Lee Johnson Capital Management LLC Makes New $6.18 Million Investment in UnitedHealth Group Incorporated $UNH

Key Points

• Lee Johnson Capital Management initiated a $6.18 million UnitedHealth Group stake by purchasing 14,869 shares in the second quarter. UNH now represents approximately 1.9% of the firm’s portfolio, while institutional investors collectively own 87.86% of the stock.
• Analysts maintain a generally positive outlook, with a consensus rating of “Moderate Buy” and an average price target of $455.92. UnitedHealth also exceeded quarterly earnings and revenue expectations and reaffirmed fiscal 2026 EPS guidance of $19.50–$20.00.
• Despite favorable operating trends and a recently declared $2.32 quarterly dividend, tax and legal uncertainties remain risks, including an IRS review of its tax practices and an investor lawsuit related to the Change Healthcare acquisition and data breach.

Lee Johnson Capital Management LLC bought a new stake in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund bought 14,869 shares of the healthcare conglomerate's stock, valued at approximately $6,180,000. UnitedHealth Group makes up about 1.9% of Lee Johnson Capital Management LLC's investment portfolio, making the stock its 16th biggest position.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Sarver Vrooman Wealth Advisors purchased a new stake in shares of UnitedHealth Group during the 4th quarter worth about $25,000. Anfield Capital Management LLC increased its stake in shares of UnitedHealth Group by 220.0% in the 4th quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate's stock valued at $26,000 after purchasing an additional 55 shares in the last quarter. Joseph Group Capital Management purchased a new position in UnitedHealth Group during the fourth quarter worth approximately $27,000. Nalls Sherbakoff Group LLC acquired a new position in shares of UnitedHealth Group during the 4th quarter worth approximately $27,000. Finally, Lifetime Wealth Management P.C. purchased a new position in shares of UnitedHealth Group during the 4th quarter valued at approximately $29,000. Hedge funds and other institutional investors own 87.86% of the company's stock.

Analyst Upgrades and Downgrades

Several research firms have issued reports on UNH. Zacks Research raised shares of UnitedHealth Group from a "hold" rating to a "strong-buy" rating in a report on Monday, July 13th. Mizuho raised their price target on shares of UnitedHealth Group from $470.00 to $493.00 and gave the company an "outperform" rating in a research note on Monday, July 20th. Wall Street Zen raised UnitedHealth Group from a "hold" rating to a "buy" rating in a report on Saturday, August 8th. Barclays lifted their price target on UnitedHealth Group from $429.00 to $441.00 and gave the stock an "overweight" rating in a research note on Monday, July 20th. Finally, Weiss Ratings lowered UnitedHealth Group from a "hold (c)" rating to a "hold (c-)" rating in a report on Tuesday, July 28th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating and five have assigned a Hold rating to the company's stock. Based on data from MarketBeat, the stock has an average rating of "Moderate Buy" and a consensus price target of $455.92.

Insider Buying and Selling

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 500 shares of UnitedHealth Group stock in a transaction dated Wednesday, August 5th. The shares were sold at an average price of $410.00, for a total transaction of $205,000.00. Following the transaction, the chief executive officer directly owned 16,497 shares of the company's stock, valued at $6,763,770. The trade was a 2.94% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. 0.19% of the stock is owned by company insiders.

UnitedHealth Group Trading Down 1.0%

Shares of UnitedHealth Group stock opened at $384.60 on Friday. UnitedHealth Group Incorporated has a 1-year low of $255.96 and a 1-year high of $461.62. The company has a debt-to-equity ratio of 0.66, a current ratio of 0.78 and a quick ratio of 0.78. The stock has a market cap of $345.21 billion, a P/E ratio of 24.75, a P/E/G ratio of 1.35 and a beta of 0.62. The stock's 50 day simple moving average is $414.33 and its 200-day simple moving average is $355.71.

UnitedHealth Group (NYSE:UNH - Get Free Report) last announced its quarterly earnings data on Thursday, July 16th. The healthcare conglomerate reported $6.38 EPS for the quarter, topping analysts' consensus estimates of $4.94 by $1.44. The firm had revenue of $112.03 billion for the quarter, compared to the consensus estimate of $110.81 billion. UnitedHealth Group had a return on equity of 16.53% and a net margin of 3.14%.The firm's revenue was up .4% compared to the same quarter last year. During the same quarter last year, the business posted $4.08 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. Analysts predict that UnitedHealth Group Incorporated will post 19.69 EPS for the current fiscal year.

UnitedHealth Group Announces Dividend

The company also recently disclosed 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. The ex-dividend date of this dividend is Monday, September 14th. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.4%. UnitedHealth Group's dividend payout ratio is currently 59.72%.

Key Stories Impacting UnitedHealth Group

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

• Positive Sentiment: Analyst estimates moved higher. Zacks Research maintained a “Strong-Buy” rating and raised its forecasts for several periods, including FY2027 EPS to $22.28 from $22.16, FY2028 EPS to $25.74 from $25.69, Q1 2027 EPS to $7.12, Q2 2027 EPS to $6.35 and Q1 2028 EPS to $7.36. The firm also sharply lifted its Q2 2028 estimate to $7.19 from $5.84. These revisions signal expectations for stronger profitability and support the recovery case for UNH. MarketBeat UnitedHealth Group analyst estimates
• Positive Sentiment: Valuation and operating trends remain constructive. A Zacks analysis said UNH looked reasonably valued at approximately 18.39 times earnings, citing improving medical costs, rising EPS estimates and shareholder capital returns as potential catalysts. The company’s latest reported quarter also exceeded earnings and revenue expectations, while full-year 2026 guidance remains $19.50–$20.00 per share. UnitedHealth Stock Looks Reasonable at 18.39X P/E
• Neutral Sentiment: Some longer-term Zacks revisions were mixed: Q3 2027 EPS was reduced to $4.74 from $4.81 and Q4 2027 EPS to $4.07 from $4.12, partially offsetting the upward revisions elsewhere. UnitedHealth Group estimates
• Negative Sentiment: Tax and legal uncertainty pressured sentiment. The IRS is examining whether UnitedHealth used foreign subsidiaries to reduce taxable income over four years, potentially increasing its tax liability, although the amount at stake has not been disclosed. Separately, an investor lawsuit alleges governance, cybersecurity and internal-control failures connected to the Change Healthcare acquisition and its major data breach. IRS scrutiny of UnitedHealth tax practices UnitedHealth investor lawsuit

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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