Ilmarinen Mutual Pension Insurance Co Sells 23,300 Shares of UnitedHealth Group Incorporated $UNH

Key Points

• Ilmarinen Mutual Pension Insurance Co cut its UnitedHealth Group stake by 12.9% in the fourth quarter, selling 23,300 shares and leaving it with 157,300 shares valued at about $51.9 million.
• UnitedHealth’s latest quarterly results beat expectations, with EPS of $7.23 versus the $6.76 estimate and revenue of $111.65 billion topping forecasts. The company also reaffirmed a FY 2026 guidance of 18.25 EPS.
• Sentiment on the stock remains broadly positive: analysts such as Bernstein and Leerink have raised price targets or kept bullish ratings, and MarketBeat reports a consensus rating of Moderate Buy with an average target near $397.63.

Ilmarinen Mutual Pension Insurance Co reduced its position in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 12.9% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 157,300 shares of the healthcare conglomerate's stock after selling 23,300 shares during the quarter. Ilmarinen Mutual Pension Insurance Co's holdings in UnitedHealth Group were worth $51,926,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also added to or reduced their stakes in the business. Beacon Financial Strategies CORP bought a new stake in shares of UnitedHealth Group in the fourth quarter valued at approximately $26,000. Anfield Capital Management LLC lifted its position in shares of UnitedHealth Group by 220.0% during the fourth quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate's stock worth $26,000 after acquiring an additional 55 shares in the last quarter. Joseph Group Capital Management purchased a new stake in UnitedHealth Group during the 4th quarter worth about $27,000. Foster Dykema Cabot & Partners LLC lifted its holdings in shares of UnitedHealth Group by 69.4% in the third quarter. Foster Dykema Cabot & Partners LLC now owns 83 shares of the healthcare conglomerate's stock worth $29,000 after buying an additional 34 shares in the last quarter. Finally, 1248 Management LLC purchased a new position in UnitedHealth Group during the third quarter valued at approximately $29,000. 87.86% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other news, CEO Patrick Hugh Conway sold 800 shares of the business's stock in a transaction on Thursday, April 23rd. The shares were sold at an average price of $355.00, for a total transaction of $284,000.00. Following the sale, the chief executive officer owned 17,805 shares in the company, valued at approximately $6,320,775. The trade was a 4.30% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Corporate insiders own 0.28% of the company's stock.

UnitedHealth Group Stock Performance

NYSE:UNH opened at $382.28 on Friday. The business has a 50 day moving average price of $334.93 and a 200-day moving average price of $321.14. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $404.15. 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 firm has a market cap of $347.16 billion, a PE ratio of 28.87, a price-to-earnings-growth ratio of 1.66 and a beta of 0.64.

UnitedHealth Group (NYSE:UNH - Get Free Report) last issued its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share for the quarter, topping analysts' consensus estimates 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 quarterly revenue was up 2.0% compared to the same quarter last year. During the same period last year, the company earned $7.20 EPS. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Equities research analysts predict that UnitedHealth Group Incorporated will post 18.29 earnings per share for the current year.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: Bernstein raised its price target on UnitedHealth Group (UNH) to $492 from $444 and reiterated an Outperform rating, citing an EPS recovery outlook and implying meaningful upside. Article Title
• Positive Sentiment: Bernstein also maintained its bullish stance after UnitedHealth’s new, more transparent PBM model, suggesting the move could improve clarity, reliability, and cost competitiveness for the company’s Optum Rx business. Article Title
• Positive Sentiment: Coverage from Zacks and other market watchers says UNH is one of the most-tracked stocks right now, which can keep attention on the name and support sentiment if investors expect more upside. Article Title
• Neutral Sentiment: Articles comparing UnitedHealth with Molina highlight that Molina’s Medicaid exposure and share gains currently look more attractive to some analysts, but these pieces are more relative-value commentary than a direct negative catalyst for UNH. Article Title
• Neutral Sentiment: Seeking Alpha commentary on a possible dividend hike adds a shareholder-return angle, but it does not appear to be based on a confirmed corporate action yet. Article Title
• Neutral Sentiment: Recent “trending stock” and “bull case” articles suggest investors are reassessing UNH’s outlook, but they are largely opinion pieces rather than new fundamental developments. Article Title

Analyst Ratings Changes

A number of research analysts have recently commented on the stock. Weiss Ratings upgraded shares of UnitedHealth Group from a "sell (d+)" rating to a "hold (c-)" rating in a research report on Thursday, May 7th. Leerink Partners upped their target price on UnitedHealth Group from $345.00 to $400.00 and gave the stock an "outperform" rating in a research note on Wednesday, April 22nd. HC Wainwright set a $492.00 price objective on UnitedHealth Group in a report on Wednesday. Erste Group Bank raised shares of UnitedHealth Group from a "hold" rating to a "buy" rating in a report on Monday, April 27th. Finally, Wells Fargo & Company upped their target price on shares of 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, nineteen have assigned a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, UnitedHealth Group currently has an average rating of "Moderate Buy" and a consensus price target of $397.63.

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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