JLB & Associates Inc. Has $10.86 Million Stock Holdings in UnitedHealth Group Incorporated $UNH

JLB & Associates Inc. lowered its position in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 9.5% in the fourth quarter, Holdings Channel reports. The firm owned 32,904 shares of the healthcare conglomerate’s stock after selling 3,443 shares during the period. UnitedHealth Group accounts for 1.5% of JLB & Associates Inc.’s investment portfolio, making the stock its 26th biggest holding. JLB & Associates Inc.’s holdings in UnitedHealth Group were worth $10,862,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds also recently made changes to their positions in UNH. Beacon Financial Strategies CORP bought a new position in UnitedHealth Group during the fourth quarter worth about $26,000. Joseph Group Capital Management acquired a new position in shares of UnitedHealth Group in the 4th quarter valued at approximately $27,000. Foster Dykema Cabot & Partners LLC boosted its holdings in shares of UnitedHealth Group by 69.4% in the third quarter. Foster Dykema Cabot & Partners LLC now owns 83 shares of the healthcare conglomerate’s stock valued at $29,000 after buying an additional 34 shares during the period. 1248 Management LLC acquired a new position in UnitedHealth Group in the 3rd quarter worth $29,000. Finally, Holos Integrated Wealth LLC acquired a new stake in shares of UnitedHealth Group in the 4th quarter valued at about $29,000. Institutional investors and hedge funds own 87.86% of the company’s stock.

UnitedHealth Group Price Performance

Shares of NYSE UNH opened at $369.65 on Friday. UnitedHealth Group Incorporated has a twelve month low of $234.60 and a twelve month high of $390.92. The company has a market cap of $335.70 billion, a PE ratio of 27.92, a price-to-earnings-growth ratio of 1.58 and a beta of 0.64. The business’s 50 day moving average price is $304.54 and its two-hundred day moving average price is $316.98. The company has a quick ratio of 0.79, a current ratio of 0.80 and a debt-to-equity ratio of 0.69.

UnitedHealth Group (NYSE:UNH) last posted its earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share for the quarter, topping analysts’ consensus estimates 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 for the quarter, compared to analyst estimates of $109.84 billion. During the same period in the previous year, the firm earned $7.20 EPS. The firm’s revenue 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 18.29 EPS for the current year.

UnitedHealth Group Dividend Announcement

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

Analyst Upgrades and Downgrades

Several equities research analysts have commented on UNH shares. Royal Bank Of Canada boosted their target price on UnitedHealth Group from $361.00 to $400.00 and gave the company an “outperform” rating in a research note on Wednesday, April 22nd. Oppenheimer increased their target price on shares of UnitedHealth Group from $385.00 to $405.00 and gave the stock an “outperform” rating in a report on Wednesday, April 22nd. Erste Group Bank upgraded shares of UnitedHealth Group from a “hold” rating to a “buy” rating in a research note on Monday, April 27th. Mizuho decreased their price target 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. Finally, Leerink Partners raised their target price on shares of UnitedHealth Group from $345.00 to $400.00 and gave the company an “outperform” rating in a research note on Wednesday, April 22nd. One analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, six have issued a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $378.88.

UnitedHealth Group News Roundup

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

• Positive Sentiment: UnitedHealth announced it will eliminate prior authorization for roughly 30% of services, a move management says will reduce paperwork, speed care and lower administrative costs — a structural change investors view as margin-accretive and goodwill-building with providers and members. UnitedHealth to Eliminate Prior Authorization for 30% of Healthcare Services
• Positive Sentiment: Analysis pieces highlight a recovery in utilization and operating leverage that could support further upside in UNH’s health benefits margins and earnings trajectory. This narrative helps justify recent multiple expansion. UnitedHealth: Watch The Recovery In Action
• Positive Sentiment: Investor-focused write-ups point to share buybacks and valuation metrics that suggest management sees shares as undervalued — buybacks tend to be viewed as shareholder-friendly and can support EPS. According to These Metrics, UnitedHealth Stock Looks Undervalued
• Neutral Sentiment: Zacks’ reporting shows a mix of estimate changes: some near-term quarters and FY2026 estimates were raised while several future-quarter and FY2027/FY2028 projections were trimmed — the net effect is mixed guidance signal and increased forecast volatility. Bullish Quarterly Results: 3 Companies Raising Guidance
• Neutral Sentiment: Peer results: CVS and Tenet reported stronger-than-expected operating trends (CVS’s Health Benefits segment saw large operating income gains). Strong peer performance underscores competitive dynamics in the benefits market — good for sector fundamentals but a mixed read for UNH’s market share and pricing. CVS Stock Breaks Out On Earnings Due To ACA Exit, Premium Hikes
• Negative Sentiment: Some Zacks notes lowered specific quarter estimates (examples: downward revisions to Q4 FY2026 and Q4 FY2027 estimates), which introduces short-term earnings risk and could temper upside if revisions continue. (Source: Zacks/analyst notes summarized in market reports.)

Insider Buying and Selling

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of the 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 transaction, the chief executive officer owned 17,805 shares in the company, valued at $6,320,775. This trade represents a 4.30% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.28% of the stock is currently owned by corporate insiders.

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.