Banco BTG Pactual S.A. Cuts Stock Position in UnitedHealth Group Incorporated $UNH

Banco BTG Pactual S.A. lessened its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 90.5% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 1,609 shares of the healthcare conglomerate’s stock after selling 15,357 shares during the period. Banco BTG Pactual S.A.’s holdings in UnitedHealth Group were worth $531,000 as of its most recent SEC filing.

A number of other institutional investors have also bought and sold shares of UNH. Public Sector Pension Investment Board grew its position in UnitedHealth Group by 43.1% in the third quarter. Public Sector Pension Investment Board now owns 287,132 shares of the healthcare conglomerate’s stock worth $99,147,000 after acquiring an additional 86,432 shares in the last quarter. Oberndorf William E purchased a new position in UnitedHealth Group in the third quarter worth about $12,276,000. Timber Creek Capital Management LLC purchased a new position in UnitedHealth Group in the third quarter worth about $2,227,000. Griffith & Werner Inc. purchased a new position in UnitedHealth Group in the third quarter worth about $3,039,000. Finally, CenterBook Partners LP grew its position in UnitedHealth Group by 164.0% in the third quarter. CenterBook Partners LP now owns 10,781 shares of the healthcare conglomerate’s stock worth $3,723,000 after acquiring an additional 6,697 shares in the last quarter. Hedge funds and other institutional investors own 87.86% of the company’s stock.

Analyst Ratings Changes

Several analysts have issued reports on the stock. Sanford C. Bernstein raised their price objective on shares of UnitedHealth Group from $444.00 to $492.00 and gave the stock an “outperform” rating in a research note on Wednesday, May 27th. Royal Bank Of Canada raised their price objective on shares of UnitedHealth Group from $361.00 to $400.00 and gave the stock an “outperform” rating in a research note on Wednesday, April 22nd. HSBC raised shares of UnitedHealth Group from a “reduce” rating to a “hold” rating and set a $300.00 price objective for the company in a research note on Tuesday, April 7th. Barclays raised their price objective on shares of UnitedHealth Group from $373.00 to $429.00 and gave the stock an “overweight” rating in a research note on Tuesday, May 26th. Finally, JPMorgan Chase & Co. raised their price objective on shares of UnitedHealth Group from $420.00 to $466.00 and gave the stock an “overweight” rating in a research note on Monday. One analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, five have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, UnitedHealth Group currently has a consensus rating of “Moderate Buy” and an average price target of $407.17.

Insider Buying and Selling

In related 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 value of $284,000.00. Following the completion of the transaction, 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 ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. 0.28% of the stock is owned by company insiders.

UnitedHealth Group Stock Performance

UnitedHealth Group stock opened at $405.58 on Friday. The company has a 50 day moving average price of $359.59 and a 200-day moving average price of $326.28. 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 Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $415.98. The company has a market capitalization of $368.32 billion, a PE ratio of 30.63, a P/E/G ratio of 1.64 and a beta of 0.64.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share for the quarter, beating 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 firm had revenue of $111.65 billion during the quarter, compared to the consensus estimate of $109.84 billion. During the same quarter in the previous year, the firm posted $7.20 earnings per share. The company’s revenue was up 2.0% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. As a group, equities analysts forecast 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. Investors of record on Monday, June 15th will be paid a $2.32 dividend. This represents a $9.28 dividend on an annualized basis and a yield of 2.3%. This is a positive change from UnitedHealth Group’s previous quarterly dividend of $2.21. The ex-dividend date of this dividend is Monday, June 15th. UnitedHealth Group’s payout ratio is presently 66.77%.

More UnitedHealth Group News

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

• Positive Sentiment: UnitedHealth announced it will report second-quarter 2026 results on July 16, with a conference call the same morning. While this is not a financial update itself, it gives investors a clear catalyst to watch and often keeps attention on the stock. UnitedHealth Group Announces Earnings Release Date
• Positive Sentiment: Analysts remain constructive: JPMorgan reportedly raised its price target on UNH, Erste Group increased FY2027 EPS estimates, and Mizuho boosted its target to $460 while reiterating an Outperform rating. That suggests Wall Street sees more earnings upside ahead. Mizuho Boosts UnitedHealth (UNH) Target as Managed Care Outlook Improves
• Positive Sentiment: UnitedHealth also announced a dividend increase, reinforcing its appeal as a defensive, income-producing healthcare stock. 3 Stocks That Announced Dividend Hikes Amid Geopolitical Tensions
• Positive Sentiment: The stock recently hit a 52-week high, reflecting a strong rebound from last year’s weakness and signaling momentum-driven buying interest. UnitedHealth Group Just Hit a 52-Week High. Is It Too Late to Buy This Soaring Stock?
• Neutral Sentiment: Recent articles also noted that UNH remains a “top-ranked momentum stock” and a “moderate buy” among brokerages, which supports the stock but does not by itself change fundamentals. UnitedHealth Group (UNH) is a Top-Ranked Momentum Stock: Should You Buy?

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.