Epoch Investment Partners Inc. Has $25.42 Million Stock Holdings in UnitedHealth Group Incorporated $UNH

Key Points

• Epoch Investment Partners increased its UnitedHealth Group stake by 18.4% in the fourth quarter, ending with 77,010 shares valued at about $25.4 million.
• Institutional ownership remains very high, with large firms like Vanguard, State Street, and others also adding to their positions; institutions now hold about 87.86% of UNH shares.
• Analysts have turned more bullish on UnitedHealth, with multiple firms raising price targets and Bank of America upgrading the stock to Buy; the consensus rating is now Moderate Buy with an average target of $407.17.

Epoch Investment Partners Inc. raised its holdings in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 18.4% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 77,010 shares of the healthcare conglomerate's stock after buying an additional 11,976 shares during the period. Epoch Investment Partners Inc.'s holdings in UnitedHealth Group were worth $25,422,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of the business. Vanguard Group Inc. raised its stake in UnitedHealth Group by 1.1% in the fourth quarter. Vanguard Group Inc. now owns 91,600,260 shares of the healthcare conglomerate's stock valued at $30,238,162,000 after buying an additional 995,210 shares during the period. State Street Corp increased its stake in shares of UnitedHealth Group by 2.5% during the fourth quarter. State Street Corp now owns 45,232,170 shares of the healthcare conglomerate's stock worth $14,931,592,000 after purchasing an additional 1,119,834 shares during the period. Capital World Investors grew its position in UnitedHealth Group by 3.8% during the fourth quarter. Capital World Investors now owns 22,591,042 shares of the healthcare conglomerate's stock worth $7,457,723,000 after buying an additional 824,120 shares in the last quarter. Capital International Investors grew its position in UnitedHealth Group by 6.6% during the fourth quarter. Capital International Investors now owns 18,655,111 shares of the healthcare conglomerate's stock worth $6,158,734,000 after buying an additional 1,155,162 shares in the last quarter. Finally, Morgan Stanley grew its position in UnitedHealth Group by 3.6% during the fourth quarter. Morgan Stanley now owns 15,790,095 shares of the healthcare conglomerate's stock worth $5,212,469,000 after buying an additional 553,413 shares in the last quarter. Institutional investors own 87.86% of the company's stock.

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 value of $284,000.00. Following the completion of the transaction, 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 legal filing with the SEC, which is accessible through this link. Company insiders own 0.28% of the company's stock.

Analyst Upgrades and Downgrades

A number of equities research analysts recently issued reports on UNH shares. Barclays increased their price target on UnitedHealth Group from $373.00 to $429.00 and gave the stock an "overweight" rating in a research report on Tuesday, May 26th. Leerink Partners raised their target price on UnitedHealth Group from $345.00 to $400.00 and gave the company an "outperform" rating in a report on Wednesday, April 22nd. JPMorgan Chase & Co. raised their target price on UnitedHealth Group from $420.00 to $466.00 and gave the company an "overweight" rating in a report on Monday, June 8th. Mizuho raised their price objective on UnitedHealth Group from $440.00 to $460.00 and gave the company an "outperform" rating in a report on Monday, June 8th. Finally, Bank of America raised UnitedHealth Group from a "neutral" rating to a "buy" rating and raised their price objective for the company from $420.00 to $450.00 in a report on Thursday, June 4th. One analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, five have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the stock presently has an average rating of "Moderate Buy" and a consensus target price of $407.17.

UnitedHealth Group News Summary

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.

UnitedHealth Group Stock Down 0.0%

Shares of UNH opened at $408.34 on Monday. The company has a market capitalization of $370.83 billion, a PE ratio of 30.84, a PEG ratio of 1.64 and a beta of 0.64. UnitedHealth Group Incorporated has a 12 month low of $234.60 and a 12 month high of $415.98. The stock's 50-day moving average price is $362.28 and its two-hundred day moving average price is $326.91. The company has a current ratio of 0.80, a quick ratio of 0.80 and a debt-to-equity ratio of 0.69.

UnitedHealth Group (NYSE:UNH - Get Free Report) last announced its earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 EPS for the quarter, topping the consensus estimate 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 the consensus estimate of $109.84 billion. During the same period in the previous year, the business earned $7.20 EPS. The business'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. On average, analysts anticipate that UnitedHealth Group Incorporated will post 18.32 EPS for the current year.

UnitedHealth Group Increases Dividend

The firm 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 $2.32 dividend. This is a boost from UnitedHealth Group's previous quarterly dividend of $2.21. The ex-dividend date of this dividend is Monday, June 15th. This represents a $9.28 annualized dividend and a dividend yield of 2.3%. UnitedHealth Group's dividend payout ratio is 66.77%.

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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