California Public Employees Retirement System Buys 281,520 Shares of UnitedHealth Group Incorporated $UNH

California Public Employees Retirement System boosted its position in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 13.0% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 2,443,770 shares of the healthcare conglomerate’s stock after buying an additional 281,520 shares during the quarter. UnitedHealth Group accounts for approximately 0.5% of California Public Employees Retirement System’s investment portfolio, making the stock its 28th largest position. California Public Employees Retirement System owned 0.27% of UnitedHealth Group worth $843,834,000 at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in UNH. Guerra Advisors Inc bought a new position in UnitedHealth Group in the 3rd quarter valued at $1,059,000. Berkshire Hathaway Inc purchased a new stake in shares of UnitedHealth Group during the second quarter valued at $1,572,193,000. Carnegie Investment Counsel increased its stake in UnitedHealth Group by 2.2% in the 3rd quarter. Carnegie Investment Counsel now owns 105,621 shares of the healthcare conglomerate’s stock worth $36,471,000 after buying an additional 2,316 shares during the period. EverSource Wealth Advisors LLC boosted its position in UnitedHealth Group by 48.9% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 5,790 shares of the healthcare conglomerate’s stock valued at $1,806,000 after buying an additional 1,901 shares during the period. Finally, Phoenix Financial Ltd. increased its position in shares of UnitedHealth Group by 111.5% during the third quarter. Phoenix Financial Ltd. now owns 41,986 shares of the healthcare conglomerate’s stock worth $14,282,000 after acquiring an additional 22,137 shares during the period. 87.86% of the stock is owned by hedge funds and other institutional investors.

UnitedHealth Group Price Performance

UNH opened at $282.02 on Friday. The firm has a market capitalization of $255.99 billion, a PE ratio of 21.38, a price-to-earnings-growth ratio of 1.30 and a beta of 0.41. The business’s 50-day moving average is $303.36 and its two-hundred day moving average is $325.11. UnitedHealth Group Incorporated has a 1 year low of $234.60 and a 1 year high of $606.36. The company has a debt-to-equity ratio of 0.72, a current ratio of 0.79 and a quick ratio of 0.79.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share for the quarter, beating analysts’ consensus estimates of $2.09 by $0.02. UnitedHealth Group had a net margin of 2.69% and a return on equity of 14.79%. The business had revenue of $113.73 billion for the quarter, compared to analysts’ expectations of $113.38 billion. During the same period last year, the business earned $6.81 EPS. The company’s revenue was up 12.3% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. Research analysts anticipate that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

UnitedHealth Group Dividend Announcement

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

Analysts Set New Price Targets

Several research analysts recently issued reports on UNH shares. Jefferies Financial Group dropped their price objective on UnitedHealth Group from $418.00 to $340.00 and set a “buy” rating on the stock in a research note on Wednesday, January 28th. KeyCorp reissued an “overweight” rating on shares of UnitedHealth Group in a research report on Wednesday, January 28th. Leerink Partners lowered their price objective on shares of UnitedHealth Group from $410.00 to $345.00 and set an “outperform” rating for the company in a research note on Wednesday, January 28th. UBS Group cut their target price on shares of UnitedHealth Group from $430.00 to $410.00 and set a “buy” rating on the stock in a research report on Wednesday, January 28th. Finally, Barclays dropped their price objective on shares of UnitedHealth Group from $391.00 to $327.00 and set an “overweight” rating on the stock in a research note on Friday, January 30th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, eight have assigned a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $372.13.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: Sen. Markwayne Mullin disclosed a purchase of $50k–$100k in UNH shares, a small institutional/insider-like buy that can be read as a signal of confidence and may attract retail/institutional attention. Trump Ally, New DHS Leader Nominee Markwayne Mullin Makes New Stock Trades: Here’s What He Bought And Sold
• Positive Sentiment: Short-term price resilience: coverage noted UNH advancing while broader markets declined recently, a sign of relative strength that can draw momentum buyers. UnitedHealth Group (UNH) Advances While Market Declines: Some Information for Investors
• Neutral Sentiment: High investor attention: Zacks and Yahoo pieces highlight UNH as a heavily searched/watched stock; increased attention can boost liquidity and volatility but is not a directional catalyst by itself. UnitedHealth Group Incorporated (UNH) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Investor materials: a Barclays healthcare conference transcript was published; investors will parse management commentary for membership trends, margin drivers, and capital allocation but no surprise datapoint was flagged in headlines. UnitedHealth Group Incorporated (UNH) Presents at Barclays 28th Annual Global Healthcare Conference Transcript
• Neutral Sentiment: Analyst coverage and model updates continue to circulate (stock-forecast pieces), which keep expectations and target-price dispersion visible to the market but provide mixed near-term directional pressure. UnitedHealth Group Incorporated (UNH) Stock Forecasts
• Negative Sentiment: Valuation/sector pressure concerns: commentary noting a ~39% 12‑month share decline and questioning whether current price reflects value could pressure sentiment and keep selling pressure if investors worry about sector headwinds or earnings risk. Is UnitedHealth Group (UNH) Pricing Reflect Sector Pressures After A 39% Share Price Decline

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.