Strs Ohio Decreases Position in UnitedHealth Group Incorporated $UNH

Key Points

• Strs Ohio trimmed its UnitedHealth position by 1.8%, selling 9,304 shares to hold 519,212 shares valued at about $171.4 million, which represents 0.6% of its portfolio and is its 18th largest holding.
• UnitedHealth posted a strong Q1 beat (EPS $7.23 vs. $6.76; revenue $111.65B vs. $109.84B), raised FY2026 EPS guidance to 18.25, and prompted multiple analyst price-target upgrades leaving a consensus rating of "Moderate Buy."
• Insider sale: Optum CEO Patrick Conway sold 800 shares (~$284,000) on April 23, trimming his stake by 4.3%, a move noted as modest profit-taking that could add near-term selling pressure.

Strs Ohio lowered its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 1.8% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 519,212 shares of the healthcare conglomerate's stock after selling 9,304 shares during the period. UnitedHealth Group accounts for 0.6% of Strs Ohio's investment portfolio, making the stock its 18th biggest holding. Strs Ohio owned approximately 0.06% of UnitedHealth Group worth $171,397,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Beacon Financial Strategies CORP bought a new position in UnitedHealth Group in the 4th quarter worth approximately $26,000. Joseph Group Capital Management bought a new position in UnitedHealth Group in the 4th quarter valued at $27,000. Foster Dykema Cabot & Partners LLC boosted its holdings 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 period. 1248 Management LLC bought a new position in UnitedHealth Group in the 3rd quarter valued at $29,000. Finally, Holos Integrated Wealth LLC bought a new position in UnitedHealth Group in the 4th quarter valued at $29,000. 87.86% of the stock is owned by institutional investors.

Insider Activity

In related news, CEO Patrick Hugh Conway sold 800 shares of the business'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. The trade was a 4.30% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. 0.28% of the stock is owned by corporate insiders.

UnitedHealth Group Stock Performance

UnitedHealth Group stock opened at $369.29 on Friday. The company has a quick ratio of 0.79, a current ratio of 0.80 and a debt-to-equity ratio of 0.69. The company has a market capitalization of $335.39 billion, a PE ratio of 27.89, a P/E/G ratio of 1.60 and a beta of 0.63. The firm has a fifty day simple moving average of $299.45 and a two-hundred day simple moving average of $317.38. UnitedHealth Group Incorporated has a twelve month low of $234.60 and a twelve month high of $409.70.

UnitedHealth Group (NYSE:UNH - Get Free Report) last released its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share (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 firm had revenue of $111.65 billion for the quarter, compared to analysts' expectations of $109.84 billion. During the same quarter in the previous year, the company earned $7.20 earnings per share. The company's revenue for the quarter was up 2.0% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Research analysts expect that UnitedHealth Group Incorporated will post 18.29 EPS 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 dividend of $2.21 per share. The ex-dividend date was Monday, March 9th. This represents a $8.84 annualized dividend and a dividend yield of 2.4%. UnitedHealth Group's payout ratio is currently 66.77%.

UnitedHealth Group News Summary

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.

Analysts Set New Price Targets

Several research analysts have commented on UNH shares. JPMorgan Chase & Co. raised their price target on shares of UnitedHealth Group from $389.00 to $420.00 and gave the company an "overweight" rating in a report on Tuesday. Royal Bank Of Canada raised their price objective on shares of UnitedHealth Group from $361.00 to $400.00 and gave the company an "outperform" rating in a research report on Wednesday, April 22nd. Robert W. Baird raised their price objective on shares of UnitedHealth Group from $278.00 to $287.00 and gave the company an "underperform" rating in a research report on Wednesday, April 22nd. Jefferies Financial Group raised their price objective on shares of UnitedHealth Group from $340.00 to $373.00 and gave the company a "buy" rating in a research report on Monday, April 20th. Finally, Erste Group Bank upgraded shares of UnitedHealth Group from a "hold" rating to a "buy" rating in a research report on Monday, April 27th. One research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, six have assigned a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, UnitedHealth Group currently has a consensus rating of "Moderate Buy" and a consensus price target of $378.88.

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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