SBI Okasan Asset Management Co.Ltd. Takes $789,000 Position in UnitedHealth Group Incorporated $UNH

SBI Okasan Asset Management Co.Ltd. bought a new stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 2,400 shares of the healthcare conglomerate’s stock, valued at approximately $789,000.

Other large investors have also recently modified their holdings of the company. Beacon Financial Strategies CORP bought a new position in shares of UnitedHealth Group during the 4th quarter valued at approximately $26,000. Anfield Capital Management LLC increased its position in shares of UnitedHealth Group by 220.0% during the 4th quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate’s stock valued at $26,000 after purchasing an additional 55 shares during the last quarter. Joseph Group Capital Management bought a new position in UnitedHealth Group in the 4th quarter valued at $27,000. Foster Dykema Cabot & Partners LLC grew its position in UnitedHealth Group by 69.4% in the 3rd quarter. Foster Dykema Cabot & Partners LLC now owns 83 shares of the healthcare conglomerate’s stock valued at $29,000 after acquiring an additional 34 shares during the last quarter. Finally, 1248 Management LLC bought a new position in UnitedHealth Group in the 3rd quarter valued at $29,000. Institutional investors own 87.86% of the company’s stock.

UnitedHealth Group Price Performance

Shares of UNH stock opened at $379.70 on Friday. UnitedHealth Group Incorporated has a twelve month low of $234.60 and a twelve month high of $404.15. The stock has a market capitalization of $344.82 billion, a price-to-earnings ratio of 28.68, a P/E/G ratio of 1.65 and a beta of 0.64. The stock has a fifty day simple moving average of $336.85 and a two-hundred day simple moving average of $321.55. 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 (NYSE:UNH) last issued its quarterly earnings data 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. The firm had revenue of $111.65 billion during the quarter, compared to analysts’ expectations of $109.84 billion. UnitedHealth Group had a return on equity of 14.65% and a net margin of 2.68%.The firm’s quarterly revenue was up 2.0% on a year-over-year basis. During the same period in the prior year, the business posted $7.20 EPS. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. On average, analysts predict that UnitedHealth Group Incorporated will post 18.29 EPS for the current fiscal year.

Wall Street Analyst Weigh In

Several equities analysts have commented on the company. Barclays upped their price objective on UnitedHealth Group from $373.00 to $429.00 and gave the company an “overweight” rating in a research report on Tuesday. Jefferies Financial Group upped their price objective on UnitedHealth Group from $340.00 to $373.00 and gave the company a “buy” rating in a research report on Monday, April 20th. Morgan Stanley upped their price objective on UnitedHealth Group from $375.00 to $395.00 and gave the company an “overweight” rating in a research report on Wednesday, April 22nd. Oppenheimer upped their target price on UnitedHealth Group from $385.00 to $405.00 and gave the stock an “outperform” rating in a report on Wednesday, April 22nd. Finally, JPMorgan Chase & Co. upped their target price on UnitedHealth Group from $389.00 to $420.00 and gave the stock an “overweight” rating in a report on Tuesday, April 28th. One investment analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, six have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, UnitedHealth Group has an average rating of “Moderate Buy” and a consensus target price of $397.63.

Insider Buying and Selling at UnitedHealth Group

In related news, CEO Patrick Hugh Conway sold 800 shares of the company’s stock in a transaction on Thursday, April 23rd. The stock was sold at an average price of $355.00, for a total transaction of $284,000.00. Following the completion of the sale, the chief executive officer directly owned 17,805 shares in the company, valued at $6,320,775. This represents a 4.30% decrease in their position. The sale 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 UnitedHealth Group News

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

• Positive Sentiment: UnitedHealthcare said it will eliminate prior authorization requirements for nearly two-thirds of pediatric services by year-end. That could reduce administrative friction, improve patient/provider relations, and support customer satisfaction. Reuters article
• Positive Sentiment: Bernstein raised its price target on UNH to $492 from $444 and kept an Outperform rating, citing an EPS recovery outlook. Higher price targets from analysts can help reinforce investor confidence. Yahoo Finance article
• Neutral Sentiment: Berkshire Hathaway fully exited its UNH stake, which is drawing attention to valuation and regulatory risks. While not necessarily a fundamental change, the sale may weigh on sentiment around the stock. Yahoo Finance article
• Negative Sentiment: Massachusetts filed a lawsuit against a UnitedHealth insurance unit, alleging more than $100 million in Medicaid fraud tied to inflated illness severity claims. The lawsuit adds legal and reputational risk for UNH. Investing.com article

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.