UnitedHealth Group Incorporated $UNH Shares Purchased by Erste Asset Management GmbH

Erste Asset Management GmbH boosted its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 20.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 144,878 shares of the healthcare conglomerate’s stock after purchasing an additional 24,588 shares during the period. Erste Asset Management GmbH’s holdings in UnitedHealth Group were worth $47,903,000 at the end of the most recent reporting period.

Other large investors also recently modified their holdings of the company. Sarver Vrooman Wealth Advisors acquired a new stake in shares of UnitedHealth Group during the fourth quarter valued at about $25,000. Beacon Financial Strategies CORP acquired a new stake in shares of UnitedHealth Group during the fourth quarter valued at about $26,000. Anfield Capital Management LLC grew 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 worth $26,000 after purchasing an additional 55 shares in the last quarter. Joseph Group Capital Management acquired a new position in UnitedHealth Group in the fourth quarter worth about $27,000. Finally, Foster Dykema Cabot & Partners LLC grew its stake in 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 purchasing an additional 34 shares in the last quarter. 87.86% of the stock is currently owned by institutional investors and hedge funds.

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

Analyst Ratings Changes

A number of equities analysts recently commented on UNH shares. TD Cowen lifted their price target on UnitedHealth Group from $311.00 to $337.00 and gave the stock a “hold” rating in a research note on Thursday, April 23rd. Morgan Stanley lifted their price target on UnitedHealth Group from $395.00 to $453.00 and gave the stock an “overweight” rating in a research note on Thursday. Royal Bank Of Canada raised their target price on shares of UnitedHealth Group from $361.00 to $400.00 and gave the stock an “outperform” rating in a report on Wednesday, April 22nd. Robert W. Baird raised their target price on shares of UnitedHealth Group from $278.00 to $287.00 and gave the stock an “underperform” rating in a report on Wednesday, April 22nd. Finally, JPMorgan Chase & Co. lifted their price target on UnitedHealth Group from $389.00 to $420.00 and gave the company an “overweight” rating in a report on Tuesday, April 28th. One research analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, five have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $404.42.

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 transaction of $284,000.00. Following the completion of 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 sale was disclosed in a filing with the SEC, which is available at this hyperlink. 0.28% of the stock is owned by company insiders.

UnitedHealth Group Stock Performance

UNH opened at $400.61 on Monday. The business’s 50 day moving average is $348.12 and its 200-day moving average is $323.61. The stock has a market cap of $363.81 billion, a PE ratio of 30.26, a price-to-earnings-growth ratio of 1.61 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 Incorporated has a twelve month low of $234.60 and a twelve month high of $404.15.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share for the quarter, beating analysts’ consensus estimates of $6.76 by $0.47. The company had revenue of $111.65 billion for 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 revenue for the quarter was up 2.0% compared to the same quarter last year. During the same quarter in the previous year, the company posted $7.20 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. On average, analysts predict that UnitedHealth Group Incorporated will post 18.32 earnings per share for the current year.

UnitedHealth Group Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, June 23rd. Shareholders of record on Monday, June 15th will be paid a dividend of $2.32 per share. This is an increase from UnitedHealth Group’s previous quarterly dividend of $2.21. The ex-dividend date of this dividend is Monday, June 15th. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.3%. UnitedHealth Group’s dividend payout ratio (DPR) is 66.77%.

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.