UnitedHealth Group Incorporated $UNH Shares Sold by Boston Partners

Boston Partners decreased its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 4.4% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 1,851,627 shares of the healthcare conglomerate’s stock after selling 85,564 shares during the quarter. Boston Partners’ holdings in UnitedHealth Group were worth $611,563,000 at the end of the most recent reporting period.

A number of other hedge funds also recently modified their holdings of the business. Public Sector Pension Investment Board grew its holdings in UnitedHealth Group by 43.1% during the 3rd quarter. Public Sector Pension Investment Board now owns 287,132 shares of the healthcare conglomerate’s stock worth $99,147,000 after acquiring an additional 86,432 shares during the period. Oberndorf William E acquired a new stake in UnitedHealth Group during the 3rd quarter worth $12,276,000. Timber Creek Capital Management LLC acquired a new stake in UnitedHealth Group during the 3rd quarter worth $2,227,000. Griffith & Werner Inc. bought a new position in UnitedHealth Group in the third quarter valued at approximately $3,039,000. Finally, CenterBook Partners LP boosted its position in shares of UnitedHealth Group by 164.0% during the third quarter. CenterBook Partners LP now owns 10,781 shares of the healthcare conglomerate’s stock worth $3,723,000 after buying an additional 6,697 shares during the period. Hedge funds and other institutional investors own 87.86% of the company’s stock.

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.

Insider Buying and Selling

In related news, CEO Patrick Hugh Conway sold 800 shares of the company’s stock in a transaction that occurred 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 in the company, valued at approximately $6,320,775. This represents a 4.30% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Insiders own 0.28% of the company’s stock.

UnitedHealth Group Stock Performance

Shares of UnitedHealth Group stock opened at $408.34 on Friday. The company’s fifty day moving average is $362.28 and its 200 day moving average is $326.85. UnitedHealth Group Incorporated has a twelve month low of $234.60 and a twelve month high of $415.98. 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 stock 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.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings data 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. The company had revenue of $111.65 billion during the quarter, compared to analyst estimates of $109.84 billion. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. UnitedHealth Group’s revenue for the quarter was up 2.0% compared to the same quarter last year. During the same quarter in the previous year, the business posted $7.20 EPS. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Sell-side analysts forecast that UnitedHealth Group Incorporated will post 18.32 EPS for the current year.

UnitedHealth Group Increases Dividend

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

Analyst Upgrades and Downgrades

Several research analysts have recently weighed in on the company. TD Cowen upped their price objective on UnitedHealth Group from $311.00 to $337.00 and gave the stock a “hold” rating in a research report on Thursday, April 23rd. Robert W. Baird upped their price objective on UnitedHealth Group from $278.00 to $287.00 and gave the stock an “underperform” rating in a research note on Wednesday, April 22nd. Argus upgraded shares of UnitedHealth Group from a “hold” rating to a “buy” rating and set a $400.00 price objective on the stock in a research note on Wednesday, April 22nd. Wells Fargo & Company increased their price target on UnitedHealth Group from $370.00 to $397.00 and gave the company an “overweight” rating in a research note on Wednesday, April 22nd. Finally, Weiss Ratings upgraded shares of UnitedHealth Group from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Thursday, May 7th. One investment analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus 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.