UnitedHealth Group Incorporated $UNH Stake Decreased by Value Partners Investments Inc.

Key Points

• Value Partners Investments cut its UnitedHealth Group stake by 40.7% in the first quarter, selling 8,335 shares and leaving it with 12,119 shares worth about $3.28 million.
• UnitedHealth posted better-than-expected Q1 results, with EPS of $7.23 versus $6.76 expected and revenue of $111.65 billion versus $109.84 billion expected. The company also raised its quarterly dividend to $2.32 per share.
• Despite some insider selling, Wall Street remains bullish on UNH, with multiple firms raising price targets and analysts citing upside from margin improvement and Optum Health; the consensus rating is Moderate Buy with a price target of $410.79.

Value Partners Investments Inc. decreased its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 40.7% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 12,119 shares of the healthcare conglomerate's stock after selling 8,335 shares during the period. Value Partners Investments Inc.'s holdings in UnitedHealth Group were worth $3,283,000 as of its most recent SEC filing.

Several other hedge funds have also recently added to or reduced their stakes in UNH. Vanguard Group Inc. boosted its stake in shares of UnitedHealth Group by 1.1% during the 4th quarter. Vanguard Group Inc. now owns 91,600,260 shares of the healthcare conglomerate's stock worth $30,238,162,000 after acquiring an additional 995,210 shares in the last quarter. State Street Corp boosted its position in shares of UnitedHealth Group by 2.5% in the fourth quarter. State Street Corp now owns 45,232,170 shares of the healthcare conglomerate's stock worth $14,931,592,000 after buying an additional 1,119,834 shares during the period. Capital World Investors raised its position in UnitedHealth Group by 3.8% during the fourth quarter. Capital World Investors now owns 22,591,042 shares of the healthcare conglomerate's stock valued at $7,457,723,000 after buying an additional 824,120 shares during the period. Price T Rowe Associates Inc. MD boosted its position in UnitedHealth Group by 3.7% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 18,829,054 shares of the healthcare conglomerate's stock worth $6,215,660,000 after acquiring an additional 680,077 shares during the period. Finally, Capital International Investors grew its stake in UnitedHealth Group by 6.6% during the 4th quarter. Capital International Investors now owns 18,655,111 shares of the healthcare conglomerate's stock valued at $6,158,734,000 after acquiring an additional 1,155,162 shares in the last quarter. Institutional investors and hedge funds own 87.86% of the company's stock.

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: Wall Street sentiment remains constructive, with multiple firms reiterating bullish ratings and several recent price-target increases, including a new $475 target from BofA Securities. That suggests analysts see room for further upside as margins and Optum Health improve. What to Expect From UnitedHealth Group's Q2 2026 Earnings Report
• Positive Sentiment: Investors appear to be rotating into healthcare as a defensive play while technology stocks weaken, which is supporting demand for UNH shares. Social-media chatter also points to continued interest in the company’s recovery narrative and its resilient insurance and medical-services business. UnitedHealth Group Stock (UNH) Opinions on Market Rotation and Analyst Upgrades
• Positive Sentiment: Market coverage ahead of the Q2 2026 report says analysts expect double-digit EPS growth, reinforcing the idea that earnings could justify the stock’s recent move higher. What to Expect From UnitedHealth Group's Q2 2026 Earnings Report
• Neutral Sentiment: Recent articles also frame UNH as a long-term value and healthcare watchlist name, which supports investor interest but does not by itself add a fresh catalyst.

Insider Buying and Selling

In other news, CEO Patrick Hugh Conway sold 800 shares of the company's stock in a transaction that occurred on 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 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 can be accessed through the SEC website. 0.28% of the stock is currently owned by corporate insiders.

UnitedHealth Group Trading Up 2.9%

Shares of UNH stock opened at $427.47 on Friday. The business's 50 day moving average is $383.92 and its two-hundred day moving average is $332.44. The company has a quick ratio of 0.80, a current ratio of 0.80 and a debt-to-equity ratio of 0.69. UnitedHealth Group Incorporated has a 12 month low of $234.60 and a 12 month high of $427.93. The company has a market cap of $388.21 billion, a PE ratio of 32.29, a price-to-earnings-growth ratio of 1.67 and a beta of 0.64.

UnitedHealth Group (NYSE:UNH - Get Free Report) last posted 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 the consensus estimate of $109.84 billion. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. UnitedHealth Group's quarterly revenue was up 2.0% compared to the same quarter last year. During the same period in the prior year, the firm earned $7.20 EPS. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Equities analysts predict that UnitedHealth Group Incorporated will post 18.32 EPS for the current year.

UnitedHealth Group Increases Dividend

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

Analyst Ratings Changes

Several research firms recently commented on UNH. Weiss Ratings upgraded shares of UnitedHealth Group from a "sell (d+)" rating to a "hold (c-)" rating in a report on Thursday, May 7th. Cantor Fitzgerald reiterated an "overweight" rating on shares of UnitedHealth Group in a research report on Thursday, June 11th. Raymond James Financial raised shares of UnitedHealth Group from a "market perform" rating to an "outperform" rating and set a $330.00 price target on the stock in a research note on Wednesday, April 1st. HC Wainwright set a $492.00 price objective on UnitedHealth Group in a research report on Wednesday, May 27th. Finally, Royal Bank Of Canada upped their target price on UnitedHealth Group from $361.00 to $400.00 and gave the stock an "outperform" rating in a research report on Wednesday, April 22nd. One equities research analyst has rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company's stock. Based on data from MarketBeat.com, UnitedHealth Group has a consensus rating of "Moderate Buy" and a consensus price target of $410.79.

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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