Aviva PLC Has $250.76 Million Stake in UnitedHealth Group Incorporated $UNH

12 Jun 2026, 04:21 by Doug Wharley · The Cerbat Gem

Aviva PLC grew its holdings in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 5.5% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 759,624 shares of the healthcare conglomerate’s stock after acquiring an additional 39,373 shares during the period. Aviva PLC’s holdings in UnitedHealth Group were worth $250,759,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds also recently made changes to their positions in the business. Peterson Wealth Services lifted its holdings in UnitedHealth Group by 267.1% during the 4th quarter. Peterson Wealth Services now owns 4,391 shares of the healthcare conglomerate’s stock worth $1,450,000 after purchasing an additional 3,195 shares during the last quarter. Mosley Wealth Management acquired a new stake in UnitedHealth Group during the 4th quarter worth approximately $429,000. Trailhead Planners LLC acquired a new stake in UnitedHealth Group during the 4th quarter worth approximately $215,000. RKL Wealth Management LLC lifted its holdings in UnitedHealth Group by 2.7% during the 4th quarter. RKL Wealth Management LLC now owns 2,610 shares of the healthcare conglomerate’s stock worth $862,000 after purchasing an additional 69 shares during the last quarter. Finally, Kovack Advisors Inc. lifted its holdings in UnitedHealth Group by 30.0% during the 4th quarter. Kovack Advisors Inc. now owns 26,813 shares of the healthcare conglomerate’s stock worth $8,851,000 after purchasing an additional 6,181 shares during the last quarter. 87.86% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

UNH has been the subject of several research reports. Leerink Partners lifted their price target on UnitedHealth Group from $345.00 to $400.00 and gave the stock an “outperform” rating in a report on Wednesday, April 22nd. Bank of America raised UnitedHealth Group from a “neutral” rating to a “buy” rating and lifted their price target for the stock from $420.00 to $450.00 in a report on Thursday, June 4th. HSBC upgraded UnitedHealth Group from a “reduce” rating to a “hold” rating and set a $300.00 price objective on the stock in a research note on Tuesday, April 7th. Robert W. Baird raised their price objective on UnitedHealth Group from $278.00 to $287.00 and gave the stock an “underperform” rating in a research note on Wednesday, April 22nd. Finally, Sanford C. Bernstein raised their price objective on UnitedHealth Group from $444.00 to $492.00 and gave the stock an “outperform” rating in a research note on Wednesday, May 27th. One equities research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, UnitedHealth Group currently has an average rating of “Moderate Buy” and an average price target of $407.17.

Check Out Our Latest Research Report on UNH

Insider Activity

In other news, CEO Patrick Hugh Conway sold 800 shares of UnitedHealth Group stock in a transaction on Thursday, April 23rd. The stock was sold at an average price of $355.00, for a total value of $284,000.00. Following the transaction, the chief executive officer owned 17,805 shares in the company, valued at approximately $6,320,775. This trade represents a 4.30% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Insiders own 0.28% of the company’s stock.

UnitedHealth Group Trading Down 0.5%

Shares of UNH opened at $405.58 on Friday. UnitedHealth Group Incorporated has a 52-week low of $234.60 and a 52-week high of $415.98. The business’s fifty day moving average is $359.59 and its 200-day moving average is $326.28. The company has a debt-to-equity ratio of 0.69, a quick ratio of 0.80 and a current ratio of 0.80. The firm has a market cap of $368.32 billion, a price-to-earnings ratio of 30.63, a PEG ratio of 1.64 and a beta of 0.64.

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, beating the consensus estimate 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 for the quarter, compared to analyst estimates of $109.84 billion. During the same quarter last year, the company posted $7.20 EPS. The company’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. Equities analysts anticipate that UnitedHealth Group Incorporated will post 18.32 EPS for the current fiscal year.

UnitedHealth Group Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, June 23rd. Stockholders of record on Monday, June 15th will be paid a $2.32 dividend. This represents a $9.28 annualized dividend and a dividend yield of 2.3%. The ex-dividend date is Monday, June 15th. This is a positive change from UnitedHealth Group’s previous quarterly dividend of $2.21. UnitedHealth Group’s dividend payout ratio is 66.77%.

Key Stories Impacting UnitedHealth Group

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

Positive Sentiment: UnitedHealth announced it will report second-quarter 2026 results on July 16, with a conference call the same morning. While this is not a financial update itself, it gives investors a clear catalyst to watch and often keeps attention on the stock. UnitedHealth Group Announces Earnings Release Date
Positive Sentiment: Analysts remain constructive: JPMorgan reportedly raised its price target on UNH, Erste Group increased FY2027 EPS estimates, and Mizuho boosted its target to $460 while reiterating an Outperform rating. That suggests Wall Street sees more earnings upside ahead. Mizuho Boosts UnitedHealth (UNH) Target as Managed Care Outlook Improves
Positive Sentiment: UnitedHealth also announced a dividend increase, reinforcing its appeal as a defensive, income-producing healthcare stock. 3 Stocks That Announced Dividend Hikes Amid Geopolitical Tensions
Positive Sentiment: The stock recently hit a 52-week high, reflecting a strong rebound from last year’s weakness and signaling momentum-driven buying interest. UnitedHealth Group Just Hit a 52-Week High. Is It Too Late to Buy This Soaring Stock?
Neutral Sentiment: Recent articles also noted that UNH remains a “top-ranked momentum stock” and a “moderate buy” among brokerages, which supports the stock but does not by itself change fundamentals. UnitedHealth Group (UNH) is a Top-Ranked Momentum Stock: Should You Buy?

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.

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