T. Rowe Price Investment Management Inc. Has $1.36 Billion Stake in UnitedHealth Group Incorporated $UNH

T. Rowe Price Investment Management Inc. boosted its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 141.9% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 4,109,029 shares of the healthcare conglomerate’s stock after buying an additional 2,410,128 shares during the quarter. UnitedHealth Group makes up approximately 0.9% of T. Rowe Price Investment Management Inc.’s portfolio, making the stock its 25th biggest position. T. Rowe Price Investment Management Inc. owned 0.45% of UnitedHealth Group worth $1,356,432,000 as of its most recent SEC filing.

A number of other hedge funds also recently made changes to their positions in the stock. Oberndorf William E acquired a new position in UnitedHealth Group in the third quarter valued at $12,276,000. Griffith & Werner Inc. bought a new position in shares of UnitedHealth Group in the 3rd quarter worth about $3,039,000. CenterBook Partners LP boosted its position in shares of UnitedHealth Group by 164.0% during the 3rd quarter. CenterBook Partners LP now owns 10,781 shares of the healthcare conglomerate’s stock valued at $3,723,000 after purchasing an additional 6,697 shares in the last quarter. TIAA Trust National Association increased its holdings in UnitedHealth Group by 38.6% in the third quarter. TIAA Trust National Association now owns 262,244 shares of the healthcare conglomerate’s stock worth $90,553,000 after purchasing an additional 73,030 shares in the last quarter. Finally, DC Investments Management LLC acquired a new position in UnitedHealth Group in the third quarter valued at approximately $5,764,000. 87.86% of the stock is currently owned by institutional investors.

Key UnitedHealth Group News

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

• Positive Sentiment: Leerink Partners lifted its price target on UnitedHealth Group and reiterated an outperform rating, pointing to stronger expected margins at Optum Health and improving turnaround momentum. Article
• Positive Sentiment: Recent commentary from Wall Street suggests investors are becoming more confident that UnitedHealth’s operational recovery is gaining traction after last year’s share price decline. Article
• Neutral Sentiment: UnitedHealth was mentioned among healthcare and enterprise-advisory companies in a story about Optura adding strategic advisors, but the announcement was not about UNH’s operations or guidance. Article
• Neutral Sentiment: Several roundup-style articles highlighted UnitedHealth as a stock to watch, but they did not add a new company-specific catalyst. Article
• Negative Sentiment: Earlier in the period, UnitedHealth fell more than the broader market in a trading session, reflecting some lingering volatility even as analyst sentiment improved. Article

UnitedHealth Group Stock Up 0.3%

UNH opened at $400.86 on Friday. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $415.98. The company has a debt-to-equity ratio of 0.69, a current ratio of 0.80 and a quick ratio of 0.80. The company’s 50-day moving average is $371.80 and its 200 day moving average is $329.05. The firm has a market capitalization of $364.04 billion, a P/E ratio of 30.28, a PEG ratio of 1.61 and a beta of 0.64.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 EPS for the quarter, beating the consensus estimate of $6.76 by $0.47. The firm had revenue of $111.65 billion during the quarter, compared to analyst estimates of $109.84 billion. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The company’s revenue for the quarter was up 2.0% on a year-over-year basis. During the same quarter last year, the business posted $7.20 EPS. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Research analysts expect that UnitedHealth Group Incorporated will post 18.32 earnings per share for the current fiscal year.

UnitedHealth Group Increases Dividend

The firm also recently disclosed 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 is Monday, June 15th. This represents a $9.28 dividend on an annualized basis and a yield of 2.3%. UnitedHealth Group’s dividend payout ratio is currently 70.09%.

Insider Activity

In other news, CEO Patrick Hugh Conway sold 800 shares of UnitedHealth Group stock in a transaction on Thursday, April 23rd. The stock was sold at an average price of $355.00, for a total transaction of $284,000.00. Following the sale, 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 position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.28% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

Several equities analysts have recently weighed in on UNH shares. Oppenheimer upped their price objective on shares of UnitedHealth Group from $385.00 to $405.00 and gave the company an “outperform” rating in a report on Wednesday, April 22nd. UBS Group upped their price target on UnitedHealth Group from $410.00 to $460.00 and gave the stock a “buy” rating in a research note on Friday, May 22nd. Cantor Fitzgerald reissued an “overweight” rating on shares of UnitedHealth Group in a research note on Thursday, June 11th. Mizuho upped their target price on UnitedHealth Group from $440.00 to $460.00 and gave the stock an “outperform” rating in a research report on Monday, June 8th. Finally, 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. One investment analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, five have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $409.75.

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.