UnitedHealth Group Incorporated $UNH Shares Purchased by Capital International Inc. CA

Capital International Inc. CA boosted its position in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 6.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 421,019 shares of the healthcare conglomerate’s stock after purchasing an additional 26,085 shares during the period. UnitedHealth Group makes up 1.1% of Capital International Inc. CA’s portfolio, making the stock its 20th biggest position. Capital International Inc. CA’s holdings in UnitedHealth Group were worth $138,983,000 at the end of the most recent quarter.

Other large investors have also added to or reduced their stakes in the company. Vanguard Group Inc. boosted its stake in UnitedHealth Group by 1.1% during the 4th quarter. Vanguard Group Inc. now owns 91,600,260 shares of the healthcare conglomerate’s stock valued at $30,238,162,000 after acquiring an additional 995,210 shares during the last quarter. Capital World Investors lifted its position in UnitedHealth Group by 18.8% in the 3rd quarter. Capital World Investors now owns 21,766,922 shares of the healthcare conglomerate’s stock valued at $7,516,107,000 after purchasing an additional 3,439,182 shares during the last quarter. Capital International Investors lifted its position in UnitedHealth Group by 6.6% in the 4th quarter. Capital International Investors now owns 18,655,111 shares of the healthcare conglomerate’s stock valued at $6,158,734,000 after purchasing an additional 1,155,162 shares during the last quarter. Norges Bank acquired a new position in UnitedHealth Group during the 4th quarter valued at about $4,376,167,000. Finally, Capital Research Global Investors increased its stake in UnitedHealth Group by 126.9% during the 3rd quarter. Capital Research Global Investors now owns 13,042,049 shares of the healthcare conglomerate’s stock valued at $4,503,419,000 after buying an additional 7,293,009 shares during the period. 87.86% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at UnitedHealth Group

In other news, CEO Patrick Hugh Conway sold 800 shares of the firm’s stock in a transaction that occurred on Thursday, April 23rd. The shares were 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 of the company’s stock, valued at $6,320,775. This trade represents a 4.30% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. 0.28% of the stock is owned by corporate insiders.

UnitedHealth Group Stock Up 1.0%

UNH opened at $400.61 on Friday. The firm’s 50-day simple moving average is $348.12 and its 200-day simple moving average is $323.59. 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. 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 Incorporated has a twelve month low of $234.60 and a twelve month high of $404.15.

UnitedHealth Group (NYSE:UNH) last released its earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $6.76 by $0.47. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The company had revenue of $111.65 billion for the quarter, compared to the consensus estimate of $109.84 billion. During the same period in the prior year, the company posted $7.20 EPS. The company’s revenue was up 2.0% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Equities research analysts anticipate that UnitedHealth Group Incorporated will post 18.32 EPS for the current fiscal year.

UnitedHealth Group Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, June 23rd. Stockholders of record on Monday, June 15th will be paid a dividend of $2.32 per share. The ex-dividend date of this dividend is Monday, June 15th. This represents a $9.28 annualized dividend and a dividend yield of 2.3%. This is an increase from UnitedHealth Group’s previous quarterly dividend of $2.21. UnitedHealth Group’s dividend payout ratio (DPR) is 66.77%.

Analyst Ratings Changes

Several brokerages have recently issued reports on UNH. Sanford C. Bernstein lifted their price objective on shares of UnitedHealth Group from $444.00 to $492.00 and gave the stock an “outperform” rating in a research note on Wednesday, May 27th. Erste Group Bank upgraded shares of UnitedHealth Group from a “hold” rating to a “buy” rating in a report on Monday, April 27th. Raymond James Financial upgraded shares of UnitedHealth Group from a “market perform” rating to an “outperform” rating and set a $330.00 price target for the company in a report on Wednesday, April 1st. Oppenheimer lifted their target price on shares of UnitedHealth Group from $385.00 to $405.00 and gave the company an “outperform” rating in a research note on Wednesday, April 22nd. Finally, Barclays lifted their price target on shares of UnitedHealth Group from $373.00 to $429.00 and gave the company an “overweight” rating in a research report on Tuesday, May 26th. One investment analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $404.42.

Key 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

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.