UnitedHealth Group Incorporated $UNH Shares Sold by Mutual of America Capital Management LLC

Mutual of America Capital Management LLC lowered its position in UnitedHealth Group Incorporated (NYSE:UNH) by 5.2% during the 4th quarter, Holdings Channel.com reports. The firm owned 97,098 shares of the healthcare conglomerate’s stock after selling 5,301 shares during the quarter. Mutual of America Capital Management LLC’s holdings in UnitedHealth Group were worth $32,053,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also made changes to their positions in the stock. Vanguard Group Inc. boosted its holdings 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 acquiring an additional 995,210 shares in the last quarter. Capital World Investors boosted its holdings in shares of 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 acquiring an additional 3,439,182 shares in the last quarter. Capital International Investors boosted its holdings in shares of 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 acquiring an additional 1,747,337 shares in the last quarter. Norges Bank bought a new position in shares of UnitedHealth Group in the fourth quarter valued at approximately $4,376,167,000. Finally, Capital Research Global Investors boosted 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 buying an additional 7,293,009 shares in the last quarter. 87.86% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

UNH has been the topic of several recent research reports. Morgan Stanley lifted their price target on shares of UnitedHealth Group from $375.00 to $395.00 and gave the stock an “overweight” rating in a research report on Wednesday, April 22nd. Erste Group Bank upgraded shares of UnitedHealth Group from a “hold” rating to a “buy” rating in a research report on Monday, April 27th. Truist Financial lifted their price target on shares of UnitedHealth Group from $395.00 to $440.00 and gave the stock a “buy” rating in a research report on Monday. Jefferies Financial Group lifted their price target on shares of UnitedHealth Group from $340.00 to $373.00 and gave the stock a “buy” rating in a research report on Monday, April 20th. Finally, UBS Group lifted their price target on shares of UnitedHealth Group from $410.00 to $460.00 and gave the stock a “buy” rating in a research report on Friday, May 22nd. One equities research analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $399.50.

Key Headlines Impacting UnitedHealth Group

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

• Positive Sentiment: Truist raised its price target on UnitedHealth Group (UNH) from $395 to $440 and kept a buy rating, reinforcing Wall Street’s confidence in the stock’s upside. Benzinga report on Truist price target increase
• Positive Sentiment: UnitedHealth said it will eliminate nearly two-thirds of pediatric prior authorizations by year-end, a move that could reduce paperwork, speed care access, and improve provider relations. Can UnitedHealth’s Pediatric Authorization Cuts Ease Care Delays?
• Positive Sentiment: Several recent commentary pieces highlighted UNH as a durable long-term cash-flow generator, which may be supporting investor sentiment around its healthcare scale and recurring demand. 247WallSt article
• Neutral Sentiment: Market commentary and social-media trading chatter showed continued interest in UNH, with traders pointing to support around the mid-$300s and upside targets near $400-$420, but this is more technical sentiment than a fundamental catalyst. Quiver Quantitative discussion summary
• Negative Sentiment: Massachusetts filed a lawsuit accusing UnitedHealth of inflating Medicaid patient risk scores to secure higher payments, adding legal, reputational, and reimbursement risk for the company. UnitedHealth Lawsuit Raises Fresh Questions On Medicaid Revenue And Investor Risk
• Negative Sentiment: Separate reporting on allegations tied to UnitedHealthcare’s Medicare Advantage advertising practices keeps regulatory scrutiny in focus, which can weigh on investor confidence. GlobeNewswire article

UnitedHealth Group Stock Down 0.1%

UNH stock opened at $380.03 on Tuesday. UnitedHealth Group Incorporated has a 12-month low of $234.60 and a 12-month 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 $345.12 billion, a price-to-earnings ratio of 28.70, a PEG ratio of 1.64 and a beta of 0.64. The company has a 50 day moving average of $338.84 and a two-hundred day moving average of $321.92.

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. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The company had revenue of $111.65 billion during the quarter, compared to the consensus estimate of $109.84 billion. During the same quarter in the prior year, the firm earned $7.20 EPS. The company’s revenue was up 2.0% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. On average, equities analysts anticipate that UnitedHealth Group Incorporated will post 18.29 earnings per share for the current fiscal year.

Insider Transactions at UnitedHealth Group

In other UnitedHealth Group 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 completion of the sale, the chief executive officer owned 17,805 shares in the company, valued at $6,320,775. This represents a 4.30% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. 0.28% of the stock is currently owned by insiders.

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.