Fisher Asset Management LLC Purchases 38,977 Shares of UnitedHealth Group Incorporated $UNH

Fisher Asset Management LLC grew its position in UnitedHealth Group Incorporated (NYSE:UNH) by 0.7% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 5,252,449 shares of the healthcare conglomerate’s stock after buying an additional 38,977 shares during the period. Fisher Asset Management LLC owned approximately 0.58% of UnitedHealth Group worth $1,813,671,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Norges Bank purchased a new position in shares of UnitedHealth Group in the second quarter worth $3,837,207,000. Berkshire Hathaway Inc purchased a new position in UnitedHealth Group in the 2nd quarter worth about $1,572,193,000. Dodge & Cox boosted its holdings in shares of UnitedHealth Group by 117.7% during the 2nd quarter. Dodge & Cox now owns 8,750,560 shares of the healthcare conglomerate’s stock valued at $2,729,912,000 after acquiring an additional 4,730,192 shares during the last quarter. Lone Pine Capital LLC bought a new position in UnitedHealth Group during the second quarter valued at approximately $528,273,000. Finally, Amundi raised its stake in UnitedHealth Group by 33.8% during the 2nd quarter. Amundi now owns 6,191,871 shares of the healthcare conglomerate’s stock valued at $1,904,372,000 after buying an additional 1,565,245 shares during the last quarter. 87.86% of the stock is owned by institutional investors.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: Board affirms quarterly cash dividend of $2.21/share (record March 9, payable March 17), which supports income investors and signals steady capital return policy. Dividend Steady as Margins Tighten Might Change The Case For Investing In UnitedHealth Group (UNH)
• Positive Sentiment: Market reaction: reports show UNH trading materially higher after the dividend announcement, indicating short-term buying interest tied to the payout confirmation. UnitedHealth Group (NYSE:UNH) Trading 3.7% Higher Following Dividend Announcement
• Positive Sentiment: Relative strength vs. peers: analysts argue UNH’s scale and diversified model give it better upside versus Humana as managed-care margins are tested, supporting a longer-term constructive view. UnitedHealth vs. Humana: Which Healthcare Stock Has More Upside Now?
• Neutral Sentiment: Sector flows: some strategists recommend rotating into defensive names and healthcare, which could provide tailwinds for UNH even as the macro outlook weakens. Time for Investors to Get Defensive. Sell Staples and Buy Healthcare.
• Negative Sentiment: Guidance and margin pressure: coverage highlights weaker 2026 revenue guidance and rising medical costs (especially Medicare-related), which compress margins and are a key reason for investor caution. Dividend Steady as Margins Tighten Might Change The Case For Investing In UnitedHealth Group (UNH)
• Negative Sentiment: Institutional selling: Aristotle Growth Equity Fund exited its UNH position citing lowered guidance — a signal some funds are trimming exposure ahead of margin headwinds. Aristotle Growth Equity Fund Exited UnitedHealth Group (UNH) Due to Lowered Guidance
• Negative Sentiment: Recent price weakness and re-rating: commentary notes a sizable multi-month share-price decline and that UNH is down since the last earnings report, underscoring investor concerns about near-term earnings and margin recovery. Is It Time To Reassess UnitedHealth Group (UNH) After A 37% Share Price Slide?

UnitedHealth Group Stock Up 2.2%

Shares of NYSE:UNH opened at $292.97 on Monday. The company has a 50-day moving average price of $311.98 and a 200 day moving average price of $326.28. The company has a current ratio of 0.79, a quick ratio of 0.82 and a debt-to-equity ratio of 0.72. UnitedHealth Group Incorporated has a 12 month low of $234.60 and a 12 month high of $606.36. The company has a market cap of $265.38 billion, a price-to-earnings ratio of 22.21, a PEG ratio of 1.35 and a beta of 0.41.

UnitedHealth Group (NYSE:UNH) last issued its earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share for the quarter, beating analysts’ consensus estimates of $2.09 by $0.02. UnitedHealth Group had a return on equity of 14.79% and a net margin of 2.69%.The business had revenue of $113.73 billion during the quarter, compared to analyst estimates of $113.38 billion. During the same period in the previous year, the company posted $6.81 EPS. UnitedHealth Group’s revenue was up 12.3% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. As a group, equities research analysts predict that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current year.

UnitedHealth Group Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 17th. Shareholders of record on Monday, March 9th will be issued a dividend of $2.21 per share. This represents a $8.84 annualized dividend and a yield of 3.0%. The ex-dividend date of this dividend is Monday, March 9th. UnitedHealth Group’s dividend payout ratio (DPR) is presently 67.02%.

Wall Street Analyst Weigh In

Several research analysts have issued reports on UNH shares. Oppenheimer dropped their target price on UnitedHealth Group from $415.00 to $385.00 and set an “outperform” rating on the stock in a research report on Wednesday, January 28th. Royal Bank Of Canada dropped their price target on UnitedHealth Group from $408.00 to $361.00 and set an “outperform” rating for the company in a research note on Wednesday, January 28th. UBS Group lowered their target price on shares of UnitedHealth Group from $430.00 to $410.00 and set a “buy” rating on the stock in a report on Wednesday, January 28th. Weiss Ratings reiterated a “hold (c-)” rating on shares of UnitedHealth Group in a report on Wednesday, January 21st. Finally, Evercore upgraded UnitedHealth Group to a “strong-buy” rating in a research report on Tuesday, January 6th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, nine have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $372.13.

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.