Caisse de depot et placement du Quebec Makes New Investment in UnitedHealth Group Incorporated $UNH

Caisse de depot et placement du Quebec acquired a new position in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 1,363,607 shares of the healthcare conglomerate's stock, valued at approximately $566,756,000. UnitedHealth Group makes up about 0.8% of Caisse de depot et placement du Quebec's investment portfolio, making the stock its 27th biggest position. Caisse de depot et placement du Quebec owned about 0.15% of UnitedHealth Group at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also bought and sold shares of UNH. Brighton Jones LLC boosted its position in shares of UnitedHealth Group by 176.2% during the fourth quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate's stock valued at $22,384,000 after buying an additional 28,231 shares during the last quarter. Revolve Wealth Partners LLC raised its position in UnitedHealth Group by 137.1% in the fourth 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 during the period. CMT Capital Markets Trading GmbH bought a new position in UnitedHealth Group during the second quarter valued at $340,000. Flow Traders U.S. LLC purchased a new stake in UnitedHealth Group in the 2nd quarter worth about $356,000. Finally, Jump Financial LLC purchased a new position in UnitedHealth Group in the 2nd quarter valued at approximately $377,000. Institutional investors own 87.86% of the company's stock.

Wall Street Analyst Weigh In

UNH has been the subject of several recent analyst reports. DA Davidson set a $512.00 price objective on shares of UnitedHealth Group in a research note on Tuesday, July 21st. TD Cowen raised their price objective on UnitedHealth Group from $337.00 to $430.00 and gave the company a "hold" rating in a report on Tuesday, July 14th. Wells Fargo & Company raised their price objective on UnitedHealth Group from $397.00 to $485.00 and gave the company an "overweight" rating in a research note on Monday, July 13th. Royal Bank Of Canada raised their target price on shares of UnitedHealth Group from $463.00 to $478.00 and gave the stock an "outperform" rating in a report on Friday, July 17th. Finally, Piper Sandler set a $477.00 target price on UnitedHealth Group in a research note on Thursday, July 16th. Two analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and five have given a Hold rating to the company's stock. According to MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and a consensus 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

Insider Activity at UnitedHealth Group

In other news, CEO Patrick Hugh Conway sold 1,169 shares of the company's stock in a transaction dated 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 transaction, the chief executive officer owned 15,328 shares of the company's stock, valued at $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 SEC, which is available at this hyperlink. 0.19% of the stock is owned by insiders.

UnitedHealth Group Price Performance

Shares of NYSE:UNH opened at $400.83 on Thursday. The firm has a market cap of $359.78 billion, a price-to-earnings ratio of 25.79, a price-to-earnings-growth ratio of 1.37 and a beta of 0.62. UnitedHealth Group Incorporated has a fifty-two week low of $255.96 and a fifty-two week high of $461.62. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.78 and a current ratio of 0.78. The business has a 50-day simple moving average of $413.54 and a two-hundred day simple moving average of $359.04.

UnitedHealth Group (NYSE:UNH - Get Free Report) last released its quarterly earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share for the quarter, topping the consensus estimate of $4.94 by $1.44. UnitedHealth Group had a net margin of 3.14% and a return on equity of 16.53%. The business had revenue of $112.03 billion for the quarter, compared to the consensus estimate of $110.81 billion. During the same period last year, the firm earned $4.08 earnings per share. The company's quarterly revenue was up .4% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. On average, analysts expect that UnitedHealth Group Incorporated will post 19.82 earnings per share for the current year.

UnitedHealth Group Dividend Announcement

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

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