Assetmark Inc. Has $46.14 Million Holdings in UnitedHealth Group Incorporated $UNH

Key Points

• Assetmark Inc. trimmed its stake in UnitedHealth (UNH) by 9.2%, selling 14,179 shares and ending the quarter with 139,782 shares valued at about $46.14 million.
• UnitedHealth beat Q4 estimates with EPS of $2.11 vs. $2.09 and revenue of $113.73 billion (up 12.3% year-over-year), and the company set FY2026 guidance (reported as ~17.75 EPS).
• Institutional ownership is high at 87.86%, and Wall Street sentiment is broadly positive with a consensus rating of “Moderate Buy” and an average price target of $363.42.

Assetmark Inc. lessened its holdings in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 9.2% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 139,782 shares of the healthcare conglomerate's stock after selling 14,179 shares during the period. Assetmark Inc.'s holdings in UnitedHealth Group were worth $46,143,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also modified their holdings of UNH. Capital Research Global Investors lifted its stake in shares of UnitedHealth Group by 126.9% in the 3rd quarter. Capital Research Global Investors now owns 13,042,049 shares of the healthcare conglomerate's stock valued at $4,503,419,000 after purchasing an additional 7,293,009 shares during the last quarter. Capital World Investors lifted its position 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 acquiring an additional 3,439,182 shares during the last quarter. Capital International Investors lifted its position 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 acquiring an additional 1,747,337 shares during the last quarter. Lone Pine Capital LLC acquired a new position in UnitedHealth Group during the 2nd quarter worth $528,273,000. Finally, Bessemer Group Inc. lifted its position in UnitedHealth Group by 152.3% during the 3rd quarter. Bessemer Group Inc. now owns 1,823,871 shares of the healthcare conglomerate's stock worth $629,783,000 after acquiring an additional 1,100,850 shares during the last quarter. Institutional investors and hedge funds own 87.86% of the company's stock.

Key UnitedHealth Group News

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

• Positive Sentiment: Analysts and outlets expect UNH to beat upcoming EPS estimates based on its mix of revenue growth and margin drivers; pieces explain the key metrics investors should watch into the print (revenue, Optum performance, membership trends). UnitedHealth Group (UNH) Expected to Beat Earnings Estimates: Should You Buy?
• Positive Sentiment: Same earnings-beat thesis reiterated by Zacks: expectations that UNH has the right setup to top estimates, reinforcing short-term investor optimism ahead of results. UnitedHealth Group (UNH) Expected to Beat Earnings Estimates: Should You Buy?
• Positive Sentiment: Street action: UNH recently outperformed the broader market (shares rose), signaling supportive near-term investor flows and positive sentiment ahead of results. This price action often reflects positioning into the quarterly release. UnitedHealth Group (UNH) Outperforms Broader Market: What You Need to Know
• Positive Sentiment: BofA analyst raised UNH’s price target while keeping a Neutral rating, a signal that the analyst sees upside to the stock’s valuation even if near-term stance is cautious — this can support further gains if earnings confirm expectations. Analyst Raises Price Target on UnitedHealth Group (UNH), Keeps ‘Neutral’ Rating
• Neutral Sentiment: UnitedHealth confirmed its quarterly earnings release date (Tuesday). That calendar reminder increases trading volume and short-term volatility as investors position for the report; it’s procedural but important for timing. UnitedHealth Group (UNH) to Release Quarterly Earnings on Tuesday
• Neutral Sentiment: Patient Capital Management’s Q1 investor letter says its strategy remains committed to UnitedHealth despite short-term underperformance, indicating continued institutional conviction but noting recent portfolio drawdowns — a mixed signal for sentiment. Patient Opportunity Equity Strategy Remains Firm on Its Thesis for UnitedHealth Group (UNH)

UnitedHealth Group Price Performance

Shares of UNH stock opened at $314.29 on Wednesday. UnitedHealth Group Incorporated has a 1 year low of $234.60 and a 1 year high of $594.81. The firm has a market capitalization of $285.27 billion, a price-to-earnings ratio of 23.83, a PEG ratio of 1.44 and a beta of 0.40. The company has a current ratio of 0.79, a quick ratio of 0.79 and a debt-to-equity ratio of 0.72. The firm's 50 day moving average is $284.16 and its 200-day moving average is $317.73.

UnitedHealth Group (NYSE:UNH - Get Free Report) last announced its quarterly earnings data on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $2.09 by $0.02. UnitedHealth Group had a net margin of 2.69% and a return on equity of 14.79%. The firm had revenue of $113.73 billion for the quarter, compared to analysts' expectations of $113.38 billion. During the same period last year, the firm earned $6.81 earnings per share. The business's revenue for the quarter was up 12.3% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. Sell-side analysts forecast that UnitedHealth Group Incorporated will post 29.54 EPS for the current fiscal year.

UnitedHealth Group Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Monday, March 9th were paid a $2.21 dividend. The ex-dividend date of this dividend was Monday, March 9th. This represents a $8.84 dividend on an annualized basis and a yield of 2.8%. UnitedHealth Group's dividend payout ratio (DPR) is presently 67.02%.

Wall Street Analyst Weigh In

Several research firms have recently issued reports on UNH. Raymond James Financial upgraded shares of UnitedHealth Group from a "market perform" rating to an "outperform" rating and set a $330.00 price objective on the stock in a report on Wednesday, April 1st. Sanford C. Bernstein upped their target price on shares of UnitedHealth Group from $405.00 to $411.00 and gave the company an "outperform" rating in a research note on Tuesday, April 7th. 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 note on Tuesday, April 7th. Royal Bank Of Canada decreased their price objective on shares of UnitedHealth Group from $408.00 to $361.00 and set an "outperform" rating on the stock in a research note on Wednesday, January 28th. Finally, JPMorgan Chase & Co. decreased their price objective on shares of UnitedHealth Group from $425.00 to $389.00 and set an "overweight" rating on the stock in a research note on Monday, February 2nd. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, eight have issued a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of "Moderate Buy" and an average price target of $363.42.

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.

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