Resona Asset Management Co. Ltd. Has $93.18 Million Holdings in UnitedHealth Group Incorporated $UNH

Resona Asset Management Co. Ltd. lessened its position in UnitedHealth Group Incorporated (NYSE:UNH) by 5.4% in the fourth quarter, according to its most recent disclosure with the SEC. The firm owned 282,440 shares of the healthcare conglomerate’s stock after selling 16,001 shares during the period. Resona Asset Management Co. Ltd.’s holdings in UnitedHealth Group were worth $93,180,000 as of its most recent filing with the SEC.

A number of other hedge funds have also recently made changes to their positions in the business. Csenge Advisory Group grew its holdings in shares of UnitedHealth Group by 3.6% during the fourth quarter. Csenge Advisory Group now owns 7,037 shares of the healthcare conglomerate’s stock valued at $2,323,000 after buying an additional 244 shares during the last quarter. Integral Investment Advisors Inc. grew its holdings in shares of UnitedHealth Group by 14.6% during the fourth quarter. Integral Investment Advisors Inc. now owns 1,135 shares of the healthcare conglomerate’s stock valued at $375,000 after buying an additional 145 shares during the last quarter. Aviance Capital Partners LLC grew its holdings in shares of UnitedHealth Group by 11.7% during the fourth quarter. Aviance Capital Partners LLC now owns 16,274 shares of the healthcare conglomerate’s stock valued at $5,372,000 after buying an additional 1,707 shares during the last quarter. Maj Invest Holding A S grew its holdings in UnitedHealth Group by 38.3% during the fourth quarter. Maj Invest Holding A S now owns 307 shares of the healthcare conglomerate’s stock worth $101,000 after buying an additional 85 shares in the last quarter. Finally, Capstone Capital Management Ltd bought a new stake in UnitedHealth Group during the fourth quarter worth $330,000. 87.86% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at UnitedHealth Group

In other news, CEO Patrick Hugh Conway sold 800 shares of the company’s stock in a transaction 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 transaction, the chief executive officer owned 17,805 shares of the company’s stock, valued at $6,320,775. This represents a 4.30% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. 0.28% of the stock is owned by corporate insiders.

UnitedHealth Group Stock Down 0.9%

UNH stock opened at $390.44 on Tuesday. The stock’s fifty day simple moving average is $318.85 and its two-hundred day simple moving average is $318.35. The company has a current ratio of 0.80, a quick ratio of 0.80 and a debt-to-equity ratio of 0.69. UnitedHealth Group Incorporated has a 1-year low of $234.60 and a 1-year high of $404.15. The stock has a market cap of $354.57 billion, a P/E ratio of 29.49, a P/E/G ratio of 1.70 and a beta of 0.64.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share 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 business had revenue of $111.65 billion for the quarter, compared to analysts’ expectations of $109.84 billion. During the same quarter in the previous year, the firm earned $7.20 earnings per share. The business’s revenue was up 2.0% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Analysts expect that UnitedHealth Group Incorporated will post 18.29 EPS for the current year.

UnitedHealth Group Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Monday, March 9th were given a dividend of $2.21 per share. This represents a $8.84 dividend on an annualized basis and a dividend yield of 2.3%. The ex-dividend date of this dividend was Monday, March 9th. UnitedHealth Group’s dividend payout ratio is currently 66.77%.

Key Headlines Impacting UnitedHealth Group

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

• Negative Sentiment: Berkshire Hathaway’s full exit from UnitedHealth Group has weighed on sentiment, as the loss of a respected long-term investor may prompt other holders to reassess their positions. Reuters: UnitedHealth falls after Berkshire sells stake in health insurer
• Neutral Sentiment: UNH had been on a strong rebound before the Berkshire news, and recent earnings showed a profit beat and a guidance increase, suggesting the business recovery narrative is still intact. Yahoo Finance: UnitedHealth Group (UNH) Fell 33% as Rising Medical Costs and Member Mix Pressured Earnings
• Neutral Sentiment: A proposed healthcare bill focused on HSAs, price transparency, and expanded access to coverage could affect insurers over time, but it is still early and its stock impact is uncertain. Quiver Quantitative: New Bill H.R. 8324

Wall Street Analyst Weigh In

Several equities research analysts recently issued reports on UNH shares. Erste Group Bank upgraded UnitedHealth Group from a “hold” rating to a “buy” rating in a report on Monday, April 27th. Weiss Ratings upgraded UnitedHealth Group from a “sell (d+)” rating to a “hold (c-)” rating in a report on Thursday, May 7th. Leerink Partners upped their price target on UnitedHealth Group from $345.00 to $400.00 and gave the stock an “outperform” rating in a report on Wednesday, April 22nd. Barclays upped their price target on UnitedHealth Group from $327.00 to $373.00 and gave the stock an “overweight” rating in a report on Wednesday, April 22nd. Finally, UBS Group cut their price objective on UnitedHealth Group from $430.00 to $410.00 and set a “buy” rating on the stock in a research report on Wednesday, January 28th. One research analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, six have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, UnitedHealth Group currently has a consensus rating of “Moderate Buy” and a consensus price target of $381.83.

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.