293,392 Shares in UnitedHealth Group Incorporated $UNH Purchased by Connor Clark & Lunn Investment Management Ltd.

Connor Clark & Lunn Investment Management Ltd. purchased a new stake in UnitedHealth Group Incorporated (NYSE:UNH) in the second quarter, Holdings Channel reports. The institutional investor purchased 293,392 shares of the healthcare conglomerate’s stock, valued at approximately $121,943,000.

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

Wall Street Analysts Forecast Growth

UNH has been the subject of several research analyst reports. Truist Financial upped their price target on shares of UnitedHealth Group from $440.00 to $480.00 and gave the company a “buy” rating in a research report on Tuesday, July 14th. DA Davidson set a $512.00 target price on UnitedHealth Group in a report on Tuesday, July 21st. Sanford C. Bernstein reiterated an “outperform” rating on shares of UnitedHealth Group in a report on Tuesday, July 21st. HC Wainwright set a $492.00 price objective on UnitedHealth Group in a research note on Wednesday, May 27th. Finally, TD Cowen lifted their target price on UnitedHealth Group from $337.00 to $430.00 and gave the company a “hold” rating in a research note on Tuesday, July 14th. Two analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and five have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $456.56.

UnitedHealth Group News Summary

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

Insider Activity at UnitedHealth Group

In other news, CEO Patrick Hugh Conway sold 1,169 shares of the firm’s 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. This trade represents a 7.09% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. 0.19% of the stock is currently owned by company insiders.

UnitedHealth Group Trading Down 0.5%

UnitedHealth Group stock opened at $396.78 on Wednesday. The company has a quick ratio of 0.78, a current ratio of 0.78 and a debt-to-equity ratio of 0.66. UnitedHealth Group Incorporated has a 12 month low of $255.96 and a 12 month high of $461.62. The company’s fifty day simple moving average is $413.51 and its 200-day simple moving average is $358.11. The stock 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.

UnitedHealth Group (NYSE:UNH) last issued its earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 EPS for the quarter, beating 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 for the quarter, compared to the consensus estimate of $110.81 billion. During the same quarter in the previous year, the company posted $4.08 earnings per share. The business’s quarterly revenue 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, sell-side analysts forecast that UnitedHealth Group Incorporated will post 19.82 EPS for the current fiscal year.

UnitedHealth Group Dividend Announcement

The firm also recently announced 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. The ex-dividend date is Monday, September 14th. This represents a $9.28 dividend on an annualized basis and a yield of 2.3%. UnitedHealth Group’s payout ratio is 59.72%.

About UnitedHealth Group

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.