Meiji Yasuda Asset Management Co Ltd. Sells 1,949 Shares of UnitedHealth Group Incorporated $UNH

Meiji Yasuda Asset Management Co Ltd. lessened its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 6.2% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 29,629 shares of the healthcare conglomerate’s stock after selling 1,949 shares during the period. Meiji Yasuda Asset Management Co Ltd.’s holdings in UnitedHealth Group were worth $9,781,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently modified their holdings of UNH. Goldenstone Wealth Management LLC bought a new stake in shares of UnitedHealth Group in the fourth quarter valued at about $2,054,000. Global Retirement Partners LLC raised its holdings in shares of UnitedHealth Group by 31.0% in the fourth quarter. Global Retirement Partners LLC now owns 15,373 shares of the healthcare conglomerate’s stock valued at $5,075,000 after acquiring an additional 3,640 shares in the last quarter. Twin Capital Management Inc. raised its holdings in shares of UnitedHealth Group by 40.5% in the fourth quarter. Twin Capital Management Inc. now owns 12,995 shares of the healthcare conglomerate’s stock valued at $4,290,000 after acquiring an additional 3,748 shares in the last quarter. Baron Silver Stevens Financial Advisors LLC raised its stake in UnitedHealth Group by 11.8% in the fourth quarter. Baron Silver Stevens Financial Advisors LLC now owns 774 shares of the healthcare conglomerate’s stock worth $256,000 after buying an additional 82 shares in the last quarter. Finally, Mach 1 Financial Group LLC bought a new position in UnitedHealth Group in the fourth quarter worth approximately $668,000. Institutional investors own 87.86% of the company’s stock.

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: Mizuho raised its price target on UnitedHealth Group to $440 from $410 and kept an Outperform rating, signaling renewed confidence in the managed-care leader and supporting the stock’s rebound narrative. Article Title
• Positive Sentiment: Zacks Research raised multiple forward EPS estimates for UNH, including FY2027 and FY2028, which suggests analysts see earnings momentum continuing over the next couple of years. Article Title
• Positive Sentiment: Several commentary pieces highlighted UnitedHealth as a strong value opportunity and a likely beneficiary of managed care growth outpacing the broader economy, reinforcing the bullish investment case. Article Title
• Neutral Sentiment: Coverage noting that UNH is up since its last earnings report reflects continued post-earnings optimism, but it does not add a new company-specific catalyst. Article Title
• Negative Sentiment: News that Berkshire Hathaway sold its UnitedHealth stake pressured sentiment, as some investors viewed the exit as a vote of no confidence despite broader analyst optimism. Article Title

Wall Street Analysts Forecast Growth

A number of equities analysts recently commented on the stock. Jefferies Financial Group boosted their price objective on shares of UnitedHealth Group from $340.00 to $373.00 and gave the stock a “buy” rating in a research note on Monday, April 20th. Oppenheimer boosted their target price on shares of UnitedHealth Group from $385.00 to $405.00 and gave the stock an “outperform” rating in a report on Wednesday, April 22nd. Morgan Stanley boosted their target price on shares of UnitedHealth Group from $375.00 to $395.00 and gave the stock an “overweight” rating in a report on Wednesday, April 22nd. Erste Group Bank upgraded shares of UnitedHealth Group from a “hold” rating to a “buy” rating in a report on Monday, April 27th. Finally, TD Cowen boosted their target price on shares of UnitedHealth Group from $311.00 to $337.00 and gave the stock a “hold” rating in a report on Thursday, April 23rd. One investment analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $385.39.

UnitedHealth Group Stock Performance

UNH opened at $382.36 on Friday. UnitedHealth Group Incorporated has a 52-week low of $234.60 and a 52-week high of $404.15. The company has a quick ratio of 0.80, a current ratio of 0.80 and a debt-to-equity ratio of 0.69. The company has a market cap of $347.24 billion, a P/E ratio of 28.88, a price-to-earnings-growth ratio of 1.65 and a beta of 0.64. The firm’s 50-day moving average price is $324.87 and its 200-day moving average price is $319.15.

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, beating 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 firm earned $7.20 EPS. The firm’s revenue was up 2.0% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. As a group, equities analysts anticipate that UnitedHealth Group Incorporated will post 18.29 EPS for the current fiscal year.

UnitedHealth Group Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Investors of record on Monday, March 9th were issued a $2.21 dividend. This represents a $8.84 annualized dividend and a yield of 2.3%. The ex-dividend date was Monday, March 9th. UnitedHealth Group’s dividend payout ratio is 66.77%.

Insiders Place Their Bets

In related news, CEO Patrick Hugh Conway sold 800 shares of the stock in a transaction that occurred on Thursday, April 23rd. The shares were sold at an average price of $355.00, for a total value of $284,000.00. Following the transaction, the chief executive officer owned 17,805 shares in the company, valued at approximately $6,320,775. This represents a 4.30% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Company insiders own 0.28% of the company’s stock.

UnitedHealth Group 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.