Persistent Asset Partners Ltd Invests $593,000 in UnitedHealth Group Incorporated $UNH

Posted by George Bondi on Aug 21st, 2026

Persistent Asset Partners Ltd acquired a new stake in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 1,427 shares of the healthcare conglomerate’s stock, valued at approximately $593,000.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of UNH. OneDigital Investment Advisors LLC increased its holdings in UnitedHealth Group by 34.3% in the 2nd quarter. OneDigital Investment Advisors LLC now owns 54,979 shares of the healthcare conglomerate’s stock worth $22,851,000 after purchasing an additional 14,028 shares in the last quarter. Plato Investment Management Ltd raised its holdings in UnitedHealth Group by 26.6% in the 2nd quarter. Plato Investment Management Ltd now owns 23,178 shares of the healthcare conglomerate’s stock valued at $9,577,000 after buying an additional 4,863 shares during the last quarter. Bell Investment Advisors Inc increased its position in UnitedHealth Group by 42.7% in the 2nd quarter. Bell Investment Advisors Inc now owns 351 shares of the healthcare conglomerate’s stock valued at $146,000 after acquiring an additional 105 shares during the period. AMG National Trust Bank lifted its holdings in shares of UnitedHealth Group by 20.5% during the second quarter. AMG National Trust Bank now owns 14,966 shares of the healthcare conglomerate’s stock worth $6,220,000 after purchasing an additional 2,548 shares during the period. Finally, Avise Financial Cooperative Inc. increased its holdings in UnitedHealth Group by 3.9% in the second quarter. Avise Financial Cooperative Inc. now owns 1,109 shares of the healthcare conglomerate’s stock valued at $461,000 after purchasing an additional 42 shares during the period. Institutional investors own 87.86% of the company’s stock.

UnitedHealth Group Stock Down 1.0%

Shares of NYSE UNH opened at $384.60 on Friday. 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 firm has a market cap of $345.21 billion, a PE ratio of 24.75, a P/E/G ratio of 1.35 and a beta of 0.62. The company’s fifty day simple moving average is $414.33 and its 200 day simple moving average is $355.71. UnitedHealth Group Incorporated has a 12-month low of $255.96 and a 12-month high of $461.62.

UnitedHealth Group (NYSE:UNH – Get Free Report) last announced its quarterly earnings data on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share for the quarter, beating the consensus estimate of $4.94 by $1.44. The firm had revenue of $112.03 billion for the quarter, compared to analyst estimates of $110.81 billion. UnitedHealth Group had a net margin of 3.14% and a return on equity of 16.53%. The business’s quarterly revenue was up .4% compared to the same quarter last year. During the same quarter in the prior year, the business earned $4.08 earnings per share. 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 19.69 earnings per share for the current fiscal year.

UnitedHealth Group Dividend Announcement

The company also recently disclosed 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. This represents a $9.28 dividend on an annualized basis and a 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%.

UnitedHealth Group News Summary

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

Wall Street Analysts Forecast Growth

A number of research firms have commented on UNH. TD Cowen upped their price target on UnitedHealth Group from $337.00 to $430.00 and gave the company a “hold” rating in a research report on Tuesday, July 14th. Royal Bank Of Canada upped their target price on UnitedHealth Group from $463.00 to $478.00 and gave the company an “outperform” rating in a report on Friday, July 17th. HSBC raised their price target on shares of UnitedHealth Group from $300.00 to $380.00 and gave the stock a “hold” rating in a report on Monday, July 6th. UBS Group lifted their target price on shares of UnitedHealth Group from $460.00 to $490.00 and gave the stock a “buy” rating in a research note on Friday, July 17th. Finally, 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. Two research analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and five have issued a Hold rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $455.92.

Get Our Latest Report on UnitedHealth Group

Insider Buying and Selling at UnitedHealth Group

In related news, CEO Patrick Hugh Conway sold 500 shares of the stock in a transaction 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 transaction, the chief executive officer directly owned 16,497 shares in the company, valued at $6,763,770. This trade represents a 2.94% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 0.19% of the stock is owned by insiders.

About UnitedHealth Group

(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.