Mitsubishi UFJ Asset Management Co. Ltd. Grows Stock Position in UnitedHealth Group Incorporated $UNH

Mitsubishi UFJ Asset Management Co. Ltd. increased its position in UnitedHealth Group Incorporated (NYSE:UNH) by 3.5% in the 3rd quarter, HoldingsChannel reports. The fund owned 2,108,345 shares of the healthcare conglomerate’s stock after purchasing an additional 71,366 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd.’s holdings in UnitedHealth Group were worth $728,035,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds also recently bought and sold shares of UNH. Guerra Advisors Inc bought a new position in shares of UnitedHealth Group in the third quarter worth $1,059,000. Berkshire Hathaway Inc purchased a new stake in shares of UnitedHealth Group in the 2nd quarter valued at about $1,572,193,000. Murphy Pohlad Asset Management LLC increased its position in shares of UnitedHealth Group by 21.8% in the second quarter. Murphy Pohlad Asset Management LLC now owns 4,425 shares of the healthcare conglomerate’s stock worth $1,380,000 after purchasing an additional 791 shares during the last quarter. Carnegie Investment Counsel increased its holdings in shares of UnitedHealth Group by 2.2% in the 3rd quarter. Carnegie Investment Counsel now owns 105,621 shares of the healthcare conglomerate’s stock worth $36,471,000 after buying an additional 2,316 shares during the last quarter. Finally, EverSource Wealth Advisors LLC grew its position in UnitedHealth Group by 48.9% in the second quarter. EverSource Wealth Advisors LLC now owns 5,790 shares of the healthcare conglomerate’s stock worth $1,806,000 after acquiring an additional 1,901 shares in the last quarter. 87.86% of the stock is owned by institutional investors.

Analyst Ratings Changes

UNH has been the subject of a number of recent research reports. Piper Sandler restated an “overweight” rating on shares of UnitedHealth Group in a research report on Tuesday, January 27th. Barclays reduced their target price on shares of UnitedHealth Group from $391.00 to $327.00 and set an “overweight” rating on the stock in a report on Friday, January 30th. TD Cowen raised their price objective on UnitedHealth Group from $335.00 to $338.00 and gave the company a “hold” rating in a research note on Thursday, October 30th. Sanford C. Bernstein restated an “outperform” rating on shares of UnitedHealth Group in a report on Wednesday, January 28th. Finally, JPMorgan Chase & Co. lowered their price objective on UnitedHealth Group from $425.00 to $389.00 and set an “overweight” rating for the company in a research report on Monday, February 2nd. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, nine have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $372.13.

UnitedHealth Group Stock Up 3.7%

Shares of UnitedHealth Group stock opened at $284.11 on Thursday. UnitedHealth Group Incorporated has a 1 year low of $234.60 and a 1 year high of $606.36. The company has a debt-to-equity ratio of 0.72, a current ratio of 0.79 and a quick ratio of 0.82. The company has a 50-day moving average of $313.51 and a 200 day moving average of $325.44. The firm has a market cap of $257.35 billion, a price-to-earnings ratio of 21.54, a PEG ratio of 1.26 and a beta of 0.41.

UnitedHealth Group (NYSE:UNH) last released its earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 EPS for the quarter, topping 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 firm had revenue of $113.73 billion for the quarter, compared to analysts’ expectations of $113.38 billion. During the same period in the prior year, the firm posted $6.81 earnings per share. The company’s quarterly 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, sell-side analysts anticipate that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

UnitedHealth Group Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 17th. Stockholders of record on Monday, March 9th will be issued a dividend of $2.21 per share. This represents a $8.84 dividend on an annualized basis and a dividend yield of 3.1%. The ex-dividend date of this dividend is Monday, March 9th. UnitedHealth Group’s dividend payout ratio is presently 67.02%.

Key Headlines Impacting UnitedHealth Group

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

• Positive Sentiment: Board approved a quarterly cash dividend of $2.21 per share (payable Mar 17, shareholders of record Mar 9); the payout implies about a 3.1% yield and supports income-focused buyers. Business Wire Dividend Announcement
• Neutral Sentiment: Company press releases (and wider coverage) formalize the dividend and remind investors of UnitedHealth’s large scale and cash-generation profile, which can moderate volatility for long-term holders. Yahoo Finance
• Neutral Sentiment: Several market commentaries note UNH has underperformed the Dow and that valuation has compressed after the recent pullback; analysts remain mixed but some are cautiously optimistic about recovery if margins normalize. Barchart
• Negative Sentiment: Regulatory and guidance shock: reporting suggests a major driver of the recent ~23% decline was disappointing 2026 guidance plus a proposed Medicare/Medicaid reimbursement update for 2027 that was essentially flat (+0.09%), well below industry models — this has materially cut forward earnings expectations. Forbes
• Negative Sentiment: Core business margin pressure: UnitedHealthcare revenue rose ~15.7% in 2025, but adjusted operating earnings declined sharply (reported ~41.1% fall) as medical cost trends and reduced Medicare funding squeezed margins — investors will be watching repricing and cost-management progress. Zacks
• Negative Sentiment: Near-term price weakness continues in daily trading reports and analyst notes as the market digests guidance, regulatory risk and slower margin recovery — the stock’s recent volatility reflects uncertainty about near-term earnings. Yahoo Market Note

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.