Great Lakes Advisors LLC reduced its holdings in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 2.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 208,483 shares of the healthcare conglomerate’s stock after selling 6,286 shares during the period. Great Lakes Advisors LLC’s holdings in UnitedHealth Group were worth $68,823,000 at the end of the most recent reporting period.
A number of other institutional investors and hedge funds have also recently bought and sold shares of UNH. Aviva PLC lifted its stake in shares of UnitedHealth Group by 5.5% in the 4th quarter. Aviva PLC now owns 759,624 shares of the healthcare conglomerate’s stock valued at $250,759,000 after purchasing an additional 39,373 shares during the last quarter. Peterson Wealth Services boosted its stake in shares of UnitedHealth Group by 267.1% during the 4th quarter. Peterson Wealth Services now owns 4,391 shares of the healthcare conglomerate’s stock worth $1,450,000 after acquiring an additional 3,195 shares in the last quarter. Mosley Wealth Management bought a new stake in shares of UnitedHealth Group during the 4th quarter worth about $429,000. Trailhead Planners LLC bought a new position in UnitedHealth Group in the 4th quarter worth $215,000. Finally, RKL Wealth Management LLC raised its holdings in UnitedHealth Group by 2.7% in the 4th quarter. RKL Wealth Management LLC now owns 2,610 shares of the healthcare conglomerate’s stock worth $862,000 after acquiring an additional 69 shares during the period. Hedge funds and other institutional investors own 87.86% of the company’s stock.
Insider Activity
In other news, CEO Patrick Hugh Conway sold 800 shares of the stock in a transaction that occurred on Thursday, April 23rd. The stock was 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 directly owned 17,805 shares of the company’s stock, valued at approximately $6,320,775. This represents a 4.30% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Insiders own 0.28% of the company’s stock.
UnitedHealth Group Trading Down 0.5%
UnitedHealth Group (NYSE:UNH – Get Free Report) last posted its quarterly earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 EPS for the quarter, beating the consensus estimate of $6.76 by $0.47. The firm had revenue of $111.65 billion during the quarter, compared to analysts’ expectations of $109.84 billion. UnitedHealth Group had a return on equity of 14.65% and a net margin of 2.68%.The company’s revenue for the quarter was up 2.0% on a year-over-year basis. During the same quarter in the prior year, the firm posted $7.20 EPS. 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 EPS for the current year.
UnitedHealth Group Increases Dividend
The company also recently declared a quarterly dividend, which will be paid on Tuesday, June 23rd. Shareholders of record on Monday, June 15th will be issued a $2.32 dividend. 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. This represents a $9.28 annualized dividend and a yield of 2.3%. UnitedHealth Group’s payout ratio is currently 66.77%.
Key Headlines Impacting UnitedHealth Group
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?
Wall Street Analysts Forecast Growth
UNH has been the subject of several research analyst reports. Wells Fargo & Company boosted their price objective on UnitedHealth Group from $370.00 to $397.00 and gave the stock an “overweight” rating in a research report on Wednesday, April 22nd. Argus raised UnitedHealth Group from a “hold” rating to a “buy” rating and set a $400.00 price objective for the company in a research report on Wednesday, April 22nd. Sanford C. Bernstein boosted their price objective on UnitedHealth Group from $444.00 to $492.00 and gave the stock an “outperform” rating in a research report on Wednesday, May 27th. Morgan Stanley boosted their price objective on UnitedHealth Group from $395.00 to $453.00 and gave the stock an “overweight” rating in a research report on Thursday, June 4th. Finally, Erste Group Bank raised UnitedHealth Group from a “hold” rating to a “buy” rating in a research report on Monday, April 27th. One equities research analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $407.17.
Check Out Our Latest Analysis on UnitedHealth Group
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.
Featured Stories
- Five stocks we like better than UnitedHealth Group
- Microsoft Just Gave Investors 3 Dates They Can’t Afford to Ignore
- NVIDIA’s Outlook Gains Momentum: Stock Price to Follow
- The World Cup Is Coming—These 3 Stocks Could Cash In
- Spotify’s “North Star” Outlook Was Music to Investors Ears
Want to see what other hedge funds are holding UNH? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for UnitedHealth Group Incorporated (NYSE:UNH – Free Report).
Receive News & Ratings for UnitedHealth Group Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for UnitedHealth Group and related companies with MarketBeat.com's FREE daily email newsletter.
