UnitedHealth Group Incorporated $UNH Shares Sold by Nomura Asset Management Co. Ltd.

Posted by George Bondi on May 31st, 2026

Nomura Asset Management Co. Ltd. lowered its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 2.4% in the fourth quarter, HoldingsChannel reports. The firm owned 504,483 shares of the healthcare conglomerate’s stock after selling 12,501 shares during the quarter. Nomura Asset Management Co. Ltd.’s holdings in UnitedHealth Group were worth $166,535,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds have also recently added to or reduced their stakes in the company. Beacon Financial Strategies CORP bought a new stake in UnitedHealth Group during the 4th quarter valued at $26,000. Anfield Capital Management LLC raised its stake in UnitedHealth Group by 220.0% during the 4th quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate’s stock valued at $26,000 after acquiring an additional 55 shares in the last quarter. Joseph Group Capital Management bought a new stake in UnitedHealth Group during the 4th quarter valued at $27,000. Foster Dykema Cabot & Partners LLC raised its stake in UnitedHealth Group by 69.4% during the 3rd quarter. Foster Dykema Cabot & Partners LLC now owns 83 shares of the healthcare conglomerate’s stock valued at $29,000 after acquiring an additional 34 shares in the last quarter. Finally, 1248 Management LLC bought a new stake in UnitedHealth Group during the 3rd quarter valued at $29,000. Institutional investors own 87.86% of the company’s stock.

Insider Activity

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

UnitedHealth Group Stock Performance

Shares of NYSE UNH opened at $379.70 on Friday. The company has a quick ratio of 0.80, a current ratio of 0.80 and a debt-to-equity ratio of 0.69. The stock has a market capitalization of $344.82 billion, a price-to-earnings ratio of 28.68, a PEG ratio of 1.64 and a beta of 0.64. The stock’s fifty day simple moving average is $336.85 and its 200 day simple moving average is $321.55. UnitedHealth Group Incorporated has a 52-week low of $234.60 and a 52-week high of $404.15.

UnitedHealth Group (NYSE:UNH – Get Free Report) last issued its earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $6.76 by $0.47. The business had revenue of $111.65 billion for the quarter, compared to analysts’ expectations of $109.84 billion. UnitedHealth Group had a return on equity of 14.65% and a net margin of 2.68%.The company’s quarterly revenue was up 2.0% on a year-over-year basis. During the same period in the previous year, the firm posted $7.20 EPS. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. As a group, sell-side analysts forecast that UnitedHealth Group Incorporated will post 18.29 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

A number of analysts have recently commented on the company. Barclays boosted their price objective on UnitedHealth Group from $373.00 to $429.00 and gave the stock an “overweight” rating in a research note on Tuesday, May 26th. Erste Group Bank raised UnitedHealth Group from a “hold” rating to a “buy” rating in a research note on Monday, April 27th. Royal Bank Of Canada boosted their price objective on UnitedHealth Group from $361.00 to $400.00 and gave the stock an “outperform” rating in a research note on Wednesday, April 22nd. Jefferies Financial Group boosted their price objective on UnitedHealth Group from $340.00 to $373.00 and gave the stock a “buy” rating in a research note on Monday, April 20th. Finally, 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 note on Wednesday, April 1st. One equities research analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $397.63.

Check Out Our Latest Stock Analysis on UNH

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

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.