Cullen Capital Management LLC Purchases 96,218 Shares of UnitedHealth Group Incorporated $UNH

Key Points

• Cullen Capital Management increased its UnitedHealth Group stake by 40.7% in the fourth quarter, buying 96,218 additional shares and lifting its position to 332,894 shares worth about $109.9 million.
• Institutional interest remains strong, with 87.86% of UNH shares held by institutions and several other funds also adding to their positions during the period.
• Analysts are becoming more constructive on UnitedHealth: multiple firms raised price targets or upgraded the stock, and the consensus rating is Moderate Buy with an average target of $407.17.

Cullen Capital Management LLC boosted its position in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 40.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 332,894 shares of the healthcare conglomerate's stock after purchasing an additional 96,218 shares during the quarter. Cullen Capital Management LLC's holdings in UnitedHealth Group were worth $109,892,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently modified their holdings of UNH. Brighton Jones LLC increased its holdings in shares of UnitedHealth Group by 176.2% during the fourth quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate's stock valued at $22,384,000 after acquiring an additional 28,231 shares in the last quarter. Revolve Wealth Partners LLC increased its holdings in shares of UnitedHealth Group by 137.1% during the fourth quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate's stock valued at $2,033,000 after acquiring an additional 2,324 shares in the last quarter. CMT Capital Markets Trading GmbH purchased a new stake in shares of UnitedHealth Group during the second quarter valued at $340,000. Flow Traders U.S. LLC purchased a new stake in shares of UnitedHealth Group during the second quarter valued at $356,000. Finally, Jump Financial LLC purchased a new stake in shares of UnitedHealth Group during the second quarter valued at $377,000. 87.86% of the stock is currently owned by institutional investors.

Key Stories Impacting 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

Several equities research analysts recently commented on the company. Robert W. Baird increased their price objective on UnitedHealth Group from $278.00 to $287.00 and gave the company an "underperform" rating in a research report on Wednesday, April 22nd. Oppenheimer increased their price objective on UnitedHealth Group from $385.00 to $405.00 and gave the company an "outperform" rating in a research report 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. Barclays raised their target price on UnitedHealth Group from $373.00 to $429.00 and gave the stock an "overweight" rating in a research report on Tuesday, May 26th. Finally, Wells Fargo & Company raised their target price on UnitedHealth Group from $370.00 to $397.00 and gave the stock an "overweight" 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 assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, UnitedHealth Group presently has a consensus rating of "Moderate Buy" and an average price target of $407.17.

Insider Buying and Selling at UnitedHealth Group

In other news, CEO Patrick Hugh Conway sold 800 shares of UnitedHealth Group 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 transaction, the chief executive officer directly owned 17,805 shares of the company's stock, valued at $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 available at this hyperlink. 0.28% of the stock is currently owned by insiders.

UnitedHealth Group Trading Up 0.7%

Shares of NYSE:UNH opened at $408.34 on Friday. UnitedHealth Group Incorporated has a 52-week low of $234.60 and a 52-week high of $415.98. The company has a debt-to-equity ratio of 0.69, a quick ratio of 0.80 and a current ratio of 0.80. The stock has a market capitalization of $370.83 billion, a price-to-earnings ratio of 30.84, a PEG ratio of 1.63 and a beta of 0.64. The stock's 50-day simple moving average is $362.28 and its two-hundred day simple moving average is $326.85.

UnitedHealth Group (NYSE:UNH - Get Free Report) last posted its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share for the quarter, beating analysts' consensus estimates 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 for the quarter, compared to analysts' expectations of $109.84 billion. During the same period in the previous year, the firm earned $7.20 EPS. The business'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. Analysts expect that UnitedHealth Group Incorporated will post 18.32 EPS for the current year.

UnitedHealth Group Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 23rd. Stockholders of record on Monday, June 15th will be given a dividend of $2.32 per share. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.3%. The ex-dividend date of this dividend is Monday, June 15th. This is an increase from UnitedHealth Group's previous quarterly dividend of $2.21. UnitedHealth Group's payout ratio is presently 66.77%.

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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