UnitedHealth Group Incorporated $UNH Holdings Cut by Legal & General Group Plc

Legal & General Group Plc decreased its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 3.2% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 6,059,197 shares of the healthcare conglomerate’s stock after selling 202,553 shares during the quarter. Legal & General Group Plc’s holdings in UnitedHealth Group were worth $2,000,202,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in UNH. Beacon Financial Strategies CORP bought a new position in shares of UnitedHealth Group during the 4th quarter valued at $26,000. Anfield Capital Management LLC raised its holdings in shares of UnitedHealth Group by 220.0% during the 4th quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate’s stock valued at $26,000 after purchasing an additional 55 shares in the last quarter. Joseph Group Capital Management bought a new position in shares of UnitedHealth Group during the 4th quarter valued at $27,000. Foster Dykema Cabot & Partners LLC raised its holdings 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 valued at $29,000 after purchasing an additional 34 shares in the last quarter. Finally, 1248 Management LLC bought a new position in shares of UnitedHealth Group during the 3rd quarter valued at $29,000. Hedge funds and other institutional investors own 87.86% of the company’s stock.

Insider Activity at UnitedHealth Group

In other news, CEO Patrick Hugh Conway sold 800 shares of the firm’s stock in a transaction dated 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 transaction, the chief executive officer directly owned 17,805 shares of the company’s stock, valued at approximately $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 is accessible through the SEC website. Insiders own 0.28% of the company’s stock.

Wall Street Analyst Weigh In

UNH has been the topic of a number of research analyst reports. Mizuho raised their target price on shares of UnitedHealth Group from $410.00 to $440.00 and gave the company an “outperform” rating in a research note on Wednesday, May 20th. KeyCorp reiterated an “overweight” rating on shares of UnitedHealth Group in a research note on Wednesday, January 28th. Leerink Partners raised their target price on shares of UnitedHealth Group from $345.00 to $400.00 and gave the company an “outperform” rating in a research note on Wednesday, April 22nd. Argus upgraded shares of UnitedHealth Group from a “hold” rating to a “buy” rating and set a $400.00 target price on the stock in a research note on Wednesday, April 22nd. Finally, Erste Group Bank upgraded shares of UnitedHealth Group from a “hold” rating to a “buy” rating in a research note on Monday, April 27th. One analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $387.57.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: UBS raised its price target on UnitedHealth Group to $460 from $410 and reiterated a Buy rating, signaling meaningful upside from current levels. Benzinga report on UBS target increase
• Positive Sentiment: UnitedHealth was highlighted by multiple outlets as a high-quality stock and a turnaround bet, with commentary noting that managed care is outgrowing the broader economy and that the company is benefiting from AI adoption in operations. Motley Fool article on AI and turnaround
• Neutral Sentiment: UnitedHealth also appeared in a hedge-fund “high quality stocks” list and a Goldman Sachs conviction-list discussion, which supports the stock’s investment case but does not change fundamentals on its own. InsiderMonkey article on turnaround case
• Negative Sentiment: There is still headline risk around Medicare Advantage overpayments, with a Congressional committee estimating about $7 billion annually in excess payments to private insurers, which could keep regulatory scrutiny on managed-care names like UNH. 247WallSt article on Medicare Advantage overpayments
• Negative Sentiment: Recent discussion also noted that Berkshire-linked selling contributed to a prior stock slide, underscoring that investor sentiment can still turn quickly. Barchart article on Berkshire stake sale

UnitedHealth Group Stock Performance

NYSE UNH opened at $388.42 on Monday. The company has a debt-to-equity ratio of 0.69, a current ratio of 0.80 and a quick ratio of 0.80. The firm has a market capitalization of $352.74 billion, a price-to-earnings ratio of 29.34, a P/E/G ratio of 1.67 and a beta of 0.64. The company’s fifty day moving average is $326.93 and its two-hundred day moving average is $319.53. UnitedHealth Group Incorporated has a 52-week low of $234.60 and a 52-week high of $404.15.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share (EPS) for the quarter, topping the consensus estimate of $6.76 by $0.47. The company had revenue of $111.65 billion for the quarter, compared to analyst estimates of $109.84 billion. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The business’s quarterly revenue was up 2.0% on a year-over-year basis. During the same period last year, the business posted $7.20 EPS. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Equities research analysts forecast that UnitedHealth Group Incorporated will post 18.29 EPS 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 issued a dividend of $2.21 per share. This represents a $8.84 dividend on an annualized basis and a dividend yield of 2.3%. The ex-dividend date of this dividend was Monday, March 9th. UnitedHealth Group’s dividend payout ratio (DPR) is presently 66.77%.

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.