UnitedHealth Group Incorporated $UNH Shares Bought by Mariner LLC

Mariner LLC raised its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 1.0% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 422,016 shares of the healthcare conglomerate’s stock after buying an additional 3,987 shares during the period. Mariner LLC’s holdings in UnitedHealth Group were worth $139,327,000 as of its most recent SEC filing.

A number of other large investors have also recently added to or reduced their stakes in the business. Founders Capital Management LLC boosted its holdings in UnitedHealth Group by 3.0% during the fourth quarter. Founders Capital Management LLC now owns 982 shares of the healthcare conglomerate’s stock worth $324,000 after buying an additional 29 shares in the last quarter. Kellett Wealth Advisors LLC boosted its holdings in UnitedHealth Group by 1.7% during the fourth quarter. Kellett Wealth Advisors LLC now owns 1,746 shares of the healthcare conglomerate’s stock worth $576,000 after buying an additional 29 shares in the last quarter. Cooper Financial Group lifted its position in shares of UnitedHealth Group by 0.7% in the 4th quarter. Cooper Financial Group now owns 4,338 shares of the healthcare conglomerate’s stock valued at $1,432,000 after acquiring an additional 30 shares in the last quarter. Successful Portfolios LLC lifted its position in shares of UnitedHealth Group by 2.6% in the 4th quarter. Successful Portfolios LLC now owns 1,194 shares of the healthcare conglomerate’s stock valued at $411,000 after acquiring an additional 30 shares in the last quarter. Finally, McLean Asset Management Corp lifted its position in shares of UnitedHealth Group by 1.6% in the 4th quarter. McLean Asset Management Corp now owns 2,000 shares of the healthcare conglomerate’s stock valued at $670,000 after acquiring an additional 32 shares in the last quarter. 87.86% of the stock is currently owned by institutional investors.

UnitedHealth Group News Roundup

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

• Positive Sentiment: UNH saw unusual bullish options activity, with investors buying 215,330 call contracts on Friday — about 120% above normal volume — a sign traders are positioning for more upside.
• Positive Sentiment: Analysts continue to turn more constructive: Erste Group recently nudged up FY2027 earnings estimates and kept a Buy rating, adding to the recent wave of positive commentary around the shares.
• Positive Sentiment: The company confirmed it will report second-quarter 2026 results on July 16, which keeps a near-term catalyst on the calendar and may be supporting investor interest as expectations build.
• Positive Sentiment: UnitedHealth also approved its quarterly dividend of $2.32 per share and rejected an independent board chair proposal at its annual meeting, reinforcing its capital-return profile and management control.
• Neutral Sentiment: Recent articles highlight UNH’s rebound toward new highs and its renewed appeal as a defensive healthcare and income stock, but these pieces are largely commentary rather than new company-specific developments.

Insider Transactions at UnitedHealth Group

In other news, CEO Patrick Hugh Conway sold 800 shares of the business’s stock in a transaction dated Thursday, April 23rd. The shares were 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 in the company, valued at approximately $6,320,775. The trade was a 4.30% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. 0.28% of the stock is owned by corporate insiders.

UnitedHealth Group Stock Performance

NYSE:UNH opened at $408.34 on Monday. UnitedHealth Group Incorporated has a 1 year low of $234.60 and a 1 year high of $415.98. The firm’s fifty day simple moving average is $362.28 and its 200 day simple moving average is $326.91. 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 firm has a market capitalization of $370.83 billion, a PE ratio of 30.84, a PEG ratio of 1.64 and a beta of 0.64.

UnitedHealth Group (NYSE:UNH) last posted its earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share (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 analyst estimates of $109.84 billion. During the same period last year, the business posted $7.20 EPS. UnitedHealth Group’s revenue was up 2.0% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. On average, sell-side analysts anticipate that UnitedHealth Group Incorporated will post 18.32 EPS for the current year.

UnitedHealth Group Increases Dividend

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

Analyst Ratings Changes

UNH has been the subject of several research analyst reports. Bank of America upgraded shares of UnitedHealth Group from a “neutral” rating to a “buy” rating and upped their price target for the company from $420.00 to $450.00 in a research report on Thursday, June 4th. Weiss Ratings upgraded shares of UnitedHealth Group from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Thursday, May 7th. Mizuho raised 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, June 8th. Robert W. Baird raised 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. Finally, Erste Group Bank upgraded shares of UnitedHealth Group from a “hold” rating to a “buy” rating in a report on Monday, April 27th. One analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $407.17.

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.