Los Angeles Capital Management LLC Has $17.82 Million Stock Holdings in UnitedHealth Group Incorporated $UNH

Los Angeles Capital Management LLC grew its position in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 49.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 51,680 shares of the healthcare conglomerate’s stock after acquiring an additional 17,210 shares during the quarter. Los Angeles Capital Management LLC’s holdings in UnitedHealth Group were worth $17,817,000 at the end of the most recent reporting period.

Other large investors have also recently bought and sold shares of the company. Public Sector Pension Investment Board increased its position in UnitedHealth Group by 43.1% during the 3rd quarter. Public Sector Pension Investment Board now owns 287,132 shares of the healthcare conglomerate’s stock worth $99,147,000 after buying an additional 86,432 shares during the period. Oberndorf William E bought a new position in UnitedHealth Group during the 3rd quarter worth $12,276,000. Oppenheimer Asset Management Inc. increased its position in UnitedHealth Group by 15.2% during the 3rd quarter. Oppenheimer Asset Management Inc. now owns 48,745 shares of the healthcare conglomerate’s stock worth $16,832,000 after buying an additional 6,421 shares during the period. Applied Finance Capital Management LLC bought a new position in UnitedHealth Group during the 3rd quarter worth $2,831,000. Finally, Timber Creek Capital Management LLC bought a new position in UnitedHealth Group during the 3rd quarter worth $2,227,000. Institutional investors and hedge funds own 87.86% of the company’s stock.

Analyst Upgrades and Downgrades

Several research analysts have weighed in on UNH shares. Wells Fargo & Company increased 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. Morgan Stanley upped their price objective on shares of UnitedHealth Group from $395.00 to $453.00 and gave the stock an “overweight” rating in a research report on Thursday. HC Wainwright set a $492.00 price objective on shares of UnitedHealth Group in a research report on Wednesday, May 27th. JPMorgan Chase & Co. upped their price objective on shares of UnitedHealth Group from $389.00 to $420.00 and gave the stock an “overweight” rating in a research report on Tuesday, April 28th. Finally, TD Cowen upped their price objective on shares of UnitedHealth Group from $311.00 to $337.00 and gave the stock a “hold” rating in a research report on Thursday, April 23rd. One analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, UnitedHealth Group has an average rating of “Moderate Buy” and a consensus target price of $404.42.

UnitedHealth Group Stock Performance

UnitedHealth Group stock opened at $400.61 on Monday. UnitedHealth Group Incorporated has a 12-month low of $234.60 and a 12-month high of $404.15. The company has a quick ratio of 0.80, a current ratio of 0.80 and a debt-to-equity ratio of 0.69. The business’s 50-day moving average price is $348.12 and its two-hundred day moving average price is $323.61. The stock has a market cap of $363.81 billion, a PE ratio of 30.26, a P/E/G ratio of 1.61 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 analysts’ consensus estimates of $6.76 by $0.47. UnitedHealth Group had a return on equity of 14.65% and a net margin of 2.68%.The firm had revenue of $111.65 billion for the quarter, compared to analysts’ expectations of $109.84 billion. During the same quarter in the previous year, the business posted $7.20 earnings per share. The business’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. As a group, analysts expect that UnitedHealth Group Incorporated will post 18.32 earnings per share for the current fiscal year.

UnitedHealth Group Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, June 23rd. Shareholders of record on Monday, June 15th will be given a $2.32 dividend. This is a boost 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%. The ex-dividend date is Monday, June 15th. UnitedHealth Group’s dividend payout ratio (DPR) is presently 66.77%.

Key UnitedHealth Group News

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

Insider Buying and Selling at UnitedHealth Group

In other news, CEO Patrick Hugh Conway sold 800 shares of the business’s stock in a transaction dated Thursday, April 23rd. The stock was 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 in the company, 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 the SEC website. Company insiders own 0.28% of the company’s stock.

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.