2,725 Shares in UnitedHealth Group Incorporated $UNH Bought by Income Insurance Ltd

Income Insurance Ltd bought a new position in UnitedHealth Group Incorporated (NYSE:UNH) during the 4th quarter, Holdings Channel reports. The institutional investor bought 2,725 shares of the healthcare conglomerate’s stock, valued at approximately $900,000.

Several other large investors have also made changes to their positions in UNH. Capital Research Global Investors raised its position in shares of UnitedHealth Group by 126.9% in the 3rd quarter. Capital Research Global Investors now owns 13,042,049 shares of the healthcare conglomerate’s stock worth $4,503,419,000 after buying an additional 7,293,009 shares during the period. Capital World Investors raised its position in UnitedHealth Group by 18.8% in the third quarter. Capital World Investors now owns 21,766,922 shares of the healthcare conglomerate’s stock valued at $7,516,107,000 after purchasing an additional 3,439,182 shares during the period. Capital International Investors raised its position in 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. Lone Pine Capital LLC purchased a new position in UnitedHealth Group in the second quarter valued at about $528,273,000. Finally, Bessemer Group Inc. raised its position in UnitedHealth Group by 152.3% in the third quarter. Bessemer Group Inc. now owns 1,823,871 shares of the healthcare conglomerate’s stock valued at $629,783,000 after purchasing an additional 1,100,850 shares during the period. 87.86% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: UnitedHealth said it will eliminate prior authorization for 30% of healthcare services, a potentially investor-friendly move that may streamline care and reduce complaints about insurer approvals. UnitedHealth to Eliminate Prior Authorization for 30% of Healthcare Services
• Positive Sentiment: Erste Group Bank raised its FY2027 earnings estimate for UnitedHealth, signaling confidence in longer-term profitability, and kept a Buy rating on the stock.
• Neutral Sentiment: UnitedHealth was highlighted in commentary about value stocks and recovery prospects, which may support investor interest but does not appear to be a direct fundamental catalyst. UnitedHealth: Watch The Recovery In Action
• Neutral Sentiment: Zacks Research cut near-term and Q4 2027 earnings estimates, which is a headwind, but the revisions were not as central as the company’s policy change and may reflect more cautious forecasting rather than a major deterioration. Bullish Quarterly Results: 3 Companies Raising Guidance

Analysts Set New Price Targets

Several research analysts have commented on UNH shares. Oppenheimer raised their price objective on UnitedHealth Group from $385.00 to $405.00 and gave the company an “outperform” rating in a research report on Wednesday, April 22nd. Weiss Ratings raised UnitedHealth Group from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Thursday. Leerink Partners lifted their target price on UnitedHealth Group from $345.00 to $400.00 and gave the stock an “outperform” rating in a research report on Wednesday, April 22nd. TD Cowen lifted their target price on UnitedHealth Group from $311.00 to $337.00 and gave the stock a “hold” rating in a research report on Thursday, April 23rd. Finally, HSBC raised 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. One equities research analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, UnitedHealth Group has a consensus rating of “Moderate Buy” and a consensus price target of $378.88.

UnitedHealth Group Stock Up 2.6%

NYSE:UNH opened at $379.49 on Friday. The company has a market capitalization of $344.63 billion, a price-to-earnings ratio of 28.66, a price-to-earnings-growth ratio of 1.64 and a beta of 0.64. UnitedHealth Group Incorporated has a one year low of $234.60 and a one year high of $387.21. The stock has a 50-day simple moving average of $304.54 and a 200 day simple moving average of $316.98. The company has a debt-to-equity ratio of 0.69, a quick ratio of 0.79 and a current ratio of 0.80.

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

UnitedHealth Group Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Investors of record on Monday, March 9th were paid a $2.21 dividend. This represents a $8.84 dividend on an annualized basis and a yield of 2.3%. The ex-dividend date was Monday, March 9th. UnitedHealth Group’s dividend payout ratio (DPR) is 66.77%.

Insider Buying and Selling

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of UnitedHealth Group stock in a transaction that occurred on Thursday, April 23rd. The stock was 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. The trade was a 4.30% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Company insiders own 0.28% of the company’s stock.

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.