UnitedHealth Group Incorporated $UNH Shares Purchased by AEGON ASSET MANAGEMENT UK Plc

AEGON ASSET MANAGEMENT UK Plc lifted its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 58.3% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 86,135 shares of the healthcare conglomerate’s stock after buying an additional 31,722 shares during the period. AEGON ASSET MANAGEMENT UK Plc’s holdings in UnitedHealth Group were worth $29,740,000 as of its most recent SEC filing.

Several other large investors also recently bought and sold shares of UNH. Norges Bank purchased a new stake in UnitedHealth Group during the 2nd quarter worth $3,837,207,000. Berkshire Hathaway Inc acquired a new position in shares of UnitedHealth Group in the second quarter worth about $1,572,193,000. Dodge & Cox grew its stake in UnitedHealth Group by 117.7% during the 2nd quarter. Dodge & Cox now owns 8,750,560 shares of the healthcare conglomerate’s stock valued at $2,729,912,000 after purchasing an additional 4,730,192 shares in the last quarter. Lone Pine Capital LLC acquired a new position in shares of UnitedHealth Group in the 2nd quarter valued at approximately $528,273,000. Finally, Amundi increased its stake in shares of UnitedHealth Group by 33.8% in the second quarter. Amundi now owns 6,191,871 shares of the healthcare conglomerate’s stock worth $1,904,372,000 after buying an additional 1,565,245 shares during the last quarter. Institutional investors and hedge funds own 87.86% of the company’s stock.

UnitedHealth Group Trading Up 0.6%

Shares of NYSE:UNH opened at $356.46 on Monday. The company’s 50-day moving average price is $332.07 and its 200 day moving average price is $323.59. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $606.36. The company has a market cap of $322.89 billion, a PE ratio of 18.60, a P/E/G ratio of 2.15 and a beta of 0.42. The company has a quick ratio of 0.82, a current ratio of 0.82 and a debt-to-equity ratio of 0.71.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings data on Tuesday, October 28th. The healthcare conglomerate reported $2.92 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.87 by $0.05. UnitedHealth Group had a return on equity of 19.23% and a net margin of 4.04%.The business had revenue of $113.16 billion during the quarter, compared to the consensus estimate of $113.19 billion. During the same period in the previous year, the firm posted $7.15 earnings per share. The business’s revenue was up 12.2% on a year-over-year basis. Sell-side analysts anticipate that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current year.

UnitedHealth Group Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, December 16th. Shareholders of record on Monday, December 8th were given a dividend of $2.21 per share. This represents a $8.84 dividend on an annualized basis and a dividend yield of 2.5%. The ex-dividend date was Monday, December 8th. UnitedHealth Group’s payout ratio is 46.14%.

Key Headlines Impacting UnitedHealth Group

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

• Positive Sentiment: Mizuho reiterated a Buy on UNH and kept a $430 price target, highlighting the importance of the upcoming Medicare Advantage 2027 Advance Notice as a potential tailwind for enrollment and margins. Mizuho reiterates Buy
• Positive Sentiment: Retail sentiment on Reddit and X has moved from deeply bearish to neutral over the past week, helping shares recover after retail-driven selling earlier this month. Reddit sentiment shift
• Neutral Sentiment: Morgan Stanley trimmed its price target slightly (from $411 to $409) but kept an Overweight rating, signaling continued analyst confidence despite a small technical cut to the target. Morgan Stanley target change
• Neutral Sentiment: Recent commentary and market moves note UNH has outperformed the broader market in short-term trading, reflecting mixed buying interest ahead of the Jan. 27 catalyst. Outperforms broader market
• Negative Sentiment: UnitedHealth executives faced tough questioning from Congress on healthcare affordability — a reminder of political/regulatory risk that could pressure policy outcomes or public perception. Congressional grilling
• Negative Sentiment: UnitedHealth announced it will rebate 2026 ACA plan profits to customers, which could weigh on near-term margins and highlights ongoing regulatory/competitive pressure in the individual market. ACA profit rebate
• Negative Sentiment: Analysts warn of rising medical costs and a higher medical cost ratio (MCR) heading into Q4 results — several pieces advise caution until the Jan. 27 release when clearer margin and cost detail will arrive. Cost pressures warning

Analysts Set New Price Targets

Several research analysts have weighed in on the stock. Zacks Research raised shares of UnitedHealth Group from a “strong sell” rating to a “hold” rating in a report on Monday, October 6th. KeyCorp boosted their price objective on UnitedHealth Group from $350.00 to $400.00 and gave the company an “overweight” rating in a report on Wednesday, October 8th. Leerink Partners set a $410.00 target price on UnitedHealth Group and gave the stock an “outperform” rating in a research report on Wednesday, October 29th. Jefferies Financial Group raised their price objective on UnitedHealth Group from $317.00 to $409.00 and gave the stock a “buy” rating in a research note on Friday, October 17th. Finally, UBS Group increased their target price on shares of UnitedHealth Group from $378.00 to $430.00 and gave the stock a “buy” rating in a report on Wednesday, October 29th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, nine have given a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, UnitedHealth Group presently has a consensus rating of “Moderate Buy” and an average price target of $386.33.

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.