Capital International Inc. CA Acquires 26,085 Shares of UnitedHealth Group Incorporated $UNH

Capital International Inc. CA lifted its position in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 6.6% during the 4th quarter, HoldingsChannel.com reports. The firm owned 421,019 shares of the healthcare conglomerate’s stock after buying an additional 26,085 shares during the quarter. UnitedHealth Group accounts for about 1.1% of Capital International Inc. CA’s holdings, making the stock its 20th biggest position. Capital International Inc. CA’s holdings in UnitedHealth Group were worth $138,983,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors also recently made changes to their positions in the company. Capital International Investors grew its holdings in shares of UnitedHealth Group by 6.6% during the fourth quarter. Capital International Investors now owns 18,655,111 shares of the healthcare conglomerate’s stock worth $6,158,734,000 after purchasing an additional 1,155,162 shares during the last quarter. Capital Group Private Client Services Inc. grew its holdings in shares of UnitedHealth Group by 2.7% during the fourth quarter. Capital Group Private Client Services Inc. now owns 47,965 shares of the healthcare conglomerate’s stock worth $15,834,000 after purchasing an additional 1,276 shares during the last quarter. Los Angeles Capital Management LLC boosted its holdings in UnitedHealth Group by 49.9% in the fourth quarter. Los Angeles Capital Management LLC now owns 51,680 shares of the healthcare conglomerate’s stock valued at $17,817,000 after acquiring an additional 17,210 shares during the last quarter. Atlantic Private Wealth LLC boosted its holdings in UnitedHealth Group by 3,019.0% in the fourth quarter. Atlantic Private Wealth LLC now owns 3,119 shares of the healthcare conglomerate’s stock valued at $1,030,000 after acquiring an additional 3,019 shares during the last quarter. Finally, Modus Advisors LLC boosted its holdings in UnitedHealth Group by 91.2% in the fourth quarter. Modus Advisors LLC now owns 7,120 shares of the healthcare conglomerate’s stock valued at $2,350,000 after acquiring an additional 3,396 shares during the last quarter. 87.86% of the stock is currently owned by institutional investors.

UnitedHealth Group News Summary

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

• Positive Sentiment: Bank of America upgraded UnitedHealth Group to Buy and raised its price target to $450, citing improving medical cost trends and a better risk/reward setup heading into earnings. Article link
• Positive Sentiment: Morgan Stanley also lifted its price target on UNH to $453 and kept an Overweight rating, reinforcing the view that sentiment is improving. Article link
• Positive Sentiment: UnitedHealth raised its quarterly dividend by 5% to $2.32 per share, extending its long streak of annual dividend increases and signaling financial strength. Article link
• Positive Sentiment: Healthcare stocks, including UnitedHealth, are benefiting from a broader sector rebound as investors seek defensive stability and rotate out of more volatile areas of the market. Article link
• Neutral Sentiment: Recent coverage notes that UNH has already recovered sharply year to date, outpacing the broader market and its industry peer group. Article link
• Negative Sentiment: Some articles continue to highlight ongoing concerns around rising medical costs, managed-care scrutiny, and the stock’s earlier challenges, which could limit upside if operating trends worsen. Article link

UnitedHealth Group Trading Up 1.0%

Shares of UnitedHealth Group stock opened at $400.61 on Friday. The stock has a fifty day simple moving average of $348.12 and a 200 day simple moving average of $323.59. UnitedHealth Group Incorporated has a 12-month low of $234.60 and a 12-month high of $404.15. The company has a market capitalization of $363.81 billion, a P/E ratio of 30.26, a price-to-earnings-growth ratio of 1.72 and a beta of 0.64. 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 (NYSE:UNH) last announced its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $6.76 by $0.47. The firm had revenue of $111.65 billion during the quarter, compared to the consensus estimate of $109.84 billion. UnitedHealth Group had a return on equity of 14.65% and a net margin of 2.68%.The business’s revenue for the quarter was up 2.0% on a year-over-year basis. During the same quarter in the prior year, the company earned $7.20 EPS. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. On average, sell-side analysts anticipate that UnitedHealth Group Incorporated will post 18.32 earnings per share for the current fiscal year.

UnitedHealth Group Increases Dividend

The firm 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 represents a $9.28 annualized dividend and a dividend yield of 2.3%. 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. UnitedHealth Group’s payout ratio is 66.77%.

Insider Buying and Selling at UnitedHealth Group

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of the firm’s stock in a transaction dated Thursday, April 23rd. The stock was sold at an average price of $355.00, for a total value of $284,000.00. Following the sale, the chief executive officer owned 17,805 shares of the company’s stock, valued at $6,320,775. This trade represents a 4.30% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. 0.28% of the stock is currently owned by insiders.

Analysts Set New Price Targets

UNH has been the topic of several analyst reports. Truist Financial upped their target price on UnitedHealth Group from $395.00 to $440.00 and gave the company a “buy” rating in a report on Monday, June 1st. Wells Fargo & Company boosted their price target on UnitedHealth Group from $370.00 to $397.00 and gave the company an “overweight” rating in a research note on Wednesday, April 22nd. Barclays boosted their price target on UnitedHealth Group from $373.00 to $429.00 and gave the company an “overweight” rating in a research note on Tuesday, May 26th. Bank of America raised UnitedHealth Group from a “neutral” rating to a “buy” rating and boosted their price target for the company from $420.00 to $450.00 in a research note on Thursday. Finally, JPMorgan Chase & Co. boosted their price target on UnitedHealth Group from $389.00 to $420.00 and gave the company an “overweight” rating in a research note on Tuesday, April 28th. One investment 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 given a Sell rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $404.42.

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.