Canada Pension Plan Investment Board Takes $971.76 Million Position in UnitedHealth Group Incorporated $UNH

Canada Pension Plan Investment Board bought a new position in shares of UnitedHealth Group Incorporated (NYSE:UNH) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 2,338,034 shares of the healthcare conglomerate’s stock, valued at approximately $971,757,000.

Other large investors have also bought and sold shares of the company. Brighton Jones LLC grew its position in UnitedHealth Group by 176.2% in the fourth quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate’s stock worth $22,384,000 after buying an additional 28,231 shares during the last quarter. Revolve Wealth Partners LLC boosted its stake in shares of UnitedHealth Group by 137.1% during the 4th quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate’s stock worth $2,033,000 after acquiring an additional 2,324 shares in the last quarter. CMT Capital Markets Trading GmbH acquired a new stake in shares of UnitedHealth Group during the second quarter worth $340,000. Flow Traders U.S. LLC purchased a new stake in UnitedHealth Group during the second quarter valued at about $356,000. Finally, Jump Financial LLC acquired a new stake in shares of UnitedHealth Group during the second quarter valued at approximately $377,000. Institutional investors own 87.86% of the company’s stock.

Insider Buying and Selling

In other news, CEO Patrick Hugh Conway sold 1,169 shares of UnitedHealth Group stock in a transaction that occurred on Friday, August 21st. The shares were sold at an average price of $390.00, for a total value of $455,910.00. Following the transaction, the chief executive officer owned 15,328 shares of the company’s stock, valued at $5,977,920. This trade represents a 7.09% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. 0.19% of the stock is currently owned by company insiders.

Analyst Ratings Changes

A number of analysts have recently issued reports on UNH shares. DA Davidson set a $512.00 target price on UnitedHealth Group in a report on Tuesday, July 21st. Weiss Ratings downgraded UnitedHealth Group from a “hold (c)” rating to a “hold (c-)” rating in a research note on Tuesday, July 28th. Zacks Research upgraded UnitedHealth Group from a “hold” rating to a “strong-buy” rating in a report on Monday, July 13th. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of UnitedHealth Group in a research report on Tuesday, July 21st. Finally, Truist Financial lifted their target price on shares of UnitedHealth Group from $440.00 to $480.00 and gave the company a “buy” rating in a research note on Tuesday, July 14th. Two investment analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and five have issued a Hold rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $456.56.

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

UnitedHealth Group Price Performance

Shares of UNH opened at $400.83 on Thursday. The firm has a market cap of $359.78 billion, a PE ratio of 25.79, a PEG ratio of 1.37 and a beta of 0.62. The firm’s 50 day moving average price is $413.54 and its 200 day moving average price is $359.04. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.78 and a current ratio of 0.78. UnitedHealth Group Incorporated has a twelve month low of $255.96 and a twelve month high of $461.62.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings data on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share (EPS) for the quarter, topping 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 prior year, the company posted $4.08 earnings per share. UnitedHealth Group’s revenue for the quarter was up .4% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. As a group, research analysts expect that UnitedHealth Group Incorporated will post 19.82 EPS for the current fiscal year.

UnitedHealth Group Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Tuesday, September 22nd. Investors of record on Monday, September 14th will be issued a $2.32 dividend. This represents a $9.28 annualized dividend and a yield of 2.3%. The ex-dividend date is Monday, September 14th. UnitedHealth Group’s payout ratio is 59.72%.

UnitedHealth Group 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.