Mitsubishi UFJ Asset Management Co. Ltd. Has $740.74 Million Stake in UnitedHealth Group Incorporated $UNH

Mitsubishi UFJ Asset Management Co. Ltd. raised its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 4.4% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,201,949 shares of the healthcare conglomerate’s stock after purchasing an additional 93,604 shares during the quarter. Mitsubishi UFJ Asset Management Co. Ltd.’s holdings in UnitedHealth Group were worth $740,736,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Capital Research Global Investors boosted its stake in UnitedHealth Group by 126.9% during the 3rd quarter. Capital Research Global Investors now owns 13,042,049 shares of the healthcare conglomerate’s stock valued at $4,503,419,000 after purchasing an additional 7,293,009 shares during the last quarter. Capital World Investors lifted its holdings in shares of UnitedHealth Group by 18.8% in the third quarter. Capital World Investors now owns 21,766,922 shares of the healthcare conglomerate’s stock valued at $7,516,107,000 after purchasing an additional 3,439,182 shares in the last quarter. Capital International Investors grew its holdings in UnitedHealth Group by 11.1% during the third quarter. Capital International Investors now owns 17,499,949 shares of the healthcare conglomerate’s stock worth $6,042,710,000 after buying an additional 1,747,337 shares in the last quarter. Lone Pine Capital LLC bought a new position in UnitedHealth Group during the 2nd quarter valued at $528,273,000. Finally, Bessemer Group Inc. grew its stake in shares of UnitedHealth Group by 152.3% in the 3rd quarter. Bessemer Group Inc. now owns 1,823,871 shares of the healthcare conglomerate’s stock worth $629,783,000 after acquiring an additional 1,100,850 shares in the last quarter. 87.86% of the stock is owned by institutional investors.

UnitedHealth Group Price Performance

UnitedHealth Group stock opened at $363.83 on Wednesday. The company has a market cap of $330.43 billion, a price-to-earnings ratio of 27.48, a PEG ratio of 1.60 and a beta of 0.64. The business’s 50 day simple moving average is $300.93 and its 200 day simple moving average is $316.81. 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 12 month low of $234.60 and a 12 month high of $404.72.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 EPS for the quarter, beating analysts’ consensus estimates of $6.76 by $0.47. UnitedHealth Group had a return on equity of 14.65% and a net margin of 2.68%.The firm had revenue of $111.65 billion for the quarter, compared to analysts’ expectations of $109.84 billion. During the same quarter in the prior year, the firm earned $7.20 EPS. The business’s revenue for the quarter 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 forecast that UnitedHealth Group Incorporated will post 18.29 EPS for the current year.

UnitedHealth Group Dividend Announcement

The firm also recently declared 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. This represents a $8.84 dividend on an annualized basis and a dividend yield of 2.4%. The ex-dividend date was Monday, March 9th. UnitedHealth Group’s dividend payout ratio is presently 66.77%.

Wall Street Analysts Forecast Growth

Several research analysts recently weighed in on the stock. Evercore upgraded shares of UnitedHealth Group to a “strong-buy” rating in a report on Tuesday, January 6th. Piper Sandler restated an “overweight” rating on shares of UnitedHealth Group in a research note on Tuesday, January 27th. Mizuho decreased their price target on UnitedHealth Group from $430.00 to $350.00 and set an “outperform” rating for the company in a research report on Thursday, February 5th. KeyCorp restated an “overweight” rating on shares of UnitedHealth Group in a research note on Wednesday, January 28th. Finally, Oppenheimer lifted their target price on UnitedHealth Group from $385.00 to $405.00 and gave the stock an “outperform” rating in a research note on Wednesday, April 22nd. One investment analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, six have issued a Hold rating and two have given a Sell rating to the stock. According to MarketBeat, UnitedHealth Group presently has a consensus rating of “Moderate Buy” and an average target price of $378.88.

Insiders Place Their Bets

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of the business’s stock in a transaction 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 sale, the chief executive officer owned 17,805 shares of the company’s stock, valued at $6,320,775. The trade was a 4.30% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Corporate insiders own 0.28% of the company’s stock.

More UnitedHealth Group News

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

• Positive Sentiment: Q1 beat and guidance lift investor sentiment: UnitedHealth reported better-than-expected Q1 results and raised FY?2026 guidance (18.25 EPS midpoint), which investors see as evidence of improved profitability and underwriting recovery. Why UnitedHealth Group Stock Came Roaring Back In April
• Positive Sentiment: Analyst endorsement: Goldman Sachs added UNH to its U.S. Conviction List and reiterated a $435 price target, signaling confidence that UnitedHealth is near the bottom of its Medicare/underwriting cycle — a supportive catalyst for long?term holders. Goldman Sachs Names UnitedHealth (UNH) to Conviction List
• Positive Sentiment: Operational move that may improve member experience: UnitedHealthcare will eliminate prior?authorization requirements for ~30% of services later this year, reducing friction for patients and providers — a customer?centric step that could support retention and sales narratives. UnitedHealthcare removes prior approval requirements
• Neutral Sentiment: Industry?wide caution on claims lag: Analysts note that Q1 results may understate recent medical?cost trends because of claims processing lags; Q2 will be the more important quarter to confirm margin momentum. This tempers immediate upside. Major health insurers show signs of recovery – but a key test looms
• Neutral Sentiment: Talent movement noted: A senior UnitedHealth executive, Heather Cianfrocco, has moved to Highmark Health — routine for large insurers but worth monitoring for any operational impact in benefits/services leadership. Highmark Health Appoints Heather Cianfrocco as Chief Operating Officer
• Negative Sentiment: Governance pressure: A shareholder proposal pushing for an independent board chair (filed by The Accountability Board) has raised governance questions and could be a distraction or source of investor debate ahead of the proxy season. How Investors Are Reacting To UnitedHealth Group (UNH) Earnings Beat, Guidance Hike and Governance Challenge

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.