Healthcare of Ontario Pension Plan Trust Fund Buys 62,516 Shares of UnitedHealth Group Incorporated $UNH

Healthcare of Ontario Pension Plan Trust Fund increased its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 27.4% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 290,369 shares of the healthcare conglomerate’s stock after acquiring an additional 62,516 shares during the quarter. Healthcare of Ontario Pension Plan Trust Fund’s holdings in UnitedHealth Group were worth $95,854,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds have also bought and sold shares of the company. Sarver Vrooman Wealth Advisors bought a new position in UnitedHealth Group during the 4th quarter worth approximately $25,000. Beacon Financial Strategies CORP bought a new position in UnitedHealth Group during the 4th quarter worth approximately $26,000. Anfield Capital Management LLC grew its position in UnitedHealth Group by 220.0% during the 4th quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate’s stock worth $26,000 after acquiring an additional 55 shares during the last quarter. Joseph Group Capital Management purchased a new stake in UnitedHealth Group in the 4th quarter worth approximately $27,000. Finally, Foster Dykema Cabot & Partners LLC lifted its holdings in UnitedHealth Group by 69.4% in the 3rd quarter. Foster Dykema Cabot & Partners LLC now owns 83 shares of the healthcare conglomerate’s stock worth $29,000 after buying an additional 34 shares during the period. 87.86% of the stock is currently owned by institutional investors.

UnitedHealth Group News Summary

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

UNH has been the subject of several research analyst reports. Morgan Stanley increased their price objective on UnitedHealth Group from $395.00 to $453.00 and gave the stock an “overweight” rating in a report on Thursday, June 4th. Weiss Ratings upgraded UnitedHealth Group from a “sell (d+)” rating to a “hold (c-)” rating in a report on Thursday, May 7th. UBS Group increased their price objective on UnitedHealth Group from $410.00 to $460.00 and gave the stock a “buy” rating in a report on Friday, May 22nd. Oppenheimer increased their price objective on UnitedHealth Group from $385.00 to $405.00 and gave the stock an “outperform” rating in a report on Wednesday, April 22nd. Finally, Sanford C. Bernstein raised their target price on UnitedHealth Group from $444.00 to $492.00 and gave the company an “outperform” rating in a research note on Wednesday, May 27th. One research analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $407.17.

Insider Transactions at UnitedHealth Group

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of UnitedHealth Group stock in a transaction on 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 owned 17,805 shares in the company, 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 Securities & Exchange Commission, which can be accessed through this hyperlink. Insiders own 0.28% of the company’s stock.

UnitedHealth Group Trading Up 0.7%

UNH opened at $408.34 on Friday. The stock has a market cap of $370.83 billion, a PE ratio of 30.84, a PEG 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. The business has a 50 day moving average of $362.28 and a 200-day moving average of $326.85. UnitedHealth Group Incorporated has a 52 week low of $234.60 and a 52 week high of $415.98.

UnitedHealth Group (NYSE:UNH) last released its 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. The company had revenue of $111.65 billion during the quarter, compared to analysts’ expectations of $109.84 billion. UnitedHealth Group had a return on equity of 14.65% and a net margin of 2.68%.The firm’s revenue for the quarter was up 2.0% compared to the same quarter last year. During the same quarter last year, the business posted $7.20 EPS. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Equities research analysts predict that UnitedHealth Group Incorporated will post 18.32 earnings per share for the current fiscal year.

UnitedHealth Group Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 23rd. Shareholders of record on Monday, June 15th will be paid a dividend of $2.32 per share. The ex-dividend date is Monday, June 15th. This is a positive change from UnitedHealth Group’s previous quarterly dividend of $2.21. This represents a $9.28 dividend on an annualized basis and a yield of 2.3%. UnitedHealth Group’s dividend payout ratio (DPR) is presently 66.77%.

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.