UNH. Triglav Investments D.O.O. lifted its stake in UnitedHealth Group by 86.0% during the 4th quarter. Triglav Investments D.O.O. now owns 33,399 shares of the healthcare conglomerate’s stock worth $11,026,000 after acquiring an additional 15,443 shares in the last quarter. Fideuram Asset Management Ireland dac purchased a new stake in UnitedHealth Group during the 4th quarter worth about $3,259,000. National Pension Service increased its holdings in UnitedHealth Group by 2.3% during the 4th quarter. National Pension Service now owns 1,920,398 shares of the healthcare conglomerate’s stock worth $633,943,000 after purchasing an additional 43,624 shares during the period. Basepoint Wealth LLC purchased a new stake in UnitedHealth Group during the 4th quarter worth about $162,000. Finally, Linscomb Wealth Inc. increased its holdings in shares of UnitedHealth Group by 2,024.5% in the 4th quarter. Linscomb Wealth Inc. now owns 14,468 shares of the healthcare conglomerate’s stock valued at $4,776,000 after acquiring an additional 13,787 shares during the last quarter. Institutional investors and hedge funds own 87.86% of the company’s stock.

UnitedHealth Group Stock Performance

NYSE UNH opened at $379.70 on Friday. UnitedHealth Group Incorporated has a 1-year low of $234.60 and a 1-year high of $404.15. The company has a market capitalization of $344.82 billion, a P/E ratio of 28.68, a PEG ratio of 1.65 and a beta of 0.64. The business has a 50 day moving average price of $336.85 and a 200 day moving average price of $321.55. 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 earnings per share for the quarter, beating the consensus estimate 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 during the quarter, compared to the consensus estimate of $109.84 billion. During the same period last year, the business posted $7.20 EPS. UnitedHealth Group’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. Sell-side analysts expect that UnitedHealth Group Incorporated will post 18.29 EPS for the current fiscal year.

Key UnitedHealth Group News

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

Positive Sentiment: UnitedHealthcare said it will eliminate prior authorization requirements for nearly two-thirds of pediatric services by year-end. That could reduce administrative friction, improve patient/provider relations, and support customer satisfaction. Reuters article
Positive Sentiment: Bernstein raised its price target on UNH to $492 from $444 and kept an Outperform rating, citing an EPS recovery outlook. Higher price targets from analysts can help reinforce investor confidence. Yahoo Finance article
Neutral Sentiment: Berkshire Hathaway fully exited its UNH stake, which is drawing attention to valuation and regulatory risks. While not necessarily a fundamental change, the sale may weigh on sentiment around the stock. Yahoo Finance article
Negative Sentiment: Massachusetts filed a lawsuit against a UnitedHealth insurance unit, alleging more than $100 million in Medicaid fraud tied to inflated illness severity claims. The lawsuit adds legal and reputational risk for UNH. Investing.com article

Wall Street Analyst Weigh In

UNH has been the topic of a number of recent analyst reports. Argus upgraded UnitedHealth Group from a “hold” rating to a “buy” rating and set a $400.00 price objective on the stock in a report on Wednesday, April 22nd. Jefferies Financial Group raised their price target on UnitedHealth Group from $340.00 to $373.00 and gave the stock a “buy” rating in a research note on Monday, April 20th. Sanford C. Bernstein raised their price target on UnitedHealth Group from $444.00 to $492.00 and gave the stock an “outperform” rating in a research note on Wednesday. Raymond James Financial raised UnitedHealth Group from a “market perform” rating to an “outperform” rating and set a $330.00 price objective for the company in a research report on Wednesday, April 1st. Finally, HSBC raised UnitedHealth Group from a “reduce” rating to a “hold” rating and set a $300.00 price target for the company in a report on Tuesday, April 7th. One investment analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, UnitedHealth Group has an average rating of “Moderate Buy” and an average target price of $397.63.

Check Out Our Latest Stock Analysis on UnitedHealth Group

Insider Activity

In related news, CEO Patrick Hugh Conway sold 800 shares of the company’s stock in a transaction that occurred on 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 of the company’s stock, valued at approximately $6,320,775. This represents a 4.30% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 0.28% of the stock is owned by corporate insiders.

UnitedHealth Group Company Profile

(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.