&PARTNERS Increases Position in UnitedHealth Group Incorporated $UNH

&PARTNERS raised its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 4.0% in the fourth quarter, Holdings Channel reports. The institutional investor owned 112,627 shares of the healthcare conglomerate’s stock after buying an additional 4,304 shares during the quarter. &PARTNERS’s holdings in UnitedHealth Group were worth $36,114,000 as of its most recent SEC filing.

Other large investors have also recently modified their holdings of the company. Founders Capital Management LLC lifted its stake in shares of UnitedHealth Group by 3.0% in the fourth quarter. Founders Capital Management LLC now owns 982 shares of the healthcare conglomerate’s stock worth $324,000 after buying an additional 29 shares in the last quarter. Kellett Wealth Advisors LLC boosted its stake in shares of UnitedHealth Group by 1.7% during the 4th quarter. Kellett Wealth Advisors LLC now owns 1,746 shares of the healthcare conglomerate’s stock worth $576,000 after acquiring an additional 29 shares during the last quarter. Cooper Financial Group increased its stake in shares of UnitedHealth Group by 0.7% in the 4th quarter. Cooper Financial Group now owns 4,338 shares of the healthcare conglomerate’s stock worth $1,432,000 after purchasing an additional 30 shares in the last quarter. Successful Portfolios LLC lifted its position in UnitedHealth Group by 2.6% during the fourth quarter. Successful Portfolios LLC now owns 1,194 shares of the healthcare conglomerate’s stock valued at $411,000 after purchasing an additional 30 shares in the last quarter. Finally, McLean Asset Management Corp increased its position in UnitedHealth Group by 1.6% in the fourth quarter. McLean Asset Management Corp now owns 2,000 shares of the healthcare conglomerate’s stock worth $670,000 after buying an additional 32 shares in the last quarter. Hedge funds and other institutional investors own 87.86% of the company’s stock.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: Analysts and market commentators are increasingly framing UNH as a value and recovery story, with improving price targets, a “buy it” call from Jim Cramer, and renewed interest from institutions and hedge funds. Jim Cramer on UnitedHealth: “Buy It”
• Positive Sentiment: UnitedHealth was highlighted as a defensive healthcare name benefiting from sector rotation, while recent dividend coverage and a 5% dividend increase support the case for steady capital returns. 3 Dividend Increases Investors Can Actually Trust
• Positive Sentiment: The company is being positioned as a sustainable recovery candidate after past setbacks, with commentary emphasizing lower volatility, buybacks, and improving profitability prospects. Beyond the AI Bubble: 3 defensive powerhouses smart money is buying now
• Neutral Sentiment: UnitedHealth continues to appear in broad healthcare-stock watchlists and hedge-fund screens, which reinforces investor attention but does not add a clear new operational catalyst. Best Healthcare Stocks To Research – June 15th
• Negative Sentiment: Some commentary still references UNH’s prior struggles, including executive turnover, legal issues, and margin pressure, which helps explain why the stock has not fully shaken off uncertainty. Why Did UnitedHealth Stock Choose Pain Over Growth?

UnitedHealth Group Trading Down 0.7%

Shares of UNH opened at $408.07 on Wednesday. UnitedHealth Group Incorporated has a twelve month low of $234.60 and a twelve month high of $415.98. The company has a current ratio of 0.80, a quick ratio of 0.80 and a debt-to-equity ratio of 0.69. The company’s fifty day simple moving average is $367.57 and its 200-day simple moving average is $328.06. The company has a market cap of $370.59 billion, a P/E ratio of 30.82, a P/E/G ratio of 1.65 and a beta of 0.64.

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

UnitedHealth Group Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, June 23rd. Stockholders of record on Monday, June 15th will be issued a $2.32 dividend. The ex-dividend date is Monday, June 15th. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.3%. This is a boost from UnitedHealth Group’s previous quarterly dividend of $2.21. UnitedHealth Group’s dividend payout ratio (DPR) is 70.09%.

Analyst Ratings Changes

A number of equities analysts have weighed in on the stock. Bank of America upgraded shares of UnitedHealth Group from a “neutral” rating to a “buy” rating and upped their price target for the stock from $420.00 to $450.00 in a research report on Thursday, June 4th. Royal Bank Of Canada upped their target price on shares of UnitedHealth Group from $361.00 to $400.00 and gave the stock an “outperform” rating in a report on Wednesday, April 22nd. Argus raised UnitedHealth Group from a “hold” rating to a “buy” rating and set a $400.00 price target on the stock in a report on Wednesday, April 22nd. UBS Group increased their target price on UnitedHealth Group from $410.00 to $460.00 and gave the stock a “buy” rating in a research report on Friday, May 22nd. Finally, Barclays upped their price target on UnitedHealth Group from $373.00 to $429.00 and gave the stock an “overweight” rating in a research note on Tuesday, May 26th. One investment analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $407.17.

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 dated Thursday, April 23rd. The shares were sold at an average price of $355.00, for a total value 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. This trade represents a 4.30% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. 0.28% of the stock is owned by company insiders.

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.