Meiji Yasuda Asset Management Co Ltd. Sells 1,949 Shares of UnitedHealth Group Incorporated $UNH

22 May 2026, 09:40 by Teresa Graham · The Cerbat Gem

Meiji Yasuda Asset Management Co Ltd. lowered its position in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 6.2% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 29,629 shares of the healthcare conglomerate’s stock after selling 1,949 shares during the period. Meiji Yasuda Asset Management Co Ltd.’s holdings in UnitedHealth Group were worth $9,781,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Beacon Financial Strategies CORP bought a new position in UnitedHealth Group in the 4th quarter worth approximately $26,000. Anfield Capital Management LLC boosted its stake in UnitedHealth Group by 220.0% in the 4th quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate’s stock worth $26,000 after purchasing an additional 55 shares during the period. Joseph Group Capital Management bought a new position in shares of UnitedHealth Group during the 4th quarter valued at about $27,000. Foster Dykema Cabot & Partners LLC boosted its holdings in shares of UnitedHealth Group by 69.4% during the 3rd quarter. Foster Dykema Cabot & Partners LLC now owns 83 shares of the healthcare conglomerate’s stock valued at $29,000 after purchasing an additional 34 shares during the last quarter. Finally, 1248 Management LLC bought a new position in shares of UnitedHealth Group during the 3rd quarter valued at about $29,000. 87.86% of the stock is currently owned by institutional investors.

Insider Activity

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of the business’s 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 owned 17,805 shares in the company, valued at $6,320,775. The trade was a 4.30% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. 0.28% of the stock is owned by company insiders.

Analyst Ratings Changes

Several research analysts have commented on the stock. JPMorgan Chase & Co. increased their price objective on shares of UnitedHealth Group from $389.00 to $420.00 and gave the company an “overweight” rating in a report on Tuesday, April 28th. Truist Financial reiterated a “buy” rating and set a $395.00 target price (up from $370.00) on shares of UnitedHealth Group in a research report on Wednesday, April 22nd. UBS Group lowered their target price on UnitedHealth Group from $430.00 to $410.00 and set a “buy” rating for the company in a research report on Wednesday, January 28th. Mizuho increased their target price on UnitedHealth Group from $410.00 to $440.00 and gave the company an “outperform” rating in a research report on Wednesday. Finally, Raymond James Financial raised shares of UnitedHealth Group from a “market perform” rating to an “outperform” rating and set a $330.00 price target for the company in a report on Wednesday, April 1st. One equities research analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating, six have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, UnitedHealth Group has an average rating of “Moderate Buy” and an average target price of $385.39.

Read Our Latest Stock Report on UnitedHealth Group

Key Stories Impacting UnitedHealth Group

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

Positive Sentiment: Mizuho raised its price target on UnitedHealth Group to $440 from $410 and kept an Outperform rating, signaling renewed confidence in the managed-care leader and supporting the stock’s rebound narrative. Article Title
Positive Sentiment: Zacks Research raised multiple forward EPS estimates for UNH, including FY2027 and FY2028, which suggests analysts see earnings momentum continuing over the next couple of years. Article Title
Positive Sentiment: Several commentary pieces highlighted UnitedHealth as a strong value opportunity and a likely beneficiary of managed care growth outpacing the broader economy, reinforcing the bullish investment case. Article Title
Neutral Sentiment: Coverage noting that UNH is up since its last earnings report reflects continued post-earnings optimism, but it does not add a new company-specific catalyst. Article Title
Negative Sentiment: News that Berkshire Hathaway sold its UnitedHealth stake pressured sentiment, as some investors viewed the exit as a vote of no confidence despite broader analyst optimism. Article Title

UnitedHealth Group Stock Down 0.2%

Shares of UNH opened at $382.36 on Friday. The company has a market cap of $347.24 billion, a PE ratio of 28.88, a P/E/G ratio of 1.65 and a beta of 0.64. The business has a fifty day moving average of $324.87 and a 200 day moving average of $319.15. UnitedHealth Group Incorporated has a 52-week low of $234.60 and a 52-week high of $404.15. The company has a quick ratio of 0.80, a current ratio of 0.80 and a debt-to-equity ratio of 0.69.

UnitedHealth Group (NYSE:UNH – Get Free Report) last issued 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 return on equity of 14.65% and a net margin of 2.68%.The company had revenue of $111.65 billion during the quarter, compared to the consensus estimate of $109.84 billion. During the same period last year, the company earned $7.20 earnings per share. UnitedHealth Group’s revenue was up 2.0% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. On average, sell-side analysts expect that UnitedHealth Group Incorporated will post 18.29 EPS for the current year.

UnitedHealth Group Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Monday, March 9th were given a dividend of $2.21 per share. This represents a $8.84 annualized dividend 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

(Free Report)

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.