UnitedHealth Group Incorporated $UNH Shares Purchased by QRG Capital Management Inc.

QRG Capital Management Inc. lifted its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 2.3% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 99,579 shares of the healthcare conglomerate’s stock after purchasing an additional 2,274 shares during the quarter. QRG Capital Management Inc.’s holdings in UnitedHealth Group were worth $32,872,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. Capital Research Global Investors lifted its position in 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 worth $4,503,419,000 after acquiring an additional 7,293,009 shares during the period. Capital World Investors lifted its position in UnitedHealth Group by 18.8% during the 3rd quarter. Capital World Investors now owns 21,766,922 shares of the healthcare conglomerate’s stock worth $7,516,107,000 after acquiring an additional 3,439,182 shares during the period. Capital International Investors lifted its position in UnitedHealth Group by 11.1% during the 3rd quarter. Capital International Investors now owns 17,499,949 shares of the healthcare conglomerate’s stock worth $6,042,710,000 after acquiring an additional 1,747,337 shares during the period. Lone Pine Capital LLC acquired a new stake in UnitedHealth Group during the 2nd quarter worth about $528,273,000. Finally, Bessemer Group Inc. lifted its position in UnitedHealth Group by 152.3% during the 3rd quarter. Bessemer Group Inc. now owns 1,823,871 shares of the healthcare conglomerate’s stock worth $629,783,000 after acquiring an additional 1,100,850 shares during the period. Institutional investors and hedge funds own 87.86% of the company’s stock.

UnitedHealth Group Stock Performance

NYSE UNH opened at $369.91 on Tuesday. UnitedHealth Group Incorporated has a twelve month low of $234.60 and a twelve month high of $409.70. The stock has a 50-day moving average of $299.45 and a 200 day moving average of $316.79. The company has a current ratio of 0.80, a quick ratio of 0.79 and a debt-to-equity ratio of 0.69. The stock has a market capitalization of $335.96 billion, a price-to-earnings ratio of 27.94, a PEG ratio of 1.59 and a beta of 0.64.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 EPS for the quarter, topping the consensus estimate of $6.76 by $0.47. UnitedHealth Group had a return on equity of 14.65% and a net margin of 2.68%.The company had revenue of $111.65 billion during the quarter, compared to analyst estimates of $109.84 billion. During the same period in the previous year, the business earned $7.20 EPS. UnitedHealth Group’s quarterly revenue was up 2.0% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Sell-side analysts anticipate that UnitedHealth Group Incorporated will post 18.29 EPS for the current fiscal year.

UnitedHealth Group Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Monday, March 9th were paid a dividend of $2.21 per share. This represents a $8.84 annualized dividend and a yield of 2.4%. The ex-dividend date was Monday, March 9th. UnitedHealth Group’s payout ratio is 66.77%.

UnitedHealth Group News Summary

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

• Positive Sentiment: UnitedHealthcare will eliminate prior-authorization requirements for roughly 30% of services, a move designed to simplify access, reduce administrative friction and improve member/provider satisfaction — a potential competitive and reputational positive for UNH. UnitedHealthcare Cuts Prior Authorization Requirements by 30%
• Positive Sentiment: UnitedHealth reported a Q1 revenue and EPS beat and issued stronger FY guidance, underscoring continued top-line scale and profit conversion that support the stock’s valuation. This was a primary driver of bullish investor reaction. How Investors Are Reacting To UnitedHealth Group (UNH) Earnings Beat, Guidance Hike and Governance Challenge
• Positive Sentiment: Coverage highlights UNH’s push to deploy AI to streamline operations and lower costs — a strategic tailwind for margins if execution continues delivering efficiency gains. Is UnitedHealth Stock a Generational Buying Opportunity?
• Neutral Sentiment: Analyst and media pieces note UNH’s large-cap status, dividend and valuation trade-offs — useful framing for income and long-term investors but not immediate catalysts. How to buy a major Dow component, at a discount
• Negative Sentiment: Shareholders face a governance proposal from The Accountability Board seeking an independent chair; UNH’s management urged a vote against it — this raises oversight/governance risk that some investors view negatively. How Investors Are Reacting To UnitedHealth Group (UNH) Earnings Beat, Guidance Hike and Governance Challenge

Wall Street Analysts Forecast Growth

A number of brokerages have commented on UNH. Sanford C. Bernstein lifted their price target on UnitedHealth Group from $405.00 to $411.00 and gave the stock an “outperform” rating in a research report on Tuesday, April 7th. Piper Sandler reiterated an “overweight” rating on shares of UnitedHealth Group in a research note on Tuesday, January 27th. Mizuho reduced their price objective on UnitedHealth Group from $430.00 to $350.00 and set an “outperform” rating for the company in a research note on Thursday, February 5th. Evercore upgraded UnitedHealth Group to a “strong-buy” rating in a research note on Tuesday, January 6th. Finally, HSBC upgraded UnitedHealth Group from a “reduce” rating to a “hold” rating and set a $300.00 price objective for the company in a research note on Tuesday, April 7th. One investment analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, six have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, UnitedHealth Group has an average rating of “Moderate Buy” and an average target price of $378.88.

Insider Buying and Selling

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of the business’s stock in a transaction that occurred on Thursday, April 23rd. The stock was 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 position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. 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.