Dempze Nancy E Decreases Stock Holdings in UnitedHealth Group Incorporated $UNH

Dempze Nancy E decreased its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 16.5% during the fourth quarter, Holdings Channel.com reports. The firm owned 10,466 shares of the healthcare conglomerate’s stock after selling 2,073 shares during the period. UnitedHealth Group accounts for about 1.8% of Dempze Nancy E’s portfolio, making the stock its 21st largest position. Dempze Nancy E’s holdings in UnitedHealth Group were worth $3,455,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also recently modified their holdings of UNH. Brighton Jones LLC increased its position in UnitedHealth Group by 176.2% during the fourth quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate’s stock valued at $22,384,000 after acquiring an additional 28,231 shares during the last quarter. Revolve Wealth Partners LLC increased its position in UnitedHealth Group by 137.1% during the fourth quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate’s stock valued at $2,033,000 after acquiring an additional 2,324 shares during the last quarter. CMT Capital Markets Trading GmbH bought a new position in UnitedHealth Group during the second quarter valued at $340,000. Flow Traders U.S. LLC bought a new position in UnitedHealth Group during the second quarter valued at $356,000. Finally, Jump Financial LLC bought a new position in UnitedHealth Group during the second quarter valued at $377,000. Hedge funds and other institutional investors own 87.86% of the company’s stock.

Key Headlines Impacting UnitedHealth Group

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

• Positive Sentiment: Analysts and market commentators are increasingly framing UNH as a value and recovery story, with improving price targets, a “buy it” call from Jim Cramer, and renewed interest from institutions and hedge funds. Jim Cramer on UnitedHealth: “Buy It”
• Positive Sentiment: UnitedHealth was highlighted as a defensive healthcare name benefiting from sector rotation, while recent dividend coverage and a 5% dividend increase support the case for steady capital returns. 3 Dividend Increases Investors Can Actually Trust
• Positive Sentiment: The company is being positioned as a sustainable recovery candidate after past setbacks, with commentary emphasizing lower volatility, buybacks, and improving profitability prospects. Beyond the AI Bubble: 3 defensive powerhouses smart money is buying now
• Neutral Sentiment: UnitedHealth continues to appear in broad healthcare-stock watchlists and hedge-fund screens, which reinforces investor attention but does not add a clear new operational catalyst. Best Healthcare Stocks To Research – June 15th
• Negative Sentiment: Some commentary still references UNH’s prior struggles, including executive turnover, legal issues, and margin pressure, which helps explain why the stock has not fully shaken off uncertainty. Why Did UnitedHealth Stock Choose Pain Over Growth?

UnitedHealth Group Stock Down 0.7%

NYSE:UNH opened at $408.07 on Wednesday. UnitedHealth Group Incorporated has a 1-year low of $234.60 and a 1-year high of $415.98. The company has a 50-day moving average of $367.57 and a 200 day moving average of $328.06. The firm has a market cap of $370.59 billion, a PE ratio of 30.82, a price-to-earnings-growth ratio of 1.65 and a beta of 0.64. The company has a debt-to-equity ratio of 0.69, a current ratio of 0.80 and a quick ratio of 0.80.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share for the quarter, topping 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 company had revenue of $111.65 billion during the quarter, compared to analyst estimates of $109.84 billion. During the same period in the prior year, the firm earned $7.20 earnings per share. 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, research analysts anticipate that UnitedHealth Group Incorporated will post 18.32 EPS 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. Investors of record on Monday, June 15th will be paid a $2.32 dividend. This represents a $9.28 dividend on an annualized basis and a yield of 2.3%. 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. UnitedHealth Group’s payout ratio is currently 70.09%.

Insiders Place Their Bets

In related news, CEO Patrick Hugh Conway sold 800 shares of the company’s stock in a transaction dated Thursday, April 23rd. The shares were 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 represents a 4.30% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. 0.28% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

A number of research firms have weighed in on UNH. TD Cowen boosted their price objective on shares of UnitedHealth Group from $311.00 to $337.00 and gave the company a “hold” rating in a research report on Thursday, April 23rd. Weiss Ratings upgraded shares of UnitedHealth Group from a “sell (d+)” rating to a “hold (c-)” rating in a report on Thursday, May 7th. Erste Group Bank upgraded shares of UnitedHealth Group from a “hold” rating to a “buy” rating in a report on Monday, April 27th. HSBC upgraded shares of UnitedHealth Group from a “reduce” rating to a “hold” rating and set a $300.00 price target on the stock in a report on Tuesday, April 7th. Finally, Truist Financial upped their price target on shares of UnitedHealth Group from $395.00 to $440.00 and gave the stock a “buy” rating in a report on Monday, June 1st. One 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 given a Sell rating to the company. According to data from MarketBeat, UnitedHealth Group has an average rating of “Moderate Buy” and a consensus price target of $407.17.

About UnitedHealth Group

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.