UnitedHealth Group Incorporated $UNH Shares Purchased by Allianz SE

Allianz SE raised its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 3.5% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 78,245 shares of the healthcare conglomerate’s stock after acquiring an additional 2,627 shares during the quarter. Allianz SE’s holdings in UnitedHealth Group were worth $25,829,000 at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in UNH. Founders Capital Management LLC grew its position in UnitedHealth Group by 3.0% during the fourth quarter. Founders Capital Management LLC now owns 982 shares of the healthcare conglomerate’s stock valued at $324,000 after acquiring an additional 29 shares during the period. Kellett Wealth Advisors LLC grew its position in UnitedHealth Group by 1.7% during the fourth quarter. Kellett Wealth Advisors LLC now owns 1,746 shares of the healthcare conglomerate’s stock valued at $576,000 after acquiring an additional 29 shares during the period. Cooper Financial Group grew its position 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 grew 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 acquiring an additional 30 shares during the period. Finally, McLean Asset Management Corp boosted its position in shares of 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 during the period. 87.86% of the stock is currently owned by institutional investors and hedge funds.

UnitedHealth Group Stock Up 0.7%

UNH stock opened at $408.34 on Friday. UnitedHealth Group Incorporated has a twelve month low of $234.60 and a twelve month high of $415.98. The company has a market cap of $370.83 billion, a PE ratio of 30.84, a price-to-earnings-growth ratio of 1.63 and a beta of 0.64. The business’s 50-day simple moving average is $362.28 and its 200 day simple moving average is $326.85. 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 (NYSE:UNH) last announced its quarterly earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 EPS for the quarter, topping 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 firm had revenue of $111.65 billion during the quarter, compared to analysts’ expectations of $109.84 billion. During the same quarter last year, the company earned $7.20 earnings per share. The company’s revenue for the quarter was up 2.0% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. On average, research analysts anticipate that UnitedHealth Group Incorporated will post 18.32 earnings per share for the current year.

UnitedHealth Group Increases Dividend

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

Analyst Upgrades and Downgrades

Several research analysts recently commented on the company. Bank of America upgraded UnitedHealth Group from a “neutral” rating to a “buy” rating and boosted their price target for the stock from $420.00 to $450.00 in a research note on Thursday, June 4th. Oppenheimer boosted their price target on UnitedHealth Group from $385.00 to $405.00 and gave the stock an “outperform” rating in a research note on Wednesday, April 22nd. Morgan Stanley boosted their price target on UnitedHealth Group from $395.00 to $453.00 and gave the stock an “overweight” rating in a research note on Thursday, June 4th. Leerink Partners upped their price objective on UnitedHealth Group from $345.00 to $400.00 and gave the company an “outperform” rating in a research note on Wednesday, April 22nd. Finally, Raymond James Financial upgraded UnitedHealth Group from a “market perform” rating to an “outperform” rating and set a $330.00 price objective on the stock in a research note on Wednesday, April 1st. One analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $407.17.

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: UNH saw unusual bullish options activity, with investors buying 215,330 call contracts on Friday — about 120% above normal volume — a sign traders are positioning for more upside.
• Positive Sentiment: Analysts continue to turn more constructive: Erste Group recently nudged up FY2027 earnings estimates and kept a Buy rating, adding to the recent wave of positive commentary around the shares.
• Positive Sentiment: The company confirmed it will report second-quarter 2026 results on July 16, which keeps a near-term catalyst on the calendar and may be supporting investor interest as expectations build.
• Positive Sentiment: UnitedHealth also approved its quarterly dividend of $2.32 per share and rejected an independent board chair proposal at its annual meeting, reinforcing its capital-return profile and management control.
• Neutral Sentiment: Recent articles highlight UNH’s rebound toward new highs and its renewed appeal as a defensive healthcare and income stock, but these pieces are largely commentary rather than new company-specific developments.

Insiders Place Their Bets

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of the business’s 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 directly 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 filing with the SEC, which is available through this link. Insiders own 0.28% of the company’s stock.

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.