Patient Capital Management LLC Makes New Investment in UnitedHealth Group Incorporated $UNH

Key Points

• Patient Capital Management acquired 437,773 UnitedHealth shares worth approximately $182 million, making UNH its fourth-largest holding and representing about 6% of its portfolio. Institutional investors collectively own 87.86% of the company.
• UnitedHealth exceeded quarterly expectations with $6.38 in EPS and $112.03 billion in revenue, while maintaining fiscal 2026 guidance of $19.50–$20.00 per share. Analysts hold a consensus “Moderate Buy” rating with an average price target of $456.56.
• The company declared a quarterly dividend of $2.32, or $9.28 annualized, yielding approximately 2.3%. Key risks include rising commercial insurance medical costs, while CEO Patrick Hugh Conway recently sold 1,169 shares worth about $456,000.

Patient Capital Management LLC acquired a new position in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 437,773 shares of the healthcare conglomerate's stock, valued at approximately $181,952,000. UnitedHealth Group comprises about 6.0% of Patient Capital Management LLC's investment portfolio, making the stock its 4th largest position.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Sarver Vrooman Wealth Advisors acquired a new stake in shares of UnitedHealth Group in the 4th quarter valued at approximately $25,000. Anfield Capital Management LLC grew its holdings in UnitedHealth Group by 220.0% in the fourth 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 during the last quarter. Joseph Group Capital Management acquired a new position in shares of UnitedHealth Group during the 4th quarter worth approximately $27,000. Nalls Sherbakoff Group LLC acquired a new position in UnitedHealth Group in the 4th quarter valued at about $27,000. Finally, Lifetime Wealth Management P.C. purchased a new position in shares of UnitedHealth Group during the 4th quarter worth $29,000. Hedge funds and other institutional investors own 87.86% of the company's stock.

UnitedHealth Group Trading Down 0.5%

Shares of NYSE:UNH opened at $396.78 on Wednesday. UnitedHealth Group Incorporated has a twelve month low of $255.96 and a twelve month high of $461.62. The company has a current ratio of 0.78, a quick ratio of 0.78 and a debt-to-equity ratio of 0.66. The firm has a market cap of $356.14 billion, a P/E ratio of 25.53, a P/E/G ratio of 1.38 and a beta of 0.62. The company has a 50 day moving average of $413.51 and a 200-day moving average of $358.11.

UnitedHealth Group (NYSE:UNH - Get Free Report) last released its earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share for the quarter, topping analysts' consensus estimates of $4.94 by $1.44. UnitedHealth Group had a return on equity of 16.53% and a net margin of 3.14%.The firm had revenue of $112.03 billion during the quarter, compared to the consensus estimate of $110.81 billion. During the same period in the prior year, the firm posted $4.08 earnings per share. The firm's revenue for the quarter was up .4% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. As a group, analysts anticipate that UnitedHealth Group Incorporated will post 19.82 earnings per share for the current fiscal 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 issued a $2.32 dividend. This represents a $9.28 dividend on an annualized basis and a yield of 2.3%. The ex-dividend date of this dividend is Monday, September 14th. UnitedHealth Group's dividend payout ratio is presently 59.72%.

Insider Activity at UnitedHealth Group

In related news, CEO Patrick Hugh Conway sold 1,169 shares of the business'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 sale, the chief executive officer directly owned 15,328 shares in the company, valued at $5,977,920. The trade was a 7.09% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 0.19% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

Several research analysts recently weighed in on the company. Oppenheimer increased their target price on UnitedHealth Group from $420.00 to $500.00 and gave the stock an "outperform" rating in a research report on Friday, July 17th. Morgan Stanley lifted their target price on UnitedHealth Group from $468.00 to $529.00 and gave the stock an "overweight" rating in a research report on Friday, July 17th. UBS Group increased their price target on UnitedHealth Group from $460.00 to $490.00 and gave the company a "buy" rating in a report on Friday, July 17th. HSBC raised their price objective on shares of UnitedHealth Group from $300.00 to $380.00 and gave the stock a "hold" rating in a report on Monday, July 6th. Finally, TD Cowen boosted their target price on shares of UnitedHealth Group from $337.00 to $430.00 and gave the company a "hold" rating in a research note on Tuesday, July 14th. Two research 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 company. Based on data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and an average target price of $456.56.

Key UnitedHealth Group News

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

• Positive Sentiment: UnitedHealth is viewed more favorably than Elevance Health, with analysts citing stronger earnings prospects, improving Medicare profitability, greater potential upside and a more attractive risk-reward profile. UnitedHealth vs. Elevance: Which Managed-Care Stock Is a Better Buy?
• Positive Sentiment: Recent quarterly results provide fundamental support: UnitedHealth exceeded EPS and revenue expectations, and management maintained fiscal 2026 earnings guidance of approximately $19.50 to $20.00 per share. The earnings beat has helped reinforce confidence in the company’s outlook. UnitedHealth Group stock holds near $399 as Q2 2026 earnings beat supports higher EPS guidance
• Positive Sentiment: Industry commentary remains constructive on managed-care companies, citing steady premium revenue, an aging U.S. population, digital transformation, diversified membership and potential benefits from strategic acquisitions. UnitedHealth is among the companies identified as positioned to benefit. Zacks Industry Outlook UnitedHealth, The Cigna, Humana, Centene and Molina
• Neutral Sentiment: Analysts collectively maintain a “Moderate Buy” rating, indicating a generally favorable view but not unanimous conviction. UnitedHealth Group Receives Consensus Rating of Moderate Buy
• Negative Sentiment: Commercial insurance remains a key risk. Although Medicare profitability is improving, commercial medical costs continue to rise and the expected margin improvement has been delayed, potentially limiting earnings growth. UnitedHealth Stock's Biggest Risk Sits in the Commercial Book
• Negative Sentiment: CEO Patrick Hugh Conway sold 1,169 shares for approximately $456,000, reducing his position by 7.09%. The sale was disclosed in an SEC filing and could add modest near-term pressure, although it represents a relatively small portion of his remaining holdings. SEC insider transaction filing

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.

Want to see what other hedge funds are holding UNH? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for UnitedHealth Group Incorporated (NYSE:UNH - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Add As Preferred Source