Capital International Sarl Boosts Stake in UnitedHealth Group Incorporated $UNH

Capital International Sarl raised its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 5.0% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 34,233 shares of the healthcare conglomerate’s stock after acquiring an additional 1,637 shares during the period. Capital International Sarl’s holdings in UnitedHealth Group were worth $11,301,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the business. Vanguard Group Inc. increased its position 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 valued at $30,238,162,000 after purchasing an additional 995,210 shares during the last quarter. Capital World Investors increased its position in shares of UnitedHealth Group by 18.8% during the 3rd quarter. Capital World Investors now owns 21,766,922 shares of the healthcare conglomerate’s stock valued at $7,516,107,000 after purchasing an additional 3,439,182 shares during the last quarter. Capital International Investors increased its position in shares of 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 purchasing an additional 1,155,162 shares during the last quarter. Norges Bank bought a new position in shares of UnitedHealth Group during the 4th quarter valued at about $4,376,167,000. Finally, Capital Research Global Investors increased its position in shares of UnitedHealth Group by 126.9% during the 3rd quarter. Capital Research Global Investors now owns 13,042,049 shares of the healthcare conglomerate’s stock valued at $4,503,419,000 after purchasing an additional 7,293,009 shares during the last quarter. 87.86% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In related news, CEO Patrick Hugh Conway sold 800 shares of the firm’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 owned 17,805 shares of the company’s stock, valued at $6,320,775. This trade represents a 4.30% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.28% of the stock is currently owned by company insiders.

UnitedHealth Group Stock Up 1.0%

Shares of NYSE:UNH opened at $400.61 on Friday. UnitedHealth Group Incorporated has a 52-week low of $234.60 and a 52-week high of $404.15. The firm has a market capitalization of $363.81 billion, a P/E ratio of 30.26, a P/E/G ratio of 1.72 and a beta of 0.64. The stock has a 50 day moving average price of $348.12 and a 200-day moving average price of $323.59. The company has a debt-to-equity ratio of 0.69, a quick ratio of 0.80 and a current ratio of 0.80.

UnitedHealth Group (NYSE:UNH) last announced its earnings results 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. UnitedHealth Group had a return on equity of 14.65% and a net margin of 2.68%.The firm had revenue of $111.65 billion during the quarter, compared to analyst estimates of $109.84 billion. During the same quarter in the prior year, the company earned $7.20 EPS. 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. As a group, equities research analysts anticipate that UnitedHealth Group Incorporated will post 18.32 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. Stockholders of record on Monday, June 15th will be given a $2.32 dividend. The ex-dividend date of this dividend is Monday, June 15th. This represents a $9.28 annualized dividend and a dividend yield of 2.3%. This is an increase from UnitedHealth Group’s previous quarterly dividend of $2.21. UnitedHealth Group’s dividend payout ratio is currently 66.77%.

Analyst Ratings Changes

Several equities analysts have recently commented on UNH shares. Bank of America upgraded UnitedHealth Group from a “neutral” rating to a “buy” rating and increased their price objective for the company from $420.00 to $450.00 in a research report on Thursday. UBS Group increased their target price on UnitedHealth Group from $410.00 to $460.00 and gave the company a “buy” rating in a report on Friday, May 22nd. Argus upgraded UnitedHealth Group from a “hold” rating to a “buy” rating and set a $400.00 target price for the company in a report on Wednesday, April 22nd. Royal Bank Of Canada increased their target price on UnitedHealth Group from $361.00 to $400.00 and gave the company an “outperform” rating in a report on Wednesday, April 22nd. Finally, Jefferies Financial Group increased their target price on UnitedHealth Group from $340.00 to $373.00 and gave the company a “buy” rating in a report on Monday, April 20th. One investment analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $404.42.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: Bank of America upgraded UnitedHealth Group to Buy and raised its price target to $450, citing improving medical cost trends and a better risk/reward setup heading into earnings. Article link
• Positive Sentiment: Morgan Stanley also lifted its price target on UNH to $453 and kept an Overweight rating, reinforcing the view that sentiment is improving. Article link
• Positive Sentiment: UnitedHealth raised its quarterly dividend by 5% to $2.32 per share, extending its long streak of annual dividend increases and signaling financial strength. Article link
• Positive Sentiment: Healthcare stocks, including UnitedHealth, are benefiting from a broader sector rebound as investors seek defensive stability and rotate out of more volatile areas of the market. Article link
• Neutral Sentiment: Recent coverage notes that UNH has already recovered sharply year to date, outpacing the broader market and its industry peer group. Article link
• Negative Sentiment: Some articles continue to highlight ongoing concerns around rising medical costs, managed-care scrutiny, and the stock’s earlier challenges, which could limit upside if operating trends worsen. Article link

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.