UnitedHealth Group Incorporated $UNH Shares Sold by Bank Julius Baer & Co. Ltd Zurich

Key Points

• Bank Julius Baer cut its UnitedHealth Group stake by 23.6% in the fourth quarter, selling 113,146 shares and leaving it with 367,199 shares valued at about $121.4 million.
• Several analysts remain constructive on UNH, with recent upgrades and higher price targets including JPMorgan’s move to $420; MarketBeat’s consensus rating is currently Moderate Buy with an average target of $378.88.
• UnitedHealth posted a strong quarter, beating estimates on both EPS and revenue, while the stock recently traded near its 52-week high after rising 1.1% to $400.69.

Bank Julius Baer & Co. Ltd Zurich cut its position in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 23.6% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 367,199 shares of the healthcare conglomerate's stock after selling 113,146 shares during the period. Bank Julius Baer & Co. Ltd Zurich's holdings in UnitedHealth Group were worth $121,354,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also recently made changes to their positions in UNH. Founders Capital Management LLC boosted its stake in UnitedHealth Group by 3.0% during the fourth quarter. Founders Capital Management LLC now owns 982 shares of the healthcare conglomerate's stock worth $324,000 after buying an additional 29 shares during the last quarter. Kellett Wealth Advisors LLC raised its position in UnitedHealth Group by 1.7% in the fourth quarter. Kellett Wealth Advisors LLC now owns 1,746 shares of the healthcare conglomerate's stock valued at $576,000 after purchasing an additional 29 shares during the period. Cooper Financial Group raised its position in UnitedHealth Group by 0.7% in the fourth quarter. Cooper Financial Group now owns 4,338 shares of the healthcare conglomerate's stock valued at $1,432,000 after purchasing an additional 30 shares during the period. Successful Portfolios LLC raised its holdings in shares of UnitedHealth Group by 2.6% in the 4th quarter. Successful Portfolios LLC now owns 1,194 shares of the healthcare conglomerate's stock valued at $411,000 after buying an additional 30 shares during the period. Finally, Auxano Advisors LLC raised its holdings in shares of UnitedHealth Group by 3.4% in the 3rd quarter. Auxano Advisors LLC now owns 964 shares of the healthcare conglomerate's stock valued at $333,000 after buying an additional 32 shares during the period. 87.86% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several equities research analysts recently issued reports on UNH shares. Erste Group Bank upgraded UnitedHealth Group from a "hold" rating to a "buy" rating in a report on Monday, April 27th. Raymond James Financial upgraded UnitedHealth Group from a "market perform" rating to an "outperform" rating and set a $330.00 price objective on the stock in a report on Wednesday, April 1st. JPMorgan Chase & Co. boosted their price objective on UnitedHealth Group from $389.00 to $420.00 and gave the company an "overweight" rating in a report on Tuesday, April 28th. UBS Group lowered their target price on UnitedHealth Group from $430.00 to $410.00 and set a "buy" rating for the company in a research note on Wednesday, January 28th. Finally, TD Cowen boosted their target price on UnitedHealth Group from $311.00 to $337.00 and gave the stock a "hold" rating in a research note on Thursday, April 23rd. One investment analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the company's stock. Based on data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and an average target price of $378.88.

UnitedHealth Group Trading Up 1.1%

NYSE:UNH opened at $400.69 on Thursday. The stock has a 50-day simple moving average of $312.58 and a 200-day simple moving average of $317.75. The stock has a market cap of $363.88 billion, a P/E ratio of 30.26, a P/E/G ratio of 1.71 and a beta of 0.64. UnitedHealth Group Incorporated has a 1 year low of $234.60 and a 1 year high of $404.15. 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 (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, topping the consensus estimate 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 return on equity of 14.65% and a net margin of 2.68%.The business's quarterly revenue was up 2.0% compared to the same quarter last year. During the same period in the prior year, the firm posted $7.20 EPS. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. As a group, analysts anticipate that UnitedHealth Group Incorporated will post 18.29 earnings per share for the current fiscal year.

UnitedHealth Group Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Monday, March 9th were given a dividend of $2.21 per share. This represents a $8.84 annualized dividend and a dividend yield of 2.2%. The ex-dividend date of this dividend was Monday, March 9th. UnitedHealth Group's dividend payout ratio is currently 66.77%.

Insider Activity

In other news, CEO Patrick Hugh Conway sold 800 shares of the company's stock in a transaction dated Thursday, April 23rd. The stock was sold at an average price of $355.00, for a total transaction of $284,000.00. Following the completion of the transaction, 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 legal filing with the SEC, which can be accessed through this link. Corporate insiders own 0.28% of the company's stock.

Key Headlines Impacting UnitedHealth Group

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

• Positive Sentiment: UNH hit a new 52-week high as investors responded to its strong Q1 performance, which included better-than-expected earnings and revenue, plus signs of margin improvement. UnitedHealth Stock (UNH) Hits a New 52-Week High Today – Is It Too Late to Buy?
• Positive Sentiment: Analysts remain constructive, with JPMorgan raising its price target to $420 and reiterating an Overweight rating, reinforcing the view that the recent rally may have further room to run. Here’s What Analysts Are Saying About UnitedHealth Group (UNH)
• Positive Sentiment: Optum Rx announced a transparent, fee-based pharmacy benefit model that could improve pricing clarity and align incentives, potentially easing regulatory pressure and supporting a more favorable long-term narrative for the stock. Optum Rx shifts to fee-based PBM model in bid to boost transparency
• Neutral Sentiment: Recent commentary from market and research outlets continues to frame UnitedHealth as an early-stage turnaround story, but these pieces are more opinion-driven than new fundamental catalysts. Is UnitedHealth Group a Buy, Sell, or Hold in 2026?
• Negative Sentiment: Broader market headlines note hotter-than-expected inflation data, which could create volatility for equities overall, though this is not specific to UNH’s business outlook. Stock Market News for May 13, 2026

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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