Bank of New York Mellon Corp Increases Stock Holdings in UnitedHealth Group Incorporated $UNH

Bank of New York Mellon Corp increased its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 18.2% in the 4th quarter, Holdings Channel reports. The firm owned 9,157,234 shares of the healthcare conglomerate’s stock after purchasing an additional 1,407,412 shares during the period. UnitedHealth Group accounts for 0.5% of Bank of New York Mellon Corp’s investment portfolio, making the stock its 25th largest holding. Bank of New York Mellon Corp’s holdings in UnitedHealth Group were worth $3,022,894,000 as of its most recent SEC filing.

A number of other hedge funds have also made changes to their positions in UNH. Rational Advisors Inc. raised its stake in UnitedHealth Group by 789.5% in the 4th quarter. Rational Advisors Inc. now owns 2,295 shares of the healthcare conglomerate’s stock valued at $758,000 after purchasing an additional 2,037 shares during the last quarter. Peak Retirement Planning Inc. boosted its position in UnitedHealth Group by 15.7% during the fourth quarter. Peak Retirement Planning Inc. now owns 906 shares of the healthcare conglomerate’s stock worth $299,000 after acquiring an additional 123 shares during the last quarter. Calton & Associates Inc. lifted its stake in UnitedHealth Group by 7.5% in the 4th quarter. Calton & Associates Inc. now owns 3,649 shares of the healthcare conglomerate’s stock worth $1,205,000 after purchasing an additional 254 shares in the last quarter. Dynasty Wealth Management LLC grew its holdings in UnitedHealth Group by 64.3% in the 4th quarter. Dynasty Wealth Management LLC now owns 1,324 shares of the healthcare conglomerate’s stock valued at $437,000 after buying an additional 518 shares in the last quarter. Finally, Heritage Trust Co raised its stake in UnitedHealth Group by 2.9% during the fourth quarter. Heritage Trust Co now owns 28,263 shares of the healthcare conglomerate’s stock worth $9,330,000 after purchasing an additional 805 shares during the period. Institutional investors and hedge funds own 87.86% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of analysts have recently issued reports on the stock. UBS Group raised their price target on shares of UnitedHealth Group from $410.00 to $460.00 and gave the stock a “buy” rating in a report on Friday, May 22nd. Truist Financial increased their price objective on UnitedHealth Group from $395.00 to $440.00 and gave the stock a “buy” rating in a research report on Monday. Sanford C. Bernstein upped their price target on UnitedHealth Group from $444.00 to $492.00 and gave the company an “outperform” rating in a research note on Wednesday, May 27th. Leerink Partners raised their price objective on UnitedHealth Group from $345.00 to $400.00 and gave the stock an “outperform” rating in a research report on Wednesday, April 22nd. Finally, Jefferies Financial Group upped their target price on shares of UnitedHealth Group from $340.00 to $373.00 and gave the company a “buy” rating in a research report on Monday, April 20th. One research analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating, six have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, UnitedHealth Group currently has a consensus rating of “Moderate Buy” and an average price target of $399.50.

UnitedHealth Group Price Performance

Shares of UNH opened at $377.93 on Wednesday. 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 fifty-two week low of $234.60 and a fifty-two week high of $404.15. The company has a market cap of $343.21 billion, a P/E ratio of 28.54, a PEG ratio of 1.64 and a beta of 0.64. The firm’s 50 day moving average price is $338.84 and its 200 day moving average price is $321.92.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 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%. The company’s quarterly revenue was up 2.0% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $7.20 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. On average, research analysts forecast that UnitedHealth Group Incorporated will post 18.29 earnings per share for the current fiscal year.

UnitedHealth Group News Summary

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

• Positive Sentiment: Truist raised its price target on UnitedHealth Group to $440 from $395 and reiterated a buy rating, signaling continued confidence in the company’s earnings power and upside potential.
• Positive Sentiment: UnitedHealth said it plans to eliminate nearly two-thirds of pediatric prior authorizations by year-end, which could reduce administrative burden and improve access to care, a potentially favorable operational move.
• Neutral Sentiment: Several recent opinion-style articles highlighted UNH as a long-term cash-flow and dividend-growth name, reflecting ongoing interest in the stock as a defensive healthcare holding rather than a clear near-term catalyst.
• Negative Sentiment: New Medicare reimbursement concerns are weighing on sentiment, as investors worry changes to government payment rates could pressure UnitedHealth’s margins and future growth. Article: UnitedHealth Group (UNH) Hit by Medicare Reimbursement Concerns
• Negative Sentiment: Massachusetts’ lawsuit over alleged inflation of Medicaid patient risk scores adds legal and reputational risk, raising questions about revenue recognition and government-program scrutiny. Article: UnitedHealth Lawsuit Raises Fresh Questions On Medicaid Revenue And Investor Risk
• Negative Sentiment: Another legal headline about alleged deceptive Medicare Advantage advertising practices adds to concerns that regulatory and litigation risks may stay elevated for UNH. Article: Ninth Circuit Anticipated to Rule on UnitedHealthcare’s Alleged Deceptive Medicare Advantage Advertising Practices – GJLaw

Insider Activity

In other news, CEO Patrick Hugh Conway sold 800 shares of UnitedHealth Group 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 owned 17,805 shares in the company, valued at approximately $6,320,775. This trade represents a 4.30% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Insiders own 0.28% of the company’s stock.

UnitedHealth Group Company 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.