OLD National Bancorp IN Decreases Stock Position in UnitedHealth Group Incorporated $UNH

OLD National Bancorp IN trimmed its position in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 5.6% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 47,266 shares of the healthcare conglomerate’s stock after selling 2,806 shares during the quarter. OLD National Bancorp IN’s holdings in UnitedHealth Group were worth $15,603,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also recently made changes to their positions in UNH. Capital Research Global Investors boosted its holdings in UnitedHealth Group by 126.9% during the 3rd quarter. Capital Research Global Investors now owns 13,042,049 shares of the healthcare conglomerate’s stock valued at $4,503,419,000 after acquiring an additional 7,293,009 shares during the period. Capital World Investors lifted its position in shares of UnitedHealth Group by 18.8% during the third quarter. Capital World Investors now owns 21,766,922 shares of the healthcare conglomerate’s stock worth $7,516,107,000 after purchasing an additional 3,439,182 shares during the last quarter. Capital International Investors grew 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 worth $6,042,710,000 after purchasing an additional 1,747,337 shares during the last quarter. Lone Pine Capital LLC bought a new stake in UnitedHealth Group during the 2nd quarter valued at about $528,273,000. Finally, Bessemer Group Inc. grew its stake in UnitedHealth Group by 152.3% in the 3rd quarter. Bessemer Group Inc. now owns 1,823,871 shares of the healthcare conglomerate’s stock worth $629,783,000 after acquiring an additional 1,100,850 shares in the last quarter. 87.86% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

UNH has been the subject of a number of research reports. Jefferies Financial Group boosted their price target on UnitedHealth Group from $340.00 to $373.00 and gave the company a “buy” rating in a report on Monday. Sanford C. Bernstein upped their target price on UnitedHealth Group from $405.00 to $411.00 and gave the stock an “outperform” rating in a report on Tuesday, April 7th. JPMorgan Chase & Co. decreased their price objective on UnitedHealth Group from $425.00 to $389.00 and set an “overweight” rating for the company in a report on Monday, February 2nd. UBS Group dropped their target price on shares of UnitedHealth Group from $430.00 to $410.00 and set a “buy” rating on the stock in a report on Wednesday, January 28th. Finally, Oppenheimer upped their price target on shares of UnitedHealth Group from $385.00 to $405.00 and gave the stock an “outperform” rating in a research report on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, seven have issued a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $377.68.

UnitedHealth Group Stock Performance

UNH stock opened at $352.34 on Thursday. The firm has a 50-day simple moving average of $290.76 and a two-hundred day simple moving average of $317.09. The company has a debt-to-equity ratio of 0.69, a quick ratio of 0.79 and a current ratio of 0.80. UnitedHealth Group Incorporated has a one year low of $234.60 and a one year high of $429.90. The firm has a market cap of $319.81 billion, a price-to-earnings ratio of 26.65, a PEG ratio of 1.53 and a beta of 0.40.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 EPS for the quarter, topping the consensus estimate of $6.76 by $0.47. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The firm had revenue of $111.65 billion during the quarter, compared to analyst estimates of $109.84 billion. During the same quarter in the previous year, the business posted $7.20 EPS. UnitedHealth Group’s revenue was up 2.0% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. On average, equities analysts forecast that UnitedHealth Group Incorporated will post 18.43 EPS for the current fiscal year.

UnitedHealth Group Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, March 17th. Investors of record on Monday, March 9th were given a dividend of $2.21 per share. This represents a $8.84 annualized dividend and a yield of 2.5%. The ex-dividend date of this dividend was Monday, March 9th. UnitedHealth Group’s dividend payout ratio is currently 67.02%.

UnitedHealth Group News Roundup

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

• Positive Sentiment: Q1 beat and guidance raise — UNH reported a Q1 EPS beat and raised FY 2026 adjusted EPS guidance to above $18.25, citing improved medical-cost trends and revenue growth; that beat-and-raise is the primary driver of the intraday rally. UNH Q1 Deep Dive
• Positive Sentiment: Analyst upgrades and price‑target increases — Several firms (Argus, Morgan Stanley, RBC, Oppenheimer, Wells Fargo, Truist, Barclays, Jefferies) raised ratings or targets after the quarter, supporting further upside expectations. Analysts Increase Forecasts
• Positive Sentiment: Optum and AI investments as growth catalysts — Management outlined heavy investment in AI (about $1.5B) and growing throughput on the Optum Real claims platform, which management says will improve operating leverage and margins over time. UNH AI/Optum Real
• Positive Sentiment: Unusual bullish options activity — Elevated call volume (roughly 164k calls, ~30% above average) signals speculative and possibly institutional bullish positioning, which can amplify near‑term momentum.
• Neutral Sentiment: Market and media analysis — Multiple deep‑dive pieces and transcripts are out summarizing the quarter and management’s turnaround plan; useful for investors but largely restate the beat-and-raise. Earnings Call Transcript
• Negative Sentiment: Regulatory / program uncertainty — UnitedHealth flagged “challenges” with the Medicare obesity‑drug pilot program, creating uncertainty about future uptake or coverage that could affect medical costs or utilization. Reuters: Obesity Drug Pilot
• Negative Sentiment: Ongoing cost risk — Management and analysts still cite the risk that medical-cost trends could reaccelerate; investors should watch subsequent MCR (medical care ratio) prints and membership trends.
• Negative Sentiment: Not all analysts are uniformly bullish — One firm (Robert W. Baird) maintained an underperform stance with a lower target, a reminder that valuation and execution risk remain.

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.