Kensington Investment Counsel LLC Purchases New Position in UnitedHealth Group Incorporated $UNH

Kensington Investment Counsel LLC bought a new stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm bought 8,365 shares of the healthcare conglomerate’s stock, valued at approximately $2,888,000. UnitedHealth Group comprises 1.2% of Kensington Investment Counsel LLC’s investment portfolio, making the stock its 27th largest holding.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the business. Norges Bank bought a new stake in UnitedHealth Group in the 2nd quarter worth about $3,837,207,000. Capital Research Global Investors grew its stake in shares of UnitedHealth Group by 126.9% in the third quarter. Capital Research Global Investors now owns 13,042,049 shares of the healthcare conglomerate’s stock worth $4,503,419,000 after acquiring an additional 7,293,009 shares during the period. Berkshire Hathaway Inc bought a new position in UnitedHealth Group during the second quarter valued at approximately $1,572,193,000. Dodge & Cox grew its position in UnitedHealth Group by 117.7% in the 2nd quarter. Dodge & Cox now owns 8,750,560 shares of the healthcare conglomerate’s stock worth $2,729,912,000 after purchasing an additional 4,730,192 shares during the period. Finally, Capital World Investors lifted its holdings in shares of UnitedHealth Group by 18.8% during the 3rd quarter. Capital World Investors now owns 21,766,922 shares of the healthcare conglomerate’s stock valued at $7,516,107,000 after buying an additional 3,439,182 shares during the period. 87.86% of the stock is owned by institutional investors.

UnitedHealth Group Trading Up 0.7%

UnitedHealth Group stock opened at $287.60 on Wednesday. The company has a current ratio of 0.79, a quick ratio of 0.79 and a debt-to-equity ratio of 0.72. UnitedHealth Group Incorporated has a 12-month low of $234.60 and a 12-month high of $606.36. The firm has a market capitalization of $261.05 billion, a price-to-earnings ratio of 21.80, a P/E/G ratio of 1.31 and a beta of 0.41. The firm has a 50 day moving average of $301.00 and a 200 day moving average of $324.98.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share for the quarter, topping analysts’ consensus estimates of $2.09 by $0.02. UnitedHealth Group had a net margin of 2.69% and a return on equity of 14.79%. The business had revenue of $113.73 billion during the quarter, compared to analyst estimates of $113.38 billion. During the same period in the prior year, the business posted $6.81 earnings per share. The company’s 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, research analysts predict that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current year.

UnitedHealth Group Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Monday, March 9th were given a $2.21 dividend. This represents a $8.84 annualized dividend and a dividend yield of 3.1%. The ex-dividend date was Monday, March 9th. UnitedHealth Group’s payout ratio is presently 67.02%.

Wall Street Analysts Forecast Growth

Several analysts recently commented on UNH shares. Jefferies Financial Group cut their price objective on UnitedHealth Group from $418.00 to $340.00 and set a “buy” rating for the company in a report on Wednesday, January 28th. UBS Group cut their price target on UnitedHealth Group from $430.00 to $410.00 and set a “buy” rating for the company in a research note on Wednesday, January 28th. Morgan Stanley dropped their price objective on shares of UnitedHealth Group from $411.00 to $409.00 and set an “overweight” rating on the stock in a report on Friday, January 23rd. Truist Financial reduced their target price on shares of UnitedHealth Group from $410.00 to $370.00 and set a “buy” rating for the company in a report on Monday, February 2nd. Finally, Oppenheimer cut their price objective on shares of UnitedHealth Group from $415.00 to $385.00 and set an “outperform” rating for the company in a research report on Wednesday, January 28th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, eight have issued a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat, UnitedHealth Group has an average rating of “Moderate Buy” and an average price target of $372.13.

UnitedHealth Group News Roundup

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

• Positive Sentiment: Analyst bullish thesis highlighting AI-driven efficiency and a targeted $1B in cost savings, plus management’s 2026 EPS guidance, supports expectations for margin improvement and earnings recovery. UnitedHealth: Why AI Is The Secret Weapon For The Turnaround
• Positive Sentiment: UnitedHealthcare expanded national doula coverage for employer plans — a value-based, preventive care move that could improve maternal outcomes and reduce downstream costs if utilization and ROI track expectations. UNH Expands Doulas: Better Outcomes or Margin Play Ahead?
• Neutral Sentiment: The company set its Q1 2026 earnings release for April 21 (pre-market) with a webcast — an upcoming report that could drive volatility depending on revenue/margin progress vs. the current EPS guidance. UnitedHealth Group Announces Earnings Release Date
• Neutral Sentiment: Coverage and commentary summarizing a bullish investment case (valuation-focused writeups) keep the narrative mixed—some investors see a longer-term buy opportunity while others wait for clearer execution. Is UnitedHealth Group Incorporated (UNH) A Good Stock To Buy Now?
• Negative Sentiment: Critical research argues the stock is stabilizing but not yet a buy—analysts caution that membership and revenue adjustments reflect strategic resets, and valuation compression leaves limited margin of safety until execution is proven. UnitedHealth: Stabilizing, But Not Yet A Buy

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.