Intact Investment Management Inc. Invests $14.39 Million in UnitedHealth Group Incorporated $UNH

Key Points

• Intact Investment Management initiated a new stake in UnitedHealth, buying 43,600 shares in Q4 valued at approximately $14.39 million, part of a landscape where about 87.9% of UNH is held by institutional investors.
• UnitedHealth beat Q1 expectations with $7.23 EPS (vs. $6.76 est.) and $111.65B revenue (vs. $109.84B), raised FY2026 guidance to $18.25 EPS and saw the stock rally roughly 14.5% on the results.
• Insider activity: Optum CEO Patrick Conway sold 800 shares for about $284,000 (a 4.3% reduction in his stake), while corporate insiders collectively own just 0.28% of the company.

Intact Investment Management Inc. bought a new position in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 43,600 shares of the healthcare conglomerate's stock, valued at approximately $14,393,000.

A number of other hedge funds have also recently bought and sold shares of the company. Guerra Advisors Inc bought a new stake in UnitedHealth Group in the 3rd quarter worth about $1,059,000. Phoenix Financial Ltd. grew its position in UnitedHealth Group by 111.5% in the 3rd quarter. Phoenix Financial Ltd. now owns 41,986 shares of the healthcare conglomerate's stock worth $14,282,000 after purchasing an additional 22,137 shares in the last quarter. Money Concepts Capital Corp grew its position in UnitedHealth Group by 59.1% in the 3rd quarter. Money Concepts Capital Corp now owns 12,380 shares of the healthcare conglomerate's stock worth $4,275,000 after purchasing an additional 4,600 shares in the last quarter. Compass Wealth Management LLC bought a new stake in UnitedHealth Group in the 3rd quarter worth about $13,691,000. Finally, Public Sector Pension Investment Board grew its position in UnitedHealth Group by 43.1% in the 3rd quarter. Public Sector Pension Investment Board now owns 287,132 shares of the healthcare conglomerate's stock worth $99,147,000 after purchasing an additional 86,432 shares in the last quarter. 87.86% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at UnitedHealth Group

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of the stock in a transaction that occurred on Thursday, April 23rd. The shares were sold at an average price of $355.00, for a total value of $284,000.00. Following the sale, the chief executive officer directly owned 17,805 shares in the company, valued at $6,320,775. This represents a 4.30% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. 0.28% of the stock is owned by corporate insiders.

UnitedHealth Group Stock Up 0.1%

UNH opened at $369.29 on Monday. The company has a 50 day moving average of $299.45 and a 200 day moving average of $316.79. The company has a market cap of $335.39 billion, a PE ratio of 27.89, a price-to-earnings-growth ratio of 1.59 and a beta of 0.63. UnitedHealth Group Incorporated has a 12 month low of $234.60 and a 12 month high of $409.70. The company has a current ratio of 0.80, a quick ratio of 0.79 and a debt-to-equity ratio of 0.69.

UnitedHealth Group (NYSE:UNH - Get Free Report) last released its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 EPS for the quarter, topping the consensus estimate of $6.76 by $0.47. The company had revenue of $111.65 billion during the quarter, compared to the consensus estimate of $109.84 billion. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. UnitedHealth Group's revenue for the quarter was up 2.0% on a year-over-year basis. During the same period last year, the firm earned $7.20 EPS. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. On average, sell-side analysts expect that UnitedHealth Group Incorporated will post 18.29 EPS for the current year.

UnitedHealth Group Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Investors of record on Monday, March 9th were issued 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 2.4%. UnitedHealth Group's dividend payout ratio (DPR) is 66.77%.

Analyst Ratings Changes

A number of research firms have weighed in on UNH. Weiss Ratings cut shares of UnitedHealth Group from a "hold (c-)" rating to a "sell (d+)" rating in a research note on Monday, March 2nd. Oppenheimer lifted their price target on shares of UnitedHealth Group from $385.00 to $405.00 and gave the stock an "outperform" rating in a report on Wednesday, April 22nd. UBS Group lowered their price target on shares of UnitedHealth Group from $430.00 to $410.00 and set a "buy" rating on the stock in a report on Wednesday, January 28th. Sanford C. Bernstein lifted their price target on shares of UnitedHealth Group from $405.00 to $411.00 and gave the stock an "outperform" rating in a report on Tuesday, April 7th. Finally, Erste Group Bank raised shares of UnitedHealth Group from a "hold" rating to a "buy" rating in a report on Monday, April 27th. One equities research analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, six have given a Hold rating and two have assigned a Sell rating to the company's stock. According to data from MarketBeat.com, the stock has an average rating of "Moderate Buy" and an average price target of $378.88.

UnitedHealth Group News Summary

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

• Positive Sentiment: Q1 beat and outlook lift — UnitedHealth reported a sizable Q1 beat, raised its 2026 outlook and earlier popped ~14.5% on the results, giving the company fresh earnings momentum that supports higher valuations. UnitedHealth Pops 14.5% After Q1 Beat: Still a Buy or Too Late Now?
• Positive Sentiment: Goldman Sachs endorsement — Goldman added UNH to its U.S. conviction list, a notable buy-side vote that can attract institutional flows and lend support to the stock. Goldman Sachs Adds UnitedHealth to Its Conviction List: Is the Managed Care Comeback Real?
• Positive Sentiment: Strong recent momentum vs. peers — UNH slightly outperformed Humana in April’s managed-care rally, signaling resilience vs. a key peer during a positive sector backdrop. UnitedHealth or Humana: Which Managed Care Stock Had the Healthiest Returns in April?
• Positive Sentiment: Buy thesis discussion — Analyst commentary is probing whether UNH is now undervalued after the rally, which can attract long-term buy interest if investors buy the growth/Optum story. Is UnitedHealth Stock an Undervalued Stock to Buy?
• Neutral Sentiment: CVS valuation context — Coverage noting CVS trades much cheaper than UNH highlights relative valuation differences that may shift some value-oriented flows away from UNH. CVS Earnings Are Coming. Why the Stock Is No Longer a Value Trap.
• Neutral Sentiment: Macro/ETF context — A note on the Invesco S&P 500 Revenue ETF is tangential but relevant for portfolio allocation decisions that could affect large-cap names like UNH. Should Invesco S&P 500 Revenue ETF (RWL) Be on Your Investing Radar?
• Negative Sentiment: Competitor strength — Cigna reported strong results led by Evernorth, and an improving peer picture can pressure market-share expectations or investor preference within the sector. Cigna Q1 Earnings Beat Estimates on Strong Evernorth Unit
• Negative Sentiment: Insider trimming — Optum CEO Patrick Conway sold about $284k of UNH stock after earnings (his first 2026 sale), which can be read as modest profit-taking and may add to near-term selling pressure. UnitedHealth Stock Has Rallied Since Earnings. One Top Insider Is Trimming His Stake.

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.

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