Danica Pension Livsforsikringsaktieselskab boosted its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 93.6% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 76,983 shares of the healthcare conglomerate’s stock after purchasing an additional 37,223 shares during the quarter. Danica Pension Livsforsikringsaktieselskab’s holdings in UnitedHealth Group were worth $20,831,000 at the end of the most recent quarter.
Several other hedge funds have also made changes to their positions in UNH. Sarver Vrooman Wealth Advisors acquired a new position in UnitedHealth Group in the 4th quarter valued at approximately $25,000. Beacon Financial Strategies CORP bought a new stake in shares of UnitedHealth Group during the fourth quarter valued at approximately $26,000. Anfield Capital Management LLC lifted its position in UnitedHealth Group by 220.0% in the fourth quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate’s stock worth $26,000 after purchasing an additional 55 shares during the period. Joseph Group Capital Management acquired a new stake in UnitedHealth Group during the fourth quarter worth $27,000. Finally, Nalls Sherbakoff Group LLC acquired a new position in shares of UnitedHealth Group in the 4th quarter valued at $27,000. Institutional investors own 87.86% of the company’s stock.
Trending Headlines about UnitedHealth Group
Here are the key news stories impacting UnitedHealth Group this week:
- Positive Sentiment: UnitedHealth was upgraded to Zacks Rank #1 (Strong Buy), signaling improving earnings expectations and adding to bullish sentiment around the stock. Article Title
- Positive Sentiment: JPMorgan raised its price target on UNH to $516 and reiterated an Overweight rating, reinforcing the view that the stock still has meaningful upside after its recent rally. Article Title
- Positive Sentiment: Several articles highlighted UnitedHealth’s strong Q2 performance, including better-than-expected earnings, raised guidance, and a larger share buyback authorization, all of which support the bullish case. Article Title
- Positive Sentiment: Reports framed UNH as a defensive healthcare leader benefiting from market rotation away from AI stocks, with analysts also calling it a strong momentum name and a stable dividend pick. Article Title
- Neutral Sentiment: The House passed a bill focused on provider accountability and fraud prevention in federal health programs; the article noted UNH could be affected by tighter oversight, but the near-term stock impact is unclear. Article Title
Analyst Ratings Changes
View Our Latest Analysis on UnitedHealth Group
Insider Activity
In other news, CEO Patrick Hugh Conway sold 800 shares of the company’s stock in a transaction that occurred on Thursday, April 23rd. The shares were sold at an average price of $355.00, for a total transaction of $284,000.00. Following the transaction, the chief executive officer directly owned 17,805 shares in the company, valued at approximately $6,320,775. This represents a 4.30% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Insiders own 0.19% of the company’s stock.
UnitedHealth Group Stock Up 3.5%
NYSE UNH opened at $436.19 on Wednesday. The stock’s 50 day simple moving average is $406.35 and its 200 day simple moving average is $343.75. The company has a debt-to-equity ratio of 0.66, a current ratio of 0.78 and a quick ratio of 0.80. UnitedHealth Group Incorporated has a one year low of $234.60 and a one year high of $461.62. The firm has a market cap of $396.12 billion, a PE ratio of 28.07, a price-to-earnings-growth ratio of 1.47 and a beta of 0.62.
UnitedHealth Group (NYSE:UNH – Get Free Report) last posted its quarterly earnings data on Thursday, July 16th. The healthcare conglomerate reported $6.38 EPS for the quarter, topping analysts’ consensus estimates of $4.94 by $1.44. UnitedHealth Group had a return on equity of 16.53% and a net margin of 3.14%.The company had revenue of $112.03 billion for the quarter, compared to analyst estimates of $110.81 billion. During the same quarter in the previous year, the firm earned $4.08 earnings per share. The business’s revenue was up .4% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. As a group, sell-side analysts forecast that UnitedHealth Group Incorporated will post 19.59 earnings per share for the current fiscal year.
UnitedHealth Group Increases Dividend
The business also recently disclosed a quarterly dividend, which was paid on Tuesday, June 23rd. Shareholders of record on Monday, June 15th were given a $2.32 dividend. This represents a $9.28 annualized dividend and a yield of 2.1%. The ex-dividend date was Monday, June 15th. This is a boost from UnitedHealth Group’s previous quarterly dividend of $2.21. UnitedHealth Group’s dividend payout ratio is 59.72%.
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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