55,921 Shares in UnitedHealth Group Incorporated $UNH Purchased by Parkman Healthcare Partners LLC

Parkman Healthcare Partners LLC acquired a new position in shares of UnitedHealth Group Incorporated (NYSE:UNH) in the second quarter, Holdings Channel.com reports. The firm acquired 55,921 shares of the healthcare conglomerate’s stock, valued at approximately $23,242,000. UnitedHealth Group comprises 2.4% of Parkman Healthcare Partners LLC’s investment portfolio, making the stock its 13th largest position.

Several other hedge funds have also recently modified their holdings of the stock. BlackRock Inc. raised its stake in UnitedHealth Group by 4.6% in the 2nd quarter. BlackRock Inc. now owns 76,863,061 shares of the healthcare conglomerate’s stock valued at $31,946,594,000 after purchasing an additional 3,395,530 shares during the last quarter. State Street Corp grew its holdings in shares of UnitedHealth Group by 2.5% during the fourth quarter. State Street Corp now owns 45,232,170 shares of the healthcare conglomerate’s stock worth $14,931,592,000 after buying an additional 1,119,834 shares in the last quarter. Capital World Investors lifted its stake in shares of UnitedHealth Group by 3.8% in the fourth quarter. Capital World Investors now owns 22,591,042 shares of the healthcare conglomerate’s stock worth $7,457,723,000 after buying an additional 824,120 shares in the last quarter. Price T Rowe Associates Inc. MD grew its stake in UnitedHealth Group by 3.7% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 18,829,054 shares of the healthcare conglomerate’s stock valued at $6,215,660,000 after acquiring an additional 680,077 shares in the last quarter. Finally, Capital International Investors lifted its stake in UnitedHealth Group by 6.6% in the 4th quarter. Capital International Investors now owns 18,655,111 shares of the healthcare conglomerate’s stock worth $6,158,734,000 after purchasing an additional 1,155,162 shares in the last quarter. Institutional investors and hedge funds own 87.86% of the company’s stock.

Key UnitedHealth Group News

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

• Positive Sentiment: UnitedHealth’s recovery story remains a major catalyst. The stock has generated a roughly 37% yearly return and recovered about 80% from its 12-month low, suggesting improving investor confidence after a difficult period. The company still appears attractive as a long-term investment. UnitedHealth Group Incorporated’s Recovery Story
• Positive Sentiment: Recent quarterly results provide fundamental support: UnitedHealth reported $6.38 in EPS versus a $4.94 consensus estimate and revenue of $112.03 billion versus expectations of $110.81 billion. Fiscal 2026 EPS guidance remains $19.50-$20.00, helping reinforce confidence in earnings recovery. UnitedHealth earnings beat supports guidance
• Positive Sentiment: Analyst comparisons favor UNH over Elevance Health, citing stronger earnings prospects, improving Medicare profitability, greater upside and a more favorable risk-reward profile. UnitedHealth versus Elevance
• Positive Sentiment: UnitedHealth was highlighted in a constructive managed-care industry outlook, which points to steady premium revenue, aging-population trends and business diversification as potential long-term supports. Managed-care industry outlook
• Neutral Sentiment: David Tepper’s Appaloosa Management sold its entire UnitedHealth position during the second quarter. The move may concern investors, but the accompanying analysis argues that UNH’s improving fundamentals could still make the sale a costly decision over the long term. David Tepper sold UnitedHealth shares
• Negative Sentiment: CEO Patrick Hugh Conway sold 1,169 shares for approximately $456,000, reducing his direct holdings by 7.09%. He retains a substantial position, so the transaction is a modest bearish signal rather than evidence of a fundamental change. UnitedHealth CEO SEC transaction filing

Insider Buying and Selling at UnitedHealth Group

In other news, CEO Patrick Hugh Conway sold 1,169 shares of the stock in a transaction that occurred on Friday, August 21st. The stock was sold at an average price of $390.00, for a total value of $455,910.00. Following the completion of the sale, the chief executive officer directly owned 15,328 shares of the company’s stock, valued at approximately $5,977,920. This represents a 7.09% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Insiders own 0.19% of the company’s stock.

UnitedHealth Group Stock Up 1.1%

UnitedHealth Group stock opened at $400.83 on Thursday. The company has a debt-to-equity ratio of 0.66, a current ratio of 0.78 and a quick ratio of 0.78. UnitedHealth Group Incorporated has a 1-year low of $255.96 and a 1-year high of $461.62. The stock has a market cap of $359.78 billion, a PE ratio of 25.79, a P/E/G ratio of 1.37 and a beta of 0.62. The stock’s fifty day moving average is $413.54 and its two-hundred day moving average is $359.04.

UnitedHealth Group (NYSE:UNH) last announced its quarterly earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share for the quarter, beating analysts’ consensus estimates of $4.94 by $1.44. UnitedHealth Group had a net margin of 3.14% and a return on equity of 16.53%. The firm had revenue of $112.03 billion during the quarter, compared to analysts’ expectations of $110.81 billion. During the same period in the previous year, the company earned $4.08 earnings per share. UnitedHealth Group’s quarterly revenue was up .4% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. On average, sell-side analysts expect that UnitedHealth Group Incorporated will post 19.82 EPS for the current fiscal year.

UnitedHealth Group Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, September 22nd. Shareholders of record on Monday, September 14th will be given a dividend of $2.32 per share. The ex-dividend date of this dividend is Monday, September 14th. This represents a $9.28 annualized dividend and a yield of 2.3%. UnitedHealth Group’s payout ratio is 59.72%.

Analysts Set New Price Targets

Several research analysts have recently commented on UNH shares. Zacks Research upgraded UnitedHealth Group from a “hold” rating to a “strong-buy” rating in a report on Monday, July 13th. Royal Bank Of Canada boosted their target price on shares of UnitedHealth Group from $463.00 to $478.00 and gave the company an “outperform” rating in a report on Friday, July 17th. Mizuho lifted their price target on shares of UnitedHealth Group from $470.00 to $493.00 and gave the company an “outperform” rating in a research report on Monday, July 20th. TD Cowen raised their target price on UnitedHealth Group from $337.00 to $430.00 and gave the stock a “hold” rating in a research note on Tuesday, July 14th. Finally, BMO Capital Markets set a $512.00 price target on UnitedHealth Group in a research note on Tuesday, July 21st. Two analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and five have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $456.56.

UnitedHealth Group Company 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.