Capital World Investors increased its position in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 3.8% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 22,591,042 shares of the healthcare conglomerate’s stock after purchasing an additional 824,120 shares during the quarter. UnitedHealth Group makes up 1.0% of Capital World Investors’ portfolio, making the stock its 21st largest holding. Capital World Investors’ holdings in UnitedHealth Group were worth $7,457,723,000 at the end of the most recent quarter.
A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. Capital International Sarl lifted its holdings in shares of UnitedHealth Group by 5.0% during the fourth quarter. Capital International Sarl now owns 34,233 shares of the healthcare conglomerate’s stock valued at $11,301,000 after acquiring an additional 1,637 shares during the period. Capital International Inc. CA lifted its holdings in shares of UnitedHealth Group by 6.6% during the fourth quarter. Capital International Inc. CA now owns 421,019 shares of the healthcare conglomerate’s stock valued at $138,983,000 after acquiring an additional 26,085 shares during the period. Capital International Investors lifted its holdings in shares of UnitedHealth Group by 6.6% during the fourth quarter. Capital International Investors now owns 18,655,111 shares of the healthcare conglomerate’s stock valued at $6,158,734,000 after acquiring an additional 1,155,162 shares during the period. Capital Group Private Client Services Inc. lifted its holdings in shares of UnitedHealth Group by 2.7% during the fourth quarter. Capital Group Private Client Services Inc. now owns 47,965 shares of the healthcare conglomerate’s stock valued at $15,834,000 after acquiring an additional 1,276 shares during the period. Finally, Los Angeles Capital Management LLC lifted its holdings in shares of UnitedHealth Group by 49.9% during the fourth quarter. Los Angeles Capital Management LLC now owns 51,680 shares of the healthcare conglomerate’s stock valued at $17,817,000 after acquiring an additional 17,210 shares during the period. 87.86% of the stock is owned by institutional investors.
Wall Street Analysts Forecast Growth
A number of research analysts have issued reports on the company. Royal Bank Of Canada lifted their price objective on UnitedHealth Group from $361.00 to $400.00 and gave the company an “outperform” rating in a report on Wednesday, April 22nd. Leerink Partners lifted their price target on UnitedHealth Group from $345.00 to $400.00 and gave the company an “outperform” rating in a report on Wednesday, April 22nd. UBS Group lifted their price target on UnitedHealth Group from $410.00 to $460.00 and gave the company a “buy” rating in a report on Friday, May 22nd. Truist Financial lifted their price target on UnitedHealth Group from $395.00 to $440.00 and gave the company a “buy” rating in a report on Monday, June 1st. Finally, Argus raised UnitedHealth Group from a “hold” rating to a “buy” rating and set a $400.00 price target for the company in a report on Wednesday, April 22nd. One research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $404.42.
Insider Activity
In other news, CEO Patrick Hugh Conway sold 800 shares of the business’s 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 completion of the transaction, the chief executive officer directly 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 Securities & Exchange Commission, which is available through this hyperlink. Insiders own 0.28% of the company’s stock.
More UnitedHealth Group News
Here are the key news stories impacting UnitedHealth Group this week:
- Positive Sentiment: Bank of America upgraded UnitedHealth Group to Buy and raised its price target to $450, citing improving medical cost trends and a better risk/reward setup heading into earnings. Article link
- Positive Sentiment: Morgan Stanley also lifted its price target on UNH to $453 and kept an Overweight rating, reinforcing the view that sentiment is improving. Article link
- Positive Sentiment: UnitedHealth raised its quarterly dividend by 5% to $2.32 per share, extending its long streak of annual dividend increases and signaling financial strength. Article link
- Positive Sentiment: Healthcare stocks, including UnitedHealth, are benefiting from a broader sector rebound as investors seek defensive stability and rotate out of more volatile areas of the market. Article link
- Neutral Sentiment: Recent coverage notes that UNH has already recovered sharply year to date, outpacing the broader market and its industry peer group. Article link
- Negative Sentiment: Some articles continue to highlight ongoing concerns around rising medical costs, managed-care scrutiny, and the stock’s earlier challenges, which could limit upside if operating trends worsen. Article link
UnitedHealth Group Price Performance
Shares of UNH stock opened at $400.61 on Friday. The stock has a 50-day moving average price of $348.12 and a 200 day moving average price of $323.59. 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 firm has a market cap of $363.81 billion, a price-to-earnings ratio of 30.26, a PEG ratio of 1.72 and a beta of 0.64. UnitedHealth Group Incorporated has a 12 month low of $234.60 and a 12 month high of $404.15.
UnitedHealth Group (NYSE:UNH – Get Free Report) last announced its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 EPS for the quarter, topping analysts’ consensus estimates of $6.76 by $0.47. The firm had revenue of $111.65 billion during the quarter, compared to analyst estimates of $109.84 billion. UnitedHealth Group had a return on equity of 14.65% and a net margin of 2.68%.The company’s revenue was up 2.0% on a year-over-year basis. During the same period last year, the company earned $7.20 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Research analysts expect that UnitedHealth Group Incorporated will post 18.32 EPS for the current year.
UnitedHealth Group Increases Dividend
The business also recently announced a quarterly dividend, which will be paid on Tuesday, June 23rd. Stockholders of record on Monday, June 15th will be given a dividend of $2.32 per share. This represents a $9.28 annualized dividend and a dividend yield of 2.3%. The ex-dividend date is Monday, June 15th. This is an increase from UnitedHealth Group’s previous quarterly dividend of $2.21. UnitedHealth Group’s dividend payout ratio is presently 66.77%.
About UnitedHealth Group
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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