Shepherd Street Advisors LLC Purchases Shares of 1,986 UnitedHealth Group Incorporated $UNH

Posted by Francis Steltz on Jun 3rd, 2026

Shepherd Street Advisors LLC purchased a new stake in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 1,986 shares of the healthcare conglomerate’s stock, valued at approximately $656,000.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in UNH. Norges Bank acquired a new position in UnitedHealth Group in the fourth quarter valued at about $4,376,167,000. Capital Research Global Investors boosted its position in UnitedHealth Group by 126.9% in the third quarter. Capital Research Global Investors now owns 13,042,049 shares of the healthcare conglomerate’s stock valued at $4,503,419,000 after buying an additional 7,293,009 shares in the last quarter. Capital World Investors boosted its position in UnitedHealth Group by 18.8% in the third quarter. Capital World Investors now owns 21,766,922 shares of the healthcare conglomerate’s stock valued at $7,516,107,000 after buying an additional 3,439,182 shares in the last quarter. Capital International Investors raised its stake in shares of UnitedHealth Group by 11.1% in the third quarter. Capital International Investors now owns 17,499,949 shares of the healthcare conglomerate’s stock worth $6,042,710,000 after acquiring an additional 1,747,337 shares during the last quarter. Finally, Lone Pine Capital LLC bought a new position in shares of UnitedHealth Group in the second quarter worth about $528,273,000. 87.86% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 800 shares of the company’s stock in a transaction that occurred on 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 sale, the chief executive officer owned 17,805 shares of the company’s stock, valued at approximately $6,320,775. This represents a 4.30% 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. Insiders own 0.28% of the company’s stock.

UnitedHealth Group Trading Down 0.5%

Shares of NYSE UNH opened at $377.93 on Wednesday. The company’s 50 day simple moving average is $338.84 and its 200 day simple moving average is $321.92. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $404.15. The firm has a market capitalization of $343.21 billion, a P/E ratio of 28.54, a P/E/G ratio of 1.64 and a beta of 0.64. The company has a debt-to-equity ratio of 0.69, a current ratio of 0.80 and a quick ratio of 0.80.

UnitedHealth Group (NYSE:UNH – Get Free Report) last announced its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share for the quarter, beating the consensus estimate of $6.76 by $0.47. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The business had revenue of $111.65 billion for the quarter, compared to analyst estimates of $109.84 billion. During the same period in the prior year, the business posted $7.20 earnings per share. UnitedHealth Group’s revenue was up 2.0% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. On average, analysts predict that UnitedHealth Group Incorporated will post 18.29 EPS for the current year.

Analysts Set New Price Targets

A number of brokerages have weighed in on UNH. Oppenheimer boosted their target price on shares of UnitedHealth Group from $385.00 to $405.00 and gave the stock an “outperform” rating in a research note on Wednesday, April 22nd. Barclays boosted their target price on shares of UnitedHealth Group from $373.00 to $429.00 and gave the stock an “overweight” rating in a research note on Tuesday, May 26th. Jefferies Financial Group boosted their target price 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. Sanford C. Bernstein boosted their target price on shares of UnitedHealth Group from $444.00 to $492.00 and gave the stock an “outperform” rating in a research note on Wednesday, May 27th. Finally, TD Cowen boosted their target price on shares of UnitedHealth Group from $311.00 to $337.00 and gave the stock a “hold” rating in a research note on Thursday, April 23rd. One research analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, six have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $399.50.

Check Out Our Latest Analysis on UnitedHealth Group

Key UnitedHealth Group News

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

Positive Sentiment: Truist raised its price target on UnitedHealth Group to $440 from $395 and reiterated a buy rating, signaling continued confidence in the company’s earnings power and upside potential.
Positive Sentiment: UnitedHealth said it plans to eliminate nearly two-thirds of pediatric prior authorizations by year-end, which could reduce administrative burden and improve access to care, a potentially favorable operational move.
Neutral Sentiment: Several recent opinion-style articles highlighted UNH as a long-term cash-flow and dividend-growth name, reflecting ongoing interest in the stock as a defensive healthcare holding rather than a clear near-term catalyst.
Negative Sentiment: New Medicare reimbursement concerns are weighing on sentiment, as investors worry changes to government payment rates could pressure UnitedHealth’s margins and future growth. Article: UnitedHealth Group (UNH) Hit by Medicare Reimbursement Concerns
Negative Sentiment: Massachusetts’ lawsuit over alleged inflation of Medicaid patient risk scores adds legal and reputational risk, raising questions about revenue recognition and government-program scrutiny. Article: UnitedHealth Lawsuit Raises Fresh Questions On Medicaid Revenue And Investor Risk
Negative Sentiment: Another legal headline about alleged deceptive Medicare Advantage advertising practices adds to concerns that regulatory and litigation risks may stay elevated for UNH. Article: Ninth Circuit Anticipated to Rule on UnitedHealthcare’s Alleged Deceptive Medicare Advantage Advertising Practices – GJLaw

UnitedHealth Group Profile

(Free Report)

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.