Mitsubishi UFJ Asset Management Co. Ltd. Acquires 71,366 Shares of UnitedHealth Group Incorporated $UNH

Mitsubishi UFJ Asset Management Co. Ltd. raised its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 3.5% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 2,108,345 shares of the healthcare conglomerate’s stock after acquiring an additional 71,366 shares during the quarter. Mitsubishi UFJ Asset Management Co. Ltd. owned approximately 0.23% of UnitedHealth Group worth $728,035,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of the company. North Capital Inc. raised its position in UnitedHealth Group by 16.2% in the third quarter. North Capital Inc. now owns 194 shares of the healthcare conglomerate’s stock valued at $67,000 after purchasing an additional 27 shares during the last quarter. Sunflower Bank N.A. grew its holdings in UnitedHealth Group by 1.5% during the 3rd quarter. Sunflower Bank N.A. now owns 1,916 shares of the healthcare conglomerate’s stock worth $662,000 after acquiring an additional 28 shares during the last quarter. Axis Wealth Partners LLC raised its stake in shares of UnitedHealth Group by 1.7% during the third quarter. Axis Wealth Partners LLC now owns 1,631 shares of the healthcare conglomerate’s stock valued at $563,000 after acquiring an additional 28 shares during the last quarter. Abound Wealth Management raised its position in UnitedHealth Group by 13.5% during the 3rd quarter. Abound Wealth Management now owns 244 shares of the healthcare conglomerate’s stock worth $84,000 after purchasing an additional 29 shares during the last quarter. Finally, Auxano Advisors LLC increased its stake in shares of UnitedHealth Group by 3.4% in the third quarter. Auxano Advisors LLC now owns 964 shares of the healthcare conglomerate’s stock valued at $333,000 after buying an additional 32 shares during the period. 87.86% of the stock is currently owned by institutional investors.

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: Board approved a quarterly cash dividend of $2.21 per share (payable Mar 17, shareholders of record Mar 9); the payout implies about a 3.1% yield and supports income-focused buyers. Business Wire Dividend Announcement
• Neutral Sentiment: Company press releases (and wider coverage) formalize the dividend and remind investors of UnitedHealth’s large scale and cash-generation profile, which can moderate volatility for long-term holders. Yahoo Finance
• Neutral Sentiment: Several market commentaries note UNH has underperformed the Dow and that valuation has compressed after the recent pullback; analysts remain mixed but some are cautiously optimistic about recovery if margins normalize. Barchart
• Negative Sentiment: Regulatory and guidance shock: reporting suggests a major driver of the recent ~23% decline was disappointing 2026 guidance plus a proposed Medicare/Medicaid reimbursement update for 2027 that was essentially flat (+0.09%), well below industry models — this has materially cut forward earnings expectations. Forbes
• Negative Sentiment: Core business margin pressure: UnitedHealthcare revenue rose ~15.7% in 2025, but adjusted operating earnings declined sharply (reported ~41.1% fall) as medical cost trends and reduced Medicare funding squeezed margins — investors will be watching repricing and cost-management progress. Zacks
• Negative Sentiment: Near-term price weakness continues in daily trading reports and analyst notes as the market digests guidance, regulatory risk and slower margin recovery — the stock’s recent volatility reflects uncertainty about near-term earnings. Yahoo Market Note

UnitedHealth Group Stock Performance

Shares of UNH stock opened at $284.11 on Thursday. UnitedHealth Group Incorporated has a one year low of $234.60 and a one year high of $606.36. The company has a market cap of $257.35 billion, a P/E ratio of 21.54, a P/E/G ratio of 1.26 and a beta of 0.41. The firm has a 50-day moving average of $313.51 and a 200-day moving average of $325.44. The company has a debt-to-equity ratio of 0.72, a current ratio of 0.79 and a quick ratio of 0.82.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings data on Tuesday, January 27th. The healthcare conglomerate reported $2.11 EPS for the quarter, beating the consensus estimate of $2.09 by $0.02. UnitedHealth Group had a net margin of 2.69% and a return on equity of 14.79%. The firm had revenue of $113.73 billion during the quarter, compared to analyst estimates of $113.38 billion. During the same quarter last year, the business posted $6.81 EPS. The company’s revenue for the quarter was up 12.3% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. Equities research analysts forecast that UnitedHealth Group Incorporated will post 29.54 EPS for the current fiscal year.

UnitedHealth Group Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 17th. Stockholders of record on Monday, March 9th will be paid a dividend of $2.21 per share. This represents a $8.84 dividend on an annualized basis and a dividend yield of 3.1%. The ex-dividend date is Monday, March 9th. UnitedHealth Group’s payout ratio is presently 67.02%.

Wall Street Analysts Forecast Growth

Several research firms have issued reports on UNH. Wells Fargo & Company lowered their price target on shares of UnitedHealth Group from $400.00 to $370.00 and set an “overweight” rating for the company in a report on Friday, January 30th. KeyCorp reissued an “overweight” rating on shares of UnitedHealth Group in a research note on Wednesday, January 28th. Truist Financial lowered their price objective on shares of UnitedHealth Group from $410.00 to $370.00 and set a “buy” rating for the company in a research note on Monday, February 2nd. UBS Group dropped their price objective on shares of UnitedHealth Group from $430.00 to $410.00 and set a “buy” rating on the stock in a report on Wednesday, January 28th. Finally, Oppenheimer decreased their target price on UnitedHealth Group from $415.00 to $385.00 and set an “outperform” rating for the company in a research report on Wednesday, January 28th. One research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, nine have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $372.13.

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.