Nuveen LLC Cuts Holdings in UnitedHealth Group Incorporated $UNH

Key Points

• Nuveen LLC reduced its UNH stake by 2.4% in the fourth quarter, selling 90,321 shares and leaving it with 3.63 million shares valued at about $1.2 billion. Despite the trim, institutional ownership of UnitedHealth remains very high at 87.86%.
• UnitedHealth’s operating and market backdrop remains strong: the company recently reported better-than-expected quarterly results, lifted its dividend to $2.32 per share, and its stock has climbed to near its 52-week high. Shares also trade above their 50-day and 200-day averages, reflecting strong momentum.
• Wall Street sentiment is broadly positive, with several brokerages raising price targets and the consensus rating sitting at “Moderate Buy.” Analysts currently see continued earnings upside, with an average target price of $407.17 versus a recent share price of $405.58.

Nuveen LLC cut its position in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 2.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 3,631,048 shares of the healthcare conglomerate's stock after selling 90,321 shares during the quarter. Nuveen LLC owned approximately 0.40% of UnitedHealth Group worth $1,198,645,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in UNH. Kellett Wealth Advisors LLC increased its position in UnitedHealth Group by 1.7% during the fourth 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 last quarter. Founders Capital Management LLC increased its position in UnitedHealth Group by 3.0% during the fourth quarter. Founders Capital Management LLC now owns 982 shares of the healthcare conglomerate's stock valued at $324,000 after acquiring an additional 29 shares during the last quarter. Cooper Financial Group boosted its stake in shares of UnitedHealth Group by 0.7% during the fourth quarter. Cooper Financial Group now owns 4,338 shares of the healthcare conglomerate's stock valued at $1,432,000 after purchasing an additional 30 shares during the period. Successful Portfolios LLC boosted its stake in shares of UnitedHealth Group by 2.6% during the fourth quarter. Successful Portfolios LLC now owns 1,194 shares of the healthcare conglomerate's stock valued at $411,000 after purchasing an additional 30 shares during the period. Finally, McLean Asset Management Corp boosted its stake in shares of UnitedHealth Group by 1.6% during the fourth quarter. McLean Asset Management Corp now owns 2,000 shares of the healthcare conglomerate's stock valued at $670,000 after purchasing an additional 32 shares during the period. 87.86% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In other news, CEO Patrick Hugh Conway sold 800 shares of the company's stock in a transaction dated Thursday, April 23rd. The shares were sold at an average price of $355.00, for a total transaction of $284,000.00. Following the transaction, the chief executive officer owned 17,805 shares in the company, valued at $6,320,775. This represents a 4.30% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. 0.28% of the stock is currently owned by company insiders.

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: UnitedHealth announced it will report second-quarter 2026 results on July 16, with a conference call the same morning. While this is not a financial update itself, it gives investors a clear catalyst to watch and often keeps attention on the stock. UnitedHealth Group Announces Earnings Release Date
• Positive Sentiment: Analysts remain constructive: JPMorgan reportedly raised its price target on UNH, Erste Group increased FY2027 EPS estimates, and Mizuho boosted its target to $460 while reiterating an Outperform rating. That suggests Wall Street sees more earnings upside ahead. Mizuho Boosts UnitedHealth (UNH) Target as Managed Care Outlook Improves
• Positive Sentiment: UnitedHealth also announced a dividend increase, reinforcing its appeal as a defensive, income-producing healthcare stock. 3 Stocks That Announced Dividend Hikes Amid Geopolitical Tensions
• Positive Sentiment: The stock recently hit a 52-week high, reflecting a strong rebound from last year’s weakness and signaling momentum-driven buying interest. UnitedHealth Group Just Hit a 52-Week High. Is It Too Late to Buy This Soaring Stock?
• Neutral Sentiment: Recent articles also noted that UNH remains a “top-ranked momentum stock” and a “moderate buy” among brokerages, which supports the stock but does not by itself change fundamentals. UnitedHealth Group (UNH) is a Top-Ranked Momentum Stock: Should You Buy?

UnitedHealth Group Stock Performance

UNH stock opened at $405.58 on Friday. The firm has a market cap of $368.32 billion, a price-to-earnings ratio of 30.63, a PEG ratio of 1.64 and a beta of 0.64. The firm has a 50-day simple moving average of $359.59 and a two-hundred day simple moving average of $326.28. UnitedHealth Group Incorporated has a one year low of $234.60 and a one year 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.

UnitedHealth Group (NYSE:UNH - Get Free Report) last released its quarterly earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 EPS for the quarter, beating the consensus estimate of $6.76 by $0.47. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The business had revenue of $111.65 billion during the quarter, compared to analyst estimates of $109.84 billion. During the same period in the prior year, the firm posted $7.20 earnings per share. The company'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. On average, equities analysts forecast that UnitedHealth Group Incorporated will post 18.32 EPS for the current fiscal 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 issued a dividend of $2.32 per share. This represents a $9.28 annualized dividend and a dividend yield of 2.3%. This is an increase from UnitedHealth Group's previous quarterly dividend of $2.21. The ex-dividend date is Monday, June 15th. UnitedHealth Group's dividend payout ratio is currently 66.77%.

Wall Street Analyst Weigh In

A number of brokerages have recently issued reports on UNH. Jefferies Financial Group boosted their target price on shares of UnitedHealth Group from $340.00 to $373.00 and gave the company a "buy" rating in a research note on Monday, April 20th. Argus raised shares of UnitedHealth Group from a "hold" rating to a "buy" rating and set a $400.00 price objective for the company in a research note on Wednesday, April 22nd. TD Cowen upped their price objective on shares of UnitedHealth Group from $311.00 to $337.00 and gave the stock a "hold" rating in a research note on Thursday, April 23rd. Weiss Ratings raised shares of UnitedHealth Group from a "sell (d+)" rating to a "hold (c-)" rating in a research note on Thursday, May 7th. Finally, Truist Financial upped their price objective on shares of UnitedHealth Group from $395.00 to $440.00 and gave the stock a "buy" rating in a research note on Monday, June 1st. One analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company's stock. According to data from MarketBeat, UnitedHealth Group currently has a consensus rating of "Moderate Buy" and an average target price of $407.17.

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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