UnitedHealth Group Incorporated $UNH Shares Acquired by US Bancorp DE

US Bancorp DE raised its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 1.4% during the fourth quarter, HoldingsChannel reports. The firm owned 1,039,878 shares of the healthcare conglomerate’s stock after purchasing an additional 14,005 shares during the quarter. US Bancorp DE’s holdings in UnitedHealth Group were worth $343,276,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Beacon Financial Strategies CORP acquired a new stake in shares of UnitedHealth Group in the fourth quarter worth $26,000. Foster Dykema Cabot & Partners LLC increased its stake 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 worth $29,000 after acquiring an additional 34 shares during the period. 1248 Management LLC acquired a new stake in shares of UnitedHealth Group in the third quarter worth $29,000. Holos Integrated Wealth LLC acquired a new stake in shares of UnitedHealth Group in the fourth quarter worth $29,000. Finally, Hurley Capital LLC increased its stake in shares of UnitedHealth Group by 81.6% in the third quarter. Hurley Capital LLC now owns 89 shares of the healthcare conglomerate’s stock worth $31,000 after acquiring an additional 40 shares during the period. Institutional investors and hedge funds own 87.86% of the company’s stock.

Insider Buying and Selling at UnitedHealth Group

In other news, CEO Patrick Hugh Conway sold 800 shares of the firm’s stock in a transaction dated 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 approximately $6,320,775. This trade represents a 4.30% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. Corporate insiders own 0.28% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts recently commented on UNH shares. Morgan Stanley raised their price target on shares of UnitedHealth Group from $375.00 to $395.00 and gave the company an “overweight” rating in a research report on Wednesday, April 22nd. Raymond James Financial upgraded shares of UnitedHealth Group from a “market perform” rating to an “outperform” rating and set a $330.00 price target on the stock in a research report on Wednesday, April 1st. Piper Sandler restated an “overweight” rating on shares of UnitedHealth Group in a research report on Tuesday, January 27th. Truist Financial restated a “buy” rating and set a $395.00 price target (up from $370.00) on shares of UnitedHealth Group in a research report on Wednesday, April 22nd. Finally, HSBC upgraded shares of UnitedHealth Group from a “reduce” rating to a “hold” rating and set a $300.00 price target on the stock in a research report on Tuesday, April 7th. One equities research analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, six have given a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $378.88.

Key Headlines Impacting UnitedHealth Group

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

• Positive Sentiment: Solid Q1 performance and optimistic commentary from management — reports highlight better-than-expected Q1 results, improved margins and commentary that prior investments and pricing discipline are starting to pay off, supporting a re?rating of the name. Read More.
• Positive Sentiment: Analysts lifting forecasts and targets — Erste Group raised FY2026/2027 EPS estimates and maintains a Buy, and JPMorgan raised its price target significantly, signaling higher analyst conviction and supporting upside. Read More.
• Positive Sentiment: Acquisition adds strategic capabilities — UnitedHealth announced a deal for Alegeus (benefits/health?account technology), reinforcing its push into digital benefits administration and recurring tech revenue, which investors view as margin?enhancing long term. Read More.
• Positive Sentiment: Positive market commentary and buy-the-dip narratives — multiple investor commentary pieces (e.g., The Motley Fool / TipRanks) argue UNH may be turning a multi?quarter weakness into a comeback, helping sentiment and flows. Read More.
• Neutral Sentiment: Sector earnings backdrop is broadly positive — peers like Humana and Centene reported strong quarterly headlines (rising premiums, membership), which lift the managed?care group and create positive comparables for UNH. Read More. • Read More.
• Negative Sentiment: Industry cost pressures remain a risk — coverage of Humana and others notes rising medical costs and benefit?ratio pressure; these dynamics could limit margin expansion if not offset by pricing and cost controls at UNH. Read More.

UnitedHealth Group Stock Performance

UNH opened at $370.34 on Thursday. The company has a quick ratio of 0.79, a current ratio of 0.80 and a debt-to-equity ratio of 0.69. The company has a market cap of $336.35 billion, a price-to-earnings ratio of 27.97, a PEG ratio of 1.53 and a beta of 0.40. UnitedHealth Group Incorporated has a 52-week low of $234.60 and a 52-week high of $413.26. The firm’s fifty day simple moving average is $297.82 and its two-hundred day simple moving average is $317.00.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings data 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. 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 last year, the firm posted $7.20 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Equities analysts anticipate that UnitedHealth Group Incorporated will post 18.29 earnings per share for the current fiscal year.

UnitedHealth Group Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Monday, March 9th were paid a $2.21 dividend. This represents a $8.84 annualized dividend and a dividend yield of 2.4%. The ex-dividend date of this dividend was Monday, March 9th. UnitedHealth Group’s dividend payout ratio (DPR) is currently 66.77%.

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.