UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Boosts Stock Holdings in UnitedHealth Group Incorporated $UNH

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 5.4% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 7,250,848 shares of the healthcare conglomerate’s stock after purchasing an additional 373,096 shares during the period. UnitedHealth Group accounts for about 0.5% of UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC’s portfolio, making the stock its 28th largest position. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC owned 0.80% of UnitedHealth Group worth $2,393,577,000 as of its most recent SEC filing.

A number of other institutional investors have also added to or reduced their stakes in UNH. Sarver Vrooman Wealth Advisors purchased a new position in UnitedHealth Group during the 4th quarter valued at about $25,000. Beacon Financial Strategies CORP purchased a new position in shares of UnitedHealth Group in the 4th quarter worth approximately $26,000. Anfield Capital Management LLC grew its position in shares of UnitedHealth Group by 220.0% in the 4th quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate’s stock worth $26,000 after buying an additional 55 shares during the last quarter. Joseph Group Capital Management purchased a new position in shares of UnitedHealth Group in the 4th quarter worth approximately $27,000. Finally, Foster Dykema Cabot & Partners LLC grew its position in shares of UnitedHealth Group by 69.4% in the 3rd quarter. Foster Dykema Cabot & Partners LLC now owns 83 shares of the healthcare conglomerate’s stock worth $29,000 after buying an additional 34 shares during the last quarter. Hedge funds and other institutional investors own 87.86% of the company’s stock.

UnitedHealth Group Stock Up 0.7%

UNH stock opened at $408.34 on Friday. The company has a quick ratio of 0.80, a current ratio of 0.80 and a debt-to-equity ratio of 0.69. UnitedHealth Group Incorporated has a 52 week low of $234.60 and a 52 week high of $415.98. The firm has a 50 day moving average of $362.28 and a 200 day moving average of $326.85. The stock has a market capitalization of $370.83 billion, a PE ratio of 30.84, a price-to-earnings-growth ratio of 1.63 and a beta of 0.64.

UnitedHealth Group (NYSE:UNH) last announced its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 EPS for the quarter, beating the consensus estimate 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 during the quarter, compared to analysts’ expectations of $109.84 billion. During the same period in the previous year, the business posted $7.20 EPS. The business’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. Sell-side analysts forecast that UnitedHealth Group Incorporated will post 18.32 earnings per share for the current year.

UnitedHealth Group Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 23rd. Shareholders 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 is Monday, June 15th. This is a positive change from UnitedHealth Group’s previous quarterly dividend of $2.21. UnitedHealth Group’s dividend payout ratio (DPR) is presently 66.77%.

UnitedHealth Group News Summary

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 Buying and Selling

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of UnitedHealth Group stock in a transaction that occurred 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 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 sale was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Insiders own 0.28% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research analysts have recently issued reports on UNH shares. JPMorgan Chase & Co. lifted their price objective on shares of UnitedHealth Group from $420.00 to $466.00 and gave the stock an “overweight” rating in a research report on Monday, June 8th. Wells Fargo & Company lifted their price objective on shares of UnitedHealth Group from $370.00 to $397.00 and gave the stock an “overweight” rating in a research report on Wednesday, April 22nd. UBS Group lifted their target price on shares of UnitedHealth Group from $410.00 to $460.00 and gave the stock a “buy” rating in a research note on Friday, May 22nd. Morgan Stanley lifted their target price on shares of UnitedHealth Group from $395.00 to $453.00 and gave the stock an “overweight” rating in a research note on Thursday, June 4th. Finally, Barclays lifted their target price on shares of UnitedHealth Group from $373.00 to $429.00 and gave the stock an “overweight” rating in a research note on Tuesday, May 26th. One 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. According to data from MarketBeat, UnitedHealth Group has an average rating of “Moderate Buy” and an average price target of $407.17.

About UnitedHealth Group

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.