Capital World Investors Has $7.52 Billion Stock Position in UnitedHealth Group Incorporated $UNH

Key Points

• Capital World Investors raised its stake in UnitedHealth by 18.8% in Q3 to 21,766,922 shares valued at about $7.52 billion, representing roughly 2.40% of UNH and making it the firm's 19th-largest holding.
• Institutional ownership of UNH is high at 87.86%, with other large moves including new positions by Norges Bank (~$3.84B) and Berkshire Hathaway (~$1.57B) and a 117.7% increase by Dodge & Cox.
• UnitedHealth slightly beat Q4 estimates ($2.11 EPS vs. $2.09 and $113.73B revenue, revenue +12.3% YoY), set FY2026 guidance at 17.75 EPS, and declared a $2.21 quarterly dividend (annualized $8.84, ~3.1% yield).

Capital World Investors lifted its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 18.8% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 21,766,922 shares of the healthcare conglomerate's stock after buying an additional 3,439,182 shares during the quarter. UnitedHealth Group comprises approximately 1.0% of Capital World Investors' investment portfolio, making the stock its 19th largest holding. Capital World Investors owned about 2.40% of UnitedHealth Group worth $7,516,107,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of the company. Norges Bank bought a new position in shares of UnitedHealth Group in the second quarter valued at $3,837,207,000. Berkshire Hathaway Inc purchased a new stake in shares of UnitedHealth Group in the second quarter worth approximately $1,572,193,000. Dodge & Cox raised its position in UnitedHealth Group by 117.7% in the 2nd quarter. Dodge & Cox now owns 8,750,560 shares of the healthcare conglomerate's stock valued at $2,729,912,000 after buying an additional 4,730,192 shares during the last quarter. Capital International Investors lifted 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 valued at $6,042,710,000 after purchasing an additional 1,747,337 shares in the last quarter. Finally, Lone Pine Capital LLC purchased a new position in shares of UnitedHealth Group in the 2nd quarter worth approximately $528,273,000. 87.86% of the stock is owned by institutional investors and hedge funds.

UnitedHealth Group Trading Down 0.5%

NYSE UNH opened at $284.97 on Tuesday. The company has a quick ratio of 0.79, a current ratio of 0.79 and a debt-to-equity ratio of 0.72. UnitedHealth Group Incorporated has a twelve month low of $234.60 and a twelve month high of $606.36. The stock's 50-day simple moving average is $307.41 and its two-hundred day simple moving average is $325.89. The company has a market capitalization of $258.67 billion, a price-to-earnings ratio of 21.61, a PEG ratio of 1.32 and a beta of 0.41.

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

UnitedHealth Group Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 17th. Stockholders of record on Monday, March 9th will be given a $2.21 dividend. This represents a $8.84 dividend on an annualized basis and a dividend yield of 3.1%. The ex-dividend date of this dividend is Monday, March 9th. UnitedHealth Group's payout ratio is currently 67.02%.

Analysts Set New Price Targets

Several research firms have weighed in on UNH. Wells Fargo & Company cut their price objective on UnitedHealth Group from $400.00 to $370.00 and set an "overweight" rating on the stock in a research report on Friday, January 30th. Royal Bank Of Canada reduced their price target on shares of UnitedHealth Group from $408.00 to $361.00 and set an "outperform" rating for the company in a research report on Wednesday, January 28th. Morgan Stanley dropped their target price on shares of UnitedHealth Group from $411.00 to $409.00 and set an "overweight" rating on the stock in a research note on Friday, January 23rd. Evercore upgraded UnitedHealth Group to a "strong-buy" rating in a research note on Tuesday, January 6th. Finally, Weiss Ratings downgraded shares of UnitedHealth Group from a "hold (c-)" rating to a "sell (d+)" rating in a research note on Monday, March 2nd. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, eight have issued a Hold rating and two have given a Sell rating to the company's stock. According to MarketBeat, the stock presently has an average rating of "Moderate Buy" and an average price target of $372.13.

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.

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.