59,132 Shares in UnitedHealth Group Incorporated $UNH Acquired by PBU The Pension Fund of Early Childhood & Youth Educators

PBU The Pension Fund of Early Childhood & Youth Educators bought a new stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 59,132 shares of the healthcare conglomerate’s stock, valued at approximately $19,520,000.

Several other hedge funds also recently added to or reduced their stakes in the business. Sarver Vrooman Wealth Advisors purchased a new stake in UnitedHealth Group during the 4th quarter worth approximately $25,000. Beacon Financial Strategies CORP purchased a new stake in UnitedHealth Group during the 4th quarter worth approximately $26,000. Anfield Capital Management LLC grew its position in UnitedHealth Group by 220.0% during the 4th quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate’s stock worth $26,000 after purchasing an additional 55 shares during the last quarter. Joseph Group Capital Management purchased a new stake in UnitedHealth Group during the 4th quarter worth approximately $27,000. Finally, Foster Dykema Cabot & Partners LLC grew its position in UnitedHealth Group by 69.4% during the 3rd 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 during the last quarter. 87.86% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting UnitedHealth Group

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

Insider Activity

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of the firm’s stock in a transaction 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 sale, the chief executive officer directly 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 legal filing with the Securities & Exchange Commission, which is available through this hyperlink. 0.28% of the stock is owned by company insiders.

UnitedHealth Group Price Performance

UnitedHealth Group stock opened at $400.61 on Friday. The company’s fifty day moving average price is $348.12 and its 200 day moving average price is $323.59. UnitedHealth Group Incorporated has a 1 year low of $234.60 and a 1 year high of $404.15. The stock has a market capitalization of $363.81 billion, a P/E ratio of 30.26, a P/E/G ratio of 1.71 and a beta of 0.64. The company has a debt-to-equity ratio of 0.69, a quick ratio of 0.80 and a current ratio of 0.80.

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. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The firm had revenue of $111.65 billion for the quarter, compared to analysts’ expectations of $109.84 billion. During the same quarter last year, the company earned $7.20 EPS. The firm’s revenue for the quarter was up 2.0% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. As a group, equities research analysts anticipate that UnitedHealth Group Incorporated will post 18.32 earnings per share for the current fiscal 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 $2.32 dividend. This is a boost 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 is 66.77%.

Analyst Ratings Changes

Several brokerages have commented on UNH. HSBC upgraded shares of UnitedHealth Group from a “reduce” rating to a “hold” rating and set a $300.00 price objective for the company in a research note on Tuesday, April 7th. UBS Group lifted their price objective on shares of UnitedHealth Group from $410.00 to $460.00 and gave the company a “buy” rating in a research note on Friday, May 22nd. Morgan Stanley lifted their price objective on shares of UnitedHealth Group from $395.00 to $453.00 and gave the company an “overweight” rating in a research note on Thursday. Leerink Partners lifted their price objective on shares of UnitedHealth Group from $345.00 to $400.00 and gave the company an “outperform” rating in a research note on Wednesday, April 22nd. Finally, Sanford C. Bernstein lifted their target price on shares of UnitedHealth Group from $444.00 to $492.00 and gave the company an “outperform” rating in a report on Wednesday, May 27th. 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 given a Sell rating to the company. According to MarketBeat, UnitedHealth Group presently has a consensus rating of “Moderate Buy” and a consensus price target of $404.42.

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.