Fjarde AP Fonden Fourth Swedish National Pension Fund Sells 31,740 Shares of UnitedHealth Group Incorporated $UNH

Fjarde AP Fonden Fourth Swedish National Pension Fund lessened its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 11.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 241,578 shares of the healthcare conglomerate’s stock after selling 31,740 shares during the quarter. UnitedHealth Group comprises 0.7% of Fjarde AP Fonden Fourth Swedish National Pension Fund’s portfolio, making the stock its 23rd biggest holding. Fjarde AP Fonden Fourth Swedish National Pension Fund’s holdings in UnitedHealth Group were worth $79,747,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in UNH. Kellett Wealth Advisors LLC boosted its stake in shares of UnitedHealth Group by 1.7% in 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 during the last quarter. Founders Capital Management LLC boosted its stake in shares of UnitedHealth Group by 3.0% in 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 during the last quarter. Cooper Financial Group boosted its position in UnitedHealth Group by 0.7% during the fourth quarter. Cooper Financial Group now owns 4,338 shares of the healthcare conglomerate’s stock worth $1,432,000 after purchasing an additional 30 shares in the last quarter. Successful Portfolios LLC boosted its position in UnitedHealth Group by 2.6% during the fourth quarter. Successful Portfolios LLC now owns 1,194 shares of the healthcare conglomerate’s stock worth $411,000 after purchasing an additional 30 shares in the last quarter. Finally, Concord Asset Management LLC VA boosted its position in UnitedHealth Group by 0.6% during the third quarter. Concord Asset Management LLC VA now owns 5,169 shares of the healthcare conglomerate’s stock worth $1,785,000 after purchasing an additional 32 shares in the last quarter. Institutional investors own 87.86% of the company’s stock.

UnitedHealth Group News Roundup

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

• Positive Sentiment: Bank of America upgraded UnitedHealth Group to Buy and raised its price target to $450, citing improving medical cost trends and a better risk/reward setup heading into earnings. Article link
• Positive Sentiment: Morgan Stanley also lifted its price target on UNH to $453 and kept an Overweight rating, reinforcing the view that sentiment is improving. Article link
• Positive Sentiment: UnitedHealth raised its quarterly dividend by 5% to $2.32 per share, extending its long streak of annual dividend increases and signaling financial strength. Article link
• Positive Sentiment: Healthcare stocks, including UnitedHealth, are benefiting from a broader sector rebound as investors seek defensive stability and rotate out of more volatile areas of the market. Article link
• Neutral Sentiment: Recent coverage notes that UNH has already recovered sharply year to date, outpacing the broader market and its industry peer group. Article link
• Negative Sentiment: Some articles continue to highlight ongoing concerns around rising medical costs, managed-care scrutiny, and the stock’s earlier challenges, which could limit upside if operating trends worsen. Article link

Analyst Ratings Changes

A number of equities analysts have issued reports on the company. TD Cowen increased their price target on UnitedHealth Group from $311.00 to $337.00 and gave the stock a “hold” rating in a research report on Thursday, April 23rd. Royal Bank Of Canada increased their target price on UnitedHealth Group from $361.00 to $400.00 and gave the company an “outperform” rating in a report on Wednesday, April 22nd. Erste Group Bank raised UnitedHealth Group from a “hold” rating to a “buy” rating in a report on Monday, April 27th. HC Wainwright set a $492.00 target price on UnitedHealth Group in a report on Wednesday, May 27th. Finally, Wells Fargo & Company increased their price target on UnitedHealth Group from $370.00 to $397.00 and gave the company an “overweight” rating in a report on Wednesday, April 22nd. One investment analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, UnitedHealth Group currently has a consensus rating of “Moderate Buy” and an average target price of $404.42.

Insider Buying and Selling

In related news, CEO Patrick Hugh Conway sold 800 shares of the business’s stock in a transaction 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 transaction, the chief executive officer directly 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 document filed with the SEC, which is available through this hyperlink. 0.28% of the stock is owned by insiders.

UnitedHealth Group Price Performance

UNH stock opened at $400.61 on Friday. The business has a fifty day moving average of $348.12 and a two-hundred day moving average of $323.59. 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 stock has a market cap of $363.81 billion, a price-to-earnings ratio of 30.26, a price-to-earnings-growth ratio of 1.71 and a beta of 0.64. UnitedHealth Group Incorporated has a 52-week low of $234.60 and a 52-week high of $404.15.

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, 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 analysts’ expectations of $109.84 billion. During the same quarter last year, the firm earned $7.20 earnings per share. The firm’s quarterly revenue 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, research analysts anticipate that UnitedHealth Group Incorporated will post 18.32 earnings per share for the current year.

UnitedHealth Group Increases Dividend

The business 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 dividend of $2.32 per share. This represents a $9.28 annualized dividend and a yield of 2.3%. The ex-dividend date of this dividend is Monday, June 15th. This is a positive change from UnitedHealth Group’s previous quarterly dividend of $2.21. UnitedHealth Group’s payout ratio is presently 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.