Lee Johnson Capital Management LLC Invests $6.18 Million in UnitedHealth Group Incorporated $UNH

Posted by Francis Steltz on Aug 21st, 2026

Lee Johnson Capital Management LLC acquired a new stake in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) during the 2nd quarter, HoldingsChannel.com reports. The fund acquired 14,869 shares of the healthcare conglomerate’s stock, valued at approximately $6,180,000. UnitedHealth Group makes up 1.9% of Lee Johnson Capital Management LLC’s portfolio, making the stock its 16th largest position.

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

UnitedHealth Group News Roundup

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

Positive Sentiment: Analyst estimates moved higher. Zacks Research maintained a “Strong-Buy” rating and raised its forecasts for several periods, including FY2027 EPS to $22.28 from $22.16, FY2028 EPS to $25.74 from $25.69, Q1 2027 EPS to $7.12, Q2 2027 EPS to $6.35 and Q1 2028 EPS to $7.36. The firm also sharply lifted its Q2 2028 estimate to $7.19 from $5.84. These revisions signal expectations for stronger profitability and support the recovery case for UNH. MarketBeat UnitedHealth Group analyst estimates
Positive Sentiment: Valuation and operating trends remain constructive. A Zacks analysis said UNH looked reasonably valued at approximately 18.39 times earnings, citing improving medical costs, rising EPS estimates and shareholder capital returns as potential catalysts. The company’s latest reported quarter also exceeded earnings and revenue expectations, while full-year 2026 guidance remains $19.50–$20.00 per share. UnitedHealth Stock Looks Reasonable at 18.39X P/E
Neutral Sentiment: Some longer-term Zacks revisions were mixed: Q3 2027 EPS was reduced to $4.74 from $4.81 and Q4 2027 EPS to $4.07 from $4.12, partially offsetting the upward revisions elsewhere. UnitedHealth Group estimates
Negative Sentiment: Tax and legal uncertainty pressured sentiment. The IRS is examining whether UnitedHealth used foreign subsidiaries to reduce taxable income over four years, potentially increasing its tax liability, although the amount at stake has not been disclosed. Separately, an investor lawsuit alleges governance, cybersecurity and internal-control failures connected to the Change Healthcare acquisition and its major data breach. IRS scrutiny of UnitedHealth tax practices UnitedHealth investor lawsuit

Insider Transactions at UnitedHealth Group

In related news, CEO Patrick Hugh Conway sold 500 shares of the company’s stock in a transaction that occurred on Wednesday, August 5th. The stock was sold at an average price of $410.00, for a total value of $205,000.00. Following the completion of the transaction, the chief executive officer directly owned 16,497 shares of the company’s stock, valued at $6,763,770. This represents a 2.94% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. 0.19% of the stock is owned by company insiders.

UnitedHealth Group Trading Down 1.0%

NYSE UNH opened at $384.60 on Friday. UnitedHealth Group Incorporated has a 52 week low of $255.96 and a 52 week high of $461.62. The firm has a 50 day moving average of $414.33 and a two-hundred day moving average of $355.71. The stock has a market capitalization of $345.21 billion, a PE ratio of 24.75, a price-to-earnings-growth ratio of 1.35 and a beta of 0.62. 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 (NYSE:UNH – Get Free Report) last released its quarterly earnings data on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.94 by $1.44. The business had revenue of $112.03 billion during the quarter, compared to analysts’ expectations of $110.81 billion. UnitedHealth Group had a net margin of 3.14% and a return on equity of 16.53%. The company’s revenue for the quarter was up .4% on a year-over-year basis. During the same period in the previous year, the company earned $4.08 EPS. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. As a group, research analysts expect that UnitedHealth Group Incorporated will post 19.69 EPS for the current fiscal year.

UnitedHealth Group Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, September 22nd. Stockholders of record on Monday, September 14th will be given a dividend of $2.32 per share. This represents a $9.28 annualized dividend and a dividend yield of 2.4%. The ex-dividend date of this dividend is Monday, September 14th. UnitedHealth Group’s dividend payout ratio (DPR) is 59.72%.

Analysts Set New Price Targets

Several brokerages have recently issued reports on UNH. Leerink Partners increased their price target on shares of UnitedHealth Group from $400.00 to $462.00 and gave the stock an “outperform” rating in a research report on Wednesday, June 17th. Zacks Research raised shares of UnitedHealth Group from a “hold” rating to a “strong-buy” rating in a research note on Monday, July 13th. HSBC raised their price target on shares of UnitedHealth Group from $300.00 to $380.00 and gave the company a “hold” rating in a research report on Monday, July 6th. Morgan Stanley upped their price objective on UnitedHealth Group from $468.00 to $529.00 and gave the stock an “overweight” rating in a research report on Friday, July 17th. Finally, Cantor Fitzgerald reiterated an “overweight” rating on shares of UnitedHealth Group in a report on Thursday, June 11th. Two research analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and five have assigned a Hold rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $455.92.

Get Our Latest Report on UnitedHealth Group

UnitedHealth Group Company 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.