Cardano Risk Management B.V. increased its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 864.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 2,523,700 shares of the healthcare conglomerate’s stock after buying an additional 2,262,006 shares during the period. Cardano Risk Management B.V. owned about 0.28% of UnitedHealth Group worth $833,099,000 as of its most recent filing with the Securities and Exchange Commission.
Other institutional investors have also recently added to or reduced their stakes in the company. Sarver Vrooman Wealth Advisors purchased a new stake in UnitedHealth Group during the fourth quarter worth about $25,000. Beacon Financial Strategies CORP acquired a new position in UnitedHealth Group during the fourth quarter worth about $26,000. Anfield Capital Management LLC raised its position in UnitedHealth Group by 220.0% during the fourth quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate’s stock worth $26,000 after acquiring an additional 55 shares during the last quarter. Joseph Group Capital Management acquired a new position in UnitedHealth Group during the fourth quarter worth about $27,000. Finally, Foster Dykema Cabot & Partners LLC raised its position in UnitedHealth Group by 69.4% during the third quarter. Foster Dykema Cabot & Partners LLC now owns 83 shares of the healthcare conglomerate’s stock worth $29,000 after acquiring an additional 34 shares during the last quarter. Hedge funds and other institutional investors own 87.86% of the company’s stock.
Analysts Set New Price Targets
A number of brokerages have issued reports on UNH. Argus upgraded shares of UnitedHealth Group from a “hold” rating to a “buy” rating and set a $400.00 target price for the company in a research report on Wednesday, April 22nd. HC Wainwright set a $492.00 target price on shares of UnitedHealth Group in a research report on Wednesday, May 27th. Oppenheimer boosted their price objective on shares of UnitedHealth Group from $385.00 to $405.00 and gave the company an “outperform” rating in a research report on Wednesday, April 22nd. Morgan Stanley boosted their price objective on shares of UnitedHealth Group from $395.00 to $453.00 and gave the company an “overweight” rating in a research report on Thursday, June 4th. Finally, Leerink Partners boosted their price objective on shares of UnitedHealth Group from $345.00 to $400.00 and gave the company an “outperform” rating in a research report on Wednesday, April 22nd. One equities research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, five have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, UnitedHealth Group currently has a consensus rating of “Moderate Buy” and an average price target of $407.17.
More UnitedHealth Group News
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.
UnitedHealth Group Price Performance
UnitedHealth Group stock opened at $408.34 on Friday. UnitedHealth Group Incorporated has a 1 year low of $234.60 and a 1 year high of $415.98. The firm has a 50 day moving average price of $362.28 and a 200 day moving average price of $326.85. The company has a market cap of $370.83 billion, a price-to-earnings ratio of 30.84, a PEG ratio of 1.63 and a beta of 0.64. 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 (NYSE:UNH – Get Free Report) last released its earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share (EPS) for the quarter, beating 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 firm had revenue of $111.65 billion during the quarter, compared to the consensus estimate of $109.84 billion. During the same period in the previous year, the firm earned $7.20 earnings per share. UnitedHealth Group’s revenue was up 2.0% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Sell-side analysts predict that UnitedHealth Group Incorporated will post 18.32 earnings per share for the current year.
UnitedHealth Group Increases Dividend
The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 23rd. Shareholders of record on Monday, June 15th will be paid a dividend of $2.32 per share. This is an increase from UnitedHealth Group’s previous quarterly dividend of $2.21. This represents a $9.28 annualized dividend and a yield of 2.3%. The ex-dividend date is Monday, June 15th. UnitedHealth Group’s payout ratio is presently 66.77%.
Insider Transactions at UnitedHealth Group
In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of the business’s 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 completion of the sale, the chief executive officer directly owned 17,805 shares in the company, valued at $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 available through this hyperlink. 0.28% of the stock is currently owned by corporate insiders.
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.
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