UnitedHealth Group Incorporated $UNH Shares Acquired by Sepio Capital LP

Sepio Capital LP grew its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 106.7% during the 4th quarter, Holdings Channel reports. The firm owned 14,305 shares of the healthcare conglomerate’s stock after buying an additional 7,385 shares during the period. Sepio Capital LP’s holdings in UnitedHealth Group were worth $4,722,000 at the end of the most recent reporting period.

Other hedge funds have also recently bought and sold shares of the company. Sarver Vrooman Wealth Advisors acquired a new stake in UnitedHealth Group during the fourth quarter worth approximately $25,000. Beacon Financial Strategies CORP acquired a new stake in UnitedHealth Group during the fourth quarter worth approximately $26,000. Anfield Capital Management LLC boosted its position in UnitedHealth Group by 220.0% during the fourth quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate’s stock worth $26,000 after acquiring an additional 55 shares during the last quarter. Joseph Group Capital Management acquired a new stake in UnitedHealth Group during the fourth quarter worth approximately $27,000. Finally, Foster Dykema Cabot & Partners LLC boosted its position in UnitedHealth Group by 69.4% during the third quarter. Foster Dykema Cabot & Partners LLC now owns 83 shares of the healthcare conglomerate’s stock worth $29,000 after acquiring an additional 34 shares during the last quarter. Institutional investors and hedge funds own 87.86% of the company’s stock.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: UnitedHealth announced it will report second-quarter 2026 results on July 16, with a conference call the same morning. While this is not a financial update itself, it gives investors a clear catalyst to watch and often keeps attention on the stock. UnitedHealth Group Announces Earnings Release Date
• Positive Sentiment: Analysts remain constructive: JPMorgan reportedly raised its price target on UNH, Erste Group increased FY2027 EPS estimates, and Mizuho boosted its target to $460 while reiterating an Outperform rating. That suggests Wall Street sees more earnings upside ahead. Mizuho Boosts UnitedHealth (UNH) Target as Managed Care Outlook Improves
• Positive Sentiment: UnitedHealth also announced a dividend increase, reinforcing its appeal as a defensive, income-producing healthcare stock. 3 Stocks That Announced Dividend Hikes Amid Geopolitical Tensions
• Positive Sentiment: The stock recently hit a 52-week high, reflecting a strong rebound from last year’s weakness and signaling momentum-driven buying interest. UnitedHealth Group Just Hit a 52-Week High. Is It Too Late to Buy This Soaring Stock?
• Neutral Sentiment: Recent articles also noted that UNH remains a “top-ranked momentum stock” and a “moderate buy” among brokerages, which supports the stock but does not by itself change fundamentals. UnitedHealth Group (UNH) is a Top-Ranked Momentum Stock: Should You Buy?

Analysts Set New Price Targets

A number of analysts recently issued reports on UNH shares. Morgan Stanley raised their target price on shares of UnitedHealth Group from $395.00 to $453.00 and gave the stock an “overweight” rating in a research report on Thursday, June 4th. Robert W. Baird lifted their price target on shares of UnitedHealth Group from $278.00 to $287.00 and gave the company an “underperform” rating in a report on Wednesday, April 22nd. Mizuho lifted their price target on shares of UnitedHealth Group from $440.00 to $460.00 and gave the company an “outperform” rating in a report on Monday. Truist Financial lifted their price target on shares of UnitedHealth Group from $395.00 to $440.00 and gave the company a “buy” rating in a report on Monday, June 1st. Finally, Wells Fargo & Company lifted their price target on shares of UnitedHealth Group from $370.00 to $397.00 and gave the company an “overweight” rating in a report on Wednesday, April 22nd. One research analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $407.17.

Insider Activity at UnitedHealth Group

In related news, CEO Patrick Hugh Conway sold 800 shares of UnitedHealth Group stock in a transaction 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 sale, the chief executive officer owned 17,805 shares of the company’s stock, valued at $6,320,775. The trade was a 4.30% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Corporate insiders own 0.28% of the company’s stock.

UnitedHealth Group Stock Performance

Shares of UNH stock opened at $405.58 on Friday. The company’s fifty day simple moving average is $359.59 and its 200-day simple moving average is $326.28. UnitedHealth Group Incorporated has a 52 week low of $234.60 and a 52 week high of $415.98. The company has a current ratio of 0.80, a quick ratio of 0.80 and a debt-to-equity ratio of 0.69. The company has a market cap of $368.32 billion, a PE ratio of 30.63, a P/E/G ratio of 1.64 and a beta of 0.64.

UnitedHealth Group (NYSE:UNH) last issued its earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 EPS 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 business had revenue of $111.65 billion for the quarter, compared to the consensus estimate of $109.84 billion. During the same quarter last year, the firm posted $7.20 EPS. The business’s revenue for the quarter was up 2.0% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. As a group, equities research analysts anticipate that UnitedHealth Group Incorporated will post 18.32 EPS for the current year.

UnitedHealth Group Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, June 23rd. Stockholders of record on Monday, June 15th will be paid a $2.32 dividend. The ex-dividend date of this dividend is Monday, June 15th. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.3%. This is a boost from UnitedHealth Group’s previous quarterly dividend of $2.21. UnitedHealth Group’s payout ratio is 66.77%.

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.