UnitedHealth Group Incorporated $UNH Shares Bought by Jennison Associates LLC

Jennison Associates LLC raised its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 1.3% during the 4th quarter, Holdings Channel reports. The firm owned 415,600 shares of the healthcare conglomerate’s stock after buying an additional 5,420 shares during the quarter. Jennison Associates LLC’s holdings in UnitedHealth Group were worth $137,194,000 at the end of the most recent reporting period.

Other institutional investors also recently bought and sold shares of the company. Beacon Financial Strategies CORP acquired a new stake in shares of UnitedHealth Group in the fourth quarter worth approximately $26,000. Joseph Group Capital Management purchased a new position in UnitedHealth Group during the fourth quarter worth approximately $27,000. Foster Dykema Cabot & Partners LLC lifted its position in UnitedHealth Group by 69.4% during the third quarter. Foster Dykema Cabot & Partners LLC now owns 83 shares of the healthcare conglomerate’s stock worth $29,000 after buying an additional 34 shares in the last quarter. 1248 Management LLC purchased a new position in UnitedHealth Group during the third quarter worth approximately $29,000. Finally, Holos Integrated Wealth LLC purchased a new position in UnitedHealth Group during the fourth quarter worth approximately $29,000. 87.86% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of equities research analysts have commented on the company. Truist Financial restated a “buy” rating and issued a $395.00 target price (up from $370.00) on shares of UnitedHealth Group in a research report on Wednesday, April 22nd. Wells Fargo & Company lifted their target price on UnitedHealth Group from $370.00 to $397.00 and gave the company an “overweight” rating in a research report on Wednesday, April 22nd. HSBC upgraded UnitedHealth Group from a “reduce” rating to a “hold” rating and set a $300.00 target price on the stock in a research report on Tuesday, April 7th. Erste Group Bank raised UnitedHealth Group from a “hold” rating to a “buy” rating in a research note on Monday. Finally, Leerink Partners lifted their price objective on UnitedHealth Group from $345.00 to $400.00 and gave the company an “outperform” rating in a research note on Wednesday, April 22nd. One analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, six have issued a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $378.88.

UnitedHealth Group Price Performance

Shares of NYSE UNH opened at $366.08 on Thursday. The stock’s 50-day moving average is $297.82 and its two-hundred day moving average is $317.00. The company has a debt-to-equity ratio of 0.69, a current ratio of 0.80 and a quick ratio of 0.79. UnitedHealth Group Incorporated has a 1-year low of $234.60 and a 1-year high of $411.99. The company has a market cap of $332.48 billion, a price-to-earnings ratio of 27.62, a price-to-earnings-growth ratio of 1.53 and a beta of 0.40.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share (EPS) for the quarter, topping the consensus estimate of $6.76 by $0.47. The business had revenue of $111.65 billion during the quarter, compared to analysts’ expectations of $109.84 billion. UnitedHealth Group had a return on equity of 14.65% and a net margin of 2.68%.The business’s quarterly revenue was up 2.0% compared to the same quarter last year. During the same period in the prior year, the firm posted $7.20 EPS. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Analysts forecast that UnitedHealth Group Incorporated will post 18.29 EPS for the current fiscal year.

UnitedHealth Group Dividend Announcement

The firm 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. 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 is currently 66.77%.

Insider Activity

In other news, CEO Patrick Hugh Conway sold 800 shares of the company’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 completion of the transaction, the chief executive officer directly owned 17,805 shares of the company’s stock, valued at approximately $6,320,775. This represents a 4.30% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Corporate insiders own 0.28% of the company’s stock.

Key Headlines Impacting UnitedHealth Group

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

• Positive Sentiment: Company posted a strong Q1 with margin improvement and an upgraded outlook, which investors view as evidence the turnaround is underway. UnitedHealth Stock Surges on Q1
• Positive Sentiment: JPMorgan raised its price target and kept an overweight stance, underpinning upside expectations from Wall Street. JPMorgan PT Raise
• Positive Sentiment: Erste Group increased its FY2026–FY2027 EPS estimates, signaling improving analyst confidence in earnings recovery.
• Positive Sentiment: UnitedHealth agreed to acquire Alegeus (benefits/consumer-directed accounts tech), aligning with management’s push into benefits technology and digital services — a strategic growth lever. Alegeus Acquisition
• Positive Sentiment: Management highlighted pricing discipline, digital adoption and operational fixes on the Q1 call — factors that could sustain margin improvement going forward. Q1 Earnings Call Takeaways
• Positive Sentiment: Multiple bullish commentaries and analyst pieces argue UNH may be at the start of a comeback, supporting positive investor sentiment. Bullish Opinion Piece
• Neutral Sentiment: UNH is a trending stock on retail/analyst screens — increased attention can boost volume but doesn’t guarantee directional conviction. Zacks Trending Note
• Neutral Sentiment: Macro/sector commentary (e.g., Jim Cramer suggesting healthcare as a defensive hedge) can attract allocation flows into the sector broadly but is not UNH-specific. Jim Cramer Healthcare Note
• Negative Sentiment: Peer strength: Humana and Centene reported beats/strong premiums this quarter — investor appetite for other insurers’ outperformance could limit UNH’s relative rerating. Humana Q1 Beat Centene / Einhorn
• Negative Sentiment: Relative valuation pressure: CVS is trading at a much lower forward multiple, and narrative around CVS’s improving outlook could divert value-focused investors away from UNH. CVS Valuation Article

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.