Epiq Partners LLC Makes New $1.55 Million Investment in UnitedHealth Group Incorporated $UNH

Posted by Brian Himes on Oct 7th, 2026

Epiq Partners LLC acquired a new position in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) in the third quarter, according to the company in its most recent filing with the SEC. The firm acquired 4,227 shares of the healthcare conglomerate’s stock, valued at approximately $1,552,000.

A number of other hedge funds and other institutional investors have also modified their holdings of UNH. General Partner Inc. purchased a new position in shares of UnitedHealth Group during the 3rd quarter worth $512,000. PBCay One RSC Ltd acquired a new position in UnitedHealth Group in the first quarter valued at $14,343,000. Lee Johnson Capital Management LLC acquired a new stake in UnitedHealth Group in the 2nd quarter worth about $6,180,000. Kinsale Capital Group Inc. increased its stake in shares of UnitedHealth Group by 13.4% during the 2nd quarter. Kinsale Capital Group Inc. now owns 38,510 shares of the healthcare conglomerate’s stock valued at $16,006,000 after acquiring an additional 4,557 shares during the last quarter. Finally, Vaughan David Investments LLC IL boosted its position in shares of UnitedHealth Group by 2.7% in the fourth quarter. Vaughan David Investments LLC IL now owns 150,773 shares of the healthcare conglomerate’s stock worth $49,772,000 after acquiring an additional 3,934 shares during the last quarter. 87.86% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting UnitedHealth Group

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

Positive Sentiment: UNH was highlighted among CNBC “Final Trades,” providing a modest endorsement from market commentators. The broader segment also featured healthcare and defensive-income ideas, which may support investor interest in the stock. EQT, UnitedHealth, Clearway Energy And More On CNBC’s Final Trades
Positive Sentiment: A Zacks analysis continues to classify UnitedHealth as a strong value stock, suggesting that its earnings power and depressed valuation may appeal to value-focused investors after the shares’ previous decline. Here’s Why UnitedHealth Group is a Strong Value Stock
Positive Sentiment: UnitedHealth’s latest reported quarter exceeded consensus expectations for both earnings and revenue, while full-year 2026 guidance remains in the range of $19.50 to $20.00 per share. This provides a fundamental base for the recovery narrative.
Neutral Sentiment: Investors are awaiting the company’s expected third-quarter earnings release. Key questions include whether medical-cost trends are stabilizing, whether Medicare Advantage margins can improve, and whether profitability gains will require additional member reductions. UnitedHealth Q3 Coming Up: Two Questions Investors Can’t Ignore
Negative Sentiment: A Seeking Alpha analysis argues that the rebound from roughly $300 to the $440–$450 area has already priced in much of the margin, Medicare Advantage and Optum Health recovery. It rates UNH a sell because further upside may require flawless execution amid medical-cost inflation and weakness in commercial and Medicaid businesses. UnitedHealth: The Upside Is Gone
Negative Sentiment: Reports about Medicare plan closures affecting hundreds of thousands of members highlight potential disruption and reputational risk for UnitedHealth, although some investors view the changes as part of a broader turnaround. The ultimate impact depends on member retention and regulatory execution. Medicare Plans Are Shutting Down

Analyst Ratings Changes

UNH has been the topic of a number of research analyst reports. DA Davidson set a $512.00 price target on shares of UnitedHealth Group in a report on Tuesday, July 21st. Argus lifted their target price on UnitedHealth Group from $400.00 to $470.00 and gave the company a “buy” rating in a report on Monday, July 20th. Morgan Stanley raised their price objective on UnitedHealth Group from $468.00 to $529.00 and gave the stock an “overweight” rating in a report on Friday, July 17th. Evercore lifted their price target on shares of UnitedHealth Group from $400.00 to $480.00 and gave the company an “outperform” rating in a research report on Tuesday, July 7th. Finally, Barclays raised their target price on shares of UnitedHealth Group from $429.00 to $441.00 and gave the company an “overweight” rating in a research note on Monday, July 20th. Twenty analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $465.75.

Read Our Latest Stock Analysis on UNH

Insider Transactions at UnitedHealth Group

In other UnitedHealth Group news, CEO Patrick Conway sold 1,169 shares of UnitedHealth Group stock in a transaction that occurred 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 directly owned 15,328 shares in the company, valued at $5,977,920. The trade was a 7.09% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. 0.19% of the stock is owned by corporate insiders.

UnitedHealth Group Stock Down 0.3%

Shares of UNH traded down $1.09 during mid-day trading on Wednesday, reaching $375.23. 5,623,183 shares of the stock traded hands, compared to its average volume of 7,358,639. The firm has a market cap of $336.80 billion, a price-to-earnings ratio of 24.15, a P/E/G ratio of 1.42 and a beta of 0.60. The stock has a fifty day simple moving average of $390.52 and a 200 day simple moving average of $379.64. 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 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 released its quarterly earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share for the quarter, beating analysts’ consensus estimates of $4.94 by $1.44. UnitedHealth Group had a net margin of 3.14% and a return on equity of 16.53%. The business had revenue of $112.03 billion during the quarter, compared to analyst estimates of $110.81 billion. During the same period last year, the business earned $4.08 EPS. The business’s revenue was up .4% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. Sell-side analysts expect that UnitedHealth Group Incorporated will post 19.85 EPS for the current fiscal year.

UnitedHealth Group Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, September 22nd. Investors of record on Monday, September 14th were issued a $2.32 dividend. The ex-dividend date of this dividend was Monday, September 14th. This represents a $9.28 dividend on an annualized basis and a yield of 2.5%. UnitedHealth Group’s dividend payout ratio is currently 59.72%.

UnitedHealth Group Profile

(Free Report)

UnitedHealth Group Incorporated (NYSE: UNH) is a diversified health care and well-being company serving individuals, employers, health care providers and government programs. Its operations are organized primarily through UnitedHealthcare and Optum.

UnitedHealthcare provides health benefit plans and services, including employer-sponsored coverage, individual and family plans, Medicare and Medicaid offerings, and other government-supported programs. Its services include health insurance administration, pharmacy benefits and care management.

Optum provides health care services, technology and data solutions, pharmacy services, and analytics to health plans, employers, government agencies, health care providers and consumers.