Swedbank AB Reduces Stake in UnitedHealth Group Incorporated $UNH

Key Points

• Swedbank AB trimmed its UnitedHealth stake slightly in the first quarter, selling 10,348 shares and ending with 1,110,658 shares valued at about $300.5 million. Despite the cut, the fund still owned 0.12% of UNH.
• UnitedHealth shares rose to near their 52-week high, trading up $8.86 to $426.85, while the company also reported solid quarterly results. Earnings of $7.23 per share beat estimates, and revenue of $111.65 billion also topped expectations.
• Analyst sentiment remains constructive, with multiple firms raising price targets and the consensus rating sitting at “Moderate Buy.” The company also boosted its quarterly dividend to $2.32 per share, or $9.28 annualized.

Swedbank AB reduced its stake in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 0.9% during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 1,110,658 shares of the healthcare conglomerate's stock after selling 10,348 shares during the period. Swedbank AB owned 0.12% of UnitedHealth Group worth $300,533,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the stock. Sarver Vrooman Wealth Advisors acquired a new stake in shares of UnitedHealth Group in the 4th quarter valued at about $25,000. Beacon Financial Strategies CORP purchased a new position in shares of UnitedHealth Group during the fourth quarter worth approximately $26,000. Anfield Capital Management LLC boosted its stake in UnitedHealth Group by 220.0% during the 4th quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate's stock worth $26,000 after purchasing an additional 55 shares during the period. Joseph Group Capital Management purchased a new stake in shares of UnitedHealth Group in the fourth quarter valued at about $27,000. Finally, Nalls Sherbakoff Group LLC purchased a new position in shares of UnitedHealth Group during the fourth quarter worth about $27,000. 87.86% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: UnitedHealth said an external audit found nearly 97% of diagnoses in its HouseCalls home-health unit were supported by patient medical records, which may help ease concerns around lawmakers’ scrutiny of the business. Reuters article on home-health diagnoses audit
• Positive Sentiment: The company is emphasizing profitability over rapid growth, with improving margins, stronger earnings, and Optum expansion supporting a longer-term turnaround story. Yahoo Finance article on profitability over growth
• Positive Sentiment: UnitedHealth expanded coverage for Guardant Health’s Shield blood test for adults 45 and older, becoming the first major commercial insurer to do so and reinforcing its role in expanding access to new screening tools. Yahoo Finance article on Shield blood test coverage
• Positive Sentiment: HSBC raised its price target on UNH to $380 and maintained a hold rating, signaling improved sentiment even though the new target remains below the current trading range. Benzinga report on HSBC target increase
• Neutral Sentiment: Several market commentaries highlighted UNH’s rebound, momentum profile, and long-term earnings recovery potential, but these pieces were mostly opinion-driven rather than fresh company-specific catalysts. MSN article on long-term momentum
• Neutral Sentiment: Articles comparing UnitedHealth with peers or discussing recent stock weakness provide context, but they do not add a major new fundamental catalyst on their own. Yahoo Finance article on recent stock decline

UnitedHealth Group Price Performance

Shares of UnitedHealth Group stock traded up $8.86 on Tuesday, hitting $426.85. The company's stock had a trading volume of 1,462,714 shares, compared to its average volume of 8,582,945. The company has a quick ratio of 0.80, a current ratio of 0.80 and a debt-to-equity ratio of 0.69. The firm has a fifty day moving average price of $392.87 and a 200-day moving average price of $335.60. UnitedHealth Group Incorporated has a 52-week low of $234.60 and a 52-week high of $430.20. The company has a market capitalization of $387.64 billion, a P/E ratio of 32.26, a price-to-earnings-growth ratio of 1.71 and a beta of 0.62.

UnitedHealth Group (NYSE:UNH - Get Free Report) last issued its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share for the quarter, topping analysts' consensus estimates of $6.76 by $0.47. The business had revenue of $111.65 billion during the quarter, compared to analysts' expectations of $109.84 billion. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The company's revenue was up 2.0% on a year-over-year basis. During the same period last year, the company posted $7.20 EPS. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. On average, equities research analysts expect that UnitedHealth Group Incorporated will post 18.32 earnings per share for the current fiscal year.

UnitedHealth Group Increases Dividend

The business 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. The ex-dividend date was Monday, June 15th. This represents a $9.28 dividend on an annualized basis and a yield of 2.2%. This is a boost from UnitedHealth Group's previous quarterly dividend of $2.21. UnitedHealth Group's dividend payout ratio (DPR) is 70.09%.

Analysts Set New Price Targets

A number of analysts have weighed in on UNH shares. Truist Financial increased their price objective on UnitedHealth Group from $395.00 to $440.00 and gave the stock a "buy" rating in a research report on Monday, June 1st. Oppenheimer increased their price target on UnitedHealth Group from $385.00 to $405.00 and gave the stock an "outperform" rating in a report on Wednesday, April 22nd. Mizuho boosted their price objective on shares of UnitedHealth Group from $440.00 to $460.00 and gave the company an "outperform" rating in a research note on Monday, June 8th. HSBC raised their target price on shares of UnitedHealth Group from $300.00 to $380.00 and gave the stock a "hold" rating in a research note on Monday. Finally, Morgan Stanley increased their price target on shares of UnitedHealth Group from $453.00 to $468.00 and gave the stock an "overweight" rating in a report on Tuesday, June 30th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and an average price target of $414.75.

Insider Transactions at UnitedHealth Group

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of the firm'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 sale, the chief executive officer directly owned 17,805 shares of the company's stock, valued at $6,320,775. This trade represents a 4.30% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Company insiders own 0.28% of the company's stock.

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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