Mn Services Vermogensbeheer B.V. Has $119.82 Million Stock Holdings in UnitedHealth Group Incorporated $UNH

Mn Services Vermogensbeheer B.V. lifted its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 1.5% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 347,000 shares of the healthcare conglomerate’s stock after purchasing an additional 5,000 shares during the quarter. UnitedHealth Group makes up about 0.8% of Mn Services Vermogensbeheer B.V.’s holdings, making the stock its 20th biggest position. Mn Services Vermogensbeheer B.V.’s holdings in UnitedHealth Group were worth $119,819,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the company. Norges Bank acquired a new stake in UnitedHealth Group during the second quarter worth about $3,837,207,000. Berkshire Hathaway Inc acquired a new stake in shares of UnitedHealth Group in the 2nd quarter valued at $1,572,193,000. Dodge & Cox raised its position in shares of UnitedHealth Group by 117.7% during the 2nd quarter. Dodge & Cox now owns 8,750,560 shares of the healthcare conglomerate’s stock valued at $2,729,912,000 after acquiring an additional 4,730,192 shares during the last quarter. Lone Pine Capital LLC acquired a new stake in UnitedHealth Group in the second quarter worth $528,273,000. Finally, Amundi lifted its holdings in shares of UnitedHealth Group by 33.8% during the 2nd quarter. Amundi now owns 6,191,871 shares of the healthcare conglomerate’s stock valued at $1,904,372,000 after purchasing an additional 1,565,245 shares in the last quarter. Institutional investors and hedge funds own 87.86% of the company’s stock.

UnitedHealth Group Stock Up 0.6%

UNH opened at $356.46 on Friday. The company’s 50-day moving average is $332.07 and its 200 day moving average is $323.33. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $606.36. The firm has a market capitalization of $322.89 billion, a P/E ratio of 18.60, a PEG ratio of 2.14 and a beta of 0.42. The company has a debt-to-equity ratio of 0.71, a current ratio of 0.82 and a quick ratio of 0.82.

UnitedHealth Group (NYSE:UNH) last issued its earnings results on Tuesday, October 28th. The healthcare conglomerate reported $2.92 EPS for the quarter, topping the consensus estimate of $2.87 by $0.05. UnitedHealth Group had a return on equity of 19.23% and a net margin of 4.04%.The business had revenue of $113.16 billion during the quarter, compared to the consensus estimate of $113.19 billion. During the same quarter last year, the company earned $7.15 EPS. The firm’s revenue was up 12.2% compared to the same quarter last year. Research analysts expect that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

UnitedHealth Group Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, December 16th. Stockholders of record on Monday, December 8th were issued a $2.21 dividend. The ex-dividend date was Monday, December 8th. This represents a $8.84 annualized dividend and a dividend yield of 2.5%. UnitedHealth Group’s payout ratio is currently 46.14%.

Key UnitedHealth Group News

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

• Positive Sentiment: Mizuho reiterated a Buy on UNH and kept a $430 price target, highlighting the importance of the upcoming Medicare Advantage 2027 Advance Notice as a potential tailwind for enrollment and margins. Mizuho reiterates Buy
• Positive Sentiment: Retail sentiment on Reddit and X has moved from deeply bearish to neutral over the past week, helping shares recover after retail-driven selling earlier this month. Reddit sentiment shift
• Neutral Sentiment: Morgan Stanley trimmed its price target slightly (from $411 to $409) but kept an Overweight rating, signaling continued analyst confidence despite a small technical cut to the target. Morgan Stanley target change
• Neutral Sentiment: Recent commentary and market moves note UNH has outperformed the broader market in short-term trading, reflecting mixed buying interest ahead of the Jan. 27 catalyst. Outperforms broader market
• Negative Sentiment: UnitedHealth executives faced tough questioning from Congress on healthcare affordability — a reminder of political/regulatory risk that could pressure policy outcomes or public perception. Congressional grilling
• Negative Sentiment: UnitedHealth announced it will rebate 2026 ACA plan profits to customers, which could weigh on near-term margins and highlights ongoing regulatory/competitive pressure in the individual market. ACA profit rebate
• Negative Sentiment: Analysts warn of rising medical costs and a higher medical cost ratio (MCR) heading into Q4 results — several pieces advise caution until the Jan. 27 release when clearer margin and cost detail will arrive. Cost pressures warning

Wall Street Analysts Forecast Growth

Several research analysts recently commented on UNH shares. Wells Fargo & Company increased their price target on UnitedHealth Group from $267.00 to $400.00 and gave the company an “overweight” rating in a research report on Tuesday, October 7th. The Goldman Sachs Group started coverage on UnitedHealth Group in a research report on Tuesday, October 14th. They issued a “buy” rating and a $406.00 price target on the stock. Zacks Research raised UnitedHealth Group from a “strong sell” rating to a “hold” rating in a research note on Monday, October 6th. Leerink Partners set a $410.00 price target on UnitedHealth Group and gave the company an “outperform” rating in a research note on Wednesday, October 29th. Finally, Evercore ISI raised UnitedHealth Group to a “strong-buy” rating in a research note on Tuesday, January 6th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, nine have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $386.33.

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.