Greenwood Capital Associates LLC Has $5.96 Million Stock Position in UnitedHealth Group Incorporated $UNH

Greenwood Capital Associates LLC raised its position in UnitedHealth Group Incorporated (NYSE:UNH) by 48.8% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 22,013 shares of the healthcare conglomerate’s stock after buying an additional 7,218 shares during the period. Greenwood Capital Associates LLC’s holdings in UnitedHealth Group were worth $5,956,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also modified their holdings of the company. Vanguard Group Inc. grew its holdings in shares of UnitedHealth Group by 1.1% during the fourth 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. State Street Corp lifted its position in UnitedHealth Group by 2.5% during the 4th 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 in the last quarter. Capital World Investors grew its holdings in UnitedHealth Group by 3.8% during the 4th quarter. Capital World Investors now owns 22,591,042 shares of the healthcare conglomerate’s stock worth $7,457,723,000 after acquiring an additional 824,120 shares during the last quarter. Price T Rowe Associates Inc. MD raised its stake in shares of UnitedHealth Group by 3.7% in the fourth 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 last quarter. Finally, Capital International Investors grew its stake in shares of UnitedHealth Group by 6.6% during the fourth quarter. Capital International Investors now owns 18,655,111 shares of the healthcare conglomerate’s stock valued at $6,158,734,000 after purchasing an additional 1,155,162 shares during the last quarter. 87.86% of the stock is owned by institutional investors and hedge funds.

UnitedHealth Group Price Performance

UnitedHealth Group stock opened at $425.61 on Thursday. The firm has a market capitalization of $386.52 billion, a P/E ratio of 32.15, a PEG ratio of 1.72 and a beta of 0.62. The business has a 50-day moving average of $397.02 and a 200-day moving average of $337.55. 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 Incorporated has a 1 year low of $234.60 and a 1 year high of $430.77.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share for the quarter, topping the consensus estimate of $6.76 by $0.47. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The business had revenue of $111.65 billion for the quarter, compared to analyst estimates of $109.84 billion. During the same quarter last year, the firm earned $7.20 EPS. UnitedHealth Group’s quarterly revenue was up 2.0% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. On average, equities analysts anticipate that UnitedHealth Group Incorporated will post 18.32 EPS for the current year.

UnitedHealth Group Increases Dividend

The firm also recently disclosed 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 of this dividend was Monday, June 15th. This is a boost from UnitedHealth Group’s previous quarterly dividend of $2.21. UnitedHealth Group’s dividend payout ratio (DPR) is 70.09%.

Analysts Set New Price Targets

UNH has been the topic of several research reports. Weiss Ratings raised UnitedHealth Group from a “sell (d+)” rating to a “hold (c-)” rating in a report on Thursday, May 7th. TD Cowen reaffirmed a “buy” rating on shares of UnitedHealth Group in a research note on Monday, June 22nd. HC Wainwright set a $492.00 price objective on UnitedHealth Group in a report on Wednesday, May 27th. Erste Group Bank raised shares of UnitedHealth Group from a “hold” rating to a “buy” rating in a research note on Monday, April 27th. Finally, Barclays increased their price objective on shares of UnitedHealth Group from $373.00 to $429.00 and gave the company an “overweight” rating in a report on Tuesday, May 26th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $414.75.

More UnitedHealth Group News

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

• Positive Sentiment: UnitedHealth said an external audit found nearly 97% of diagnoses in its HouseCalls home-visit unit were supported by patient medical records, which could help ease concerns about Medicare billing practices and reduce regulatory overhang. Reuters article
• Positive Sentiment: UnitedHealth is investing nearly $1.5 billion in AI for 2026 to expand automation and digital tools, which investors may view as a way to support efficiency and longer-term growth beyond cost savings. Yahoo Finance article
• Positive Sentiment: The company’s push to prioritize profitability over rapid growth, along with Optum expansion and improving margins, is being framed as a potential long-term turnaround catalyst. Yahoo Finance article
• Positive Sentiment: UnitedHealth also expanded coverage of Guardant Health’s Shield blood test for colorectal cancer screening, reinforcing its role in supporting emerging preventive-care tools. Yahoo Finance article
• Neutral Sentiment: Commentary highlighting healthcare-sector strength and a 12.41% rise in a major healthcare ETF may support sentiment for UNH, but it does not specifically change the company’s fundamentals. ETF Trends article
• Neutral Sentiment: Recent articles noting that UNH rebounded sharply in the first half and may still be undervalued suggest investors remain focused on the turnaround, though the pieces are largely opinion-based. Motley Fool article
• Negative Sentiment: New criticism from a Motley Fool piece argues that UnitedHealth may not be the best healthcare investment, which could weigh on sentiment even if it is not tied to a new company event. Motley Fool article
• Negative Sentiment: UnitedHealth and other insurers are suing states over laws targeting pharmacy businesses, and that legal fight may keep regulatory risk in focus for investors. New York Times article

Insiders Place Their Bets

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of the business’s stock in a transaction dated Thursday, April 23rd. The stock was sold at an average price of $355.00, for a total value 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. The trade was a 4.30% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Corporate insiders own 0.28% of the company’s stock.

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.