Keystone Investors PTE Ltd. Acquires Shares of 12,450 UnitedHealth Group Incorporated $UNH

Keystone Investors PTE Ltd. bought a new position in shares of UnitedHealth Group Incorporated (NYSE:UNH) in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund bought 12,450 shares of the healthcare conglomerate’s stock, valued at approximately $4,299,000.

Other institutional investors also recently made changes to their positions in the company. Geode Capital Management LLC lifted its holdings in UnitedHealth Group by 3.3% during the 2nd quarter. Geode Capital Management LLC now owns 21,312,182 shares of the healthcare conglomerate’s stock worth $6,624,411,000 after purchasing an additional 675,075 shares during the last quarter. Norges Bank acquired a new stake in shares of UnitedHealth Group during the second quarter worth $3,837,207,000. Dodge & Cox grew its stake in shares of UnitedHealth Group by 117.7% in the second 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 in the last quarter. Charles Schwab Investment Management Inc. raised its stake in UnitedHealth Group by 6.1% in the 2nd quarter. Charles Schwab Investment Management Inc. now owns 7,502,469 shares of the healthcare conglomerate’s stock worth $2,340,346,000 after purchasing an additional 432,084 shares in the last quarter. Finally, Amundi increased its holdings in shares of UnitedHealth Group by 33.8% during the second quarter. Amundi now owns 6,191,871 shares of the healthcare conglomerate’s stock worth $1,904,372,000 after purchasing an additional 1,565,245 shares during the period. Institutional investors own 87.86% of the company’s stock.

Wall Street Analyst Weigh In

UNH has been the topic of a number of analyst reports. Barclays reduced their price target on UnitedHealth Group from $391.00 to $327.00 and set an “overweight” rating on the stock in a research report on Friday, January 30th. Royal Bank Of Canada decreased their price target on UnitedHealth Group from $408.00 to $361.00 and set an “outperform” rating on the stock in a research report on Wednesday, January 28th. Jefferies Financial Group cut their price objective on shares of UnitedHealth Group from $418.00 to $340.00 and set a “buy” rating for the company in a research report on Wednesday, January 28th. Mizuho dropped their target price on shares of UnitedHealth Group from $430.00 to $350.00 and set an “outperform” rating for the company in a research report on Thursday, February 5th. Finally, JPMorgan Chase & Co. reduced their price target on shares of UnitedHealth Group from $425.00 to $389.00 and set an “overweight” rating on the stock in a research report on Monday, February 2nd. One investment analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, nine have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $372.13.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: Board affirms quarterly cash dividend of $2.21/share (record March 9, payable March 17), which supports income investors and signals steady capital return policy. Dividend Steady as Margins Tighten Might Change The Case For Investing In UnitedHealth Group (UNH)
• Positive Sentiment: Market reaction: reports show UNH trading materially higher after the dividend announcement, indicating short-term buying interest tied to the payout confirmation. UnitedHealth Group (NYSE:UNH) Trading 3.7% Higher Following Dividend Announcement
• Positive Sentiment: Relative strength vs. peers: analysts argue UNH’s scale and diversified model give it better upside versus Humana as managed-care margins are tested, supporting a longer-term constructive view. UnitedHealth vs. Humana: Which Healthcare Stock Has More Upside Now?
• Neutral Sentiment: Sector flows: some strategists recommend rotating into defensive names and healthcare, which could provide tailwinds for UNH even as the macro outlook weakens. Time for Investors to Get Defensive. Sell Staples and Buy Healthcare.
• Negative Sentiment: Guidance and margin pressure: coverage highlights weaker 2026 revenue guidance and rising medical costs (especially Medicare-related), which compress margins and are a key reason for investor caution. Dividend Steady as Margins Tighten Might Change The Case For Investing In UnitedHealth Group (UNH)
• Negative Sentiment: Institutional selling: Aristotle Growth Equity Fund exited its UNH position citing lowered guidance — a signal some funds are trimming exposure ahead of margin headwinds. Aristotle Growth Equity Fund Exited UnitedHealth Group (UNH) Due to Lowered Guidance
• Negative Sentiment: Recent price weakness and re-rating: commentary notes a sizable multi-month share-price decline and that UNH is down since the last earnings report, underscoring investor concerns about near-term earnings and margin recovery. Is It Time To Reassess UnitedHealth Group (UNH) After A 37% Share Price Slide?

UnitedHealth Group Price Performance

UNH stock opened at $292.97 on Friday. UnitedHealth Group Incorporated has a 1 year low of $234.60 and a 1 year high of $606.36. The company has a debt-to-equity ratio of 0.72, a current ratio of 0.79 and a quick ratio of 0.82. The stock has a market cap of $265.38 billion, a price-to-earnings ratio of 22.21, a P/E/G ratio of 1.32 and a beta of 0.41. The company has a 50 day simple moving average of $311.98 and a 200 day simple moving average of $325.45.

UnitedHealth Group (NYSE:UNH) last announced its quarterly earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.09 by $0.02. UnitedHealth Group had a net margin of 2.69% and a return on equity of 14.79%. The company had revenue of $113.73 billion during the quarter, compared to the consensus estimate of $113.38 billion. During the same period in the prior year, the business earned $6.81 earnings per share. The company’s revenue for the quarter was up 12.3% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. Research analysts anticipate that UnitedHealth Group Incorporated will post 29.54 EPS for the current fiscal year.

UnitedHealth Group Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 17th. Stockholders of record on Monday, March 9th will be paid a $2.21 dividend. The ex-dividend date of this dividend is Monday, March 9th. This represents a $8.84 annualized dividend and a dividend yield of 3.0%. UnitedHealth Group’s dividend payout ratio is currently 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.