UnitedHealth Group Incorporated $UNH Shares Sold by Legal & General Group Plc

Key Points

• Legal & General Group Plc trimmed its UnitedHealth stake by 3.2% in the fourth quarter, selling 202,553 shares and ending with 6,059,197 shares valued at about $2.0 billion.
• UnitedHealth reported better-than-expected quarterly results, posting EPS of $7.23 versus $6.76 expected and revenue of $111.65 billion versus $109.84 billion expected, while guiding FY 2026 EPS to 18.250.
• Analysts remain constructive on UNH, with several firms raising price targets; UBS lifted its target to $460 and kept a Buy rating, while the overall consensus remains a Moderate Buy.

Legal & General Group Plc decreased its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 3.2% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 6,059,197 shares of the healthcare conglomerate's stock after selling 202,553 shares during the quarter. Legal & General Group Plc owned approximately 0.67% of UnitedHealth Group worth $2,000,202,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of the company. Vanguard Group Inc. grew its position in UnitedHealth Group by 1.1% in the 4th quarter. Vanguard Group Inc. now owns 91,600,260 shares of the healthcare conglomerate's stock worth $30,238,162,000 after purchasing an additional 995,210 shares during the last quarter. Capital World Investors grew its position in UnitedHealth Group by 18.8% in the 3rd quarter. Capital World Investors now owns 21,766,922 shares of the healthcare conglomerate's stock worth $7,516,107,000 after purchasing an additional 3,439,182 shares during the last quarter. Capital International Investors grew its position in UnitedHealth Group by 11.1% in the 3rd quarter. Capital International Investors now owns 17,499,949 shares of the healthcare conglomerate's stock worth $6,042,710,000 after purchasing an additional 1,747,337 shares during the last quarter. Capital Research Global Investors grew its position in UnitedHealth Group by 126.9% in the 3rd quarter. Capital Research Global Investors now owns 13,042,049 shares of the healthcare conglomerate's stock worth $4,503,419,000 after purchasing an additional 7,293,009 shares during the last quarter. Finally, Dodge & Cox boosted its holdings in shares of UnitedHealth Group by 8.6% in the third quarter. Dodge & Cox now owns 9,505,636 shares of the healthcare conglomerate's stock valued at $3,282,296,000 after acquiring an additional 755,076 shares in the last quarter. Institutional investors own 87.86% of the company's stock.

Insider Activity at UnitedHealth Group

In related news, CEO Patrick Hugh Conway sold 800 shares of the company's stock in a transaction that occurred 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 completion of the sale, the chief executive officer owned 17,805 shares in the company, valued at approximately $6,320,775. This represents a 4.30% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Company insiders own 0.28% of the company's stock.

UnitedHealth Group Trading Down 0.0%

Shares of NYSE:UNH opened at $388.42 on Monday. The stock has a market capitalization of $352.74 billion, a price-to-earnings ratio of 29.34, a PEG ratio of 1.67 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. The company has a 50 day moving average price of $326.93 and a 200 day moving average price of $319.53.

UnitedHealth Group (NYSE:UNH - Get Free Report) last issued its quarterly earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 EPS for the quarter, beating the consensus estimate of $6.76 by $0.47. The business had revenue of $111.65 billion during the quarter, compared to the consensus estimate of $109.84 billion. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The firm's quarterly revenue was up 2.0% on a year-over-year basis. During the same quarter in the prior year, the firm earned $7.20 EPS. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. On average, research analysts anticipate that UnitedHealth Group Incorporated will post 18.29 EPS for the current fiscal year.

UnitedHealth Group Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Investors of record on Monday, March 9th were given a $2.21 dividend. This represents a $8.84 annualized dividend and a dividend yield of 2.3%. The ex-dividend date was Monday, March 9th. UnitedHealth Group's dividend payout ratio is 66.77%.

Analysts Set New Price Targets

Several research firms have recently issued reports on UNH. Morgan Stanley increased their price objective on shares of UnitedHealth Group from $375.00 to $395.00 and gave the company an "overweight" rating in a report on Wednesday, April 22nd. Wells Fargo & Company increased their price objective on shares of UnitedHealth Group from $370.00 to $397.00 and gave the company an "overweight" rating in a report on Wednesday, April 22nd. Royal Bank Of Canada increased their price objective on shares of UnitedHealth Group from $361.00 to $400.00 and gave the company an "outperform" rating in a report on Wednesday, April 22nd. TD Cowen raised their target price on shares of UnitedHealth Group from $311.00 to $337.00 and gave the stock a "hold" rating in a report on Thursday, April 23rd. Finally, UBS Group raised their target price on shares of UnitedHealth Group from $410.00 to $460.00 and gave the stock a "buy" rating in a report on Friday. One investment analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the company's stock. Based on data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and an average price target of $387.57.

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: UBS raised its price target on UnitedHealth Group to $460 from $410 and reiterated a Buy rating, signaling meaningful upside from current levels. Benzinga report on UBS target increase
• Positive Sentiment: UnitedHealth was highlighted by multiple outlets as a high-quality stock and a turnaround bet, with commentary noting that managed care is outgrowing the broader economy and that the company is benefiting from AI adoption in operations. Motley Fool article on AI and turnaround
• Neutral Sentiment: UnitedHealth also appeared in a hedge-fund “high quality stocks” list and a Goldman Sachs conviction-list discussion, which supports the stock’s investment case but does not change fundamentals on its own. InsiderMonkey article on turnaround case
• Negative Sentiment: There is still headline risk around Medicare Advantage overpayments, with a Congressional committee estimating about $7 billion annually in excess payments to private insurers, which could keep regulatory scrutiny on managed-care names like UNH. 247WallSt article on Medicare Advantage overpayments
• Negative Sentiment: Recent discussion also noted that Berkshire-linked selling contributed to a prior stock slide, underscoring that investor sentiment can still turn quickly. Barchart article on Berkshire stake sale

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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