UnitedHealth Group Incorporated $UNH Shares Purchased by State Street Corp

State Street Corp raised its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 2.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 45,232,170 shares of the healthcare conglomerate’s stock after acquiring an additional 1,119,834 shares during the period. State Street Corp’s holdings in UnitedHealth Group were worth $14,931,592,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors also recently bought and sold shares of the company. Public Sector Pension Investment Board boosted its stake in shares of UnitedHealth Group by 43.1% during the third quarter. Public Sector Pension Investment Board now owns 287,132 shares of the healthcare conglomerate’s stock worth $99,147,000 after buying an additional 86,432 shares during the period. Oberndorf William E acquired a new stake in shares of UnitedHealth Group during the third quarter worth about $12,276,000. Timber Creek Capital Management LLC acquired a new stake in shares of UnitedHealth Group during the third quarter worth about $2,227,000. Griffith & Werner Inc. acquired a new stake in shares of UnitedHealth Group during the third quarter worth about $3,039,000. Finally, CenterBook Partners LP boosted its stake in shares of UnitedHealth Group by 164.0% during the third quarter. CenterBook Partners LP now owns 10,781 shares of the healthcare conglomerate’s stock worth $3,723,000 after buying an additional 6,697 shares during the period. Institutional investors and hedge funds own 87.86% of the company’s stock.

Analysts Set New Price Targets

A number of equities research analysts recently commented on UNH shares. Argus upgraded shares of UnitedHealth Group from a “hold” rating to a “buy” rating and set a $400.00 price objective for the company in a research report on Wednesday, April 22nd. Truist Financial increased their target price on shares of UnitedHealth Group from $395.00 to $440.00 and gave the company a “buy” rating in a report on Monday, June 1st. JPMorgan Chase & Co. increased their target price on shares of UnitedHealth Group from $420.00 to $466.00 and gave the company an “overweight” rating in a report on Monday, June 8th. Jefferies Financial Group increased their target price on shares of UnitedHealth Group from $340.00 to $373.00 and gave the company a “buy” rating in a report on Monday, April 20th. Finally, Leerink Partners increased their target price on shares of UnitedHealth Group from $345.00 to $400.00 and gave the company an “outperform” rating in a report on Wednesday, April 22nd. One analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, UnitedHealth Group has an average rating of “Moderate Buy” and an average target price of $407.17.

UnitedHealth Group Trading Up 0.7%

Shares of UNH opened at $408.34 on Friday. The company has a debt-to-equity ratio of 0.69, a current ratio of 0.80 and a quick ratio of 0.80. The firm has a 50 day simple moving average of $362.28 and a 200-day simple moving average of $326.85. UnitedHealth Group Incorporated has a 1-year low of $234.60 and a 1-year high of $415.98. The stock has a market cap of $370.83 billion, a price-to-earnings ratio of 30.84, a price-to-earnings-growth ratio of 1.63 and a beta of 0.64.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings data 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 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 last year, the company posted $7.20 EPS. The company’s revenue was up 2.0% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Equities analysts forecast 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 paid a $2.32 dividend. This represents a $9.28 annualized dividend and a yield of 2.3%. The ex-dividend date of this dividend is Monday, June 15th. This is an increase from UnitedHealth Group’s previous quarterly dividend of $2.21. UnitedHealth Group’s dividend payout ratio is presently 66.77%.

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 value of $284,000.00. Following the completion of the sale, 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 position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders own 0.28% of the company’s stock.

Key Headlines Impacting UnitedHealth Group

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.

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.