Taikang Asset Management Hong Kong Co Ltd Has $11.79 Million Stock Position in UnitedHealth Group Incorporated $UNH

Taikang Asset Management Hong Kong Co Ltd reduced its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 18.7% in the fourth quarter, Holdings Channel reports. The institutional investor owned 35,707 shares of the healthcare conglomerate’s stock after selling 8,196 shares during the period. UnitedHealth Group makes up 1.2% of Taikang Asset Management Hong Kong Co Ltd’s investment portfolio, making the stock its 19th largest holding. Taikang Asset Management Hong Kong Co Ltd’s holdings in UnitedHealth Group were worth $11,787,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently made changes to their positions in UNH. Sarver Vrooman Wealth Advisors purchased a new position in UnitedHealth Group during the 4th quarter worth $25,000. Beacon Financial Strategies CORP purchased a new stake in shares of UnitedHealth Group in the fourth quarter valued at about $26,000. Anfield Capital Management LLC raised its holdings in shares of UnitedHealth Group by 220.0% in the fourth 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 during the last quarter. Joseph Group Capital Management purchased a new stake in shares of UnitedHealth Group in the fourth quarter valued at about $27,000. Finally, Foster Dykema Cabot & Partners LLC raised its holdings in shares of UnitedHealth Group by 69.4% in the third 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 during the last quarter. 87.86% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of the company’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 sale, the chief executive officer directly owned 17,805 shares of the company’s stock, valued at $6,320,775. This represents a 4.30% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 0.28% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

Several analysts have recently commented on UNH shares. Sanford C. Bernstein increased their target price on shares of UnitedHealth Group from $444.00 to $492.00 and gave the company an “outperform” rating in a report on Wednesday, May 27th. Jefferies Financial Group increased their target price on shares of UnitedHealth Group from $340.00 to $373.00 and gave the company a “buy” rating in a report on Monday, April 20th. UBS Group increased their price target on shares of UnitedHealth Group from $410.00 to $460.00 and gave the company a “buy” rating in a research report on Friday, May 22nd. Truist Financial increased their price target on shares of UnitedHealth Group from $395.00 to $440.00 and gave the company a “buy” rating in a research report on Monday, June 1st. Finally, Wells Fargo & Company increased their price target on shares of UnitedHealth Group from $370.00 to $397.00 and gave the company an “overweight” rating in a research report on Wednesday, April 22nd. One research 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 issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $407.17.

UnitedHealth Group Price Performance

UNH opened at $408.07 on Wednesday. The firm has a market cap of $370.59 billion, a P/E ratio of 30.82, a PEG ratio of 1.65 and a beta of 0.64. 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 debt-to-equity ratio of 0.69, a quick ratio of 0.80 and a current ratio of 0.80. The firm has a 50-day moving average of $367.57 and a 200 day moving average of $328.06.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings data 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 business had revenue of $111.65 billion for the quarter, compared to the consensus estimate of $109.84 billion. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The company’s revenue was up 2.0% compared to the same quarter last year. During the same period in the prior year, the firm earned $7.20 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. On average, research analysts expect that UnitedHealth Group Incorporated will post 18.32 EPS for the current year.

UnitedHealth Group Increases Dividend

The firm 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. This represents a $9.28 annualized dividend and a yield of 2.3%. This is a boost 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 currently 70.09%.

Key UnitedHealth Group News

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

• Positive Sentiment: Analysts and market commentators are increasingly framing UNH as a value and recovery story, with improving price targets, a “buy it” call from Jim Cramer, and renewed interest from institutions and hedge funds. Jim Cramer on UnitedHealth: “Buy It”
• Positive Sentiment: UnitedHealth was highlighted as a defensive healthcare name benefiting from sector rotation, while recent dividend coverage and a 5% dividend increase support the case for steady capital returns. 3 Dividend Increases Investors Can Actually Trust
• Positive Sentiment: The company is being positioned as a sustainable recovery candidate after past setbacks, with commentary emphasizing lower volatility, buybacks, and improving profitability prospects. Beyond the AI Bubble: 3 defensive powerhouses smart money is buying now
• Neutral Sentiment: UnitedHealth continues to appear in broad healthcare-stock watchlists and hedge-fund screens, which reinforces investor attention but does not add a clear new operational catalyst. Best Healthcare Stocks To Research – June 15th
• Negative Sentiment: Some commentary still references UNH’s prior struggles, including executive turnover, legal issues, and margin pressure, which helps explain why the stock has not fully shaken off uncertainty. Why Did UnitedHealth Stock Choose Pain Over Growth?

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.