National Pension Service Has $633.94 Million Holdings in UnitedHealth Group Incorporated $UNH

29 May 2026, 10:28 by Renee Jackson · The Cerbat Gem

National Pension Service lifted its position in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 2.3% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 1,920,398 shares of the healthcare conglomerate’s stock after buying an additional 43,624 shares during the quarter. National Pension Service’s holdings in UnitedHealth Group were worth $633,943,000 as of its most recent filing with the SEC.

Other institutional investors have also recently added to or reduced their stakes in the company. Capital Research Global Investors increased its stake in shares of UnitedHealth Group by 126.9% during the 3rd quarter. Capital Research Global Investors now owns 13,042,049 shares of the healthcare conglomerate’s stock worth $4,503,419,000 after purchasing an additional 7,293,009 shares during the last quarter. Capital World Investors boosted its holdings in UnitedHealth Group by 18.8% in the third quarter. Capital World Investors now owns 21,766,922 shares of the healthcare conglomerate’s stock worth $7,516,107,000 after purchasing an additional 3,439,182 shares in the last quarter. Capital International Investors raised its holdings in UnitedHealth Group by 11.1% during the third quarter. Capital International Investors now owns 17,499,949 shares of the healthcare conglomerate’s stock valued at $6,042,710,000 after buying an additional 1,747,337 shares in the last quarter. Lone Pine Capital LLC bought a new stake in shares of UnitedHealth Group during the 2nd quarter worth about $528,273,000. Finally, Bessemer Group Inc. raised its stake in shares of UnitedHealth Group by 152.3% in the 3rd quarter. Bessemer Group Inc. now owns 1,823,871 shares of the healthcare conglomerate’s stock valued at $629,783,000 after acquiring an additional 1,100,850 shares in the last quarter. 87.86% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting UnitedHealth Group

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

Positive Sentiment: Bernstein raised its price target on UnitedHealth Group (UNH) to $492 from $444 and reiterated an Outperform rating, citing an EPS recovery outlook and implying meaningful upside. Article Title
Positive Sentiment: Bernstein also maintained its bullish stance after UnitedHealth’s new, more transparent PBM model, suggesting the move could improve clarity, reliability, and cost competitiveness for the company’s Optum Rx business. Article Title
Positive Sentiment: Coverage from Zacks and other market watchers says UNH is one of the most-tracked stocks right now, which can keep attention on the name and support sentiment if investors expect more upside. Article Title
Neutral Sentiment: Articles comparing UnitedHealth with Molina highlight that Molina’s Medicaid exposure and share gains currently look more attractive to some analysts, but these pieces are more relative-value commentary than a direct negative catalyst for UNH. Article Title
Neutral Sentiment: Seeking Alpha commentary on a possible dividend hike adds a shareholder-return angle, but it does not appear to be based on a confirmed corporate action yet. Article Title
Neutral Sentiment: Recent “trending stock” and “bull case” articles suggest investors are reassessing UNH’s outlook, but they are largely opinion pieces rather than new fundamental developments. Article Title

UnitedHealth Group Stock Down 0.5%

Shares of UNH opened at $382.28 on Friday. UnitedHealth Group Incorporated has a 52 week low of $234.60 and a 52 week high of $404.15. The firm has a market capitalization of $347.16 billion, a P/E ratio of 28.87, a P/E/G ratio of 1.66 and a beta of 0.64. The company has a 50-day simple moving average of $334.93 and a 200-day simple moving average of $321.14. The company has a debt-to-equity ratio of 0.69, a quick ratio of 0.80 and a current ratio of 0.80.

UnitedHealth Group (NYSE:UNH – Get Free Report) last posted its quarterly earnings results on Tuesday, April 21st. The healthcare conglomerate reported $7.23 EPS for the quarter, beating the consensus estimate 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 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 firm posted $7.20 EPS. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. On average, equities research analysts expect that UnitedHealth Group Incorporated will post 18.29 earnings per share for the current year.

Analyst Ratings Changes

A number of equities research analysts have issued reports on UNH shares. HSBC upgraded UnitedHealth Group from a “reduce” rating to a “hold” rating and set a $300.00 price target on the stock in a report on Tuesday, April 7th. Erste Group Bank raised shares of UnitedHealth Group from a “hold” rating to a “buy” rating in a report on Monday, April 27th. Truist Financial reiterated a “buy” rating and issued a $395.00 target price (up from $370.00) on shares of UnitedHealth Group in a report on Wednesday, April 22nd. UBS Group upped their price target on shares of UnitedHealth Group from $410.00 to $460.00 and gave the company a “buy” rating in a report on Friday, May 22nd. Finally, Oppenheimer lifted their price objective on UnitedHealth Group from $385.00 to $405.00 and gave the stock an “outperform” rating in a research note on Wednesday, April 22nd. One investment analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $397.63.

Get Our Latest Analysis on UNH

Insider Activity at UnitedHealth Group

In other news, CEO Patrick Hugh Conway sold 800 shares of UnitedHealth Group stock in a transaction dated Thursday, April 23rd. The shares were sold at an average price of $355.00, for a total transaction of $284,000.00. Following the sale, the chief executive officer directly owned 17,805 shares in the company, valued at approximately $6,320,775. The trade was a 4.30% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 0.28% of the company’s stock.

UnitedHealth Group Profile

(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.