UnitedHealth Group Incorporated $UNH Shares Sold by J. Safra Sarasin Holding AG

J. Safra Sarasin Holding AG trimmed its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 30.9% in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 24,151 shares of the healthcare conglomerate’s stock after selling 10,796 shares during the period. J. Safra Sarasin Holding AG’s holdings in UnitedHealth Group were worth $6,535,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors have also bought and sold shares of UNH. Vanguard Group Inc. grew its position in shares of UnitedHealth Group by 1.1% in the fourth quarter. Vanguard Group Inc. now owns 91,600,260 shares of the healthcare conglomerate’s stock valued at $30,238,162,000 after purchasing an additional 995,210 shares in the last quarter. State Street Corp raised its holdings in shares of UnitedHealth Group by 2.5% during the 4th quarter. State Street Corp now owns 45,232,170 shares of the healthcare conglomerate’s stock worth $14,931,592,000 after acquiring an additional 1,119,834 shares during the period. Capital World Investors grew its holdings in shares of UnitedHealth Group by 3.8% in the fourth quarter. Capital World Investors now owns 22,591,042 shares of the healthcare conglomerate’s stock valued at $7,457,723,000 after purchasing an additional 824,120 shares during the period. Price T Rowe Associates Inc. MD raised its stake in UnitedHealth Group by 3.7% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 18,829,054 shares of the healthcare conglomerate’s stock worth $6,215,660,000 after purchasing an additional 680,077 shares during the period. Finally, Capital International Investors grew its stake in shares of UnitedHealth Group by 6.6% in the 4th quarter. Capital International Investors now owns 18,655,111 shares of the healthcare conglomerate’s stock valued at $6,158,734,000 after buying an additional 1,155,162 shares during the period. 87.86% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at UnitedHealth Group

In other news, CEO Patrick Hugh Conway sold 800 shares of the business’s 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 completion of the transaction, the chief executive officer directly owned 17,805 shares of the company’s stock, valued at approximately $6,320,775. The trade was a 4.30% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Corporate insiders own 0.28% of the company’s stock.

Key UnitedHealth Group News

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

• Positive Sentiment: Wells Fargo raised its price target on UnitedHealth Group to $485 from $397 and kept an overweight rating, signaling confidence in further upside as the insurer’s recovery story gains traction. Benzinga report on Wells Fargo target increase
• Positive Sentiment: Several recent articles highlight UnitedHealth’s rally, stronger technical setup, and expectations that management has been improving medical cost control and execution, which has kept investors focused on the company’s long-term growth path. Invezz article on UNH chart and rally
• Positive Sentiment: Market commentary notes that the Trump administration’s higher-than-expected Medicare Advantage payment boost has also helped support the bullish case for managed-care stocks like UNH. Forbes article on insurer rebound
• Neutral Sentiment: Investors are waiting for second-quarter results to see whether UnitedHealth can maintain membership growth, manage rising medical costs, and meet earnings expectations after a period of volatility. Zacks article on Q2 earnings estimates
• Neutral Sentiment: There is also some debate around preventive-care coverage trends and whether expanded coverage for Guardant’s Shield test could alter UNH’s care narrative, though the direct stock impact is uncertain. Yahoo Finance article on Guardant Shield coverage
• Negative Sentiment: Some analysts and market watchers are warning that UNH’s sharp run-up could leave the stock vulnerable if earnings disappoint or if chart-based momentum fades after results. Kalkine article on UNH turning the corner

Wall Street Analyst Weigh In

A number of research analysts recently commented on UNH shares. Mizuho upped their price objective on UnitedHealth Group from $440.00 to $460.00 and gave the company an “outperform” rating in a report on Monday, June 8th. UBS Group lifted their target price on UnitedHealth Group from $410.00 to $460.00 and gave the company a “buy” rating in a research report on Friday, May 22nd. Wells Fargo & Company raised their price objective on UnitedHealth Group from $397.00 to $485.00 and gave the stock an “overweight” rating in a research report on Monday. Oppenheimer upped their target price on shares of UnitedHealth Group from $385.00 to $405.00 and gave the company an “outperform” rating in a research report on Wednesday, April 22nd. Finally, Truist Financial lifted their price target on shares of UnitedHealth Group from $395.00 to $440.00 and gave the company a “buy” rating in a research report on Monday, June 1st. One analyst has rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, UnitedHealth Group currently has a consensus rating of “Moderate Buy” and an average target price of $421.04.

UnitedHealth Group Stock Up 1.1%

Shares of UNH opened at $429.34 on Tuesday. UnitedHealth Group Incorporated has a 1 year low of $234.60 and a 1 year high of $434.30. The company’s 50-day simple moving average is $400.56 and its 200-day simple moving average is $339.71. The stock has a market capitalization of $389.90 billion, a PE ratio of 32.43, a P/E/G ratio of 1.71 and a beta of 0.62. The company has a debt-to-equity ratio of 0.69, a quick ratio of 0.80 and a current ratio of 0.80.

UnitedHealth Group (NYSE:UNH) last released its earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $6.76 by $0.47. The company had revenue of $111.65 billion for the quarter, compared to analyst estimates of $109.84 billion. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The firm’s quarterly revenue was up 2.0% on a year-over-year basis. During the same period in the prior year, the business earned $7.20 EPS. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Analysts forecast that UnitedHealth Group Incorporated will post 18.32 earnings per share for the current fiscal year.

UnitedHealth Group Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, June 23rd. Shareholders of record on Monday, June 15th were given a $2.32 dividend. The ex-dividend date of this dividend was Monday, June 15th. This represents a $9.28 dividend on an annualized basis and a yield of 2.2%. This is an increase from UnitedHealth Group’s previous quarterly dividend of $2.21. UnitedHealth Group’s dividend payout ratio is 70.09%.

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.