Allianz SE Increases Stock Position in UnitedHealth Group Incorporated $UNH

Allianz SE increased its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 3.5% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 78,245 shares of the healthcare conglomerate's stock after buying an additional 2,627 shares during the period. Allianz SE's holdings in UnitedHealth Group were worth $25,829,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in the stock. Brighton Jones LLC lifted its holdings in shares of UnitedHealth Group by 176.2% in the 4th quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate's stock worth $22,384,000 after acquiring an additional 28,231 shares during the last quarter. Revolve Wealth Partners LLC raised its holdings in UnitedHealth Group by 137.1% during the 4th quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate's stock valued at $2,033,000 after buying an additional 2,324 shares during the last quarter. CMT Capital Markets Trading GmbH bought a new stake in UnitedHealth Group during the 2nd quarter valued at $340,000. Flow Traders U.S. LLC bought a new stake in UnitedHealth Group during the 2nd quarter valued at $356,000. Finally, Jump Financial LLC bought a new stake in UnitedHealth Group during the 2nd quarter valued at $377,000. 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: 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.

Analysts Set New Price Targets

UNH has been the topic of a number of research analyst reports. Leerink Partners boosted their price objective on shares of UnitedHealth Group from $345.00 to $400.00 and gave the company an "outperform" rating in a research report on Wednesday, April 22nd. JPMorgan Chase & Co. boosted their price objective on shares of UnitedHealth Group from $420.00 to $466.00 and gave the company an "overweight" rating in a research report on Monday, June 8th. HC Wainwright set a $492.00 target price on shares of UnitedHealth Group in a research report on Wednesday, May 27th. HSBC raised shares of UnitedHealth Group from a "reduce" rating to a "hold" rating and set a $300.00 target price on the stock in a research report on Tuesday, April 7th. Finally, Barclays upped their target price on shares of UnitedHealth Group from $373.00 to $429.00 and gave the stock an "overweight" rating in a research report on Tuesday, May 26th. One research analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company currently has a consensus rating of "Moderate Buy" and a consensus target price of $407.17.

UnitedHealth Group Stock Up 0.7%

Shares of UNH opened at $408.34 on Friday. The company has a market cap of $370.83 billion, a PE ratio of 30.84, a P/E/G ratio of 1.63 and a beta of 0.64. The business has a fifty day moving average of $362.28 and a 200 day moving average of $326.85. UnitedHealth Group Incorporated has a 52-week low of $234.60 and a 52-week high of $415.98. 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 - Get Free Report) last released its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share for the quarter, beating the consensus estimate of $6.76 by $0.47. UnitedHealth Group had a return on equity of 14.65% and a net margin of 2.68%.The firm had revenue of $111.65 billion during the quarter, compared to the consensus estimate of $109.84 billion. During the same period in the previous year, the company posted $7.20 earnings per share. The firm's quarterly revenue was up 2.0% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. On average, sell-side analysts expect that UnitedHealth Group Incorporated will post 18.32 EPS for the current year.

UnitedHealth Group Increases Dividend

The business 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 $2.32 dividend. This represents a $9.28 annualized dividend and a yield of 2.3%. The ex-dividend date is Monday, June 15th. This is an increase from UnitedHealth Group's previous quarterly dividend of $2.21. UnitedHealth Group's dividend payout ratio (DPR) is currently 66.77%.

Insider Transactions at UnitedHealth Group

In related news, CEO Patrick Hugh Conway sold 800 shares of the firm's stock in a transaction dated Thursday, April 23rd. The stock was sold at an average price of $355.00, for a total transaction of $284,000.00. Following the completion of the transaction, the chief executive officer directly owned 17,805 shares in the company, valued at $6,320,775. This trade represents a 4.30% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. 0.28% of the stock is currently owned by 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.

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