Cullen Capital Management LLC Acquires 96,218 Shares of UnitedHealth Group Incorporated $UNH

Cullen Capital Management LLC boosted its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 40.7% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 332,894 shares of the healthcare conglomerate’s stock after purchasing an additional 96,218 shares during the quarter. Cullen Capital Management LLC’s holdings in UnitedHealth Group were worth $109,892,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Public Sector Pension Investment Board increased its stake in UnitedHealth Group by 43.1% in the 3rd quarter. Public Sector Pension Investment Board now owns 287,132 shares of the healthcare conglomerate’s stock worth $99,147,000 after acquiring an additional 86,432 shares during the last quarter. Oberndorf William E bought a new position in shares of UnitedHealth Group during the 3rd quarter valued at approximately $12,276,000. Timber Creek Capital Management LLC bought a new position in shares of UnitedHealth Group during the 3rd quarter valued at approximately $2,227,000. Griffith & Werner Inc. bought a new position in shares of UnitedHealth Group during the 3rd quarter valued at approximately $3,039,000. Finally, CenterBook Partners LP increased its position in shares of UnitedHealth Group by 164.0% during the 3rd quarter. CenterBook Partners LP now owns 10,781 shares of the healthcare conglomerate’s stock valued at $3,723,000 after purchasing an additional 6,697 shares during the last quarter. Institutional investors own 87.86% of the company’s stock.

UnitedHealth Group Price Performance

Shares of UNH stock opened at $408.34 on Friday. UnitedHealth Group Incorporated has a twelve month low of $234.60 and a twelve month high of $415.98. The stock has a market capitalization of $370.83 billion, a price-to-earnings ratio of 30.84, a P/E/G ratio of 1.63 and a beta of 0.64. The stock has a fifty day simple moving average of $362.28 and a two-hundred day simple moving average of $326.85. The company has a current ratio of 0.80, a quick ratio of 0.80 and a debt-to-equity ratio of 0.69.

UnitedHealth Group (NYSE:UNH) last issued its earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share 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 business had revenue of $111.65 billion during the quarter, compared to analysts’ expectations of $109.84 billion. During the same period in the prior year, the business earned $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. On average, analysts predict that UnitedHealth Group Incorporated will post 18.32 EPS for the current fiscal year.

UnitedHealth Group Increases Dividend

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

Wall Street Analyst Weigh In

Several brokerages have commented on UNH. Cantor Fitzgerald reaffirmed an “overweight” rating on shares of UnitedHealth Group in a research report on Thursday. Truist Financial upped their price objective on UnitedHealth Group from $395.00 to $440.00 and gave the company a “buy” rating in a research report on Monday, June 1st. Bank of America raised UnitedHealth Group from a “neutral” rating to a “buy” rating and upped their price objective for the company from $420.00 to $450.00 in a research report on Thursday, June 4th. TD Cowen upped their price objective on UnitedHealth Group from $311.00 to $337.00 and gave the company a “hold” rating in a research report on Thursday, April 23rd. Finally, HC Wainwright set a $492.00 price objective on UnitedHealth Group in a research report on Wednesday, May 27th. One equities research analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $407.17.

Insider Buying and Selling at UnitedHealth Group

In related news, CEO Patrick Hugh Conway sold 800 shares of the company’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 sale, the chief executive officer directly owned 17,805 shares in the company, valued at $6,320,775. This represents a 4.30% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this link. 0.28% of the stock is owned by company insiders.

Key UnitedHealth Group News

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.

UnitedHealth Group 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.