Vanguard Personalized Indexing Management LLC Purchases 7,286 Shares of UnitedHealth Group Incorporated $UNH

Key Points

• Vanguard Personalized Indexing Management increased its UnitedHealth Group stake by 6.7% in the fourth quarter, buying 7,286 shares and bringing its total holdings to 116,205 shares worth about $38.4 million.
• Several other major institutional investors also added to their UNH positions, and institutions now own 87.86% of the company’s stock.
• UnitedHealth topped quarterly earnings and revenue estimates, raised its dividend to $2.32 per share, and analysts remain broadly positive with a Moderate Buy consensus and average target price of $407.17.

Vanguard Personalized Indexing Management LLC lifted its position in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 6.7% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 116,205 shares of the healthcare conglomerate's stock after acquiring an additional 7,286 shares during the quarter. Vanguard Personalized Indexing Management LLC's holdings in UnitedHealth Group were worth $38,360,000 at the end of the most recent quarter.

Several other large investors have also added to or reduced their stakes in the stock. Vanguard Group Inc. boosted its stake 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 period. State Street Corp boosted its stake in UnitedHealth Group by 2.5% in the 4th quarter. State Street Corp now owns 45,232,170 shares of the healthcare conglomerate's stock worth $14,931,592,000 after purchasing an additional 1,119,834 shares during the period. Capital World Investors boosted its stake in UnitedHealth Group by 3.8% in the 4th quarter. Capital World Investors now owns 22,591,042 shares of the healthcare conglomerate's stock worth $7,457,723,000 after purchasing an additional 824,120 shares during the period. Capital International Investors boosted its stake in UnitedHealth Group by 6.6% in the 4th quarter. Capital International Investors now owns 18,655,111 shares of the healthcare conglomerate's stock worth $6,158,734,000 after purchasing an additional 1,155,162 shares during the period. Finally, Morgan Stanley boosted its position in shares of UnitedHealth Group by 3.6% during the 4th quarter. Morgan Stanley now owns 15,790,095 shares of the healthcare conglomerate's stock valued at $5,212,469,000 after acquiring an additional 553,413 shares during the last quarter. Institutional investors own 87.86% of the company's stock.

UnitedHealth Group Stock Performance

NYSE:UNH opened at $408.34 on Monday. The company has a debt-to-equity ratio of 0.69, a current ratio of 0.80 and a quick ratio of 0.80. The business has a 50 day moving average of $362.28 and a 200 day moving average of $326.91. The company has a market capitalization of $370.83 billion, a price-to-earnings ratio of 30.84, a PEG ratio of 1.64 and a beta of 0.64. UnitedHealth Group Incorporated has a 1-year low of $234.60 and a 1-year high of $415.98.

UnitedHealth Group (NYSE:UNH - Get Free Report) last announced its quarterly earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 EPS for the quarter, topping analysts' consensus estimates of $6.76 by $0.47. The business had revenue of $111.65 billion for 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% on a year-over-year basis. During the same period in the previous year, the firm earned $7.20 EPS. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. On average, sell-side analysts predict that UnitedHealth Group Incorporated will post 18.32 earnings per share for the current fiscal year.

UnitedHealth Group Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, June 23rd. Stockholders of record on Monday, June 15th will be paid a dividend of $2.32 per share. This represents a $9.28 annualized dividend and a dividend yield of 2.3%. This is a boost from UnitedHealth Group's previous quarterly dividend of $2.21. The ex-dividend date of this dividend is Monday, June 15th. UnitedHealth Group's payout ratio is presently 66.77%.

Key Headlines Impacting UnitedHealth Group

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

• Positive Sentiment: UNH saw unusual bullish options activity, with investors buying 215,330 call contracts on Friday — about 120% above normal volume — a sign traders are positioning for more upside.
• Positive Sentiment: Analysts continue to turn more constructive: Erste Group recently nudged up FY2027 earnings estimates and kept a Buy rating, adding to the recent wave of positive commentary around the shares.
• Positive Sentiment: The company confirmed it will report second-quarter 2026 results on July 16, which keeps a near-term catalyst on the calendar and may be supporting investor interest as expectations build.
• Positive Sentiment: UnitedHealth also approved its quarterly dividend of $2.32 per share and rejected an independent board chair proposal at its annual meeting, reinforcing its capital-return profile and management control.
• Neutral Sentiment: Recent articles highlight UNH’s rebound toward new highs and its renewed appeal as a defensive healthcare and income stock, but these pieces are largely commentary rather than new company-specific developments.

Insiders Place Their Bets

In related news, CEO Patrick Hugh Conway sold 800 shares of the company's stock in a transaction on Thursday, April 23rd. The stock was sold at an average price of $355.00, for a total value 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 represents a 4.30% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 0.28% of the stock is currently owned by insiders.

Analysts Set New Price Targets

UNH has been the subject of a number of research analyst reports. Oppenheimer lifted their price target on UnitedHealth Group from $385.00 to $405.00 and gave the company an "outperform" rating in a research report on Wednesday, April 22nd. TD Cowen lifted their price target on UnitedHealth Group from $311.00 to $337.00 and gave the company a "hold" rating in a research report on Thursday, April 23rd. Royal Bank Of Canada lifted their price target on UnitedHealth Group from $361.00 to $400.00 and gave the company an "outperform" rating in a research report on Wednesday, April 22nd. JPMorgan Chase & Co. lifted their price target on UnitedHealth Group from $420.00 to $466.00 and gave the company an "overweight" rating in a research report on Monday, June 8th. Finally, Sanford C. Bernstein lifted their price target on UnitedHealth Group from $444.00 to $492.00 and gave the company an "outperform" rating in a research report on Wednesday, May 27th. One research analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company's stock. Based on data from MarketBeat.com, UnitedHealth Group currently has a consensus rating of "Moderate Buy" and a consensus target price of $407.17.

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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