Jupiter Topco LLC Buys New Position in UnitedHealth Group Incorporated $UNH

Posted by George Bondi on Aug 27th, 2026

Jupiter Topco LLC purchased a new position in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) during the 2nd quarter, according to its most recent disclosure with the SEC. The fund purchased 4,859,820 shares of the healthcare conglomerate’s stock, valued at approximately $2,019,844,000. UnitedHealth Group accounts for 0.8% of Jupiter Topco LLC’s holdings, making the stock its 21st largest position.

Other institutional investors and hedge funds have also bought and sold shares of the company. Route One Investment Company L.P. acquired a new position in UnitedHealth Group during the 2nd quarter valued at $202,713,000. Merited Wealth LLC bought a new position in shares of UnitedHealth Group during the 2nd quarter worth about $372,000. EFG International AG bought a new stake in shares of UnitedHealth Group in the second quarter valued at about $6,248,000. Primecap Management Co. CA bought a new position in UnitedHealth Group during the second quarter valued at about $59,901,000. Finally, Palisade Capital Management LP bought a new stake in shares of UnitedHealth Group in the 2nd quarter worth approximately $346,000. Institutional investors own 87.86% of the company’s stock.

Insider Activity at UnitedHealth Group

In other news, CEO Patrick Hugh Conway sold 1,169 shares of the stock in a transaction on Friday, August 21st. The stock was sold at an average price of $390.00, for a total transaction of $455,910.00. Following the sale, the chief executive officer owned 15,328 shares in the company, valued at approximately $5,977,920. This represents a 7.09% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Insiders own 0.19% of the company’s stock.

Analyst Ratings Changes

UNH has been the subject of a number of recent research reports. Sanford C. Bernstein restated an “outperform” rating on shares of UnitedHealth Group in a research note on Tuesday, July 21st. UBS Group boosted their price target on shares of UnitedHealth Group from $460.00 to $490.00 and gave the company a “buy” rating in a report on Friday, July 17th. HC Wainwright set a $492.00 target price on shares of UnitedHealth Group in a research report on Wednesday, May 27th. Royal Bank Of Canada increased their price target on shares of UnitedHealth Group from $463.00 to $478.00 and gave the stock an “outperform” rating in a research report on Friday, July 17th. Finally, Piper Sandler set a $477.00 price objective on UnitedHealth Group in a report on Thursday, July 16th. Two investment analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and five have given a Hold rating to the stock. According to MarketBeat, UnitedHealth Group has a consensus rating of “Moderate Buy” and a consensus target price of $456.56.

View Our Latest Stock Analysis on UNH

UnitedHealth Group Trading Up 1.1%

Shares of UnitedHealth Group stock opened at $400.83 on Thursday. UnitedHealth Group Incorporated has a 12-month low of $255.96 and a 12-month high of $461.62. The stock has a market capitalization of $359.78 billion, a P/E ratio of 25.79, a price-to-earnings-growth ratio of 1.37 and a beta of 0.62. The company has a 50-day simple moving average of $413.54 and a 200 day simple moving average of $359.04. 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 issued its quarterly earnings data on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share for the quarter, topping the consensus estimate of $4.94 by $1.44. UnitedHealth Group had a net margin of 3.14% and a return on equity of 16.53%. The firm had revenue of $112.03 billion for the quarter, compared to analysts’ expectations of $110.81 billion. During the same period in the prior year, the firm earned $4.08 earnings per share. The company’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. Research analysts expect that UnitedHealth Group Incorporated will post 19.82 earnings per share for the current fiscal year.

UnitedHealth Group Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 22nd. Shareholders of record on Monday, September 14th will be given a $2.32 dividend. The ex-dividend date is Monday, September 14th. This represents a $9.28 annualized dividend and a yield of 2.3%. UnitedHealth Group’s payout ratio is presently 59.72%.

UnitedHealth Group News Summary

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

Positive Sentiment: UnitedHealth’s recovery story remains a major catalyst. The stock has generated a roughly 37% yearly return and recovered about 80% from its 12-month low, suggesting improving investor confidence after a difficult period. The company still appears attractive as a long-term investment. UnitedHealth Group Incorporated’s Recovery Story
Positive Sentiment: Recent quarterly results provide fundamental support: UnitedHealth reported $6.38 in EPS versus a $4.94 consensus estimate and revenue of $112.03 billion versus expectations of $110.81 billion. Fiscal 2026 EPS guidance remains $19.50-$20.00, helping reinforce confidence in earnings recovery. UnitedHealth earnings beat supports guidance
Positive Sentiment: Analyst comparisons favor UNH over Elevance Health, citing stronger earnings prospects, improving Medicare profitability, greater upside and a more favorable risk-reward profile. UnitedHealth versus Elevance
Positive Sentiment: UnitedHealth was highlighted in a constructive managed-care industry outlook, which points to steady premium revenue, aging-population trends and business diversification as potential long-term supports. Managed-care industry outlook
Neutral Sentiment: David Tepper’s Appaloosa Management sold its entire UnitedHealth position during the second quarter. The move may concern investors, but the accompanying analysis argues that UNH’s improving fundamentals could still make the sale a costly decision over the long term. David Tepper sold UnitedHealth shares
Negative Sentiment: CEO Patrick Hugh Conway sold 1,169 shares for approximately $456,000, reducing his direct holdings by 7.09%. He retains a substantial position, so the transaction is a modest bearish signal rather than evidence of a fundamental change. UnitedHealth CEO SEC transaction filing

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.