Vise Technologies Inc. Increases Stock Holdings in UnitedHealth Group Incorporated $UNH

Vise Technologies Inc. increased its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 43.6% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 23,662 shares of the healthcare conglomerate’s stock after buying an additional 7,185 shares during the quarter. Vise Technologies Inc.’s holdings in UnitedHealth Group were worth $7,811,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Brighton Jones LLC grew its stake in UnitedHealth Group by 176.2% during the 4th quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate’s stock valued at $22,384,000 after purchasing an additional 28,231 shares during the last quarter. Revolve Wealth Partners LLC grew its stake in UnitedHealth Group by 137.1% during the 4th quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate’s stock valued at $2,033,000 after purchasing an additional 2,324 shares during the last quarter. CMT Capital Markets Trading GmbH purchased a new stake in UnitedHealth Group during the 2nd quarter valued at about $340,000. Flow Traders U.S. LLC acquired a new position in shares of UnitedHealth Group in the 2nd quarter valued at about $356,000. Finally, Jump Financial LLC purchased a new stake in shares of UnitedHealth Group in the second quarter worth about $377,000. 87.86% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity at UnitedHealth Group

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of the 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 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 legal filing with the Securities & Exchange Commission, which is available through this hyperlink. 0.28% of the stock is owned by insiders.

UnitedHealth Group Stock Performance

NYSE UNH opened at $397.25 on Friday. The stock has a 50-day moving average of $345.52 and a 200 day moving average of $323.05. UnitedHealth Group Incorporated has a twelve month low of $234.60 and a twelve month high of $404.15. The stock has a market capitalization of $360.76 billion, a price-to-earnings ratio of 30.00, a PEG ratio of 1.62 and a beta of 0.64. The company has a current ratio of 0.80, a quick ratio of 0.80 and a debt-to-equity ratio of 0.69.

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

UnitedHealth Group Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, June 23rd. Shareholders of record on Monday, June 15th will be issued a dividend of $2.32 per share. The ex-dividend date of this dividend is Monday, June 15th. This is an increase from UnitedHealth Group’s previous quarterly dividend of $2.21. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.3%. UnitedHealth Group’s payout ratio is currently 66.77%.

Wall Street Analyst Weigh In

A number of analysts have recently commented on UNH shares. Argus upgraded UnitedHealth Group from a “hold” rating to a “buy” rating and set a $400.00 target price on the stock in a research note on Wednesday, April 22nd. Sanford C. Bernstein upped their target price on UnitedHealth Group from $444.00 to $492.00 and gave the stock an “outperform” rating in a research note on Wednesday, May 27th. Leerink Partners upped their target price on UnitedHealth Group from $345.00 to $400.00 and gave the stock an “outperform” rating in a research note on Wednesday, April 22nd. JPMorgan Chase & Co. upped their price target on UnitedHealth Group from $389.00 to $420.00 and gave the stock an “overweight” rating in a report on Tuesday, April 28th. Finally, Weiss Ratings raised UnitedHealth Group from a “sell (d+)” rating to a “hold (c-)” rating in a report on Thursday, May 7th. One research analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $404.42.

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: Bank of America upgraded UnitedHealth Group to Buy from Neutral and raised its price target to $450, citing improving medical cost trends, a better risk/reward setup, and stronger earnings expectations. UnitedHealth gains as BofA upgrades on earnings setup
• Positive Sentiment: Morgan Stanley also lifted its price target on UNH to $453 and maintained an Overweight rating, adding to the bullish analyst momentum. Benzinga report on Morgan Stanley target hike
• Positive Sentiment: UnitedHealth raised its quarterly dividend by 5% to $2.32 per share, signaling confidence in cash flow and extending its long streak of annual dividend increases. UnitedHealth Just Raised Its Dividend 5%
• Positive Sentiment: Several reports noted the stock’s sharp rebound as analysts pointed to softer medical cost trends and possible AI-driven efficiency gains, which could support future margins. Analysts cheer softer medical cost trends
• Neutral Sentiment: Technical commentary suggests the recent bounce may have room to continue, with some traders viewing the move as a recovery pattern rather than a fundamental catalyst. Bull Flag Signals Recovery Rally
• Negative Sentiment: Some recent commentary has highlighted ongoing managed-care cost pressure and scrutiny, which could remain a headwind if medical expenses stay elevated. UnitedHealth Faces Cost Pressure As Managed Care Scrutiny Builds

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.