Meiji Yasuda America Inc Buys Shares of 6,103 UnitedHealth Group Incorporated $UNH

Meiji Yasuda America Inc bought a new stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) during the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor bought 6,103 shares of the healthcare conglomerate’s stock, valued at approximately $2,015,000.

A number of other large investors have also recently bought and sold shares of UNH. Norges Bank acquired a new stake in UnitedHealth Group during the 4th quarter valued at $4,376,167,000. Capital Research Global Investors lifted its stake in shares of UnitedHealth Group by 126.9% during 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 purchasing an additional 7,293,009 shares during the period. Capital World Investors lifted its stake in shares of UnitedHealth Group by 18.8% during the 3rd quarter. Capital World Investors now owns 21,766,922 shares of the healthcare conglomerate’s stock worth $7,516,107,000 after purchasing an additional 3,439,182 shares during the period. Capital International Investors lifted its stake in shares of UnitedHealth Group by 11.1% during the 3rd quarter. Capital International Investors now owns 17,499,949 shares of the healthcare conglomerate’s stock worth $6,042,710,000 after purchasing an additional 1,747,337 shares during the period. Finally, Lone Pine Capital LLC purchased a new position in shares of UnitedHealth Group during the 2nd quarter worth $528,273,000. Institutional investors and hedge funds own 87.86% of the company’s stock.

Key UnitedHealth Group News

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 Down 0.5%

Shares of NYSE UNH opened at $405.58 on Friday. UnitedHealth Group Incorporated has a 12-month low of $234.60 and a 12-month high of $415.98. The company has a market cap of $368.32 billion, a P/E ratio of 30.63, a P/E/G ratio of 1.64 and a beta of 0.64. The company has a current ratio of 0.80, a quick ratio of 0.80 and a debt-to-equity ratio of 0.69. The stock has a fifty day moving average price of $359.59 and a 200 day moving average price of $326.28.

UnitedHealth Group (NYSE:UNH) last announced its quarterly earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share (EPS) for the quarter, beating the consensus estimate of $6.76 by $0.47. UnitedHealth Group had a return on equity of 14.65% and a net margin of 2.68%.The firm had revenue of $111.65 billion during the quarter, compared to the consensus estimate of $109.84 billion. During the same period in the prior year, the firm earned $7.20 EPS. The firm’s quarterly revenue was up 2.0% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Research analysts anticipate that UnitedHealth Group Incorporated will post 18.32 EPS 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 issued a $2.32 dividend. The ex-dividend date is Monday, June 15th. This represents a $9.28 annualized dividend and a yield of 2.3%. This is an increase from UnitedHealth Group’s previous quarterly dividend of $2.21. UnitedHealth Group’s payout ratio is currently 66.77%.

Analyst Ratings Changes

UNH has been the topic of a number of recent analyst reports. Leerink Partners increased their price target on UnitedHealth Group from $345.00 to $400.00 and gave the stock an “outperform” rating in a research note on Wednesday, April 22nd. HSBC raised UnitedHealth Group from a “reduce” rating to a “hold” rating and set a $300.00 price target on the stock in a research note on Tuesday, April 7th. Erste Group Bank raised UnitedHealth Group from a “hold” rating to a “buy” rating in a research report on Monday, April 27th. Wells Fargo & Company increased their target price on UnitedHealth Group from $370.00 to $397.00 and gave the stock an “overweight” rating in a research report on Wednesday, April 22nd. Finally, Weiss Ratings raised UnitedHealth Group from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Thursday, May 7th. One equities research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, UnitedHealth Group presently has an average rating of “Moderate Buy” and an average price target of $407.17.

Insider Buying and Selling at UnitedHealth Group

In other news, CEO Patrick Hugh Conway sold 800 shares of the firm’s stock in a transaction dated Thursday, April 23rd. The stock was 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 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 legal filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.28% of the stock is owned by corporate insiders.

UnitedHealth Group 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.