American Century Companies Inc. Has $354.09 Million Stock Holdings in UnitedHealth Group Incorporated $UNH

American Century Companies Inc. decreased its position in UnitedHealth Group Incorporated (NYSE:UNH) by 36.5% in the 3rd quarter, HoldingsChannel reports. The fund owned 1,025,448 shares of the healthcare conglomerate’s stock after selling 589,141 shares during the period. American Century Companies Inc.’s holdings in UnitedHealth Group were worth $354,088,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also modified their holdings of the company. Norges Bank bought a new stake in UnitedHealth Group in the 2nd quarter valued at $3,837,207,000. Berkshire Hathaway Inc bought a new stake in UnitedHealth Group in the second quarter valued at about $1,572,193,000. Dodge & Cox lifted its stake in UnitedHealth Group by 117.7% during the second quarter. Dodge & Cox now owns 8,750,560 shares of the healthcare conglomerate’s stock worth $2,729,912,000 after purchasing an additional 4,730,192 shares during the period. Lone Pine Capital LLC bought a new stake in shares of UnitedHealth Group in the 2nd quarter valued at approximately $528,273,000. Finally, Amundi lifted its position in shares of UnitedHealth Group by 33.8% during the 2nd quarter. Amundi now owns 6,191,871 shares of the healthcare conglomerate’s stock worth $1,904,372,000 after buying an additional 1,565,245 shares during the period. 87.86% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: Board affirms quarterly cash dividend of $2.21/share (record March 9, payable March 17), which supports income investors and signals steady capital return policy. Dividend Steady as Margins Tighten Might Change The Case For Investing In UnitedHealth Group (UNH)
• Positive Sentiment: Market reaction: reports show UNH trading materially higher after the dividend announcement, indicating short-term buying interest tied to the payout confirmation. UnitedHealth Group (NYSE:UNH) Trading 3.7% Higher Following Dividend Announcement
• Positive Sentiment: Relative strength vs. peers: analysts argue UNH’s scale and diversified model give it better upside versus Humana as managed-care margins are tested, supporting a longer-term constructive view. UnitedHealth vs. Humana: Which Healthcare Stock Has More Upside Now?
• Neutral Sentiment: Sector flows: some strategists recommend rotating into defensive names and healthcare, which could provide tailwinds for UNH even as the macro outlook weakens. Time for Investors to Get Defensive. Sell Staples and Buy Healthcare.
• Negative Sentiment: Guidance and margin pressure: coverage highlights weaker 2026 revenue guidance and rising medical costs (especially Medicare-related), which compress margins and are a key reason for investor caution. Dividend Steady as Margins Tighten Might Change The Case For Investing In UnitedHealth Group (UNH)
• Negative Sentiment: Institutional selling: Aristotle Growth Equity Fund exited its UNH position citing lowered guidance — a signal some funds are trimming exposure ahead of margin headwinds. Aristotle Growth Equity Fund Exited UnitedHealth Group (UNH) Due to Lowered Guidance
• Negative Sentiment: Recent price weakness and re-rating: commentary notes a sizable multi-month share-price decline and that UNH is down since the last earnings report, underscoring investor concerns about near-term earnings and margin recovery. Is It Time To Reassess UnitedHealth Group (UNH) After A 37% Share Price Slide?

Analysts Set New Price Targets

UNH has been the subject of a number of analyst reports. Piper Sandler reissued an “overweight” rating on shares of UnitedHealth Group in a report on Tuesday, January 27th. Wells Fargo & Company cut their price target on shares of UnitedHealth Group from $400.00 to $370.00 and set an “overweight” rating for the company in a report on Friday, January 30th. KeyCorp reaffirmed an “overweight” rating on shares of UnitedHealth Group in a report on Wednesday, January 28th. UBS Group decreased their price target on UnitedHealth Group from $430.00 to $410.00 and set a “buy” rating on the stock in a research report on Wednesday, January 28th. Finally, Evercore raised UnitedHealth Group to a “strong-buy” rating in a research note on Tuesday, January 6th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, nine have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, UnitedHealth Group currently has a consensus rating of “Moderate Buy” and an average price target of $372.13.

UnitedHealth Group Stock Up 2.2%

NYSE:UNH opened at $292.97 on Friday. The stock’s fifty day simple moving average is $311.98 and its 200-day simple moving average is $325.45. The firm has a market capitalization of $265.38 billion, a P/E ratio of 22.21, a P/E/G ratio of 1.32 and a beta of 0.41. The company has a quick ratio of 0.82, a current ratio of 0.79 and a debt-to-equity ratio of 0.72. UnitedHealth Group Incorporated has a 12-month low of $234.60 and a 12-month high of $606.36.

UnitedHealth Group (NYSE:UNH) last issued its earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.09 by $0.02. The firm had revenue of $113.73 billion for the quarter, compared to analysts’ expectations of $113.38 billion. UnitedHealth Group had a return on equity of 14.79% and a net margin of 2.69%.The company’s revenue was up 12.3% compared to the same quarter last year. During the same quarter last year, the business earned $6.81 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. Equities research analysts expect that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current year.

UnitedHealth Group Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, March 17th. Stockholders of record on Monday, March 9th will be given a dividend of $2.21 per share. This represents a $8.84 dividend on an annualized basis and a dividend yield of 3.0%. The ex-dividend date of this dividend is Monday, March 9th. UnitedHealth Group’s dividend payout ratio (DPR) is currently 67.02%.

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.