Rhenman & Partners Asset Management AB Sells 7,630 Shares of UnitedHealth Group Incorporated $UNH

Rhenman & Partners Asset Management AB reduced its position in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 12.2% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 54,900 shares of the healthcare conglomerate's stock after selling 7,630 shares during the quarter. UnitedHealth Group comprises about 1.7% of Rhenman & Partners Asset Management AB's portfolio, making the stock its 20th largest position. Rhenman & Partners Asset Management AB's holdings in UnitedHealth Group were worth $18,123,000 at the end of the most recent reporting period.

Other hedge funds have also recently bought and sold shares of the company. Sarver Vrooman Wealth Advisors bought a new stake in shares of UnitedHealth Group during the 4th quarter valued at approximately $25,000. Beacon Financial Strategies CORP bought a new position in UnitedHealth Group in the 4th quarter valued at approximately $26,000. Anfield Capital Management LLC lifted its stake in UnitedHealth Group by 220.0% in the 4th quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate's stock valued at $26,000 after purchasing an additional 55 shares during the last quarter. Joseph Group Capital Management bought a new position in UnitedHealth Group in the 4th quarter valued at approximately $27,000. Finally, Foster Dykema Cabot & Partners LLC lifted its stake in UnitedHealth Group by 69.4% in the 3rd quarter. Foster Dykema Cabot & Partners LLC now owns 83 shares of the healthcare conglomerate's stock valued at $29,000 after purchasing an additional 34 shares during the last quarter. 87.86% of the stock is owned by institutional investors.

UnitedHealth Group Trading Up 0.7%

NYSE:UNH opened at $408.34 on Friday. The firm's fifty day moving average is $362.28 and its 200-day moving average is $326.85. 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 Incorporated has a 52 week low of $234.60 and a 52 week high of $415.98. The firm has a market cap of $370.83 billion, a P/E ratio of 30.84, a P/E/G ratio of 1.63 and a beta of 0.64.

UnitedHealth Group (NYSE:UNH - Get Free Report) last posted its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 EPS 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 company had revenue of $111.65 billion for the quarter, compared to analyst estimates of $109.84 billion. During the same period in the prior year, the firm posted $7.20 EPS. 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. Equities analysts expect that UnitedHealth Group Incorporated will post 18.32 earnings per share for the current year.

UnitedHealth Group Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 23rd. Stockholders of record on Monday, June 15th will be paid a $2.32 dividend. The ex-dividend date of this dividend is Monday, June 15th. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.3%. This is an increase from UnitedHealth Group's previous quarterly dividend of $2.21. UnitedHealth Group's payout ratio is currently 66.77%.

Insider Activity at UnitedHealth Group

In other news, CEO Patrick Hugh Conway sold 800 shares of the company's 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 sale, the chief executive officer directly owned 17,805 shares of the company's stock, valued at approximately $6,320,775. This represents a 4.30% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Corporate insiders own 0.28% of the company's stock.

Key Stories Impacting UnitedHealth Group

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.

Analyst Upgrades and Downgrades

Several equities analysts recently commented on the stock. Oppenheimer increased their price objective on shares of UnitedHealth Group from $385.00 to $405.00 and gave the company an "outperform" rating in a research note on Wednesday, April 22nd. Robert W. Baird lifted their target price on shares of UnitedHealth Group from $278.00 to $287.00 and gave the stock an "underperform" rating in a research report on Wednesday, April 22nd. Royal Bank Of Canada lifted their target price on shares of UnitedHealth Group from $361.00 to $400.00 and gave the stock an "outperform" rating in a research report on Wednesday, April 22nd. TD Cowen lifted their target price on shares of UnitedHealth Group from $311.00 to $337.00 and gave the stock a "hold" rating in a research report on Thursday, April 23rd. Finally, Jefferies Financial Group lifted their target price on shares of UnitedHealth Group from $340.00 to $373.00 and gave the stock a "buy" rating in a research report on Monday, April 20th. One research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, UnitedHealth Group currently has an average rating of "Moderate Buy" and an average price target of $407.17.

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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