PFA Pension Forsikringsaktieselskab Takes Position in UnitedHealth Group Incorporated $UNH

Key Points

• PFA Pension Forsikringsaktieselskab bought a new stake of 473,131 shares in UnitedHealth, valued at about $157.16 million, representing roughly 0.05% of the company at quarter-end.
• UnitedHealth reported a Q1 beat — $7.23 EPS on $111.65B in revenue — and raised FY2026 guidance to 18.25 EPS, sparking a ~14.5% stock rally; Goldman Sachs added UNH to its conviction list and analysts have a consensus "Moderate Buy" price target near $378.88.
• Institutional ownership is high (~87.86%), with large managers (e.g., Capital Research, Capital World) materially increasing positions, while insiders hold just 0.28% and CEO Patrick Conway sold 800 shares (~$284,000) after earnings.

PFA Pension Forsikringsaktieselskab purchased a new stake in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 473,131 shares of the healthcare conglomerate's stock, valued at approximately $157,155,000. PFA Pension Forsikringsaktieselskab owned 0.05% of UnitedHealth Group at the end of the most recent reporting period.

A number of other large investors have also made changes to their positions in the company. Capital Research Global Investors increased its stake in UnitedHealth Group by 126.9% in the 3rd quarter. Capital Research Global Investors now owns 13,042,049 shares of the healthcare conglomerate's stock valued at $4,503,419,000 after buying an additional 7,293,009 shares during the period. Capital World Investors increased its stake in UnitedHealth Group by 18.8% in the 3rd quarter. Capital World Investors now owns 21,766,922 shares of the healthcare conglomerate's stock valued at $7,516,107,000 after buying an additional 3,439,182 shares during the period. Capital International Investors increased its stake in UnitedHealth Group by 11.1% in the 3rd quarter. Capital International Investors now owns 17,499,949 shares of the healthcare conglomerate's stock valued at $6,042,710,000 after buying an additional 1,747,337 shares during the period. Lone Pine Capital LLC acquired a new position in UnitedHealth Group in the 2nd quarter valued at approximately $528,273,000. Finally, Bessemer Group Inc. increased its stake in UnitedHealth Group by 152.3% in the 3rd quarter. Bessemer Group Inc. now owns 1,823,871 shares of the healthcare conglomerate's stock valued at $629,783,000 after buying an additional 1,100,850 shares during the period. Institutional investors and hedge funds own 87.86% of the company's stock.

Insider Activity

In other news, CEO Patrick Hugh Conway sold 800 shares of the stock in a transaction on Thursday, April 23rd. The shares were 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 owned 17,805 shares in the company, valued at approximately $6,320,775. This represents a 4.30% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Corporate insiders own 0.28% of the company's stock.

Analyst Upgrades and Downgrades

Several research analysts have weighed in on UNH shares. Truist Financial reiterated a "buy" rating and issued a $395.00 price objective (up from $370.00) on shares of UnitedHealth Group in a research note on Wednesday, April 22nd. HSBC upgraded shares of UnitedHealth Group from a "reduce" rating to a "hold" rating and set a $300.00 price target on the stock in a research note on Tuesday, April 7th. Evercore upgraded shares of UnitedHealth Group to a "strong-buy" rating in a research note on Tuesday, January 6th. Barclays increased their price target on shares of UnitedHealth Group from $327.00 to $373.00 and gave the stock an "overweight" rating in a research note on Wednesday, April 22nd. Finally, UBS Group dropped their price target on shares of UnitedHealth Group from $430.00 to $410.00 and set a "buy" rating on the stock in a research note on Wednesday, January 28th. One investment 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 issued a Sell rating to the company's stock. According to data from MarketBeat, UnitedHealth Group currently has an average rating of "Moderate Buy" and a consensus price target of $378.88.

UnitedHealth Group Price Performance

Shares of UnitedHealth Group stock opened at $369.29 on Friday. The company has a debt-to-equity ratio of 0.69, a current ratio of 0.80 and a quick ratio of 0.79. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $409.70. The firm has a fifty day moving average price of $299.45 and a two-hundred day moving average price of $317.38. The company has a market cap of $335.39 billion, a PE ratio of 27.89, a price-to-earnings-growth ratio of 1.60 and a beta of 0.63.

UnitedHealth Group (NYSE:UNH - Get Free Report) last issued its quarterly earnings results 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 net margin of 2.68% and a return on equity of 14.65%. The firm had revenue of $111.65 billion during the quarter, compared to the consensus estimate of $109.84 billion. During the same period in the prior year, the firm earned $7.20 EPS. The business's 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 18.29 EPS for the current year.

UnitedHealth Group Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Monday, March 9th were issued a $2.21 dividend. The ex-dividend date of this dividend was Monday, March 9th. This represents a $8.84 dividend on an annualized basis and a yield of 2.4%. UnitedHealth Group's dividend payout ratio is 66.77%.

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: Q1 beat and outlook lift — UnitedHealth reported a sizable Q1 beat, raised its 2026 outlook and earlier popped ~14.5% on the results, giving the company fresh earnings momentum that supports higher valuations. UnitedHealth Pops 14.5% After Q1 Beat: Still a Buy or Too Late Now?
• Positive Sentiment: Goldman Sachs endorsement — Goldman added UNH to its U.S. conviction list, a notable buy-side vote that can attract institutional flows and lend support to the stock. Goldman Sachs Adds UnitedHealth to Its Conviction List: Is the Managed Care Comeback Real?
• Positive Sentiment: Strong recent momentum vs. peers — UNH slightly outperformed Humana in April’s managed-care rally, signaling resilience vs. a key peer during a positive sector backdrop. UnitedHealth or Humana: Which Managed Care Stock Had the Healthiest Returns in April?
• Positive Sentiment: Buy thesis discussion — Analyst commentary is probing whether UNH is now undervalued after the rally, which can attract long-term buy interest if investors buy the growth/Optum story. Is UnitedHealth Stock an Undervalued Stock to Buy?
• Neutral Sentiment: CVS valuation context — Coverage noting CVS trades much cheaper than UNH highlights relative valuation differences that may shift some value-oriented flows away from UNH. CVS Earnings Are Coming. Why the Stock Is No Longer a Value Trap.
• Neutral Sentiment: Macro/ETF context — A note on the Invesco S&P 500 Revenue ETF is tangential but relevant for portfolio allocation decisions that could affect large-cap names like UNH. Should Invesco S&P 500 Revenue ETF (RWL) Be on Your Investing Radar?
• Negative Sentiment: Competitor strength — Cigna reported strong results led by Evernorth, and an improving peer picture can pressure market-share expectations or investor preference within the sector. Cigna Q1 Earnings Beat Estimates on Strong Evernorth Unit
• Negative Sentiment: Insider trimming — Optum CEO Patrick Conway sold about $284k of UNH stock after earnings (his first 2026 sale), which can be read as modest profit-taking and may add to near-term selling pressure. UnitedHealth Stock Has Rallied Since Earnings. One Top Insider Is Trimming His Stake.

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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