TD Asset Management Inc Lowers Stock Holdings in UnitedHealth Group Incorporated $UNH

TD Asset Management Inc trimmed its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 4.3% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 635,768 shares of the healthcare conglomerate’s stock after selling 28,666 shares during the period. TD Asset Management Inc’s holdings in UnitedHealth Group were worth $209,873,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in UNH. Public Sector Pension Investment Board lifted its stake in UnitedHealth Group by 43.1% in the third 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 purchased a new stake in UnitedHealth Group in the third quarter worth about $12,276,000. Oppenheimer Asset Management Inc. lifted its stake in UnitedHealth Group by 15.2% in the third quarter. Oppenheimer Asset Management Inc. now owns 48,745 shares of the healthcare conglomerate’s stock worth $16,832,000 after acquiring an additional 6,421 shares during the period. Applied Finance Capital Management LLC purchased a new stake in UnitedHealth Group in the third quarter worth about $2,831,000. Finally, Timber Creek Capital Management LLC purchased a new stake in UnitedHealth Group in the third quarter worth about $2,227,000. 87.86% of the stock is owned by hedge funds and other institutional investors.

More UnitedHealth Group News

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

• Positive Sentiment: UnitedHealth raised its quarterly dividend by 5% to $2.32 per share, signaling continued confidence in cash flow and a commitment to returning capital to shareholders. UnitedHealth Raises Dividend by 5% as Turnaround Efforts Continue
• Positive Sentiment: At its annual shareholder meeting, shareholders re-elected the board and approved executive compensation, which suggests broad investor support for management’s current strategy. UnitedHealth Group Updates on Annual Shareholder Meeting, Board Actions
• Neutral Sentiment: Industry commentary remains constructive for large HMO operators like UNH, citing aging demographics, stable Medicare premiums, digital healthcare adoption, and M&A opportunities as tailwinds for the sector. 5 HMO Stocks in Focus Amid an Aging U.S. Population, Tech Innovation
• Neutral Sentiment: UnitedHealth also issued a standard update on its annual shareholder meeting and board actions, with no major surprise changes disclosed. UnitedHealth Group Updates on Annual Shareholder Meeting, Board Actions
• Negative Sentiment: New reports highlight cost pressure and increased managed care scrutiny, which could weigh on margins if medical costs or regulatory oversight intensify. UnitedHealth Faces Cost Pressure As Managed Care Scrutiny Builds
• Negative Sentiment: Medicare reimbursement concerns and a Massachusetts lawsuit accusing the company of inflating Medicaid patient risk scores add fresh legal and reimbursement risk to the UNH story. UnitedHealth Lawsuit Raises Fresh Questions On Medicaid Revenue And Investor Risk

UnitedHealth Group Stock Performance

UNH opened at $378.07 on Thursday. UnitedHealth Group Incorporated has a 12-month low of $234.60 and a 12-month high of $404.15. The company has a current ratio of 0.80, a quick ratio of 0.80 and a debt-to-equity ratio of 0.69. The firm has a market capitalization of $343.34 billion, a PE ratio of 28.56, a P/E/G ratio of 1.63 and a beta of 0.64. The firm has a 50 day moving average of $343.02 and a two-hundred day moving average of $322.52.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $6.76 by $0.47. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The company had revenue of $111.65 billion during the quarter, compared to analyst estimates of $109.84 billion. During the same period last year, the firm posted $7.20 EPS. UnitedHealth Group’s revenue for the quarter 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, analysts anticipate that UnitedHealth Group Incorporated will post 18.29 EPS for the current year.

UnitedHealth Group Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, June 23rd. Investors of record on Monday, June 15th will be given a dividend of $2.32 per share. This is an increase from UnitedHealth Group’s previous quarterly dividend of $2.21. This represents a $9.28 annualized dividend and a yield of 2.5%. The ex-dividend date is Monday, June 15th. UnitedHealth Group’s dividend payout ratio (DPR) is 66.77%.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently weighed in on UNH shares. Jefferies Financial Group upped their price objective on UnitedHealth Group from $340.00 to $373.00 and gave the stock a “buy” rating in a research note on Monday, April 20th. Argus upgraded UnitedHealth Group from a “hold” rating to a “buy” rating and set a $400.00 price objective for the company in a research note on Wednesday, April 22nd. 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 note on Thursday, April 23rd. Morgan Stanley upped their price objective on UnitedHealth Group from $375.00 to $395.00 and gave the stock an “overweight” rating in a research note on Wednesday, April 22nd. Finally, Royal Bank Of Canada increased their price objective on UnitedHealth Group from $361.00 to $400.00 and gave the company an “outperform” rating in a report on Wednesday, April 22nd. One equities research analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, UnitedHealth Group presently has a consensus rating of “Moderate Buy” and a consensus price target of $399.50.

Insiders Place Their Bets

In related news, CEO Patrick Hugh Conway sold 800 shares of UnitedHealth Group stock in a transaction that occurred 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 transaction, the chief executive officer directly owned 17,805 shares in the company, valued at approximately $6,320,775. This trade represents a 4.30% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Corporate insiders own 0.28% of the company’s stock.

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.