17,389 Shares in UnitedHealth Group Incorporated $UNH Bought by Fieldview Capital Management LLC

Fieldview Capital Management LLC acquired a new position in shares of UnitedHealth Group Incorporated (NYSE:UNH) during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 17,389 shares of the healthcare conglomerate’s stock, valued at approximately $5,740,000. UnitedHealth Group accounts for approximately 1.0% of Fieldview Capital Management LLC’s portfolio, making the stock its 7th largest position.

A number of other institutional investors and hedge funds have also recently bought and sold shares of UNH. Norges Bank acquired a new position in UnitedHealth Group during the fourth quarter worth $4,376,167,000. Capital Research Global Investors grew its holdings in UnitedHealth Group by 126.9% during the third quarter. Capital Research Global Investors now owns 13,042,049 shares of the healthcare conglomerate’s stock worth $4,503,419,000 after acquiring an additional 7,293,009 shares during the period. Capital World Investors grew its holdings in UnitedHealth Group by 18.8% in the third quarter. Capital World Investors now owns 21,766,922 shares of the healthcare conglomerate’s stock valued at $7,516,107,000 after purchasing an additional 3,439,182 shares during the last quarter. Cardano Risk Management B.V. grew its holdings in UnitedHealth Group by 864.4% in the fourth quarter. Cardano Risk Management B.V. now owns 2,523,700 shares of the healthcare conglomerate’s stock valued at $833,099,000 after purchasing an additional 2,262,006 shares during the last quarter. Finally, Capital International Investors grew its holdings in UnitedHealth Group by 11.1% in the third quarter. Capital International Investors now owns 17,499,949 shares of the healthcare conglomerate’s stock valued at $6,042,710,000 after purchasing an additional 1,747,337 shares during the last quarter. Institutional investors and hedge funds own 87.86% of the company’s stock.

More UnitedHealth Group News

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.

Analyst Ratings Changes

Several research firms have weighed in on UNH. Weiss Ratings raised UnitedHealth Group from a “sell (d+)” rating to a “hold (c-)” rating in a report on Thursday, May 7th. Leerink Partners upped their target price on UnitedHealth Group from $345.00 to $400.00 and gave the company an “outperform” rating in a report on Wednesday, April 22nd. Erste Group Bank raised UnitedHealth Group from a “hold” rating to a “buy” rating in a report on Monday, April 27th. Truist Financial upped their price objective on UnitedHealth Group from $395.00 to $440.00 and gave the company a “buy” rating in a research report on Monday, June 1st. Finally, Robert W. Baird upped their price objective on UnitedHealth Group from $278.00 to $287.00 and gave the company an “underperform” rating in a research report on Wednesday, April 22nd. One research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, UnitedHealth Group has a consensus rating of “Moderate Buy” and a consensus target price of $407.17.

UnitedHealth Group Stock Up 0.7%

Shares of NYSE:UNH opened at $408.34 on Friday. The stock’s fifty day simple moving average is $362.28 and its 200-day simple moving average is $326.85. UnitedHealth Group Incorporated has a 52-week low of $234.60 and a 52-week high of $415.98. The company has a market capitalization of $370.83 billion, a P/E ratio of 30.84, a P/E/G ratio of 1.64 and a beta of 0.64. The company has a quick ratio of 0.80, a current ratio of 0.80 and a debt-to-equity ratio of 0.69.

UnitedHealth Group (NYSE:UNH) last released its earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share for the quarter, topping the consensus estimate of $6.76 by $0.47. UnitedHealth Group had a return on equity of 14.65% and a net margin of 2.68%.The firm had revenue of $111.65 billion for the quarter, compared to the consensus estimate of $109.84 billion. During the same period in the prior year, the business posted $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, equities research analysts forecast that UnitedHealth Group Incorporated will post 18.32 earnings per share for the current fiscal year.

UnitedHealth Group Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, June 23rd. Investors of record on Monday, June 15th will be given a dividend of $2.32 per share. This represents a $9.28 annualized dividend and a yield of 2.3%. This is a boost from UnitedHealth Group’s previous quarterly dividend of $2.21. The ex-dividend date is Monday, June 15th. UnitedHealth Group’s dividend payout ratio (DPR) is currently 66.77%.

Insiders Place Their Bets

In related news, CEO Patrick Hugh Conway sold 800 shares of the stock in a transaction dated Thursday, April 23rd. The stock was 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 transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Company insiders own 0.28% of the company’s stock.

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.