Capital International Sarl Acquires 1,637 Shares of UnitedHealth Group Incorporated $UNH

Capital International Sarl raised its position in UnitedHealth Group Incorporated (NYSE:UNH) by 5.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 34,233 shares of the healthcare conglomerate’s stock after purchasing an additional 1,637 shares during the quarter. Capital International Sarl’s holdings in UnitedHealth Group were worth $11,301,000 as of its most recent SEC filing.

Several other large investors have also recently bought and sold shares of UNH. Sarver Vrooman Wealth Advisors bought a new position in UnitedHealth Group in the fourth quarter valued at about $25,000. Beacon Financial Strategies CORP bought a new position in UnitedHealth Group in the fourth quarter valued at about $26,000. Anfield Capital Management LLC raised its position in UnitedHealth Group by 220.0% in the fourth quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate’s stock valued at $26,000 after purchasing an additional 55 shares during the last quarter. Joseph Group Capital Management bought a new position in UnitedHealth Group in the fourth quarter valued at about $27,000. Finally, Foster Dykema Cabot & Partners LLC raised its position in UnitedHealth Group by 69.4% in the third quarter. Foster Dykema Cabot & Partners LLC now owns 83 shares of the healthcare conglomerate’s stock valued at $29,000 after purchasing an additional 34 shares during the last quarter. 87.86% of the stock is currently owned by institutional investors.

Insider Activity

In related news, CEO Patrick Hugh Conway sold 800 shares of the business’s stock in a transaction on 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 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 document filed with the SEC, which can be accessed through this hyperlink. Insiders own 0.28% of the company’s stock.

UnitedHealth Group News Roundup

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 Trading Up 1.0%

Shares of UnitedHealth Group stock opened at $400.61 on Friday. The stock has a 50 day moving average price of $348.12 and a two-hundred day moving average price of $323.59. The stock has a market capitalization of $363.81 billion, a PE ratio of 30.26, a price-to-earnings-growth ratio of 1.72 and a beta of 0.64. 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) last issued its quarterly earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 EPS for the quarter, topping analysts’ consensus estimates of $6.76 by $0.47. UnitedHealth Group had a return on equity of 14.65% and a net margin of 2.68%.The business had revenue of $111.65 billion for the quarter, compared to analyst estimates of $109.84 billion. During the same period last year, the company posted $7.20 earnings per share. UnitedHealth Group’s quarterly revenue was up 2.0% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. As a group, equities analysts anticipate that UnitedHealth Group Incorporated will post 18.32 earnings per share for the current fiscal year.

UnitedHealth Group Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 23rd. Investors of record on Monday, June 15th will be paid a dividend of $2.32 per share. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.3%. The ex-dividend date is Monday, June 15th. This is a positive change from UnitedHealth Group’s previous quarterly dividend of $2.21. UnitedHealth Group’s dividend payout ratio is presently 66.77%.

Wall Street Analysts Forecast Growth

A number of brokerages have recently issued reports on UNH. Argus upgraded UnitedHealth Group from a “hold” rating to a “buy” rating and set a $400.00 price objective for the company in a research report on Wednesday, April 22nd. Jefferies Financial Group raised their price objective on UnitedHealth Group from $340.00 to $373.00 and gave the stock a “buy” rating in a research report on Monday, April 20th. Weiss Ratings upgraded UnitedHealth Group from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Thursday, May 7th. Wells Fargo & Company raised their price objective on UnitedHealth Group from $370.00 to $397.00 and gave the stock an “overweight” rating in a research report on Wednesday, April 22nd. Finally, Mizuho raised their price objective on UnitedHealth Group from $410.00 to $440.00 and gave the company an “outperform” rating in a research note on Wednesday, May 20th. One analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, UnitedHealth Group currently has an average rating of “Moderate Buy” and an average price target of $404.42.

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.