Northland Securities Inc. Acquires New Shares in UnitedHealth Group Incorporated $UNH

13 Apr 2026, 06:26 by Doug Wharley · The Cerbat Gem

Northland Securities Inc. acquired a new stake in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor acquired 2,543 shares of the healthcare conglomerate’s stock, valued at approximately $839,000.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in UNH. Capital World Investors raised its stake in UnitedHealth Group by 18.8% during the 3rd quarter. Capital World Investors now owns 21,766,922 shares of the healthcare conglomerate’s stock valued at $7,516,107,000 after buying an additional 3,439,182 shares during the last quarter. Capital International Investors raised its stake in UnitedHealth Group by 11.1% during the 3rd 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 during the last quarter. Capital Research Global Investors raised its stake in 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 valued at $4,503,419,000 after buying an additional 7,293,009 shares during the last quarter. Dodge & Cox raised its stake in UnitedHealth Group by 8.6% during the 3rd quarter. Dodge & Cox now owns 9,505,636 shares of the healthcare conglomerate’s stock valued at $3,282,296,000 after buying an additional 755,076 shares during the last quarter. Finally, Northern Trust Corp raised its stake in UnitedHealth Group by 1.6% during the 3rd quarter. Northern Trust Corp now owns 9,109,692 shares of the healthcare conglomerate’s stock valued at $3,145,577,000 after buying an additional 144,109 shares during the last quarter. 87.86% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of equities research analysts have weighed in on UNH shares. HSBC upgraded shares of UnitedHealth Group from a “reduce” rating to a “hold” rating and set a $300.00 target price for the company in a research note on Tuesday, April 7th. Mizuho reduced their price objective on UnitedHealth Group from $430.00 to $350.00 and set an “outperform” rating for the company in a research note on Thursday, February 5th. Oppenheimer reduced their price objective on UnitedHealth Group from $415.00 to $385.00 and set an “outperform” rating for the company in a research note on Wednesday, January 28th. Jefferies Financial Group reduced their price objective on UnitedHealth Group from $418.00 to $340.00 and set a “buy” rating for the company in a research note on Wednesday, January 28th. Finally, JPMorgan Chase & Co. reduced their price objective on UnitedHealth Group from $425.00 to $389.00 and set an “overweight” rating for the company in a research note on Monday, February 2nd. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, eight have given a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $363.42.

Get Our Latest Stock Report on UNH

UnitedHealth Group News Summary

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

Positive Sentiment: CMS finalized a ~2.48% increase to 2027 Medicare Advantage reimbursements, which analysts say adds meaningful revenue/earnings upside for large MA players like UNH and drove an immediate sentiment lift. UnitedHealth Stock Edges Higher After Medicare Advantage Payment Update
Positive Sentiment: Street reaction includes price‑target raises and upgrades (e.g., Bernstein boosted its UNH target to $411 and HSBC upgraded to Hold), signaling increased analyst conviction that the CMS action improves the outlook. Sanford C. Bernstein Boosts UnitedHealth Group (NYSE:UNH) Price Target to $411.00
Positive Sentiment: High-profile buying (reporting that Warren Buffett added ~5M UNH shares during the pullback) has been cited as a confidence signal that helped support the post‑CMS bounce. Warren Buffett bought 5M UnitedHealth shares as it tanked. A $13B Medicare boosted it. Was he right?
Neutral Sentiment: Analyst commentary and valuation notes are being updated to reflect the CMS increase; many firms still point to long‑term growth from Optum and diversification even as near‑term math changes. Market attention and re‑ratings are ongoing. A Look At UnitedHealth Group (UNH) Valuation After The Medicare Advantage Payment Increase
Neutral Sentiment: Coverage pieces note that CMS relief helps margins but rising utilization and medical cost inflation remain a drag; the net impact depends on how much cost trends moderate versus reimbursement gains. Can UnitedHealth Ease Margin Pressure on CMS Tailwinds?
Negative Sentiment: Some analysts and commentators warn the CMS-driven rally may be short‑lived — cautioning that one policy bump doesn’t solve utilization and cost issues, and that upcoming earnings could re‑test the move. UnitedHealth Stock Jumps on Better-Than-Expected Medicare Advantage Rates. Here’s Why the Rally Might Be Short-Lived
Negative Sentiment: Critical takes argue investors should be cautious about extrapolating CMS relief into sustained outperformance — skepticism around durability of margin improvement and idiosyncratic risks remain. UnitedHealth Group: Don’t Drink The CMS Kool-Aid

UnitedHealth Group Stock Up 0.1%

Shares of NYSE:UNH opened at $304.63 on Monday. The company has a current ratio of 0.79, a quick ratio of 0.79 and a debt-to-equity ratio of 0.72. UnitedHealth Group Incorporated has a 12 month low of $234.60 and a 12 month high of $606.36. The company has a 50-day moving average price of $283.01 and a 200 day moving average price of $318.17. The company has a market cap of $276.50 billion, a price-to-earnings ratio of 23.10, a PEG ratio of 1.40 and a beta of 0.40.

UnitedHealth Group (NYSE:UNH – Get Free Report) last announced its quarterly earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 EPS for the quarter, beating analysts’ consensus estimates of $2.09 by $0.02. UnitedHealth Group had a net margin of 2.69% and a return on equity of 14.79%. The firm had revenue of $113.73 billion during the quarter, compared to the consensus estimate of $113.38 billion. During the same quarter last year, the firm earned $6.81 EPS. The firm’s revenue for the quarter was up 12.3% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. As a group, equities research analysts predict that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current year.

UnitedHealth Group Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Monday, March 9th were paid a $2.21 dividend. The ex-dividend date of this dividend was Monday, March 9th. This represents a $8.84 annualized dividend and a yield of 2.9%. UnitedHealth Group’s dividend payout ratio (DPR) is presently 67.02%.

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.