BI Asset Management Fondsmaeglerselskab A S raised its position in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 6.1% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 116,024 shares of the healthcare conglomerate's stock after purchasing an additional 6,647 shares during the period. BI Asset Management Fondsmaeglerselskab A S's holdings in UnitedHealth Group were worth $36,740,000 at the end of the most recent reporting period.
Other institutional investors also recently modified their holdings of the company. Brighton Jones LLC grew its stake in shares of UnitedHealth Group by 176.2% in the fourth quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate's stock worth $22,384,000 after purchasing an additional 28,231 shares during the last quarter. Revolve Wealth Partners LLC grew its stake in shares of UnitedHealth Group by 137.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate's stock worth $2,033,000 after purchasing an additional 2,324 shares during the last quarter. CMT Capital Markets Trading GmbH bought a new stake in shares of UnitedHealth Group in the second quarter worth $340,000. Flow Traders U.S. LLC bought a new stake in shares of UnitedHealth Group in the second quarter worth $356,000. Finally, Jump Financial LLC bought a new stake in shares of UnitedHealth Group in the second quarter worth $377,000. 87.86% of the stock is currently owned by institutional investors and hedge funds.
Insiders Place Their Bets
In related news, CEO Patrick Hugh Conway sold 800 shares of UnitedHealth Group stock in a transaction that occurred on Thursday, April 23rd. The shares were sold at an average price of $355.00, for a total value of $284,000.00. Following the completion of the transaction, the chief executive officer directly owned 17,805 shares in the company, valued at approximately $6,320,775. The trade was a 4.30% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Corporate insiders own 0.28% of the company's stock.
UnitedHealth Group Trading Up 1.0%
Shares of UNH stock opened at $400.61 on Friday. The company has a 50 day moving average of $348.12 and a 200-day moving average of $323.59. 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 Incorporated has a 12-month low of $234.60 and a 12-month high of $404.15. The firm has a market cap of $363.81 billion, a P/E ratio of 30.26, a PEG ratio of 1.71 and a beta of 0.64.
UnitedHealth Group (NYSE:UNH - Get Free Report) last issued its quarterly earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share (EPS) for the quarter, topping the consensus estimate of $6.76 by $0.47. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The company had revenue of $111.65 billion during the quarter, compared to analyst estimates of $109.84 billion. During the same quarter last year, the business posted $7.20 EPS. UnitedHealth Group's quarterly revenue was up 2.0% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Sell-side 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 disclosed 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. The ex-dividend date is Monday, June 15th. This represents a $9.28 dividend on an annualized basis and a yield of 2.3%. This is a positive change from UnitedHealth Group's previous quarterly dividend of $2.21. UnitedHealth Group's dividend payout ratio (DPR) is presently 66.77%.
Analyst Upgrades and Downgrades
A number of analysts have commented on the stock. UBS Group upped their price target on shares of UnitedHealth Group from $410.00 to $460.00 and gave the company a "buy" rating in a research report on Friday, May 22nd. Morgan Stanley upped their price target on shares of UnitedHealth Group from $395.00 to $453.00 and gave the company an "overweight" rating in a research report on Thursday. HC Wainwright set a $492.00 price target on shares of UnitedHealth Group in a research report on Wednesday, May 27th. Royal Bank Of Canada upped their price target on shares of UnitedHealth Group from $361.00 to $400.00 and gave the company an "outperform" rating in a research report on Wednesday, April 22nd. Finally, Oppenheimer upped their price target on shares of UnitedHealth Group from $385.00 to $405.00 and gave the company an "outperform" rating in a research report on Wednesday, April 22nd. One equities research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus target price of $404.42.
View Our Latest Analysis on UNH
UnitedHealth Group News Roundup
Here are the key news stories impacting UnitedHealth Group this week:
- Positive Sentiment: Bank of America upgraded UnitedHealth Group to Buy and raised its price target to $450, citing improving medical cost trends and a better risk/reward setup heading into earnings. Article link
- Positive Sentiment: Morgan Stanley also lifted its price target on UNH to $453 and kept an Overweight rating, reinforcing the view that sentiment is improving. Article link
- Positive Sentiment: UnitedHealth raised its quarterly dividend by 5% to $2.32 per share, extending its long streak of annual dividend increases and signaling financial strength. Article link
- Positive Sentiment: Healthcare stocks, including UnitedHealth, are benefiting from a broader sector rebound as investors seek defensive stability and rotate out of more volatile areas of the market. Article link
- Neutral Sentiment: Recent coverage notes that UNH has already recovered sharply year to date, outpacing the broader market and its industry peer group. Article link
- Negative Sentiment: Some articles continue to highlight ongoing concerns around rising medical costs, managed-care scrutiny, and the stock’s earlier challenges, which could limit upside if operating trends worsen. Article link
About UnitedHealth Group
(
Free Report)
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.
Further Reading
Want to see what other hedge funds are holding UNH? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for UnitedHealth Group Incorporated (NYSE:UNH - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.
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