Fjarde AP Fonden Fourth Swedish National Pension Fund Buys 132,930 Shares of UnitedHealth Group Incorporated $UNH

Fjarde AP Fonden Fourth Swedish National Pension Fund boosted its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 55.0% during the 1st quarter, Holdings Channel.com reports. The institutional investor owned 374,508 shares of the healthcare conglomerate’s stock after buying an additional 132,930 shares during the period. UnitedHealth Group accounts for approximately 0.6% of Fjarde AP Fonden Fourth Swedish National Pension Fund’s holdings, making the stock its 29th largest position. Fjarde AP Fonden Fourth Swedish National Pension Fund’s holdings in UnitedHealth Group were worth $101,338,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. Founders Capital Management LLC grew its holdings in shares of UnitedHealth Group by 3.0% in the 4th quarter. Founders Capital Management LLC now owns 982 shares of the healthcare conglomerate’s stock worth $324,000 after purchasing an additional 29 shares during the last quarter. Kellett Wealth Advisors LLC grew its stake in UnitedHealth Group by 1.7% during the fourth quarter. Kellett Wealth Advisors LLC now owns 1,746 shares of the healthcare conglomerate’s stock worth $576,000 after buying an additional 29 shares during the last quarter. Cooper Financial Group increased its holdings in shares of UnitedHealth Group by 0.7% during the fourth quarter. Cooper Financial Group now owns 4,338 shares of the healthcare conglomerate’s stock worth $1,432,000 after buying an additional 30 shares in the last quarter. Successful Portfolios LLC boosted its holdings in shares of UnitedHealth Group by 2.6% in the 4th quarter. Successful Portfolios LLC now owns 1,194 shares of the healthcare conglomerate’s stock worth $411,000 after acquiring an additional 30 shares in the last quarter. Finally, Bell Investment Advisors Inc increased its holdings in UnitedHealth Group by 14.4% during the 1st quarter. Bell Investment Advisors Inc now owns 246 shares of the healthcare conglomerate’s stock valued at $67,000 after purchasing an additional 31 shares in the last quarter. 87.86% of the stock is owned by institutional investors.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: UnitedHealth was highlighted in an article arguing that its turnaround is continuing into the upcoming Q2 report, which suggests investors are looking for improving fundamentals and potential upside if execution stays on track. UnitedHealth Group: The Turnaround Continues Into The Q2 Report
• Positive Sentiment: Guardant Health said UnitedHealth will begin covering its Shield blood test for colorectal cancer screening on August 1, a move that may reinforce UNH’s reputation for supporting preventive care and could be viewed favorably by investors. UnitedHealth Group Now Covers Guardant Health’s Shield Blood Test for Colorectal Cancer Screening
• Neutral Sentiment: Several articles focused on UNH being “attracting investor attention” and on its Q1 earnings relative to peers, but these pieces were mostly informational rather than new catalysts, so they likely contributed to trading interest more than a decisive price move. UnitedHealth Group Incorporated (UNH) is Attracting Investor Attention: Here is What You Should Know Q1 Earnings Highs And Lows: UnitedHealth (NYSE:UNH) Vs The Rest Of The Health Insurance Providers Stocks
• Negative Sentiment: One piece warned that UnitedHealth faces a “Medicare reset,” which points to potential pressure on the company’s Medicare Advantage economics and could weigh on sentiment if reimbursement or margin assumptions soften. UnitedHealth Group (NYSE:UNH) Faces Medicare Reset

UnitedHealth Group Stock Performance

UnitedHealth Group stock opened at $424.64 on Friday. The company has a market cap of $385.63 billion, a PE ratio of 32.07, a PEG ratio of 1.71 and a beta of 0.62. The company has a current ratio of 0.80, a quick ratio of 0.80 and a debt-to-equity ratio of 0.69. UnitedHealth Group Incorporated has a 1 year low of $234.60 and a 1 year high of $430.20. The company’s 50-day moving average is $391.45 and its two-hundred day moving average is $335.01.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share 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 business had revenue of $111.65 billion during the quarter, compared to the consensus estimate of $109.84 billion. During the same period in the previous year, the firm posted $7.20 earnings per share. UnitedHealth Group’s revenue for the quarter 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 earnings per share for the current year.

UnitedHealth Group Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, June 23rd. Investors of record on Monday, June 15th were paid a dividend of $2.32 per share. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.2%. This is a boost from UnitedHealth Group’s previous quarterly dividend of $2.21. The ex-dividend date of this dividend was Monday, June 15th. UnitedHealth Group’s payout ratio is presently 70.09%.

Insiders Place Their Bets

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of the firm’s stock in a transaction dated Thursday, April 23rd. The stock was 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 in the company, valued at approximately $6,320,775. This trade represents a 4.30% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 0.28% of the company’s stock.

Analyst Ratings Changes

A number of research firms have commented on UNH. Barclays boosted their price objective on UnitedHealth Group from $373.00 to $429.00 and gave the stock an “overweight” rating in a research note on Tuesday, May 26th. HC Wainwright set a $492.00 price target on shares of UnitedHealth Group in a research report on Wednesday, May 27th. Morgan Stanley raised their price objective on shares of UnitedHealth Group from $453.00 to $468.00 and gave the company an “overweight” rating in a research report on Tuesday. Robert W. Baird upped their target price on shares of UnitedHealth Group from $278.00 to $287.00 and gave the stock an “underperform” rating in a research report on Wednesday, April 22nd. Finally, Royal Bank Of Canada boosted their price objective on shares of UnitedHealth Group from $361.00 to $400.00 and gave the stock an “outperform” rating in a research report on Wednesday, April 22nd. One research analyst has rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $411.42.

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.