UnitedHealth Group Incorporated $UNH Shares Sold by Royal London Asset Management Ltd.

Royal London Asset Management Ltd. reduced its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 0.8% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 750,245 shares of the healthcare conglomerate’s stock after selling 5,766 shares during the quarter. UnitedHealth Group makes up 0.5% of Royal London Asset Management Ltd.’s portfolio, making the stock its 27th biggest position. Royal London Asset Management Ltd. owned approximately 0.08% of UnitedHealth Group worth $247,663,000 as of its most recent SEC filing.

Other institutional investors also recently made changes to their positions in the company. Norges Bank bought a new stake in shares of UnitedHealth Group in the 4th quarter worth approximately $4,376,167,000. Capital Research Global Investors lifted its stake in UnitedHealth Group by 126.9% in the third quarter. Capital Research Global Investors now owns 13,042,049 shares of the healthcare conglomerate’s stock valued at $4,503,419,000 after buying an additional 7,293,009 shares during the last quarter. Capital World Investors grew its position in shares of UnitedHealth Group by 18.8% during the third quarter. Capital World Investors now owns 21,766,922 shares of the healthcare conglomerate’s stock worth $7,516,107,000 after acquiring an additional 3,439,182 shares during the last quarter. Cardano Risk Management B.V. boosted its stake in UnitedHealth Group by 864.4% during the 4th quarter. Cardano Risk Management B.V. now owns 2,523,700 shares of the healthcare conglomerate’s stock valued at $833,099,000 after purchasing an additional 2,262,006 shares during the period. Finally, Capital International Investors increased its stake in shares of UnitedHealth Group by 11.1% in the third quarter. Capital International Investors now owns 17,499,949 shares of the healthcare conglomerate’s stock valued at $6,042,710,000 after purchasing an additional 1,747,337 shares during the period. 87.86% of the stock is owned by institutional investors.

UnitedHealth Group News Roundup

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

• Positive Sentiment: UNH saw unusual bullish options activity, with investors buying 215,330 call contracts on Friday — about 120% above normal volume — a sign traders are positioning for more upside.
• Positive Sentiment: Analysts continue to turn more constructive: Erste Group recently nudged up FY2027 earnings estimates and kept a Buy rating, adding to the recent wave of positive commentary around the shares.
• Positive Sentiment: The company confirmed it will report second-quarter 2026 results on July 16, which keeps a near-term catalyst on the calendar and may be supporting investor interest as expectations build.
• Positive Sentiment: UnitedHealth also approved its quarterly dividend of $2.32 per share and rejected an independent board chair proposal at its annual meeting, reinforcing its capital-return profile and management control.
• Neutral Sentiment: Recent articles highlight UNH’s rebound toward new highs and its renewed appeal as a defensive healthcare and income stock, but these pieces are largely commentary rather than new company-specific developments.

Analysts Set New Price Targets

UNH has been the subject of a number of recent analyst reports. Sanford C. Bernstein increased their price objective on UnitedHealth Group from $444.00 to $492.00 and gave the stock an “outperform” rating in a report on Wednesday, May 27th. Raymond James Financial raised UnitedHealth Group from a “market perform” rating to an “outperform” rating and set a $330.00 price target for the company in a research note on Wednesday, April 1st. Robert W. Baird lifted their price objective on shares of UnitedHealth Group from $278.00 to $287.00 and gave the company an “underperform” rating in a research note on Wednesday, April 22nd. Wells Fargo & Company increased their target price on shares of UnitedHealth Group from $370.00 to $397.00 and gave the company an “overweight” rating in a research report on Wednesday, April 22nd. Finally, UBS Group upped their price target on shares of UnitedHealth Group from $410.00 to $460.00 and gave the stock a “buy” rating in a research note on Friday, May 22nd. One research analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $407.17.

Insider Activity 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 shares were sold at an average price of $355.00, for a total value of $284,000.00. Following the completion of the transaction, the chief executive officer directly owned 17,805 shares in the company, valued at $6,320,775. This trade represents a 4.30% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. 0.28% of the stock is currently owned by insiders.

UnitedHealth Group Trading Up 0.7%

Shares of UNH stock opened at $408.34 on Friday. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $415.98. 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 stock has a market capitalization of $370.83 billion, a P/E ratio of 30.84, a P/E/G ratio of 1.63 and a beta of 0.64. The stock has a 50-day simple moving average of $362.28 and a 200 day simple moving average of $326.85.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share for the quarter, beating the consensus estimate of $6.76 by $0.47. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The company had revenue of $111.65 billion during the quarter, compared to analyst estimates of $109.84 billion. During the same quarter last year, the firm posted $7.20 EPS. 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. On average, sell-side analysts expect that UnitedHealth Group Incorporated will post 18.32 earnings per share for the current fiscal year.

UnitedHealth Group Increases Dividend

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