Canoe Financial LP Sells 1,778 Shares of UnitedHealth Group Incorporated $UNH

Canoe Financial LP decreased its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 3.8% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 45,439 shares of the healthcare conglomerate’s stock after selling 1,778 shares during the quarter. Canoe Financial LP’s holdings in UnitedHealth Group were worth $12,301,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also added to or reduced their stakes in the stock. Brighton Jones LLC grew its position in shares of UnitedHealth Group by 176.2% during the 4th quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate’s stock valued at $22,384,000 after purchasing an additional 28,231 shares in the last quarter. Revolve Wealth Partners LLC boosted its stake in UnitedHealth Group by 137.1% during the fourth quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate’s stock valued at $2,033,000 after buying an additional 2,324 shares during the period. CMT Capital Markets Trading GmbH bought a new position in UnitedHealth Group in the 2nd quarter worth about $340,000. Flow Traders U.S. LLC purchased a new position in shares of UnitedHealth Group during the second quarter worth about $356,000. Finally, Jump Financial LLC purchased a new position in UnitedHealth Group in the 2nd quarter worth approximately $377,000. Hedge funds and other institutional investors own 87.86% of the company’s stock.

UnitedHealth Group Stock Performance

Shares of NYSE:UNH opened at $427.47 on Monday. UnitedHealth Group Incorporated has a 12 month low of $234.60 and a 12 month high of $427.93. The company has a market cap of $388.21 billion, a price-to-earnings ratio of 32.29, a price-to-earnings-growth ratio of 1.72 and a beta of 0.64. The company has a current ratio of 0.80, a quick ratio of 0.80 and a debt-to-equity ratio of 0.69. The company has a 50-day moving average price of $383.92 and a 200-day moving average price of $332.50.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share for the quarter, topping the consensus estimate of $6.76 by $0.47. The business had revenue of $111.65 billion during the quarter, compared to analysts’ expectations of $109.84 billion. UnitedHealth Group had a return on equity of 14.65% and a net margin of 2.68%.The business’s revenue was up 2.0% on a year-over-year basis. During the same quarter last year, the business posted $7.20 EPS. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. As a group, equities analysts anticipate that UnitedHealth Group Incorporated will post 18.32 EPS for the current year.

UnitedHealth Group Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, June 23rd. Stockholders of record on Monday, June 15th were given a $2.32 dividend. The ex-dividend date of this dividend was Monday, June 15th. This represents a $9.28 annualized dividend and a dividend yield of 2.2%. This is a positive change from UnitedHealth Group’s previous quarterly dividend of $2.21. UnitedHealth Group’s dividend payout ratio is 70.09%.

Insider Activity

In related news, CEO Patrick Hugh Conway sold 800 shares of the stock in a transaction dated Thursday, April 23rd. The shares were sold at an average price of $355.00, for a total value of $284,000.00. Following the completion of the transaction, the chief executive officer directly owned 17,805 shares of the company’s stock, valued at $6,320,775. This represents a 4.30% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. 0.28% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

UNH has been the topic of a number of research analyst reports. Bank of America increased their target price on UnitedHealth Group from $450.00 to $475.00 and gave the company a “buy” rating in a research note on Wednesday, June 24th. Sanford C. Bernstein reissued an “outperform” rating on shares of UnitedHealth Group in a report on Tuesday, June 23rd. Jefferies Financial Group lifted their price target on shares of UnitedHealth Group from $340.00 to $373.00 and gave the stock a “buy” rating in a research note on Monday, April 20th. Robert W. Baird lifted their target price on shares of UnitedHealth Group from $278.00 to $287.00 and gave the stock an “underperform” rating in a research report on Wednesday, April 22nd. Finally, Mizuho increased their target price on UnitedHealth Group from $440.00 to $460.00 and gave the company an “outperform” rating in a report on Monday, June 8th. One investment analyst has rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $410.79.

Key Headlines Impacting UnitedHealth Group

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

• Positive Sentiment: Wall Street sentiment remains constructive, with multiple firms reiterating bullish ratings and several recent price-target increases, including a new $475 target from BofA Securities. That suggests analysts see room for further upside as margins and Optum Health improve. What to Expect From UnitedHealth Group’s Q2 2026 Earnings Report
• Positive Sentiment: Investors appear to be rotating into healthcare as a defensive play while technology stocks weaken, which is supporting demand for UNH shares. Social-media chatter also points to continued interest in the company’s recovery narrative and its resilient insurance and medical-services business. UnitedHealth Group Stock (UNH) Opinions on Market Rotation and Analyst Upgrades
• Positive Sentiment: Market coverage ahead of the Q2 2026 report says analysts expect double-digit EPS growth, reinforcing the idea that earnings could justify the stock’s recent move higher. What to Expect From UnitedHealth Group’s Q2 2026 Earnings Report
• Neutral Sentiment: Recent articles also frame UNH as a long-term value and healthcare watchlist name, which supports investor interest but does not by itself add a fresh catalyst.

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.