Louisiana State Employees Retirement System Acquires New Holdings in UnitedHealth Group Incorporated $UNH

Louisiana State Employees Retirement System bought a new position in UnitedHealth Group Incorporated (NYSE:UNH) during the 1st quarter, according to its most recent filing with the SEC. The institutional investor bought 46,200 shares of the healthcare conglomerate’s stock, valued at approximately $12,501,000.

Several other institutional investors have also recently made changes to their positions in the company. Kellett Wealth Advisors LLC raised its holdings in shares of UnitedHealth Group by 1.7% in the 4th quarter. Kellett Wealth Advisors LLC now owns 1,746 shares of the healthcare conglomerate’s stock valued at $576,000 after acquiring an additional 29 shares in the last quarter. Founders Capital Management LLC increased its position 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 purchasing an additional 29 shares during the last quarter. Cooper Financial Group raised its stake in UnitedHealth Group by 0.7% in the fourth quarter. Cooper Financial Group now owns 4,338 shares of the healthcare conglomerate’s stock valued at $1,432,000 after purchasing an additional 30 shares in the last quarter. Successful Portfolios LLC grew its stake in UnitedHealth Group by 2.6% in the 4th quarter. Successful Portfolios LLC now owns 1,194 shares of the healthcare conglomerate’s stock worth $411,000 after buying an additional 30 shares in the last quarter. Finally, Bell Investment Advisors Inc raised its position in shares of UnitedHealth Group by 14.4% during the 1st quarter. Bell Investment Advisors Inc now owns 246 shares of the healthcare conglomerate’s stock valued at $67,000 after buying an additional 31 shares in the last quarter. Institutional investors own 87.86% of the company’s stock.

UnitedHealth Group News Summary

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

• Positive Sentiment: Bank of America raised its price target on UnitedHealth Group to $475 from $450 and kept a buy rating, signaling further upside potential for the stock.
• Positive Sentiment: The stock hit a new 52-week high of $417.58, reflecting strong momentum as investors continue to reward UnitedHealth’s recent operating performance and long-term earnings outlook.
• Positive Sentiment: Several recent articles highlighted UNH as a long-term value stock, with Wall Street expectations calling for double-digit EPS growth in the upcoming Q2 2026 report.
• Neutral Sentiment: Broader market action also helped: the Dow surged while tech stocks lagged, which can support large healthcare names like UnitedHealth as investors rotate toward more defensive sectors.
• Neutral Sentiment: UnitedHealth reached a proposed FTC settlement over insulin rebating practices, which removes some regulatory uncertainty but does not appear to be a major near-term catalyst.
• Neutral Sentiment: Commentary from analysts and media outlets generally remained constructive, with some pieces asking whether the stock is still a buy after its strong run.

Insider Buying and Selling at UnitedHealth Group

In other news, CEO Patrick Hugh Conway sold 800 shares of the business’s stock in a transaction that occurred 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 directly owned 17,805 shares of the company’s stock, valued at approximately $6,320,775. The trade was a 4.30% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Corporate insiders own 0.28% of the company’s stock.

UnitedHealth Group Stock Up 2.4%

Shares of UnitedHealth Group stock opened at $415.68 on Friday. The company has a debt-to-equity ratio of 0.69, a quick ratio of 0.80 and a current ratio of 0.80. UnitedHealth Group Incorporated has a 52-week low of $234.60 and a 52-week high of $417.58. The company’s 50 day moving average price is $381.65 and its 200-day moving average price is $331.77. The stock has a market capitalization of $377.50 billion, a price-to-earnings ratio of 31.40, a P/E/G ratio of 1.63 and a beta of 0.64.

UnitedHealth Group (NYSE:UNH) last announced its quarterly earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share for the quarter, beating the consensus estimate of $6.76 by $0.47. The business had revenue of $111.65 billion during the quarter, compared to analysts’ expectations of $109.84 billion. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The firm’s revenue for the quarter was up 2.0% compared to the same quarter last year. During the same quarter in the prior year, the company posted $7.20 EPS. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Equities research analysts forecast that UnitedHealth Group Incorporated will post 18.32 EPS for the current year.

UnitedHealth Group Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, June 23rd. Shareholders of record on Monday, June 15th were given a dividend of $2.32 per share. This represents a $9.28 dividend on an annualized basis and a yield of 2.2%. The ex-dividend date of this dividend was Monday, June 15th. This is a positive change from UnitedHealth Group’s previous quarterly dividend of $2.21. UnitedHealth Group’s dividend payout ratio is currently 70.09%.

Analyst Ratings Changes

UNH has been the subject of several research reports. Wells Fargo & Company upped their target price 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. Barclays upped their price objective on UnitedHealth Group from $373.00 to $429.00 and gave the stock an “overweight” rating in a report on Tuesday, May 26th. Oppenheimer raised their price objective on UnitedHealth Group from $385.00 to $405.00 and gave the company an “outperform” rating in a report on Wednesday, April 22nd. UBS Group upped their target price on UnitedHealth Group from $410.00 to $460.00 and gave the stock a “buy” rating in a research note on Friday, May 22nd. Finally, Mizuho lifted their price target on shares of UnitedHealth Group from $440.00 to $460.00 and gave the stock an “outperform” rating in a research note on Monday, June 8th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, four have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, UnitedHealth Group has a consensus rating of “Moderate Buy” and a consensus price target of $410.79.

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.