SEB Asset Management AB Takes $80.84 Million Position in UnitedHealth Group Incorporated $UNH

Key Points

• SEB Asset Management AB disclosed a new position in UnitedHealth Group during the first quarter, buying 298,761 shares worth about $80.84 million.
• UnitedHealth recently reported better-than-expected quarterly results, with earnings of $6.38 per share on revenue of $112.03 billion, and management raised its FY 2026 EPS guidance to $19.50-$20.00.
• The company also increased its quarterly dividend to $2.32 per share and boosted its share repurchase plans, while several analysts raised price targets and maintained bullish ratings on the stock.

SEB Asset Management AB bought a new stake in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund bought 298,761 shares of the healthcare conglomerate's stock, valued at approximately $80,842,000.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Nordea Investment Management AB increased its position in shares of UnitedHealth Group by 4.2% during the fourth quarter. Nordea Investment Management AB now owns 91,496 shares of the healthcare conglomerate's stock valued at $30,287,000 after buying an additional 3,720 shares during the period. Vaughan David Investments LLC IL grew its holdings in shares of UnitedHealth Group by 2.7% during the 4th quarter. Vaughan David Investments LLC IL now owns 150,773 shares of the healthcare conglomerate's stock worth $49,772,000 after acquiring an additional 3,934 shares during the period. Fideuram Intesa Sanpaolo Private Banking S.P.A. raised its position in shares of UnitedHealth Group by 1,287.2% in the 1st quarter. Fideuram Intesa Sanpaolo Private Banking S.P.A. now owns 60,022 shares of the healthcare conglomerate's stock worth $16,241,000 after acquiring an additional 55,695 shares in the last quarter. J. Safra Sarasin Holding AG raised its holdings in UnitedHealth Group by 127.6% in the fourth quarter. J. Safra Sarasin Holding AG now owns 34,947 shares of the healthcare conglomerate's stock worth $11,536,000 after purchasing an additional 19,591 shares in the last quarter. Finally, Vanguard Group Inc. lifted its position in UnitedHealth Group by 1.1% during the fourth quarter. Vanguard Group Inc. now owns 91,600,260 shares of the healthcare conglomerate's stock valued at $30,238,162,000 after buying an additional 995,210 shares during the period. Institutional investors own 87.86% of the company's stock.

Insiders Place Their Bets

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of the business's stock in a transaction dated Thursday, April 23rd. The stock was 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 of the company's stock, 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 Securities & Exchange Commission, which can be accessed through this hyperlink. Company insiders own 0.28% of the company's stock.

UnitedHealth Group Trading Up 0.7%

Shares of NYSE UNH opened at $426.39 on Friday. The company has a market cap of $387.23 billion, a PE ratio of 27.44, a P/E/G ratio of 1.59 and a beta of 0.62. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.80 and a current ratio of 0.78. The firm's 50 day moving average price is $404.81 and its 200-day moving average price is $342.28. UnitedHealth Group Incorporated has a 52-week low of $234.60 and a 52-week high of $461.62.

UnitedHealth Group (NYSE:UNH - Get Free Report) last announced its quarterly earnings data on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share for the quarter, topping analysts' consensus estimates of $4.94 by $1.44. UnitedHealth Group had a net margin of 3.14% and a return on equity of 16.53%. The company had revenue of $112.03 billion during the quarter, compared to analyst estimates of $110.81 billion. During the same period in the previous year, the business earned $4.08 EPS. The firm's revenue for the quarter was up .4% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. On average, equities research analysts expect that UnitedHealth Group Incorporated will post 18.77 EPS for the current fiscal year.

UnitedHealth Group Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, June 23rd. Investors of record on Monday, June 15th were given a dividend of $2.32 per share. This represents a $9.28 annualized dividend and a dividend yield of 2.2%. This is a boost from UnitedHealth Group's previous quarterly dividend of $2.21. The ex-dividend date of this dividend was Monday, June 15th. UnitedHealth Group's payout ratio is 70.09%.

UnitedHealth Group News Summary

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

• Positive Sentiment: UnitedHealth beat Q2 estimates on earnings and revenue, driven by improved margins and lower medical costs, and raised its 2026 profit outlook. UnitedHealth shares surge on strong earnings beat and guidance
• Positive Sentiment: Morgan Stanley, Oppenheimer, UBS, RBC, and other firms lifted price targets after the results, signaling stronger Street confidence in the stock’s recovery. Analyst price target updates
• Positive Sentiment: Management doubled the 2026 share repurchase target to at least $5 billion, which may help support EPS and investor returns. What’s Fueling UNH Stock’s Rally? A Bigger Buyback, Higher Guidance – And CEO Says Turnaround Is ‘Returning To Form’
• Neutral Sentiment: Commentary around the earnings call says Medicare Advantage and Optum are improving, but commercial cost pressures could delay a full margin recovery. UnitedHealth Q2 Earnings Call Focuses on Reset and Durable Growth
• Negative Sentiment: Some analysts remain cautious, with at least one downgrade noting that the turnaround still faces execution risk despite the stronger quarter. UnitedHealth Group Q2: The Real Test Begins Now (Downgrade)

Analyst Upgrades and Downgrades

Several research analysts recently issued reports on the stock. Wells Fargo & Company increased their price target on shares of UnitedHealth Group from $397.00 to $485.00 and gave the stock an "overweight" rating in a research note on Monday, July 13th. Mizuho upped their price objective on shares of UnitedHealth Group from $440.00 to $460.00 and gave the stock an "outperform" rating in a report on Monday, June 8th. Zacks Research raised UnitedHealth Group from a "hold" rating to a "strong-buy" rating in a research report on Monday, July 13th. JPMorgan Chase & Co. raised their price objective on UnitedHealth Group from $420.00 to $466.00 and gave the company an "overweight" rating in a research report on Monday, June 8th. Finally, Piper Sandler set a $477.00 target price on UnitedHealth Group in a report on Thursday. Two investment analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and five have issued a Hold rating to the stock. According to MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and a consensus target price of $447.29.

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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