17,416 Shares in UnitedHealth Group Incorporated $UNH Purchased by Hyperion Capital Advisors LP

Hyperion Capital Advisors LP acquired a new stake in UnitedHealth Group Incorporated (NYSE:UNH) in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 17,416 shares of the healthcare conglomerate’s stock, valued at approximately $7,239,000. UnitedHealth Group makes up 3.3% of Hyperion Capital Advisors LP’s holdings, making the stock its 10th biggest holding.

A number of other large investors also recently added to or reduced their stakes in UNH. PBCay One RSC Ltd purchased a new stake in UnitedHealth Group during the 1st quarter worth approximately $14,343,000. Lee Johnson Capital Management LLC acquired a new stake in shares of UnitedHealth Group in the second quarter worth approximately $6,180,000. Vaughan David Investments LLC IL raised its stake in UnitedHealth Group by 2.7% in the 4th quarter. Vaughan David Investments LLC IL now owns 150,773 shares of the healthcare conglomerate’s stock valued at $49,772,000 after purchasing an additional 3,934 shares during the last quarter. Fideuram Intesa Sanpaolo Private Banking S.P.A. boosted its stake in UnitedHealth Group by 1,287.2% during the 1st quarter. Fideuram Intesa Sanpaolo Private Banking S.P.A. now owns 60,022 shares of the healthcare conglomerate’s stock worth $16,241,000 after purchasing an additional 55,695 shares during the last quarter. Finally, Kinsale Capital Group Inc. raised its position in shares of UnitedHealth Group by 13.4% in the second quarter. Kinsale Capital Group Inc. now owns 38,510 shares of the healthcare conglomerate’s stock valued at $16,006,000 after buying an additional 4,557 shares during the last quarter. 87.86% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other news, CEO Patrick Hugh Conway sold 1,169 shares of the company’s 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 directly owned 15,328 shares in the company, valued at approximately $5,977,920. This represents a 7.09% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Company insiders own 0.19% of the company’s stock.

UnitedHealth Group Stock Up 1.1%

UNH stock opened at $400.83 on Thursday. UnitedHealth Group Incorporated has a one year low of $255.96 and a one year high of $461.62. 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 (NYSE:UNH) last posted its earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.94 by $1.44. UnitedHealth Group had a return on equity of 16.53% and a net margin of 3.14%.The company had revenue of $112.03 billion during the quarter, compared to analysts’ expectations of $110.81 billion. During the same quarter last year, the firm earned $4.08 earnings per share. The firm’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, equities research analysts anticipate that UnitedHealth Group Incorporated will post 19.82 EPS for the current year.

UnitedHealth Group Dividend Announcement

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

Trending Headlines about UnitedHealth Group

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

Wall Street Analyst Weigh In

Several brokerages recently issued reports on UNH. KeyCorp upped their price objective on shares of UnitedHealth Group from $400.00 to $475.00 and gave the company an “overweight” rating in a research note on Tuesday, July 14th. Bank of America restated a “buy” rating on shares of UnitedHealth Group in a report on Monday, July 20th. Truist Financial increased their price target on UnitedHealth Group from $440.00 to $480.00 and gave the company a “buy” rating in a report on Tuesday, July 14th. UBS Group boosted their price objective on UnitedHealth Group from $460.00 to $490.00 and gave the stock a “buy” rating in a research note on Friday, July 17th. Finally, Cantor Fitzgerald reaffirmed an “overweight” rating on shares of UnitedHealth Group in a research note on Thursday, June 11th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and five have issued a Hold rating to the company’s stock. According to MarketBeat.com, UnitedHealth Group currently has an average rating of “Moderate Buy” and an average target price of $456.56.

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.