Elo Mutual Pension Insurance Co Purchases 2,058 Shares of UnitedHealth Group Incorporated $UNH

Elo Mutual Pension Insurance Co grew its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 1.7% during the third quarter, according to the company in its most recent disclosure with the SEC. The fund owned 120,501 shares of the healthcare conglomerate’s stock after buying an additional 2,058 shares during the quarter. UnitedHealth Group accounts for about 0.7% of Elo Mutual Pension Insurance Co’s investment portfolio, making the stock its 25th biggest position. Elo Mutual Pension Insurance Co’s holdings in UnitedHealth Group were worth $41,609,000 at the end of the most recent quarter.

Other hedge funds also recently bought and sold shares of the company. Geode Capital Management LLC raised its stake in shares of UnitedHealth Group by 3.3% during the second quarter. Geode Capital Management LLC now owns 21,312,182 shares of the healthcare conglomerate’s stock valued at $6,624,411,000 after acquiring an additional 675,075 shares in the last quarter. Norges Bank bought a new position in shares of UnitedHealth Group during the 2nd quarter worth approximately $3,837,207,000. Dodge & Cox lifted its position in UnitedHealth Group by 117.7% during the 2nd quarter. Dodge & Cox now owns 8,750,560 shares of the healthcare conglomerate’s stock worth $2,729,912,000 after acquiring an additional 4,730,192 shares during the period. Charles Schwab Investment Management Inc. lifted its holdings in shares of UnitedHealth Group by 6.1% during the second quarter. Charles Schwab Investment Management Inc. now owns 7,502,469 shares of the healthcare conglomerate’s stock worth $2,340,346,000 after purchasing an additional 432,084 shares during the period. Finally, Amundi increased its holdings in UnitedHealth Group by 33.8% in the 2nd quarter. Amundi now owns 6,191,871 shares of the healthcare conglomerate’s stock worth $1,904,372,000 after buying an additional 1,565,245 shares during the period. Institutional investors own 87.86% of the company’s stock.

UnitedHealth Group Stock Performance

UnitedHealth Group stock opened at $292.97 on Monday. The stock has a market cap of $265.38 billion, a price-to-earnings ratio of 22.21, a price-to-earnings-growth ratio of 1.35 and a beta of 0.41. 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 firm has a 50 day simple moving average of $311.98 and a 200-day simple moving average of $326.28. UnitedHealth Group Incorporated has a 1-year low of $234.60 and a 1-year high of $606.36.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings data on Tuesday, January 27th. The healthcare conglomerate reported $2.11 EPS 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 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 firm’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. On average, analysts expect that UnitedHealth Group Incorporated will post 29.54 EPS for the current year.

UnitedHealth Group Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 17th. Investors 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 yield of 3.0%. The ex-dividend date is Monday, March 9th. UnitedHealth Group’s dividend payout ratio (DPR) is 67.02%.

Analyst Upgrades and Downgrades

Several equities research analysts have weighed in on UNH shares. JPMorgan Chase & Co. cut their price target on UnitedHealth Group from $425.00 to $389.00 and set an “overweight” rating on the stock in a research report on Monday, February 2nd. Piper Sandler reissued an “overweight” rating on shares of UnitedHealth Group in a report on Tuesday, January 27th. Jefferies Financial Group cut their target price on shares of UnitedHealth Group from $418.00 to $340.00 and set a “buy” rating for the company in a report on Wednesday, January 28th. Sanford C. Bernstein restated an “outperform” rating on shares of UnitedHealth Group in a research report on Wednesday, January 28th. Finally, 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. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, nine have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, UnitedHealth Group has an average rating of “Moderate Buy” and a consensus price target of $372.13.

More UnitedHealth Group News

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 Company 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.