UnitedHealth Group Incorporated $UNH Shares Sold by Ruane Cunniff & Goldfarb L.P.

Ruane Cunniff & Goldfarb L.P. trimmed its position in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 1.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 745,999 shares of the healthcare conglomerate’s stock after selling 12,224 shares during the period. UnitedHealth Group makes up 3.8% of Ruane Cunniff & Goldfarb L.P.’s portfolio, making the stock its 12th biggest position. Ruane Cunniff & Goldfarb L.P. owned 0.08% of UnitedHealth Group worth $246,262,000 at the end of the most recent quarter.

A number of other large investors have also added to or reduced their stakes in the company. Hyperion Capital Advisors LP grew its holdings in UnitedHealth Group by 0.8% during the 4th quarter. Hyperion Capital Advisors LP now owns 36,333 shares of the healthcare conglomerate’s stock valued at $11,994,000 after purchasing an additional 301 shares in the last quarter. Wealthspire Advisors LLC boosted its stake in UnitedHealth Group by 49.7% during the 4th quarter. Wealthspire Advisors LLC now owns 17,398 shares of the healthcare conglomerate’s stock valued at $5,743,000 after acquiring an additional 5,777 shares during the last quarter. Tillman Hartley LLC boosted its stake in UnitedHealth Group by 17.6% during the 4th quarter. Tillman Hartley LLC now owns 1,299 shares of the healthcare conglomerate’s stock valued at $429,000 after acquiring an additional 194 shares during the last quarter. Allianz SE boosted its stake in UnitedHealth Group by 3.5% during the 4th quarter. Allianz SE now owns 78,245 shares of the healthcare conglomerate’s stock valued at $25,829,000 after acquiring an additional 2,627 shares during the last quarter. Finally, Summit Financial LLC boosted its stake in UnitedHealth Group by 11.6% during the 4th quarter. Summit Financial LLC now owns 20,970 shares of the healthcare conglomerate’s stock valued at $6,922,000 after acquiring an additional 2,183 shares during the last quarter. 87.86% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of research analysts have commented on UNH shares. Royal Bank Of Canada increased their price objective on shares of UnitedHealth Group from $361.00 to $400.00 and gave the company an “outperform” rating in a research note on Wednesday, April 22nd. Cantor Fitzgerald reiterated an “overweight” rating on shares of UnitedHealth Group in a research note on Thursday. 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 research note on Tuesday, May 26th. JPMorgan Chase & Co. raised their price target on shares of UnitedHealth Group from $420.00 to $466.00 and gave the stock an “overweight” rating in a research report on Monday, June 8th. Finally, Sanford C. Bernstein raised their price target on shares of UnitedHealth Group from $444.00 to $492.00 and gave the stock 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 given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $407.17.

UnitedHealth Group Trading Up 0.7%

UnitedHealth Group stock opened at $408.34 on Friday. The firm’s 50-day moving average is $362.28 and its 200-day moving average is $326.85. 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 Incorporated has a 1 year low of $234.60 and a 1 year high of $415.98. The company has a market cap of $370.83 billion, a P/E ratio of 30.84, a PEG ratio of 1.63 and a beta of 0.64.

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 analysts’ consensus estimates 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 analysts’ expectations of $109.84 billion. During the same quarter last year, the company earned $7.20 EPS. The company’s revenue for the quarter 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 expect that UnitedHealth Group Incorporated will post 18.32 earnings per share for the current year.

UnitedHealth Group Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 23rd. Investors of record on Monday, June 15th will be issued a $2.32 dividend. 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. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.3%. UnitedHealth Group’s dividend payout ratio is 66.77%.

Key UnitedHealth Group News

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.

Insider Buying and Selling at UnitedHealth Group

In related news, CEO Patrick Hugh Conway sold 800 shares of the stock in a transaction dated Thursday, April 23rd. The shares were sold at an average price of $355.00, for a total value of $284,000.00. Following the sale, 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 legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. 0.28% of the stock is currently owned by company insiders.

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.