Epoch Investment Partners Inc. Purchases 11,976 Shares of UnitedHealth Group Incorporated $UNH

Epoch Investment Partners Inc. boosted its position in UnitedHealth Group Incorporated (NYSE:UNH) by 18.4% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 77,010 shares of the healthcare conglomerate’s stock after acquiring an additional 11,976 shares during the quarter. Epoch Investment Partners Inc.’s holdings in UnitedHealth Group were worth $25,422,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in UNH. Norges Bank bought a new stake in UnitedHealth Group during the 4th quarter worth approximately $4,376,167,000. Capital Research Global Investors increased its holdings in UnitedHealth Group by 126.9% during the 3rd quarter. Capital Research Global Investors now owns 13,042,049 shares of the healthcare conglomerate’s stock worth $4,503,419,000 after purchasing an additional 7,293,009 shares in the last quarter. Capital World Investors increased its holdings in UnitedHealth Group by 18.8% during the 3rd quarter. Capital World Investors now owns 21,766,922 shares of the healthcare conglomerate’s stock worth $7,516,107,000 after purchasing an additional 3,439,182 shares in the last quarter. Cardano Risk Management B.V. increased its holdings in UnitedHealth Group by 864.4% during the 4th quarter. Cardano Risk Management B.V. now owns 2,523,700 shares of the healthcare conglomerate’s stock worth $833,099,000 after purchasing an additional 2,262,006 shares in the last quarter. Finally, Capital International Investors increased its holdings in UnitedHealth Group by 11.1% during the 3rd quarter. Capital International Investors now owns 17,499,949 shares of the healthcare conglomerate’s stock worth $6,042,710,000 after purchasing an additional 1,747,337 shares in the last quarter. 87.86% of the stock is owned by institutional investors.

UnitedHealth Group Trading Down 0.0%

Shares of UNH stock opened at $408.34 on Monday. The company’s fifty day simple moving average is $362.28 and its two-hundred day simple moving average is $326.91. The company has a debt-to-equity ratio of 0.69, a current ratio of 0.80 and a quick ratio of 0.80. UnitedHealth Group Incorporated has a 1 year low of $234.60 and a 1 year high of $415.98. The stock has a market capitalization of $370.83 billion, a price-to-earnings ratio of 30.84, a PEG ratio of 1.64 and a beta of 0.64.

UnitedHealth Group (NYSE:UNH) last issued its earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share (EPS) for the quarter, beating 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 business had revenue of $111.65 billion for the quarter, compared to analysts’ expectations of $109.84 billion. During the same quarter in the previous year, the firm posted $7.20 EPS. The business’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. As a group, analysts anticipate that UnitedHealth Group Incorporated will post 18.32 earnings per share for the current year.

UnitedHealth Group Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, June 23rd. Shareholders of record on Monday, June 15th will be issued a dividend of $2.32 per share. 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 positive change from UnitedHealth Group’s previous quarterly dividend of $2.21. UnitedHealth Group’s payout ratio is presently 66.77%.

Insider Activity

In related news, CEO Patrick Hugh Conway sold 800 shares of the 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 sale, the chief executive officer owned 17,805 shares in the company, valued at approximately $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 accessible through the SEC website. Company insiders own 0.28% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts have recently weighed in on UNH shares. Barclays boosted their target price on UnitedHealth Group from $373.00 to $429.00 and gave the stock an “overweight” rating in a research note on Tuesday, May 26th. Mizuho boosted their target price on UnitedHealth Group from $440.00 to $460.00 and gave the stock an “outperform” rating in a research note on Monday, June 8th. Sanford C. Bernstein boosted their target price on UnitedHealth Group from $444.00 to $492.00 and gave the stock an “outperform” rating in a research note on Wednesday, May 27th. Leerink Partners boosted their target price on UnitedHealth Group from $345.00 to $400.00 and gave the stock an “outperform” rating in a research note on Wednesday, April 22nd. Finally, Royal Bank Of Canada upped their price objective on UnitedHealth Group from $361.00 to $400.00 and gave the company an “outperform” rating in a research note on Wednesday, April 22nd. One equities research analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, UnitedHealth Group presently has a consensus 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.

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.