UnitedHealth Group Incorporated $UNH Shares Sold by Capital Research Global Investors

Capital Research Global Investors reduced its position in UnitedHealth Group Incorporated (NYSE:UNH) by 52.0% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 6,261,798 shares of the healthcare conglomerate’s stock after selling 6,780,251 shares during the quarter. Capital Research Global Investors owned about 0.69% of UnitedHealth Group worth $2,067,085,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. Sarver Vrooman Wealth Advisors acquired a new stake in shares of UnitedHealth Group in the fourth quarter valued at approximately $25,000. Beacon Financial Strategies CORP acquired a new stake in shares of UnitedHealth Group in the fourth quarter valued at approximately $26,000. Anfield Capital Management LLC boosted its holdings in shares of 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 acquiring an additional 55 shares during the period. Joseph Group Capital Management acquired a new stake in shares of UnitedHealth Group during the fourth quarter worth $27,000. Finally, Foster Dykema Cabot & Partners LLC lifted its holdings in shares of UnitedHealth Group by 69.4% during the third quarter. Foster Dykema Cabot & Partners LLC now owns 83 shares of the healthcare conglomerate’s stock worth $29,000 after purchasing an additional 34 shares during the period. 87.86% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several equities research analysts recently weighed in on the company. Truist Financial increased their price target on UnitedHealth Group from $395.00 to $440.00 and gave the stock a “buy” rating in a report on Monday, June 1st. Sanford C. Bernstein increased their price target on UnitedHealth Group from $444.00 to $492.00 and gave the stock an “outperform” rating in a report on Wednesday, May 27th. Royal Bank Of Canada increased their price target on UnitedHealth Group from $361.00 to $400.00 and gave the stock an “outperform” rating in a report on Wednesday, April 22nd. HC Wainwright set a $492.00 price target on UnitedHealth Group in a report on Wednesday, May 27th. Finally, Robert W. Baird raised their target price on UnitedHealth Group from $278.00 to $287.00 and gave the company an “underperform” rating 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 issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, UnitedHealth Group presently has an average rating of “Moderate Buy” and an average price target of $404.42.

Key Stories Impacting UnitedHealth Group

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

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 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 completion of the transaction, the chief executive officer owned 17,805 shares in the company, valued at $6,320,775. This trade represents a 4.30% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. 0.28% of the stock is currently owned by corporate insiders.

UnitedHealth Group Price Performance

UnitedHealth Group stock opened at $400.61 on Friday. UnitedHealth Group Incorporated has a one year low of $234.60 and a one year 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. The business has a fifty day moving average of $348.12 and a two-hundred day moving average of $323.59. The company has a market cap of $363.81 billion, a P/E ratio of 30.26, a price-to-earnings-growth ratio of 1.72 and a beta of 0.64.

UnitedHealth Group (NYSE:UNH) last released its earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 EPS for the quarter, beating 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 company had revenue of $111.65 billion during the quarter, compared to the consensus estimate of $109.84 billion. During the same quarter last year, the company earned $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, analysts predict that UnitedHealth Group Incorporated will post 18.32 earnings per share for the current fiscal year.

UnitedHealth Group Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, June 23rd. Stockholders of record on Monday, June 15th will be given a $2.32 dividend. This is an increase from UnitedHealth Group’s previous quarterly dividend of $2.21. 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. UnitedHealth Group’s dividend payout ratio (DPR) is 66.77%.

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.