UnitedHealth Group Incorporated $UNH Shares Sold by Ruane Cunniff & Goldfarb L.P.

Ruane Cunniff & Goldfarb L.P. decreased its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 1.6% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 745,999 shares of the healthcare conglomerate’s stock after selling 12,224 shares during the period. UnitedHealth Group makes up 3.8% of Ruane Cunniff & Goldfarb L.P.’s portfolio, making the stock its 12th biggest position. Ruane Cunniff & Goldfarb L.P.’s holdings in UnitedHealth Group were worth $246,262,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also recently bought and sold shares of the stock. Hyperion Capital Advisors LP increased its stake in UnitedHealth Group by 0.8% during the 4th quarter. Hyperion Capital Advisors LP now owns 36,333 shares of the healthcare conglomerate’s stock valued at $11,994,000 after buying an additional 301 shares during the period. Wealthspire Advisors LLC grew its stake in shares of UnitedHealth Group by 49.7% in the 4th quarter. Wealthspire Advisors LLC now owns 17,398 shares of the healthcare conglomerate’s stock worth $5,743,000 after purchasing an additional 5,777 shares during the last quarter. Tillman Hartley LLC grew its stake in shares of UnitedHealth Group by 17.6% in the 4th quarter. Tillman Hartley LLC now owns 1,299 shares of the healthcare conglomerate’s stock worth $429,000 after purchasing an additional 194 shares during the last quarter. Allianz SE grew its stake in shares of UnitedHealth Group by 3.5% in the 4th quarter. Allianz SE now owns 78,245 shares of the healthcare conglomerate’s stock worth $25,829,000 after purchasing an additional 2,627 shares during the last quarter. Finally, Summit Financial LLC grew its stake in shares of UnitedHealth Group by 11.6% in the 4th quarter. Summit Financial LLC now owns 20,970 shares of the healthcare conglomerate’s stock worth $6,922,000 after purchasing an additional 2,183 shares during the last quarter. Institutional investors and hedge funds own 87.86% of the company’s stock.

Insider Transactions at UnitedHealth Group

In related news, CEO Patrick Hugh Conway sold 800 shares of the business’s stock in a transaction on Thursday, April 23rd. The shares were sold at an average price of $355.00, for a total transaction of $284,000.00. Following the transaction, the chief executive officer 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 legal filing with the SEC, which is available through this hyperlink. Company insiders own 0.28% of the company’s stock.

UnitedHealth Group Trading Up 0.7%

NYSE:UNH opened at $408.34 on Friday. UnitedHealth Group Incorporated has a 12 month low of $234.60 and a 12 month high of $415.98. The firm has a market cap of $370.83 billion, a price-to-earnings ratio of 30.84, a P/E/G ratio of 1.63 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. The company’s 50 day moving average is $362.28 and its 200-day moving average is $326.85.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 EPS for the quarter, beating 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 for the quarter, compared to analyst estimates of $109.84 billion. During the same quarter last year, the firm posted $7.20 earnings per share. The company’s quarterly revenue was up 2.0% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Equities analysts anticipate that UnitedHealth Group Incorporated will post 18.32 EPS for the current year.

UnitedHealth Group Increases Dividend

The business 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 dividend on an annualized basis and a yield of 2.3%. This is an increase from UnitedHealth Group’s previous quarterly dividend of $2.21. The ex-dividend date of this dividend is Monday, June 15th. UnitedHealth Group’s payout ratio is presently 66.77%.

UnitedHealth Group News Roundup

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 analysts have commented on the stock. Morgan Stanley raised their target price on shares of UnitedHealth Group from $395.00 to $453.00 and gave the stock an “overweight” rating in a report on Thursday, June 4th. Oppenheimer raised their price target 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. JPMorgan Chase & Co. lifted their target price on shares of UnitedHealth Group from $420.00 to $466.00 and gave the company an “overweight” rating in a research note on Monday, June 8th. Robert W. Baird lifted their target price on shares of UnitedHealth Group from $278.00 to $287.00 and gave the company an “underperform” rating in a research note on Wednesday, April 22nd. Finally, Leerink Partners lifted their price target on shares of UnitedHealth Group from $345.00 to $400.00 and gave the company an “outperform” rating in a research report on Wednesday, April 22nd. One investment analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, UnitedHealth Group presently has a consensus rating of “Moderate Buy” and an average target price of $407.17.

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.