AustralianSuper Pty Ltd Has $56.22 Million Position in UnitedHealth Group Incorporated $UNH

AustralianSuper Pty Ltd grew its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 459.2% in the fourth quarter, HoldingsChannel.com reports. The fund owned 170,307 shares of the healthcare conglomerate’s stock after acquiring an additional 139,849 shares during the quarter. AustralianSuper Pty Ltd’s holdings in UnitedHealth Group were worth $56,220,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of UNH. Beacon Financial Strategies CORP acquired a new position in shares of UnitedHealth Group in the 4th quarter valued at approximately $26,000. Anfield Capital Management LLC increased its stake in 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 acquiring an additional 55 shares during the last quarter. Joseph Group Capital Management bought a new stake in UnitedHealth Group during the fourth quarter worth $27,000. Foster Dykema Cabot & Partners LLC increased its stake in shares of UnitedHealth Group by 69.4% in the 3rd 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. Finally, 1248 Management LLC bought a new stake in shares of UnitedHealth Group during the 3rd quarter worth $29,000. Institutional investors own 87.86% of the company’s stock.

Analyst Upgrades and Downgrades

Several research analysts have commented on the company. Raymond James Financial raised UnitedHealth Group from a “market perform” rating to an “outperform” rating and set a $330.00 target price for the company in a research note on Wednesday, April 1st. HSBC upgraded 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 report on Tuesday, April 7th. TD Cowen boosted their target price on shares of UnitedHealth Group from $311.00 to $337.00 and gave the stock a “hold” rating in a research note on Thursday, April 23rd. Royal Bank Of Canada increased their price target on UnitedHealth Group from $361.00 to $400.00 and gave the company an “outperform” rating in a research note on Wednesday, April 22nd. Finally, Argus raised UnitedHealth Group from a “hold” rating to a “buy” rating and set a $400.00 target price for the company in a report on Wednesday, April 22nd. One equities research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, seven have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, UnitedHealth Group presently has an average rating of “Moderate Buy” and an average target price of $378.88.

More UnitedHealth Group News

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

• Positive Sentiment: UnitedHealth’s recent earnings “double beat” and improved margins have renewed bullish momentum, with several analysts and commentators arguing the stock still looks undervalued despite the rebound. UnitedHealth: Beaten Down, Not Broken
• Positive Sentiment: UNH is being highlighted as a strong momentum stock, which can support continued buying interest from traders and screens focused on relative strength. Here's Why UnitedHealth Group (UNH) is a Strong Momentum Stock
• Positive Sentiment: JPMorgan and other analysts remain constructive, with price-target increases reinforcing the view that the stock’s fundamentals are improving and that further upside is possible. Here’s What Analysts Are Saying About UnitedHealth Group (UNH)
• Neutral Sentiment: Multiple recent articles are simply drawing attention to UNH as one of the market’s most watched healthcare names, which reflects elevated interest but not necessarily a new fundamental catalyst. Investors Heavily Search UnitedHealth Group Incorporated (UNH): Here is What You Need to Know
• Neutral Sentiment: Some coverage is more about stock-picking comparisons and sector commentary than a direct change in UNH’s business outlook, so the stock impact is likely limited. Forget UnitedHealth: Two Stocks To Buy Now
• Neutral Sentiment: UNH’s move to a new 52-week high has attracted attention, but the article frames the key question as whether the stock is already too far extended after its recent run. UnitedHealth Stock (UNH) Hits a New 52-Week High Today – Is It Too Late to Buy?

UnitedHealth Group Stock Down 0.6%

UnitedHealth Group stock opened at $398.84 on Friday. The firm has a 50 day moving average price of $314.78 and a two-hundred day moving average price of $318.01. 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 52-week low of $234.60 and a 52-week high of $404.15. The firm has a market cap of $362.20 billion, a price-to-earnings ratio of 30.12, a PEG ratio of 1.73 and a beta of 0.64.

UnitedHealth Group (NYSE:UNH) last released its earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share (EPS) 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 business had revenue of $111.65 billion for the quarter, compared to analyst estimates of $109.84 billion. During the same quarter in the previous year, the business earned $7.20 earnings per share. UnitedHealth Group’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. Equities analysts predict that UnitedHealth Group Incorporated will post 18.29 EPS for the current year.

UnitedHealth Group Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Monday, March 9th were given a dividend of $2.21 per share. The ex-dividend date of this dividend was Monday, March 9th. This represents a $8.84 annualized dividend and a dividend yield of 2.2%. UnitedHealth Group’s dividend payout ratio (DPR) is 66.77%.

Insider Activity

In other UnitedHealth Group 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 completion of the sale, the chief executive officer directly owned 17,805 shares of the company’s stock, valued at approximately $6,320,775. The trade was a 4.30% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. 0.28% of the stock is owned by insiders.

UnitedHealth Group Company 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.