Mitsubishi UFJ Trust & Banking Corp Sells 6,219 Shares of UnitedHealth Group Incorporated $UNH

Key Points

• Mitsubishi UFJ Trust & Banking trimmed its UNH stake by 1.2%, selling 6,219 shares and retaining 500,040 shares (about 0.06% of the company) valued at roughly $165.1 million at quarter end.
• UnitedHealth beat Q1 expectations with EPS of $7.23 vs. $6.76 and revenue of $111.65 billion vs. $109.84 billion, raised FY guidance, and has seen multiple analyst upgrades and target increases supporting a positive recovery thesis.
• Insider activity: CEO Patrick Conway sold 800 shares at about $355 on April 23, a transaction that reduced his ownership by ~4.3% and may be viewed negatively by some investors.

Mitsubishi UFJ Trust & Banking Corp lowered its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 1.2% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 500,040 shares of the healthcare conglomerate's stock after selling 6,219 shares during the period. Mitsubishi UFJ Trust & Banking Corp owned 0.06% of UnitedHealth Group worth $165,072,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently made changes to their positions in the stock. Axis Wealth Partners LLC raised its stake in shares of UnitedHealth Group by 1.7% during the 3rd quarter. Axis Wealth Partners LLC now owns 1,631 shares of the healthcare conglomerate's stock worth $563,000 after purchasing an additional 28 shares in the last quarter. Founders Capital Management LLC raised its stake in shares of UnitedHealth Group by 3.0% during the 4th quarter. Founders Capital Management LLC now owns 982 shares of the healthcare conglomerate's stock worth $324,000 after purchasing an additional 29 shares in the last quarter. Kellett Wealth Advisors LLC raised its stake in UnitedHealth Group by 1.7% in the 4th quarter. Kellett Wealth Advisors LLC now owns 1,746 shares of the healthcare conglomerate's stock valued at $576,000 after acquiring an additional 29 shares during the period. Cooper Financial Group raised its stake in UnitedHealth Group by 0.7% in the 4th quarter. Cooper Financial Group now owns 4,338 shares of the healthcare conglomerate's stock valued at $1,432,000 after acquiring an additional 30 shares during the period. Finally, Successful Portfolios LLC raised its stake in UnitedHealth Group by 2.6% in the 4th quarter. Successful Portfolios LLC now owns 1,194 shares of the healthcare conglomerate's stock valued at $411,000 after acquiring an additional 30 shares during the period. Institutional investors own 87.86% of the company's stock.

UnitedHealth Group News Roundup

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

• Positive Sentiment: Q1 results and outlook beat expectations — UnitedHealth reported stronger‑than‑expected Q1 revenue and EPS and raised FY guidance (management highlighted margin improvement and Medicare tailwinds), underpinning the recovery thesis. UnitedHealth: Solid Renewal Cadence With 2027 Tailwinds
• Positive Sentiment: Goldman Sachs raised its target on UNH, calling out ETFs (like IHF) as ways to play the sector while softening Medicaid risks — a visible analyst upgrade that can attract investor inflows. Goldman Sachs Lifts UnitedHealth Target Price: Healthcare ETFs to Watch
• Positive Sentiment: Erste Group upgraded UNH from Hold to Buy — another vote of confidence from the sell‑side that can support buying interest. Finviz (Erste upgrade)
• Positive Sentiment: High‑profile media support — Jim Cramer publicly said UNH “deserves to be much higher,” which can spur retail buying and sentiment momentum. Jim Cramer on UnitedHealth
• Neutral Sentiment: Operational initiative — UnitedHealth is expanding electronic prior authorization to reduce manual steps and speed approvals (could lower provider friction and administrative costs over time). UnitedHealth Prior Authorization Expansion Meets Mixed Returns And Valuation Upside
• Neutral Sentiment: Analyst target dispersion — several firms have recently adjusted targets (mixed: some big raises, some conservative holds), leaving the consensus elevated but with variance that can cause trading volatility. QuiverQuant UNH opinions
• Negative Sentiment: Insider sale — CEO Patrick Conway sold 800 shares at about $355 on April 23 (filed on Form 4). While modest in size, insider selling can be perceived negatively by some investors. SEC Form 4 (CEO sale)

Analyst Upgrades and Downgrades

A number of equities research analysts recently weighed in on UNH shares. Mizuho dropped their price target on UnitedHealth Group from $430.00 to $350.00 and set an "outperform" rating on the stock in a research note on Thursday, February 5th. Erste Group Bank upgraded UnitedHealth Group from a "hold" rating to a "buy" rating in a research note on Monday. Leerink Partners increased their price target on UnitedHealth Group from $345.00 to $400.00 and gave the company an "outperform" rating in a research note on Wednesday, April 22nd. Argus upgraded UnitedHealth Group from a "hold" rating to a "buy" rating and set a $400.00 price target on the stock in a research note on Wednesday, April 22nd. Finally, Robert W. Baird increased their price objective on UnitedHealth Group from $278.00 to $287.00 and gave the stock an "underperform" rating in a research report on Wednesday, April 22nd. One analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, six have given a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, UnitedHealth Group currently has an average rating of "Moderate Buy" and an average price target of $377.64.

UnitedHealth Group Stock Down 0.1%

UNH stock opened at $354.64 on Tuesday. The company has a debt-to-equity ratio of 0.69, a current ratio of 0.80 and a quick ratio of 0.79. The stock has a market capitalization of $322.09 billion, a price-to-earnings ratio of 26.79, a PEG ratio of 1.53 and a beta of 0.40. The business's fifty day moving average price is $294.63 and its two-hundred day moving average price is $316.54. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $424.12.

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, 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 analysts' expectations of $109.84 billion. During the same quarter last year, the business earned $7.20 EPS. The company'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, equities analysts anticipate that UnitedHealth Group Incorporated will post 18.29 earnings per share for the current year.

UnitedHealth Group Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Investors of record on Monday, March 9th were given a $2.21 dividend. The ex-dividend date was Monday, March 9th. This represents a $8.84 dividend on an annualized basis and a dividend yield of 2.5%. UnitedHealth Group's dividend payout ratio (DPR) is presently 66.77%.

Insider Activity at UnitedHealth Group

In related news, CEO Patrick Hugh Conway sold 800 shares of the firm's stock in a transaction on Thursday, April 23rd. The stock was sold at an average price of $355.00, for a total value of $284,000.00. Following the transaction, the chief executive officer owned 17,805 shares in the company, valued at approximately $6,320,775. This trade represents a 4.30% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Insiders own 0.28% of the company's stock.

About UnitedHealth Group

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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