UnitedHealth Group Incorporated $UNH Shares Sold by Great Lakes Advisors LLC

Great Lakes Advisors LLC lowered its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 2.9% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 208,483 shares of the healthcare conglomerate’s stock after selling 6,286 shares during the period. Great Lakes Advisors LLC’s holdings in UnitedHealth Group were worth $68,823,000 as of its most recent SEC filing.

A number of other large investors have also made changes to their positions in UNH. Norges Bank acquired a new stake in shares of UnitedHealth Group during the fourth quarter valued at $4,376,167,000. Capital Research Global Investors boosted its stake in shares of UnitedHealth Group by 126.9% during the third quarter. Capital Research Global Investors now owns 13,042,049 shares of the healthcare conglomerate’s stock valued at $4,503,419,000 after acquiring an additional 7,293,009 shares during the last quarter. Capital World Investors boosted its stake in shares of UnitedHealth Group by 18.8% during the third quarter. Capital World Investors now owns 21,766,922 shares of the healthcare conglomerate’s stock valued at $7,516,107,000 after acquiring an additional 3,439,182 shares during the last quarter. Capital International Investors boosted its stake in UnitedHealth Group by 11.1% in the 3rd quarter. Capital International Investors now owns 17,499,949 shares of the healthcare conglomerate’s stock worth $6,042,710,000 after buying an additional 1,747,337 shares during the last quarter. Finally, Lone Pine Capital LLC acquired a new stake in UnitedHealth Group in the 2nd quarter worth about $528,273,000. Institutional investors and hedge funds own 87.86% of the company’s stock.

UnitedHealth Group News Summary

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

• Positive Sentiment: UnitedHealth announced it will report second-quarter 2026 results on July 16, with a conference call the same morning. While this is not a financial update itself, it gives investors a clear catalyst to watch and often keeps attention on the stock. UnitedHealth Group Announces Earnings Release Date
• Positive Sentiment: Analysts remain constructive: JPMorgan reportedly raised its price target on UNH, Erste Group increased FY2027 EPS estimates, and Mizuho boosted its target to $460 while reiterating an Outperform rating. That suggests Wall Street sees more earnings upside ahead. Mizuho Boosts UnitedHealth (UNH) Target as Managed Care Outlook Improves
• Positive Sentiment: UnitedHealth also announced a dividend increase, reinforcing its appeal as a defensive, income-producing healthcare stock. 3 Stocks That Announced Dividend Hikes Amid Geopolitical Tensions
• Positive Sentiment: The stock recently hit a 52-week high, reflecting a strong rebound from last year’s weakness and signaling momentum-driven buying interest. UnitedHealth Group Just Hit a 52-Week High. Is It Too Late to Buy This Soaring Stock?
• Neutral Sentiment: Recent articles also noted that UNH remains a “top-ranked momentum stock” and a “moderate buy” among brokerages, which supports the stock but does not by itself change fundamentals. UnitedHealth Group (UNH) is a Top-Ranked Momentum Stock: Should You Buy?

Wall Street Analysts Forecast Growth

A number of brokerages have issued reports on UNH. JPMorgan Chase & Co. raised their price target on UnitedHealth Group from $420.00 to $466.00 and gave the stock an “overweight” rating in a research note on Monday. UBS Group raised their price objective on UnitedHealth Group from $410.00 to $460.00 and gave the stock a “buy” rating in a report on Friday, May 22nd. Raymond James Financial upgraded UnitedHealth Group from a “market perform” rating to an “outperform” rating and set a $330.00 target price on the stock in a report on Wednesday, April 1st. Truist Financial raised their target price on UnitedHealth Group from $395.00 to $440.00 and gave the company a “buy” rating in a report on Monday, June 1st. Finally, Leerink Partners raised their target price on UnitedHealth Group from $345.00 to $400.00 and gave the company an “outperform” rating in a report on Wednesday, April 22nd. One investment analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, UnitedHealth Group presently has a consensus rating of “Moderate Buy” and a consensus target price of $407.17.

UnitedHealth Group Price Performance

Shares of NYSE UNH opened at $405.58 on Friday. The firm has a market cap of $368.32 billion, a PE ratio of 30.63, a price-to-earnings-growth ratio of 1.64 and a beta of 0.64. The business has a 50 day moving average price of $359.59 and a two-hundred day moving average price of $326.28. The company has a quick ratio of 0.80, a current ratio of 0.80 and a debt-to-equity ratio of 0.69. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $415.98.

UnitedHealth Group (NYSE:UNH) last issued its earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 EPS for the quarter, topping the consensus estimate of $6.76 by $0.47. The company 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 business’s revenue was up 2.0% on a year-over-year basis. During the same quarter last year, the firm earned $7.20 EPS. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Sell-side analysts expect 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 given a dividend of $2.32 per share. The ex-dividend date is Monday, June 15th. This represents a $9.28 dividend on an annualized basis and a yield of 2.3%. This is an increase from UnitedHealth Group’s previous quarterly dividend of $2.21. UnitedHealth Group’s payout ratio is presently 66.77%.

Insider Transactions at UnitedHealth Group

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of UnitedHealth Group 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 owned 17,805 shares of the company’s stock, valued at $6,320,775. The trade was a 4.30% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.28% of the stock is owned by corporate insiders.

UnitedHealth Group 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.