UnitedHealth Group Incorporated $UNH Stock Holdings Increased by ABN Amro Investment Solutions

ABN Amro Investment Solutions increased its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 113.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 53,380 shares of the healthcare conglomerate’s stock after purchasing an additional 28,339 shares during the quarter. ABN Amro Investment Solutions’ holdings in UnitedHealth Group were worth $17,621,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also made changes to their positions in UNH. Brighton Jones LLC raised its holdings in shares of UnitedHealth Group by 176.2% during the fourth quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate’s stock valued at $22,384,000 after acquiring an additional 28,231 shares during the period. Revolve Wealth Partners LLC increased its stake in UnitedHealth Group by 137.1% in the 4th quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate’s stock valued at $2,033,000 after buying an additional 2,324 shares during the period. CMT Capital Markets Trading GmbH acquired a new position in UnitedHealth Group in the 2nd quarter valued at approximately $340,000. Flow Traders U.S. LLC acquired a new position in UnitedHealth Group in the 2nd quarter valued at approximately $356,000. Finally, Jump Financial LLC acquired a new position in UnitedHealth Group in the 2nd quarter valued at approximately $377,000. 87.86% of the stock is currently owned by institutional investors.

More UnitedHealth Group News

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

• Positive Sentiment: Mizuho raised its price target on UnitedHealth to $440 from $410 and kept an Outperform rating, signaling confidence that the managed care sector’s recent weakness is easing. Article Title
• Positive Sentiment: Analysts at Zacks Research lifted estimates across multiple future periods, including FY2027 EPS to $20.52 from $19.76 and FY2028 EPS to $22.75, reinforcing expectations for strong earnings power ahead. Article Title
• Positive Sentiment: Additional commentary from Wall Street suggests UNH could regain momentum over the next 12 months as investors look past the Berkshire-driven volatility. Article Title
• Neutral Sentiment: News about Berkshire Hathaway reshuffling its portfolio, including exiting UnitedHealth, is weighing on sentiment, but the move appears driven by Berkshire’s broader allocation changes rather than a new company-specific warning. Article Title
• Negative Sentiment: UnitedHealth remains under scrutiny after Berkshire Hathaway fully exited its stake, which has sparked selling pressure and renewed concerns about near-term headwinds for the stock. Article Title

Insider Activity at UnitedHealth Group

In other news, CEO Patrick Hugh Conway sold 800 shares of UnitedHealth Group stock in a transaction that occurred 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 in the company, valued at $6,320,775. The trade was a 4.30% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. 0.28% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

Several research firms have commented on UNH. Truist Financial reissued 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. Weiss Ratings raised shares of UnitedHealth Group from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Thursday, May 7th. Robert W. Baird boosted their target price on shares of UnitedHealth Group from $278.00 to $287.00 and gave the stock an “underperform” rating in a research report on Wednesday, April 22nd. Oppenheimer boosted their target price on shares of UnitedHealth Group from $385.00 to $405.00 and gave the stock an “outperform” rating in a research report on Wednesday, April 22nd. Finally, Raymond James Financial raised shares of UnitedHealth Group from a “market perform” rating to an “outperform” rating and set a $330.00 price objective for the company in a report on Wednesday, April 1st. One research analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating, six have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, UnitedHealth Group currently has an average rating of “Moderate Buy” and an average target price of $385.39.

UnitedHealth Group Trading Down 1.5%

Shares of UnitedHealth Group stock opened at $383.30 on Thursday. The stock has a market capitalization of $348.09 billion, a P/E ratio of 28.95, a price-to-earnings-growth ratio of 1.68 and a beta of 0.64. 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 company has a 50-day simple moving average of $322.87 and a 200 day simple moving average of $318.86. UnitedHealth Group Incorporated has a 12-month low of $234.60 and a 12-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 (EPS) for the quarter, beating analysts’ consensus estimates 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 firm’s revenue for the quarter was up 2.0% compared to the same quarter last year. During the same period in the previous year, the business posted $7.20 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Research analysts expect 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 given a dividend of $2.21 per share. The ex-dividend date was Monday, March 9th. This represents a $8.84 annualized dividend and a dividend yield of 2.3%. UnitedHealth Group’s payout ratio 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.