Allspring Global Investments Holdings LLC Has $34.33 Million Stock Holdings in UnitedHealth Group Incorporated $UNH

Allspring Global Investments Holdings LLC lowered its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 20.5% during the first quarter, HoldingsChannel.com reports. The institutional investor owned 125,298 shares of the healthcare conglomerate’s stock after selling 32,320 shares during the period. Allspring Global Investments Holdings LLC’s holdings in UnitedHealth Group were worth $34,329,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also modified their holdings of the stock. Founders Capital Management LLC boosted its holdings in UnitedHealth Group by 3.0% in the 4th quarter. Founders Capital Management LLC now owns 982 shares of the healthcare conglomerate’s stock valued at $324,000 after purchasing an additional 29 shares during the period. Kellett Wealth Advisors LLC lifted its stake in shares of UnitedHealth Group by 1.7% in the fourth quarter. Kellett Wealth Advisors LLC now owns 1,746 shares of the healthcare conglomerate’s stock valued at $576,000 after buying an additional 29 shares during the period. Cooper Financial Group increased its stake in UnitedHealth Group by 0.7% during the fourth quarter. Cooper Financial Group now owns 4,338 shares of the healthcare conglomerate’s stock valued at $1,432,000 after acquiring an additional 30 shares during the period. Successful Portfolios LLC lifted its position in shares of UnitedHealth Group by 2.6% in the 4th quarter. Successful Portfolios LLC now owns 1,194 shares of the healthcare conglomerate’s stock worth $411,000 after acquiring an additional 30 shares during the period. Finally, Bell Investment Advisors Inc grew its holdings in shares of UnitedHealth Group by 14.4% during the 1st quarter. Bell Investment Advisors Inc now owns 246 shares of the healthcare conglomerate’s stock worth $67,000 after purchasing an additional 31 shares in the last quarter. Institutional investors and hedge funds own 87.86% of the company’s stock.

UnitedHealth Group Price Performance

NYSE:UNH opened at $426.39 on Monday. The firm has a market cap of $387.23 billion, a PE ratio of 27.44, a price-to-earnings-growth ratio of 1.67 and a beta of 0.62. The company’s 50-day moving average price is $404.81 and its two-hundred day moving average price is $342.37. The company has a quick ratio of 0.80, a current ratio of 0.78 and a debt-to-equity ratio of 0.66. UnitedHealth Group Incorporated has a 12 month low of $234.60 and a 12 month high of $461.62.

UnitedHealth Group (NYSE:UNH) last announced its earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 EPS for the quarter, topping the consensus estimate of $4.94 by $1.44. UnitedHealth Group had a return on equity of 16.53% and a net margin of 3.14%.The business had revenue of $112.03 billion for the quarter, compared to the consensus estimate of $110.81 billion. During the same period in the previous year, the business earned $4.08 EPS. UnitedHealth Group’s revenue was up .4% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. On average, equities analysts anticipate that UnitedHealth Group Incorporated will post 18.77 EPS for the current fiscal year.

UnitedHealth Group Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, June 23rd. Investors of record on Monday, June 15th were issued a $2.32 dividend. This is a positive change 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 2.2%. The ex-dividend date of this dividend was Monday, June 15th. UnitedHealth Group’s dividend payout ratio (DPR) is presently 59.72%.

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: UnitedHealth beat Q2 estimates on earnings and revenue, driven by improved margins and lower medical costs, and raised its 2026 profit outlook. UnitedHealth shares surge on strong earnings beat and guidance
• Positive Sentiment: Morgan Stanley, Oppenheimer, UBS, RBC, and other firms lifted price targets after the results, signaling stronger Street confidence in the stock’s recovery. Analyst price target updates
• Positive Sentiment: Management doubled the 2026 share repurchase target to at least $5 billion, which may help support EPS and investor returns. What’s Fueling UNH Stock’s Rally? A Bigger Buyback, Higher Guidance – And CEO Says Turnaround Is ‘Returning To Form’
• Neutral Sentiment: Commentary around the earnings call says Medicare Advantage and Optum are improving, but commercial cost pressures could delay a full margin recovery. UnitedHealth Q2 Earnings Call Focuses on Reset and Durable Growth
• Negative Sentiment: Some analysts remain cautious, with at least one downgrade noting that the turnaround still faces execution risk despite the stronger quarter. UnitedHealth Group Q2: The Real Test Begins Now (Downgrade)

Insider Transactions at UnitedHealth Group

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of the stock in a transaction dated Thursday, April 23rd. The shares were 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. This represents a 4.30% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 0.28% of the stock is currently owned by company insiders.

Analyst Ratings Changes

UNH has been the topic of a number of recent research reports. Zacks Research upgraded shares of UnitedHealth Group from a “hold” rating to a “strong-buy” rating in a research note on Monday, July 13th. UBS Group lifted their target price on shares of UnitedHealth Group from $460.00 to $490.00 and gave the company a “buy” rating in a research report on Friday. Truist Financial increased their price target on shares of UnitedHealth Group from $440.00 to $480.00 and gave the stock a “buy” rating in a research report on Tuesday, July 14th. Bank of America lifted their price objective on UnitedHealth Group from $450.00 to $475.00 and gave the company a “buy” rating in a report on Wednesday, June 24th. Finally, Leerink Partners raised their target price on UnitedHealth Group from $400.00 to $462.00 and gave the stock an “outperform” rating in a research report on Wednesday, June 17th. Two investment analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and five have assigned a Hold rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $447.29.

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.