WINTON GROUP Ltd Purchases New Holdings in UnitedHealth Group Incorporated $UNH

WINTON GROUP Ltd purchased a new stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) in the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm purchased 1,944 shares of the healthcare conglomerate’s stock, valued at approximately $642,000.

A number of other large investors also recently bought and sold shares of UNH. Norges Bank purchased a new position in UnitedHealth Group in the fourth quarter worth about $4,376,167,000. Capital Research Global Investors raised its holdings in UnitedHealth Group by 126.9% in the third quarter. Capital Research Global Investors now owns 13,042,049 shares of the healthcare conglomerate’s stock worth $4,503,419,000 after buying an additional 7,293,009 shares during the last quarter. Capital World Investors raised its holdings in UnitedHealth Group by 18.8% in the third quarter. Capital World Investors now owns 21,766,922 shares of the healthcare conglomerate’s stock worth $7,516,107,000 after buying an additional 3,439,182 shares during the last quarter. Capital International Investors raised its holdings in UnitedHealth Group by 11.1% in the third quarter. Capital International Investors now owns 17,499,949 shares of the healthcare conglomerate’s stock worth $6,042,710,000 after buying an additional 1,747,337 shares during the last quarter. Finally, Lone Pine Capital LLC purchased a new position in UnitedHealth Group in the second quarter worth about $528,273,000. 87.86% of the stock is owned by hedge funds and other institutional investors.

UnitedHealth Group Stock Performance

Shares of UNH stock opened at $407.80 on Thursday. The company has a 50 day moving average price of $356.88 and a 200-day moving average price of $325.67. The company has a quick ratio of 0.80, a current ratio of 0.80 and a debt-to-equity ratio of 0.69. The firm has a market capitalization of $370.34 billion, a PE ratio of 30.80, a P/E/G ratio of 1.66 and a beta of 0.64. UnitedHealth Group Incorporated has a 52 week low of $234.60 and a 52 week high of $415.98.

UnitedHealth Group (NYSE:UNH) last announced its earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share (EPS) for the quarter, beating the consensus estimate of $6.76 by $0.47. The company had revenue of $111.65 billion during the quarter, compared to analyst estimates of $109.84 billion. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The firm’s quarterly revenue was up 2.0% compared to the same quarter last year. During the same period in the previous year, the business posted $7.20 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. As a group, equities research analysts expect that UnitedHealth Group Incorporated will post 18.32 earnings per share for the current year.

UnitedHealth Group Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, June 23rd. Investors of record on Monday, June 15th will be given a dividend of $2.32 per share. This represents a $9.28 annualized dividend and a yield of 2.3%. This is a positive change from UnitedHealth Group’s previous quarterly dividend of $2.21. The ex-dividend date is Monday, June 15th. UnitedHealth Group’s dividend payout ratio (DPR) is presently 66.77%.

Insider Transactions at UnitedHealth Group

In related news, CEO Patrick Hugh Conway sold 800 shares of the business’s stock in a transaction that occurred on Thursday, April 23rd. The shares were sold at an average price of $355.00, for a total transaction of $284,000.00. Following the completion of the sale, the chief executive officer directly owned 17,805 shares in the company, valued at approximately $6,320,775. The trade was a 4.30% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Company insiders own 0.28% of the company’s stock.

Analysts Set New Price Targets

Several research analysts have issued reports on the stock. Erste Group Bank raised shares of UnitedHealth Group from a “hold” rating to a “buy” rating in a report on Monday, April 27th. JPMorgan Chase & Co. lifted their price target on shares of UnitedHealth Group from $420.00 to $466.00 and gave the stock an “overweight” rating in a research note on Monday. HC Wainwright set a $492.00 price target on shares of UnitedHealth Group in a research note on Wednesday, May 27th. Leerink Partners lifted their price target on shares of UnitedHealth Group from $345.00 to $400.00 and gave the stock an “outperform” rating in a research note on Wednesday, April 22nd. Finally, Raymond James Financial upgraded shares of UnitedHealth Group from a “market perform” rating to an “outperform” rating and set a $330.00 price target for the company in a research note on Wednesday, April 1st. One research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $407.17.

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: Mizuho raised its price target on UnitedHealth to $460 from $440 and reiterated an Outperform rating, citing improving managed care industry conditions. Mizuho Boosts UnitedHealth (UNH) Target as Managed Care Outlook Improves
• Positive Sentiment: Erste Group Bank nudged up its FY2027 EPS estimate for UNH to $20.75 from $20.70 and kept a Buy rating, reinforcing optimism around longer-term earnings power. Healthcare ETFs: From Broad Exposure to Big Breakthroughs
• Positive Sentiment: Analysts and market commentary continue to highlight UnitedHealth as a top healthcare name, with broker coverage describing the stock as a “Moderate Buy,” which can support investor demand. UnitedHealth Group Incorporated (NYSE:UNH) Given Consensus Rating of “Moderate Buy” by Brokerages
• Positive Sentiment: Healthcare is being viewed as a defensive rotation trade as investors look beyond tech, which may be drawing money into UNH and other large managed-care names. As Tech Stocks Slide, The Healthcare Sector Shines. Why Some Experts Say They Like This Defensive Play
• Neutral Sentiment: Recent coverage from Zacks and other outlets has highlighted UNH’s momentum-stock characteristics and broad investor interest, but these pieces are more commentary than a new fundamental catalyst. UnitedHealth Group (UNH) is a Top-Ranked Momentum Stock: Should You Buy?
• Negative Sentiment: One market recap noted UNH slipped 1.28% in the latest session, suggesting some short-term profit-taking after the run-up. UnitedHealth Group (UNH) Stock Moves -1.28%: What You Should Know

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.