AustralianSuper Pty Ltd Acquires 139,849 Shares of UnitedHealth Group Incorporated $UNH

Key Points

• AustralianSuper Pty Ltd boosted its UnitedHealth Group stake by 459.2% in Q4, buying 139,849 additional shares and bringing its total holdings to 170,307 shares worth about $56.2 million.
• UnitedHealth reported better-than-expected Q1 earnings, with EPS of $7.23 versus $6.76 expected and revenue of $111.65 billion, while the company raised its FY 2026 EPS guidance to 18.250.
• Despite a small 0.6% decline in Friday trading, UNH remains near its 52-week high, and recent analyst activity has been mostly bullish, including several price-target increases and an average rating of “Moderate Buy.”

AustralianSuper Pty Ltd increased its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 459.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 170,307 shares of the healthcare conglomerate's stock after purchasing an additional 139,849 shares during the period. AustralianSuper Pty Ltd's holdings in UnitedHealth Group were worth $56,220,000 at the end of the most recent quarter.

Several other hedge funds have also recently bought and sold shares of the stock. Capital Research Global Investors boosted its stake in 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 worth $4,503,419,000 after purchasing an additional 7,293,009 shares during the period. Capital World Investors lifted its holdings in shares of UnitedHealth Group by 18.8% in the third quarter. Capital World Investors now owns 21,766,922 shares of the healthcare conglomerate's stock valued at $7,516,107,000 after purchasing an additional 3,439,182 shares in the last quarter. Capital International Investors boosted its position in shares of UnitedHealth Group by 11.1% during the third quarter. Capital International Investors now owns 17,499,949 shares of the healthcare conglomerate's stock worth $6,042,710,000 after buying an additional 1,747,337 shares during the period. Lone Pine Capital LLC acquired a new stake in UnitedHealth Group in the 2nd quarter valued at approximately $528,273,000. Finally, Bessemer Group Inc. boosted 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. 87.86% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at UnitedHealth Group

In related news, CEO Patrick Hugh Conway sold 800 shares of UnitedHealth Group stock in a transaction that occurred on 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 sale, the chief executive officer directly owned 17,805 shares of the company's stock, valued at approximately $6,320,775. This trade represents a 4.30% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Company insiders own 0.28% of the company's stock.

UnitedHealth Group Trading Down 0.6%

Shares of NYSE:UNH opened at $398.84 on Friday. The company has a 50-day simple moving average of $314.78 and a 200 day simple moving average of $318.01. The company has a market capitalization of $362.20 billion, a P/E ratio of 30.12, a price-to-earnings-growth ratio of 1.73 and a beta of 0.64. The company has a debt-to-equity ratio of 0.69, a quick ratio of 0.80 and a current ratio of 0.80. UnitedHealth Group Incorporated has a 52-week low of $234.60 and a 52-week high of $404.15.

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 (EPS) for the quarter, beating the consensus estimate of $6.76 by $0.47. The firm had revenue of $111.65 billion for the quarter, compared to analyst estimates of $109.84 billion. UnitedHealth Group had a return on equity of 14.65% and a net margin of 2.68%.The business's revenue for the quarter was up 2.0% compared to the same quarter last year. During the same quarter in the prior year, the company earned $7.20 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Sell-side analysts forecast that UnitedHealth Group Incorporated will post 18.29 earnings per share for the current year.

UnitedHealth Group Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Monday, March 9th were issued a dividend of $2.21 per share. This represents a $8.84 dividend on an annualized basis and a dividend yield of 2.2%. The ex-dividend date was Monday, March 9th. UnitedHealth Group's payout ratio is currently 66.77%.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: UnitedHealth’s recent earnings “double beat” and improved margins have renewed bullish momentum, with several analysts and commentators arguing the stock still looks undervalued despite the rebound. UnitedHealth: Beaten Down, Not Broken
• Positive Sentiment: UNH is being highlighted as a strong momentum stock, which can support continued buying interest from traders and screens focused on relative strength. Here's Why UnitedHealth Group (UNH) is a Strong Momentum Stock
• Positive Sentiment: JPMorgan and other analysts remain constructive, with price-target increases reinforcing the view that the stock’s fundamentals are improving and that further upside is possible. Here’s What Analysts Are Saying About UnitedHealth Group (UNH)
• Neutral Sentiment: Multiple recent articles are simply drawing attention to UNH as one of the market’s most watched healthcare names, which reflects elevated interest but not necessarily a new fundamental catalyst. Investors Heavily Search UnitedHealth Group Incorporated (UNH): Here is What You Need to Know
• Neutral Sentiment: Some coverage is more about stock-picking comparisons and sector commentary than a direct change in UNH’s business outlook, so the stock impact is likely limited. Forget UnitedHealth: Two Stocks To Buy Now
• Neutral Sentiment: UNH’s move to a new 52-week high has attracted attention, but the article frames the key question as whether the stock is already too far extended after its recent run. UnitedHealth Stock (UNH) Hits a New 52-Week High Today – Is It Too Late to Buy?

Analyst Ratings Changes

Several brokerages recently commented on UNH. Piper Sandler restated an "overweight" rating on shares of UnitedHealth Group in a report on Tuesday, January 27th. Morgan Stanley increased their price objective on shares of UnitedHealth Group from $375.00 to $395.00 and gave the stock an "overweight" rating in a research note on Wednesday, April 22nd. Erste Group Bank raised UnitedHealth Group from a "hold" rating to a "buy" rating in a research report on Monday, April 27th. Leerink Partners increased their price target on UnitedHealth Group from $345.00 to $400.00 and gave the company an "outperform" rating in a research report on Wednesday, April 22nd. Finally, HSBC raised UnitedHealth Group from a "reduce" rating to a "hold" rating and set a $300.00 price target on the stock in a research report on Tuesday, April 7th. One investment analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, seven have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, UnitedHealth Group presently has an average rating of "Moderate Buy" and an average target price of $378.88.

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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