Marathon Trading Investment Management LLC Grows Position in UnitedHealth Group Incorporated $UNH

Marathon Trading Investment Management LLC lifted its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 104.4% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 3,317 shares of the healthcare conglomerate’s stock after buying an additional 1,694 shares during the quarter. Marathon Trading Investment Management LLC’s holdings in UnitedHealth Group were worth $1,095,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in UNH. Brighton Jones LLC increased its stake in UnitedHealth Group by 176.2% in the 4th quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate’s stock worth $22,384,000 after buying an additional 28,231 shares in the last quarter. Revolve Wealth Partners LLC grew its position in shares of UnitedHealth Group by 137.1% during the fourth quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate’s stock worth $2,033,000 after purchasing an additional 2,324 shares in the last quarter. CMT Capital Markets Trading GmbH bought a new stake in UnitedHealth Group during the 2nd quarter valued at approximately $340,000. Flow Traders U.S. LLC bought a new position in UnitedHealth Group in the 2nd quarter worth approximately $356,000. Finally, Jump Financial LLC bought a new stake in shares of UnitedHealth Group during the second quarter valued at approximately $377,000. 87.86% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several equities analysts recently weighed in on the stock. Mizuho raised their target price on shares of UnitedHealth Group from $440.00 to $460.00 and gave the company an “outperform” rating in a research note on Monday, June 8th. TD Cowen raised their price objective on UnitedHealth Group from $311.00 to $337.00 and gave the company a “hold” rating in a research report on Thursday, April 23rd. HC Wainwright set a $492.00 price target on UnitedHealth Group in a research note on Wednesday, May 27th. Raymond James Financial raised UnitedHealth Group from a “market perform” rating to an “outperform” rating and set a $330.00 price objective on the stock in a research note on Wednesday, April 1st. Finally, UBS Group raised their target price on shares of UnitedHealth Group from $410.00 to $460.00 and gave the company a “buy” rating in a report on Friday, May 22nd. One equities research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $407.17.

UnitedHealth Group Trading Down 0.0%

Shares of UNH stock opened at $408.34 on Monday. The company has a market cap of $370.83 billion, a PE ratio of 30.84, a price-to-earnings-growth ratio of 1.64 and a beta of 0.64. The company has a debt-to-equity ratio of 0.69, a current ratio of 0.80 and a quick ratio of 0.80. The stock’s 50 day simple moving average is $362.28 and its two-hundred day simple moving average is $326.91. UnitedHealth Group Incorporated has a 1 year low of $234.60 and a 1 year high of $415.98.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share 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 company had revenue of $111.65 billion for the quarter, compared to analyst estimates of $109.84 billion. During the same quarter in the prior year, the firm posted $7.20 EPS. UnitedHealth Group’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. Research analysts predict that UnitedHealth Group Incorporated will post 18.32 earnings per share for the current year.

UnitedHealth Group Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, June 23rd. Investors of record on Monday, June 15th will be paid a dividend of $2.32 per share. The ex-dividend date of this dividend is Monday, June 15th. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.3%. This is an increase from UnitedHealth Group’s previous quarterly dividend of $2.21. UnitedHealth Group’s dividend payout ratio is 66.77%.

Insider Buying and Selling

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of the company’s stock in a transaction on Thursday, April 23rd. The stock was 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 of the company’s stock, valued at $6,320,775. This represents a 4.30% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. 0.28% of the stock is owned by company insiders.

Key UnitedHealth Group News

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.

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.