PFA Pension Forsikringsaktieselskab Takes Position in UnitedHealth Group Incorporated $UNH

PFA Pension Forsikringsaktieselskab acquired a new stake in UnitedHealth Group Incorporated (NYSE:UNH) in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor acquired 473,131 shares of the healthcare conglomerate’s stock, valued at approximately $157,155,000.

Other hedge funds have also made changes to their positions in the company. Beacon Financial Strategies CORP acquired a new stake in shares of UnitedHealth Group during the 4th quarter worth about $26,000. Joseph Group Capital Management acquired a new stake in shares of UnitedHealth Group during the 4th quarter worth about $27,000. Foster Dykema Cabot & Partners LLC increased its position in shares of UnitedHealth Group by 69.4% during the 3rd quarter. Foster Dykema Cabot & Partners LLC now owns 83 shares of the healthcare conglomerate’s stock worth $29,000 after purchasing an additional 34 shares in the last quarter. 1248 Management LLC acquired a new stake in shares of UnitedHealth Group during the 3rd quarter worth about $29,000. Finally, Holos Integrated Wealth LLC acquired a new stake in shares of UnitedHealth Group during the 4th quarter worth about $29,000. Institutional investors and hedge funds own 87.86% of the company’s stock.

UnitedHealth Group Stock Down 0.3%

Shares of NYSE UNH opened at $369.29 on Friday. The firm has a market capitalization of $335.39 billion, a PE ratio of 27.89, a price-to-earnings-growth ratio of 1.60 and a beta of 0.63. The company has a current ratio of 0.80, a quick ratio of 0.79 and a debt-to-equity ratio of 0.69. UnitedHealth Group Incorporated has a 1 year low of $234.60 and a 1 year high of $409.70. The firm’s 50-day moving average is $299.45 and its 200-day moving average is $317.38.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share for the quarter, topping the consensus estimate 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 for the quarter, compared to analyst estimates of $109.84 billion. During the same quarter last year, the firm earned $7.20 EPS. UnitedHealth Group’s quarterly revenue was up 2.0% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Equities analysts expect that UnitedHealth Group Incorporated will post 18.29 EPS for the current year.

UnitedHealth Group Announces Dividend

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

Analyst Upgrades and Downgrades

Several equities research analysts have weighed in on UNH shares. JPMorgan Chase & Co. raised their price objective on shares of UnitedHealth Group from $389.00 to $420.00 and gave the company an “overweight” rating in a research report on Tuesday. Sanford C. Bernstein raised their price objective on shares of UnitedHealth Group from $405.00 to $411.00 and gave the company an “outperform” rating in a research report on Tuesday, April 7th. Raymond James Financial upgraded shares of UnitedHealth Group from a “market perform” rating to an “outperform” rating and set a $330.00 price objective for the company in a research report on Wednesday, April 1st. Jefferies Financial Group raised their price objective on shares of UnitedHealth Group from $340.00 to $373.00 and gave the company a “buy” rating in a research report on Monday, April 20th. Finally, Erste Group Bank upgraded shares of UnitedHealth Group from a “hold” rating to a “buy” rating in a research report on Monday, April 27th. One equities research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, six have issued a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat, UnitedHealth Group currently has an average rating of “Moderate Buy” and a consensus price target of $378.88.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: Q1 beat and outlook lift — UnitedHealth reported a sizable Q1 beat, raised its 2026 outlook and earlier popped ~14.5% on the results, giving the company fresh earnings momentum that supports higher valuations. UnitedHealth Pops 14.5% After Q1 Beat: Still a Buy or Too Late Now?
• Positive Sentiment: Goldman Sachs endorsement — Goldman added UNH to its U.S. conviction list, a notable buy-side vote that can attract institutional flows and lend support to the stock. Goldman Sachs Adds UnitedHealth to Its Conviction List: Is the Managed Care Comeback Real?
• Positive Sentiment: Strong recent momentum vs. peers — UNH slightly outperformed Humana in April’s managed-care rally, signaling resilience vs. a key peer during a positive sector backdrop. UnitedHealth or Humana: Which Managed Care Stock Had the Healthiest Returns in April?
• Positive Sentiment: Buy thesis discussion — Analyst commentary is probing whether UNH is now undervalued after the rally, which can attract long-term buy interest if investors buy the growth/Optum story. Is UnitedHealth Stock an Undervalued Stock to Buy?
• Neutral Sentiment: CVS valuation context — Coverage noting CVS trades much cheaper than UNH highlights relative valuation differences that may shift some value-oriented flows away from UNH. CVS Earnings Are Coming. Why the Stock Is No Longer a Value Trap.
• Neutral Sentiment: Macro/ETF context — A note on the Invesco S&P 500 Revenue ETF is tangential but relevant for portfolio allocation decisions that could affect large-cap names like UNH. Should Invesco S&P 500 Revenue ETF (RWL) Be on Your Investing Radar?
• Negative Sentiment: Competitor strength — Cigna reported strong results led by Evernorth, and an improving peer picture can pressure market-share expectations or investor preference within the sector. Cigna Q1 Earnings Beat Estimates on Strong Evernorth Unit
• Negative Sentiment: Insider trimming — Optum CEO Patrick Conway sold about $284k of UNH stock after earnings (his first 2026 sale), which can be read as modest profit-taking and may add to near-term selling pressure. UnitedHealth Stock Has Rallied Since Earnings. One Top Insider Is Trimming His Stake.

Insiders Place Their Bets

In related 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 transaction of $284,000.00. Following the transaction, the chief executive officer owned 17,805 shares of the company’s stock, valued at $6,320,775. This trade represents a 4.30% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. 0.28% of the stock is owned by insiders.

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.