Mirae Asset Global Investments Co. Ltd. increased its position in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 7.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 246,571 shares of the healthcare conglomerate’s stock after purchasing an additional 16,898 shares during the quarter. Mirae Asset Global Investments Co. Ltd.’s holdings in UnitedHealth Group were worth $81,396,000 as of its most recent SEC filing.
Other institutional investors and hedge funds have also modified their holdings of the company. Beacon Financial Strategies CORP bought a new position in UnitedHealth Group in the fourth quarter valued at approximately $26,000. Foster Dykema Cabot & Partners LLC lifted its stake in shares of UnitedHealth Group by 69.4% in the 3rd quarter. Foster Dykema Cabot & Partners LLC now owns 83 shares of the healthcare conglomerate’s stock valued at $29,000 after purchasing an additional 34 shares during the period. 1248 Management LLC acquired a new stake in shares of UnitedHealth Group during the third quarter worth $29,000. Holos Integrated Wealth LLC acquired a new position in UnitedHealth Group in the fourth quarter valued at about $29,000. Finally, Hurley Capital LLC grew its position in shares of UnitedHealth Group by 81.6% during the 3rd quarter. Hurley Capital LLC now owns 89 shares of the healthcare conglomerate’s stock worth $31,000 after buying an additional 40 shares during the period. 87.86% of the stock is owned by institutional investors.
Key Stories Impacting UnitedHealth Group
Here are the key news stories impacting UnitedHealth Group this week:
- Positive Sentiment: Analyst comparisons favor UnitedHealth’s integrated model — coverage + Optum — citing stronger earnings stability and upside vs. Elevance, which supports investor confidence in UNH’s long-term competitive edge. UnitedHealth vs. Elevance: Which Healthcare Stock Has More Upside?
- Positive Sentiment: UnitedHealthcare’s community investment (supporting Seabury’s Housing Stabilization Fund) highlights growth in value-based/community programs that can deepen MA and Medicaid plan ties and support non-medical care strategies. Seabury Resources for Aging Launches Fund with Support from UnitedHealthcare
- Neutral Sentiment: Media focus is ramping up ahead of the report — Forbes notes investors are watching UNH for signs the insurer complex is controlling rising costs; heightened attention can boost volume and volatility around the print. Attention Turns To UnitedHealth Earnings For Signs Of Insurer Rebound
- Neutral Sentiment: Income-oriented analysts point out a rising dividend amid a lower share price (Dogs of the Dow framing), which may attract yield-focused buyers even as fundamentals are debated. Falling Stock Price, Rising Dividend: UnitedHealth Fits the Dogs of the Dow Profile
- Neutral Sentiment: A market-position analysis ties UNH performance to broader NASDAQ-100 trends — useful context for institutional flows but not an immediate company-specific catalyst. UnitedHealth Group Market Position and Its Connection to NASDAQ 100 Trends
- Negative Sentiment: Multiple earnings previews warn of near-term headwinds: rising costs, slipping membership and MA reimbursement pressure could weigh on margin and limit upside versus Street estimates — these concerns are the main risk driving caution ahead of the print. UnitedHealth Q1 Earnings Preview: Can it Dodge MA Pressure for a Beat? Gear Up for UnitedHealth (UNH) Q1 Earnings: Wall Street Estimates for Key Metrics
Wall Street Analyst Weigh In
Get Our Latest Analysis on UnitedHealth Group
UnitedHealth Group Stock Performance
Shares of UNH opened at $316.29 on Friday. The company has a current ratio of 0.79, a quick ratio of 0.79 and a debt-to-equity ratio of 0.72. UnitedHealth Group Incorporated has a 12 month low of $234.60 and a 12 month high of $489.79. The firm has a fifty day simple moving average of $285.88 and a 200 day simple moving average of $317.70. The stock has a market capitalization of $287.09 billion, a price-to-earnings ratio of 23.98, a PEG ratio of 1.45 and a beta of 0.40.
UnitedHealth Group (NYSE:UNH – Get Free Report) last issued its quarterly earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 EPS for the quarter, topping the consensus estimate of $2.09 by $0.02. The firm had revenue of $113.73 billion for the quarter, compared to analysts’ expectations of $113.38 billion. UnitedHealth Group had a net margin of 2.69% and a return on equity of 14.79%. The company’s revenue for the quarter was up 12.3% on a year-over-year basis. During the same period in the previous year, the firm posted $6.81 EPS. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. Research analysts forecast that UnitedHealth Group Incorporated will post 29.54 EPS for the current fiscal year.
UnitedHealth Group Dividend Announcement
The business also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Monday, March 9th were given a dividend of $2.21 per share. The ex-dividend date of this dividend was Monday, March 9th. This represents a $8.84 annualized dividend and a dividend yield of 2.8%. UnitedHealth Group’s payout ratio is 67.02%.
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.
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