Parnassus Investments LLC Lowers Stock Position in UnitedHealth Group Incorporated $UNH

Parnassus Investments LLC lessened its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 4.3% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 199,953 shares of the healthcare conglomerate’s stock after selling 8,964 shares during the quarter. Parnassus Investments LLC’s holdings in UnitedHealth Group were worth $66,006,000 at the end of the most recent quarter.

Several other hedge funds also recently bought and sold shares of the stock. Public Sector Pension Investment Board boosted its stake in shares of 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 valued at $99,147,000 after purchasing an additional 86,432 shares during the period. Oberndorf William E purchased a new position in shares of UnitedHealth Group in the third quarter valued at approximately $12,276,000. Timber Creek Capital Management LLC purchased a new position in shares of UnitedHealth Group in the third quarter valued at approximately $2,227,000. Griffith & Werner Inc. purchased a new position in shares of UnitedHealth Group in the third quarter valued at approximately $3,039,000. Finally, CenterBook Partners LP boosted its stake in shares of UnitedHealth Group by 164.0% in the third quarter. CenterBook Partners LP now owns 10,781 shares of the healthcare conglomerate’s stock valued at $3,723,000 after purchasing an additional 6,697 shares during the period. Hedge funds and other institutional investors own 87.86% of the company’s stock.

Key Stories 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 Analyst Weigh In

Several research analysts have recently commented on the stock. Robert W. Baird raised their price objective on shares of UnitedHealth Group from $278.00 to $287.00 and gave the company an “underperform” rating in a research note on Wednesday, April 22nd. Cantor Fitzgerald reaffirmed an “overweight” rating on shares of UnitedHealth Group in a report on Thursday. Argus raised shares of UnitedHealth Group from a “hold” rating to a “buy” rating and set a $400.00 target price on the stock in a report on Wednesday, April 22nd. Morgan Stanley raised their target price on shares of UnitedHealth Group from $395.00 to $453.00 and gave the company an “overweight” rating in a report on Thursday, June 4th. Finally, JPMorgan Chase & Co. raised their target price on shares of UnitedHealth Group from $420.00 to $466.00 and gave the company an “overweight” rating in a report on Monday. One equities research analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, UnitedHealth Group has an average rating of “Moderate Buy” and a consensus price target of $407.17.

Insider Activity at UnitedHealth Group

In other news, CEO Patrick Hugh Conway sold 800 shares of UnitedHealth Group stock in a transaction 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 transaction, the chief executive officer directly 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. 0.28% of the stock is owned by insiders.

UnitedHealth Group Stock Down 0.5%

UNH stock opened at $405.58 on Friday. The company has a current ratio of 0.80, a quick ratio of 0.80 and a debt-to-equity ratio of 0.69. UnitedHealth Group Incorporated has a twelve month low of $234.60 and a twelve month high of $415.98. The company’s 50 day moving average is $359.59 and its two-hundred day moving average is $326.28. The stock has a market cap of $368.32 billion, a P/E ratio of 30.63, a PEG ratio of 1.64 and a beta of 0.64.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share for the quarter, topping analysts’ consensus estimates of $6.76 by $0.47. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The company had revenue of $111.65 billion for the quarter, compared to analysts’ expectations of $109.84 billion. During the same quarter last year, the company earned $7.20 earnings per share. The firm’s revenue for the quarter was up 2.0% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Research analysts expect that UnitedHealth Group Incorporated will post 18.32 earnings per share for the current fiscal year.

UnitedHealth Group Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 23rd. Shareholders of record on Monday, June 15th will be issued a dividend of $2.32 per share. The ex-dividend date of this dividend is Monday, June 15th. This is an increase from UnitedHealth Group’s previous quarterly dividend of $2.21. This represents a $9.28 dividend on an annualized basis and a yield of 2.3%. UnitedHealth Group’s dividend payout ratio is 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.