Huber Capital Management LLC Makes New Investment in UnitedHealth Group Incorporated $UNH

Huber Capital Management LLC acquired a new position in shares of UnitedHealth Group Incorporated (NYSE:UNH) during the 4th quarter, Holdings Channel.com reports. The fund acquired 12,086 shares of the healthcare conglomerate’s stock, valued at approximately $3,990,000.

Several other hedge funds and other institutional investors also recently bought and sold shares of the business. Vanguard Group Inc. grew its position in UnitedHealth Group by 1.1% during the 4th 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 boosted its holdings in shares of UnitedHealth Group by 2.5% in the fourth quarter. State Street Corp now owns 45,232,170 shares of the healthcare conglomerate’s stock valued at $14,931,592,000 after acquiring an additional 1,119,834 shares in the last quarter. Capital World Investors boosted its holdings in shares of UnitedHealth Group by 3.8% in the fourth quarter. Capital World Investors now owns 22,591,042 shares of the healthcare conglomerate’s stock valued at $7,457,723,000 after acquiring an additional 824,120 shares in the last quarter. Capital International Investors boosted its holdings in shares of UnitedHealth Group by 6.6% in 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 acquiring an additional 1,155,162 shares in the last quarter. Finally, Morgan Stanley boosted its holdings in shares of UnitedHealth Group by 3.6% in the fourth quarter. Morgan Stanley now owns 15,790,095 shares of the healthcare conglomerate’s stock valued at $5,212,469,000 after acquiring an additional 553,413 shares in the last quarter. 87.86% of the stock is owned by hedge funds and other institutional investors.

UnitedHealth Group Stock Up 0.7%

Shares of NYSE UNH opened at $408.34 on Friday. 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 52 week low of $234.60 and a 52 week high of $415.98. The firm has a 50-day moving average price of $362.28 and a 200 day moving average price of $326.85. The stock has a market capitalization of $370.83 billion, a price-to-earnings ratio of 30.84, a price-to-earnings-growth ratio of 1.64 and a beta of 0.64.

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

UnitedHealth Group Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, June 23rd. Shareholders of record on Monday, June 15th will be given a dividend of $2.32 per share. The ex-dividend date 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 yield of 2.3%. UnitedHealth Group’s dividend payout ratio (DPR) is presently 66.77%.

Analysts Set New Price Targets

UNH has been the topic of several analyst reports. HSBC raised shares of UnitedHealth Group from a “reduce” rating to a “hold” rating and set a $300.00 target price on the stock in a report on Tuesday, April 7th. Raymond James Financial raised shares of UnitedHealth Group from a “market perform” rating to an “outperform” rating and set a $330.00 target price on the stock in a report on Wednesday, April 1st. TD Cowen lifted their target price on shares of UnitedHealth Group from $311.00 to $337.00 and gave the company a “hold” rating in a report on Thursday, April 23rd. Truist Financial raised their price objective on shares of UnitedHealth Group from $395.00 to $440.00 and gave the company a “buy” rating in a research note on Monday, June 1st. Finally, UBS Group raised their price objective on shares of UnitedHealth Group from $410.00 to $460.00 and gave the company a “buy” rating in a research note on Friday, May 22nd. 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 given a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $407.17.

Key Stories Impacting UnitedHealth Group

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 Transactions at UnitedHealth Group

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of UnitedHealth Group stock in a transaction dated Thursday, April 23rd. The shares were 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 in the company, valued at approximately $6,320,775. The trade was a 4.30% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. 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.