Calamos Advisors LLC Raises Position in UnitedHealth Group Incorporated $UNH

Calamos Advisors LLC raised its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 4.6% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 250,888 shares of the healthcare conglomerate’s stock after buying an additional 11,085 shares during the quarter. Calamos Advisors LLC’s holdings in UnitedHealth Group were worth $67,888,000 at the end of the most recent quarter.

A number of other large investors also recently bought and sold shares of UNH. Norges Bank purchased a new stake in shares of UnitedHealth Group during the 4th quarter valued at $4,376,167,000. T. Rowe Price Investment Management Inc. grew its position in UnitedHealth Group by 141.9% during the fourth quarter. T. Rowe Price Investment Management Inc. now owns 4,109,029 shares of the healthcare conglomerate’s stock valued at $1,356,432,000 after acquiring an additional 2,410,128 shares during the period. Cardano Risk Management B.V. raised its holdings in shares of UnitedHealth Group by 864.4% in the 4th quarter. Cardano Risk Management B.V. now owns 2,523,700 shares of the healthcare conglomerate’s stock worth $833,099,000 after purchasing an additional 2,262,006 shares during the period. Hsbc Holdings PLC grew its holdings in shares of UnitedHealth Group by 87.5% during the 4th quarter. Hsbc Holdings PLC now owns 3,916,041 shares of the healthcare conglomerate’s stock worth $1,294,367,000 after purchasing an additional 1,826,948 shares during the period. Finally, Lone Pine Capital LLC purchased a new position in UnitedHealth Group in the second quarter valued at approximately $528,273,000. Hedge funds and other institutional investors own 87.86% of the company’s stock.

UnitedHealth Group News Summary

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

• Positive Sentiment: Wells Fargo raised its price target on UnitedHealth Group to $485 from $397 and kept an overweight rating, signaling confidence in further upside as the insurer’s recovery story gains traction. Benzinga report on Wells Fargo target increase
• Positive Sentiment: Several recent articles highlight UnitedHealth’s rally, stronger technical setup, and expectations that management has been improving medical cost control and execution, which has kept investors focused on the company’s long-term growth path. Invezz article on UNH chart and rally
• Positive Sentiment: Market commentary notes that the Trump administration’s higher-than-expected Medicare Advantage payment boost has also helped support the bullish case for managed-care stocks like UNH. Forbes article on insurer rebound
• Neutral Sentiment: Investors are waiting for second-quarter results to see whether UnitedHealth can maintain membership growth, manage rising medical costs, and meet earnings expectations after a period of volatility. Zacks article on Q2 earnings estimates
• Neutral Sentiment: There is also some debate around preventive-care coverage trends and whether expanded coverage for Guardant’s Shield test could alter UNH’s care narrative, though the direct stock impact is uncertain. Yahoo Finance article on Guardant Shield coverage
• Negative Sentiment: Some analysts and market watchers are warning that UNH’s sharp run-up could leave the stock vulnerable if earnings disappoint or if chart-based momentum fades after results. Kalkine article on UNH turning the corner

Insider Buying and Selling

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of the firm’s stock in a transaction on Thursday, April 23rd. The shares were 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 directly owned 17,805 shares of the company’s stock, valued at $6,320,775. This trade represents a 4.30% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 0.28% of the stock is owned by company insiders.

Analyst Ratings Changes

Several research firms have issued reports on UNH. Raymond James Financial upgraded shares of UnitedHealth Group from a “market perform” rating to an “outperform” rating and set a $330.00 price objective for the company in a research note on Wednesday, April 1st. Weiss Ratings raised shares of UnitedHealth Group from a “hold (c-)” rating to a “hold (c)” rating in a research report on Friday. Argus raised UnitedHealth Group from a “hold” rating to a “buy” rating and set a $400.00 price objective on the stock in a research report on Wednesday, April 22nd. Oppenheimer increased their target price on UnitedHealth Group from $385.00 to $405.00 and gave the company an “outperform” rating in a research note on Wednesday, April 22nd. Finally, HSBC boosted their price target on UnitedHealth Group from $300.00 to $380.00 and gave the stock a “hold” rating in a research report on Monday, July 6th. One investment analyst has rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $421.04.

UnitedHealth Group Stock Performance

NYSE:UNH opened at $429.34 on Tuesday. UnitedHealth Group Incorporated has a 1-year low of $234.60 and a 1-year high of $434.30. The stock has a market cap of $389.90 billion, a P/E ratio of 32.43, a PEG ratio of 1.71 and a beta of 0.62. 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 firm has a 50-day moving average of $400.56 and a two-hundred day moving average of $339.71.

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

UnitedHealth Group Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, June 23rd. Investors of record on Monday, June 15th were paid a $2.32 dividend. 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 was Monday, June 15th. UnitedHealth Group’s payout ratio is presently 70.09%.

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.