32,765 Shares in UnitedHealth Group Incorporated $UNH Bought by Altrafin AG

Altrafin AG purchased a new position in UnitedHealth Group Incorporated (NYSE:UNH) in the 4th quarter, HoldingsChannel.com reports. The fund purchased 32,765 shares of the healthcare conglomerate’s stock, valued at approximately $10,816,000. UnitedHealth Group comprises approximately 3.4% of Altrafin AG’s portfolio, making the stock its 10th biggest holding.

Other large investors have also modified their holdings of the company. Sarver Vrooman Wealth Advisors purchased a new stake in shares of UnitedHealth Group during the fourth quarter worth $25,000. Beacon Financial Strategies CORP purchased a new stake in shares of UnitedHealth Group in the fourth quarter valued at about $26,000. Anfield Capital Management LLC boosted its stake in UnitedHealth Group by 220.0% during the fourth quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate’s stock worth $26,000 after buying an additional 55 shares during the period. Joseph Group Capital Management purchased a new position in UnitedHealth Group during the fourth quarter worth about $27,000. Finally, Foster Dykema Cabot & Partners LLC boosted its stake in UnitedHealth Group by 69.4% during the third quarter. Foster Dykema Cabot & Partners LLC now owns 83 shares of the healthcare conglomerate’s stock worth $29,000 after buying an additional 34 shares during the period. Hedge funds and other institutional investors own 87.86% of the company’s stock.

UnitedHealth Group Price Performance

UnitedHealth Group stock opened at $408.34 on Friday. UnitedHealth Group Incorporated has a one year low of $234.60 and a one year high of $415.98. The company has a debt-to-equity ratio of 0.69, a quick ratio of 0.80 and a current ratio of 0.80. The business has a fifty day moving average of $362.28 and a two-hundred day moving average of $326.85. The company has a market cap of $370.83 billion, a P/E ratio of 30.84, a price-to-earnings-growth ratio of 1.64 and a beta of 0.64.

UnitedHealth Group (NYSE:UNH) last released its earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 EPS for the quarter, beating analysts’ consensus estimates 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 quarterly revenue was up 2.0% compared to the same quarter last year. During the same quarter last year, the company earned $7.20 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. As a group, analysts predict that UnitedHealth Group Incorporated will post 18.32 earnings per share for the current fiscal year.

UnitedHealth Group Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, June 23rd. Stockholders of record on Monday, June 15th will be paid a dividend of $2.32 per share. 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 annualized dividend and a dividend yield of 2.3%. UnitedHealth Group’s dividend payout ratio is presently 66.77%.

Wall Street Analyst Weigh In

Several analysts have recently issued reports on UNH shares. Robert W. Baird increased their price target 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. Barclays raised their target price on shares of UnitedHealth Group from $373.00 to $429.00 and gave the company an “overweight” rating in a report on Tuesday, May 26th. Erste Group Bank upgraded shares of UnitedHealth Group from a “hold” rating to a “buy” rating in a research note on Monday, April 27th. Raymond James Financial upgraded shares of UnitedHealth Group from a “market perform” rating to an “outperform” rating and set a $330.00 target price on the stock in a research report on Wednesday, April 1st. Finally, Argus upgraded shares of UnitedHealth Group from a “hold” rating to a “buy” rating and set a $400.00 target price on the stock in a research report on Wednesday, April 22nd. One equities research 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 issued a Sell rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $407.17.

UnitedHealth Group News Roundup

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

• Positive Sentiment: UNH saw unusual bullish options activity, with investors buying 215,330 call contracts on Friday — about 120% above normal volume — a sign traders are positioning for more upside.
• Positive Sentiment: Analysts continue to turn more constructive: Erste Group recently nudged up FY2027 earnings estimates and kept a Buy rating, adding to the recent wave of positive commentary around the shares.
• Positive Sentiment: The company confirmed it will report second-quarter 2026 results on July 16, which keeps a near-term catalyst on the calendar and may be supporting investor interest as expectations build.
• Positive Sentiment: UnitedHealth also approved its quarterly dividend of $2.32 per share and rejected an independent board chair proposal at its annual meeting, reinforcing its capital-return profile and management control.
• Neutral Sentiment: Recent articles highlight UNH’s rebound toward new highs and its renewed appeal as a defensive healthcare and income stock, but these pieces are largely commentary rather than new company-specific developments.

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 completion of the transaction, the chief executive officer owned 17,805 shares of the company’s stock, valued at $6,320,775. The trade was a 4.30% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. 0.28% of the stock is owned by company 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.