TD Waterhouse Canada Inc. Has $64.42 Million Stock Position in UnitedHealth Group Incorporated $UNH

Key Points

• TD Waterhouse Canada increased its UnitedHealth Group stake by 10.1% in the second quarter, owning 150,953 shares valued at approximately $64.42 million. Institutional investors collectively hold 87.86% of the company.
• UnitedHealth reported quarterly EPS of $6.38, exceeding estimates by $1.44, while revenue reached $112.03 billion. Management provided fiscal 2026 EPS guidance of $19.50–$20.00.
• The company declared a quarterly dividend of $2.32, equivalent to a 2.3% annual yield, while analysts maintained a broadly positive view with a “Moderate Buy” consensus and an average price target of $456.56.

TD Waterhouse Canada Inc. increased its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 10.1% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 150,953 shares of the healthcare conglomerate's stock after acquiring an additional 13,864 shares during the quarter. TD Waterhouse Canada Inc.'s holdings in UnitedHealth Group were worth $64,425,000 as of its most recent filing with the SEC.

Other hedge funds also recently made changes to their positions in the company. LFG Wealth Partners LLC grew its position in UnitedHealth Group by 3.3% during the second quarter. LFG Wealth Partners LLC now owns 853 shares of the healthcare conglomerate's stock worth $355,000 after buying an additional 27 shares in the last quarter. Synergy Financial Group LTD lifted its position in shares of UnitedHealth Group by 3.1% during the 2nd quarter. Synergy Financial Group LTD now owns 887 shares of the healthcare conglomerate's stock valued at $369,000 after acquiring an additional 27 shares during the period. Ares Financial Consulting LLC increased its position in shares of UnitedHealth Group by 7.2% in the second quarter. Ares Financial Consulting LLC now owns 419 shares of the healthcare conglomerate's stock worth $174,000 after purchasing an additional 28 shares during the period. Rockland Trust Co. grew its stake in UnitedHealth Group by 1.1% during the second quarter. Rockland Trust Co. now owns 2,589 shares of the healthcare conglomerate's stock worth $1,076,000 after buying an additional 29 shares in the last quarter. Finally, Matrix Trust Co increased its holdings in UnitedHealth Group by 24.8% in the 2nd quarter. Matrix Trust Co now owns 146 shares of the healthcare conglomerate's stock valued at $61,000 after buying an additional 29 shares during the period. 87.86% of the stock is owned by institutional investors.

Insider Activity at UnitedHealth Group

In other news, CEO Patrick Conway sold 1,169 shares of UnitedHealth Group stock in a transaction on Friday, August 21st. The shares were sold at an average price of $390.00, for a total transaction of $455,910.00. Following the transaction, the chief executive officer owned 15,328 shares in the company, valued at approximately $5,977,920. The trade was a 7.09% 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. Company insiders own 0.19% of the company's stock.

UnitedHealth Group Trading Up 0.3%

NYSE UNH opened at $401.05 on Friday. UnitedHealth Group Incorporated has a twelve month low of $255.96 and a twelve month high of $461.62. The business's fifty day moving average is $412.27 and its 200 day moving average is $363.93. The company has a quick ratio of 0.78, a current ratio of 0.78 and a debt-to-equity ratio of 0.66. The company has a market cap of $359.98 billion, a price-to-earnings ratio of 25.81, a price-to-earnings-growth ratio of 1.50 and a beta of 0.61.

UnitedHealth Group (NYSE:UNH - Get Free Report) last posted its earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 EPS for the quarter, beating 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 firm had revenue of $112.03 billion during the quarter, compared to the consensus estimate of $110.81 billion. During the same period last year, the company earned $4.08 earnings per share. The business'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. As a group, sell-side analysts expect that UnitedHealth Group Incorporated will post 19.82 EPS 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 given a $2.32 dividend. This represents a $9.28 annualized dividend and a yield of 2.3%. The ex-dividend date is Monday, September 14th. UnitedHealth Group's dividend payout ratio is 59.72%.

Analysts Set New Price Targets

A number of research analysts recently issued reports on the stock. Royal Bank Of Canada lifted their price objective on shares of UnitedHealth Group from $463.00 to $478.00 and gave the company an "outperform" rating in a research note on Friday, July 17th. KeyCorp raised their target price on UnitedHealth Group from $400.00 to $475.00 and gave the company an "overweight" rating in a report on Tuesday, July 14th. Truist Financial upped their price objective on UnitedHealth Group from $440.00 to $480.00 and gave the stock a "buy" rating in a research report on Tuesday, July 14th. BMO Capital Markets set a $512.00 target price on UnitedHealth Group in a research report on Tuesday, July 21st. Finally, Sanford C. Bernstein restated an "outperform" rating on shares of UnitedHealth Group in a research note on Wednesday. Two analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and six have issued a Hold rating to the company's stock. According to MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and an average target price of $456.56.

Trending Headlines about UnitedHealth Group

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

• Positive Sentiment: UnitedHealth is showing operational improvement: medical-cost pressure appears to be easing, Optum is gaining momentum and management has raised its 2026 earnings outlook. These developments support the case for a sustained earnings recovery. Is UnitedHealth Finally Turning the Corner After a Tough 2025?
• Positive Sentiment: UnitedHealthcare plans to remove prior-authorization requirements for roughly 30% of approvals beginning October 1 across several treatment and testing categories. The move could improve member and provider relations while reducing administrative friction, without abandoning cost controls. UnitedHealth Rises as 30% of Prior Approvals Head for Removal
• Positive Sentiment: Potentially higher employer healthcare costs may create additional demand for UnitedHealth’s cost-management and healthcare solutions. Healthcare is also being viewed as a defensive sector amid September concerns about oil prices, interest rates and employment. How Can Healthcare Inflation Fuel Growth for MRSH, UNH and CNC?
• Neutral Sentiment: Wall Street’s average recommendation remains equivalent to Buy, but the usefulness of that signal is limited because analyst ratings can be overly optimistic. Brokers Suggest Investing in UnitedHealth
• Negative Sentiment: UNH has gained about 41% since early March, and some analysts argue the share price already reflects much of the turnaround. Margins have not recovered as fully as the stock, raising the risk of disappointment if earnings improvement slows. UnitedHealth Stock Recovered Before Its Margins Did

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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