Greenwoods Asset Management Hong Kong Ltd. Trims Stock Holdings in UnitedHealth Group Incorporated $UNH

Greenwoods Asset Management Hong Kong Ltd. decreased its position in UnitedHealth Group Incorporated (NYSE:UNH) by 22.2% in the 4th quarter, HoldingsChannel reports. The firm owned 130,310 shares of the healthcare conglomerate’s stock after selling 37,122 shares during the period. UnitedHealth Group makes up about 1.1% of Greenwoods Asset Management Hong Kong Ltd.’s holdings, making the stock its 17th largest holding. Greenwoods Asset Management Hong Kong Ltd.’s holdings in UnitedHealth Group were worth $43,017,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also modified their holdings of the company. Capital Research Global Investors lifted its position in UnitedHealth Group by 126.9% during the third quarter. Capital Research Global Investors now owns 13,042,049 shares of the healthcare conglomerate’s stock valued at $4,503,419,000 after buying an additional 7,293,009 shares in the last quarter. Capital World Investors raised its stake in shares of UnitedHealth Group by 18.8% in the 3rd quarter. Capital World Investors now owns 21,766,922 shares of the healthcare conglomerate’s stock valued at $7,516,107,000 after acquiring an additional 3,439,182 shares during the period. Capital International Investors boosted its position in UnitedHealth Group by 11.1% during the 3rd 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 period. Lone Pine Capital LLC purchased a new position in UnitedHealth Group in the second quarter valued at about $528,273,000. Finally, Bessemer Group Inc. boosted its position in shares of UnitedHealth Group by 152.3% in the third quarter. Bessemer Group Inc. now owns 1,823,871 shares of the healthcare conglomerate’s stock worth $629,783,000 after buying an additional 1,100,850 shares during the period. 87.86% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several research firms recently commented on UNH. Sanford C. Bernstein boosted their price target on UnitedHealth Group from $405.00 to $411.00 and gave the stock an “outperform” rating in a research report on Tuesday, April 7th. Barclays boosted their target price on shares of UnitedHealth Group from $327.00 to $373.00 and gave the stock an “overweight” rating in a research report on Wednesday, April 22nd. Argus raised shares of UnitedHealth Group from a “hold” rating to a “buy” rating and set a $400.00 price target for the company in a report on Wednesday, April 22nd. Oppenheimer boosted their price objective on shares of UnitedHealth Group from $385.00 to $405.00 and gave the stock an “outperform” rating in a report on Wednesday, April 22nd. Finally, Jefferies Financial Group lifted their target price on UnitedHealth Group from $340.00 to $373.00 and gave the stock a “buy” rating in a research report on Monday, April 20th. One analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $381.48.

Insider Transactions at UnitedHealth Group

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of UnitedHealth Group stock in a transaction on Thursday, April 23rd. The shares were sold at an average price of $355.00, for a total value of $284,000.00. Following the completion of the transaction, the chief executive officer owned 17,805 shares of the company’s stock, valued at $6,320,775. The trade was a 4.30% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this link. 0.28% of the stock is owned by company insiders.

Key Headlines Impacting UnitedHealth Group

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

• Neutral Sentiment: Berkshire’s exit may be more about portfolio reshuffling under Greg Abel than a clear change in UnitedHealth’s fundamentals, so the selloff could be sentiment-driven rather than purely operational. Reuters: UnitedHealth falls after Berkshire sells stake in health insurer
• Neutral Sentiment: Zacks Research raised its Q1 2027 earnings estimate for UNH to $6.87 per share from $6.77, signaling some analyst confidence ahead of future results. Zacks: UnitedHealth Under the Microscope After Berkshire Pulls the Plug
• Neutral Sentiment: A proposed bill focused on HSA expansion, price transparency, and prescription-drug access could affect managed-care economics over time, but it is still early-stage and not an immediate catalyst. Quiver Quantitative: New Bill H.R. 8324
• Negative Sentiment: Multiple reports also highlight UNH’s recent weakness tied to rising medical costs and unfavorable member mix, reinforcing investor concerns that margins may remain pressured. Yahoo Finance: UnitedHealth Group (UNH) Fell 33% as Rising Medical Costs and Member Mix Pressured Earnings

UnitedHealth Group Trading Down 0.5%

NYSE UNH opened at $389.19 on Wednesday. The company’s fifty day moving average price is $320.90 and its two-hundred day moving average price is $318.59. The company has a market capitalization of $353.44 billion, a price-to-earnings ratio of 29.39, a price-to-earnings-growth ratio of 1.69 and a beta of 0.64. UnitedHealth Group Incorporated has a 12 month low of $234.60 and a 12 month high of $404.15. The company has a debt-to-equity ratio of 0.69, a current ratio of 0.80 and a quick ratio of 0.80.

UnitedHealth Group (NYSE:UNH) last issued its earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $6.76 by $0.47. The business had revenue of $111.65 billion for 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%. The company’s revenue for the quarter was up 2.0% on a year-over-year basis. During the same quarter in the prior year, the business posted $7.20 EPS. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. As a group, research analysts predict that UnitedHealth Group Incorporated will post 18.29 earnings per share for the current fiscal year.

UnitedHealth Group Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Monday, March 9th were issued a $2.21 dividend. This represents a $8.84 dividend on an annualized basis and a dividend yield of 2.3%. The ex-dividend date was Monday, March 9th. UnitedHealth Group’s payout ratio is 66.77%.

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.