Nuveen LLC decreased its position in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 2.4% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 3,631,048 shares of the healthcare conglomerate’s stock after selling 90,321 shares during the quarter. Nuveen LLC’s holdings in UnitedHealth Group were worth $1,198,645,000 as of its most recent SEC filing.
A number of other hedge funds and other institutional investors have also made changes to their positions in the company. Sarver Vrooman Wealth Advisors purchased a new position in shares of UnitedHealth Group during the 4th quarter valued at approximately $25,000. Beacon Financial Strategies CORP purchased a new position in UnitedHealth Group in the 4th quarter valued at $26,000. Anfield Capital Management LLC lifted its holdings in UnitedHealth Group by 220.0% in the 4th quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate’s stock valued at $26,000 after purchasing an additional 55 shares in the last quarter. Joseph Group Capital Management acquired a new stake in shares of UnitedHealth Group in the 4th quarter worth $27,000. Finally, Foster Dykema Cabot & Partners LLC increased its stake in shares of UnitedHealth Group by 69.4% in the 3rd quarter. Foster Dykema Cabot & Partners LLC now owns 83 shares of the healthcare conglomerate’s stock worth $29,000 after acquiring an additional 34 shares during the last quarter. Institutional investors and hedge funds own 87.86% of the company’s stock.
UnitedHealth Group News Roundup
Here are the key news stories impacting UnitedHealth Group this week:
- Positive Sentiment: UnitedHealth announced it will report second-quarter 2026 results on July 16, with a conference call the same morning. While this is not a financial update itself, it gives investors a clear catalyst to watch and often keeps attention on the stock. UnitedHealth Group Announces Earnings Release Date
- Positive Sentiment: Analysts remain constructive: JPMorgan reportedly raised its price target on UNH, Erste Group increased FY2027 EPS estimates, and Mizuho boosted its target to $460 while reiterating an Outperform rating. That suggests Wall Street sees more earnings upside ahead. Mizuho Boosts UnitedHealth (UNH) Target as Managed Care Outlook Improves
- Positive Sentiment: UnitedHealth also announced a dividend increase, reinforcing its appeal as a defensive, income-producing healthcare stock. 3 Stocks That Announced Dividend Hikes Amid Geopolitical Tensions
- Positive Sentiment: The stock recently hit a 52-week high, reflecting a strong rebound from last year’s weakness and signaling momentum-driven buying interest. UnitedHealth Group Just Hit a 52-Week High. Is It Too Late to Buy This Soaring Stock?
- Neutral Sentiment: Recent articles also noted that UNH remains a “top-ranked momentum stock” and a “moderate buy” among brokerages, which supports the stock but does not by itself change fundamentals. UnitedHealth Group (UNH) is a Top-Ranked Momentum Stock: Should You Buy?
UnitedHealth Group Stock Performance
UnitedHealth Group (NYSE:UNH – Get Free Report) last released its earnings results 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. The company 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%.UnitedHealth Group’s revenue was up 2.0% compared to the same quarter last year. During the same period in the previous year, the company posted $7.20 EPS. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. As a group, analysts anticipate that UnitedHealth Group Incorporated will post 18.32 EPS for the current year.
UnitedHealth Group Increases Dividend
The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 23rd. Stockholders of record on Monday, June 15th will be paid a $2.32 dividend. This represents a $9.28 annualized dividend and a dividend yield of 2.3%. The ex-dividend date is Monday, June 15th. This is a boost from UnitedHealth Group’s previous quarterly dividend of $2.21. UnitedHealth Group’s dividend payout ratio (DPR) is 66.77%.
Wall Street Analysts Forecast Growth
A number of analysts have issued reports on the company. Weiss Ratings raised UnitedHealth Group from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Thursday, May 7th. Sanford C. Bernstein raised their target price on UnitedHealth Group from $444.00 to $492.00 and gave the stock an “outperform” rating in a research note on Wednesday, May 27th. Jefferies Financial Group raised their price objective on UnitedHealth Group from $340.00 to $373.00 and gave the stock a “buy” rating in a research report on Monday, April 20th. Erste Group Bank raised UnitedHealth Group from a “hold” rating to a “buy” rating in a research report on Monday, April 27th. Finally, JPMorgan Chase & Co. raised their price objective on UnitedHealth Group from $420.00 to $466.00 and gave the stock an “overweight” rating in a research report on Monday. One investment 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 stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $407.17.
Check Out Our Latest Stock Report on UnitedHealth Group
Insider Activity
In other news, CEO Patrick Hugh Conway sold 800 shares of UnitedHealth Group stock in a transaction dated 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 owned 17,805 shares in the company, valued at approximately $6,320,775. This trade represents a 4.30% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. 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.
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