UnitedHealth Group Incorporated $UNH Shares Sold by Stonebrook Private Inc.

Stonebrook Private Inc. lessened its position in UnitedHealth Group Incorporated (NYSE:UNH) by 63.2% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 2,300 shares of the healthcare conglomerate’s stock after selling 3,956 shares during the period. Stonebrook Private Inc.’s holdings in UnitedHealth Group were worth $759,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently modified their holdings of UNH. Norges Bank acquired a new position in shares of UnitedHealth Group during the 4th quarter valued at about $4,376,167,000. Capital Research Global Investors increased its stake in shares of UnitedHealth Group by 126.9% during the 3rd quarter. Capital Research Global Investors now owns 13,042,049 shares of the healthcare conglomerate’s stock valued at $4,503,419,000 after acquiring an additional 7,293,009 shares during the last quarter. Capital World Investors increased its stake in shares of UnitedHealth Group by 18.8% during the 3rd quarter. Capital World Investors now owns 21,766,922 shares of the healthcare conglomerate’s stock valued at $7,516,107,000 after acquiring an additional 3,439,182 shares during the last quarter. Capital International Investors increased its stake in shares of UnitedHealth Group by 11.1% during the 3rd quarter. Capital International Investors now owns 17,499,949 shares of the healthcare conglomerate’s stock valued at $6,042,710,000 after acquiring an additional 1,747,337 shares during the last quarter. Finally, Lone Pine Capital LLC acquired a new position in shares of UnitedHealth Group during the 2nd quarter valued at about $528,273,000. Institutional investors and hedge funds own 87.86% of the company’s stock.

Wall Street Analysts Forecast Growth

UNH has been the subject of a number of research analyst reports. Jefferies Financial Group upped their price objective on shares of UnitedHealth Group from $340.00 to $373.00 and gave the company a “buy” rating in a research note on Monday, April 20th. Robert W. Baird boosted their target price on UnitedHealth Group from $278.00 to $287.00 and gave the stock an “underperform” rating in a report on Wednesday, April 22nd. Barclays boosted their target price on UnitedHealth Group from $373.00 to $429.00 and gave the stock an “overweight” rating in a report on Tuesday, May 26th. HC Wainwright set a $492.00 target price on UnitedHealth Group in a report on Wednesday, May 27th. Finally, Erste Group Bank upgraded UnitedHealth Group from a “hold” rating to a “buy” rating in a report on Monday, April 27th. One investment 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 given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $407.17.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: Healthcare is benefiting from a broader shift away from tech, with UNH cited as part of the sector’s defensive appeal as investors look for steadier names during market volatility. As Tech Stocks Slide, The Healthcare Sector Shines. Why Some Experts Say They Like This Defensive Play
• Positive Sentiment: Mizuho raised its price target on UNH to $460 from $440 and kept an outperform rating, signaling confidence in further upside. UnitedHealth Group had its price target raised by Mizuho
• Positive Sentiment: JPMorgan also lifted its target on UNH to $466 from $420 and reiterated an overweight rating, reinforcing bullish analyst sentiment. UnitedHealth Group had its price target raised by JPMorgan Chase & Co.
• Positive Sentiment: UNH continues to appear on “top value stock” and dividend stock lists, which may be drawing investor attention to the name as a large-cap, income-oriented healthcare holding. UnitedHealth Group (UNH) is a Top-Ranked Value Stock: Should You Buy?
• Neutral Sentiment: Several recent articles highlighted UNH in broader thematic pieces about healthcare rotation and the “Bank of Mom and Dad,” but these are more commentary-driven than direct company-specific catalysts. The Bank of Mom and Dad Is Booming—3 Stocks to Watch (UNH)

UnitedHealth Group Stock Performance

NYSE:UNH opened at $412.57 on Wednesday. The company has a debt-to-equity ratio of 0.69, a current ratio of 0.80 and a quick ratio of 0.80. The firm has a 50-day moving average of $353.96 and a two-hundred day moving average of $324.99. The stock has a market cap of $374.67 billion, a P/E ratio of 31.16, a PEG ratio of 1.63 and a beta of 0.64. UnitedHealth Group Incorporated has a 1-year low of $234.60 and a 1-year high of $413.00.

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, beating 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 company had revenue of $111.65 billion during the quarter, compared to analysts’ expectations of $109.84 billion. During the same period in the prior year, the company posted $7.20 EPS. The firm’s revenue for the quarter was up 2.0% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. On average, research analysts expect that UnitedHealth Group Incorporated will post 18.32 earnings per share for the current fiscal year.

UnitedHealth Group Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, June 23rd. Stockholders of record on Monday, June 15th will be given a dividend of $2.32 per share. The ex-dividend date of this dividend 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 dividend yield of 2.2%. UnitedHealth Group’s dividend payout ratio is 66.77%.

Insider Buying and Selling

In related news, CEO Patrick Hugh Conway sold 800 shares of UnitedHealth Group stock in a transaction dated Thursday, April 23rd. The stock was sold at an average price of $355.00, for a total value of $284,000.00. Following the completion of the transaction, the chief executive officer directly owned 17,805 shares in the company, valued at approximately $6,320,775. This trade represents a 4.30% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Company insiders own 0.28% of the company’s stock.

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.