UnitedHealth Group Incorporated $UNH Shares Acquired by Rational Advisors Inc.

30 Aug 2026, 13:32 by Kim Johansen · The Markets Daily

Rational Advisors Inc. lifted its position in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 630.5% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 2,155 shares of the healthcare conglomerate’s stock after acquiring an additional 1,860 shares during the period. Rational Advisors Inc.’s holdings in UnitedHealth Group were worth $896,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds have also modified their holdings of the company. Brighton Jones LLC increased its stake in shares of UnitedHealth Group by 176.2% in the fourth quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate’s stock worth $22,384,000 after acquiring an additional 28,231 shares during the period. Revolve Wealth Partners LLC lifted its position in UnitedHealth Group by 137.1% during the fourth quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate’s stock valued at $2,033,000 after purchasing an additional 2,324 shares during the period. CMT Capital Markets Trading GmbH acquired a new stake in UnitedHealth Group during the 2nd quarter worth about $340,000. Flow Traders U.S. LLC acquired a new position in shares of UnitedHealth Group in the 2nd quarter valued at about $356,000. Finally, Jump Financial LLC purchased a new stake in shares of UnitedHealth Group in the second quarter worth about $377,000. 87.86% of the stock is owned by institutional investors and hedge funds.

Insider Activity at UnitedHealth Group

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 1,169 shares of the 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 completion of the transaction, the chief executive officer owned 15,328 shares of the company’s stock, valued at $5,977,920. This represents a 7.09% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. 0.19% of the stock is owned by insiders.

UnitedHealth Group Trading Down 0.3%

Shares of NYSE:UNH opened at $393.99 on Friday. The firm has a market capitalization of $353.64 billion, a price-to-earnings ratio of 25.35, a price-to-earnings-growth ratio of 1.36 and a beta of 0.62. The business’s 50 day moving average price is $413.28 and its 200-day moving average price is $360.11. The company has a debt-to-equity ratio of 0.66, a current ratio of 0.78 and a quick ratio of 0.78. UnitedHealth Group Incorporated has a 1 year low of $255.96 and a 1 year high of $461.62.

UnitedHealth Group (NYSE:UNH – Get Free Report) last posted its quarterly earnings data on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share for the quarter, topping 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 company had revenue of $112.03 billion during the quarter, compared to analysts’ expectations of $110.81 billion. During the same period in the prior year, the business posted $4.08 earnings per share. The firm’s revenue for the quarter was up .4% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. On average, equities research analysts forecast that UnitedHealth Group Incorporated will post 19.82 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. Investors of record on Monday, September 14th will be issued a $2.32 dividend. This represents a $9.28 annualized dividend and a yield of 2.4%. The ex-dividend date is Monday, September 14th. UnitedHealth Group’s payout ratio is presently 59.72%.

Analyst Upgrades and Downgrades

UNH has been the subject of a number of analyst reports. Wells Fargo & Company boosted their price target on UnitedHealth Group from $397.00 to $485.00 and gave the company an “overweight” rating in a report on Monday, July 13th. JPMorgan Chase & Co. lifted their target price on shares of UnitedHealth Group from $466.00 to $516.00 and gave the company an “overweight” rating in a report on Tuesday, July 21st. HC Wainwright set a $492.00 price target on shares of UnitedHealth Group in a report on Wednesday, May 27th. Wall Street Zen raised shares of UnitedHealth Group from a “hold” rating to a “buy” rating in a report on Saturday, August 8th. Finally, Morgan Stanley raised their target price on UnitedHealth Group from $468.00 to $529.00 and gave the company an “overweight” rating in a research report on Friday, July 17th. Two equities research analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and six have given a Hold rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $456.56.

Get Our Latest Research Report on UNH

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.