UnitedHealth Group Incorporated $UNH Shares Sold by Clear Street Group Inc.

Clear Street Group Inc. lessened its position in UnitedHealth Group Incorporated (NYSE:UNH) by 27.1% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 621,040 shares of the healthcare conglomerate’s stock after selling 230,332 shares during the period. UnitedHealth Group makes up 0.8% of Clear Street Group Inc.’s portfolio, making the stock its 11th biggest position. Clear Street Group Inc. owned approximately 0.07% of UnitedHealth Group worth $205,012,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently bought and sold shares of UNH. Sarver Vrooman Wealth Advisors bought a new position in UnitedHealth Group in the 4th quarter valued at about $25,000. Beacon Financial Strategies CORP bought a new position in UnitedHealth Group in the 4th quarter valued at about $26,000. Anfield Capital Management LLC grew its position in UnitedHealth Group by 220.0% in the 4th quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate’s stock valued at $26,000 after buying an additional 55 shares in the last quarter. Joseph Group Capital Management bought a new position in UnitedHealth Group in the 4th quarter valued at about $27,000. Finally, Foster Dykema Cabot & Partners LLC boosted its position in shares of UnitedHealth Group by 69.4% during the 3rd quarter. Foster Dykema Cabot & Partners LLC now owns 83 shares of the healthcare conglomerate’s stock valued at $29,000 after purchasing an additional 34 shares in the last quarter. Institutional investors own 87.86% of the company’s stock.

Analyst Ratings Changes

Several equities analysts have recently issued reports on the stock. Truist Financial lifted their price objective on shares of UnitedHealth Group from $395.00 to $440.00 and gave the stock a “buy” rating in a research note on Monday, June 1st. Robert W. Baird lifted their price objective on shares of UnitedHealth Group from $278.00 to $287.00 and gave the stock an “underperform” rating in a research note on Wednesday, April 22nd. HSBC raised shares of UnitedHealth Group from a “reduce” rating to a “hold” rating and set a $300.00 price objective on the stock in a research note on Tuesday, April 7th. Wells Fargo & Company lifted their price objective on shares of UnitedHealth Group from $370.00 to $397.00 and gave the stock an “overweight” rating in a research note on Wednesday, April 22nd. Finally, Argus upgraded shares of UnitedHealth Group from a “hold” rating to a “buy” rating and set a $400.00 target price for the company in a report on Wednesday, April 22nd. One research analyst has rated the stock with a Strong Buy rating, twenty have given a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $407.17.

Key UnitedHealth Group News

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

• Positive Sentiment: UNH saw unusual bullish options activity, with investors buying 215,330 call contracts on Friday — about 120% above normal volume — a sign traders are positioning for more upside.
• Positive Sentiment: Analysts continue to turn more constructive: Erste Group recently nudged up FY2027 earnings estimates and kept a Buy rating, adding to the recent wave of positive commentary around the shares.
• Positive Sentiment: The company confirmed it will report second-quarter 2026 results on July 16, which keeps a near-term catalyst on the calendar and may be supporting investor interest as expectations build.
• Positive Sentiment: UnitedHealth also approved its quarterly dividend of $2.32 per share and rejected an independent board chair proposal at its annual meeting, reinforcing its capital-return profile and management control.
• Neutral Sentiment: Recent articles highlight UNH’s rebound toward new highs and its renewed appeal as a defensive healthcare and income stock, but these pieces are largely commentary rather than new company-specific developments.

UnitedHealth Group Trading Up 0.7%

NYSE UNH opened at $408.34 on Friday. UnitedHealth Group Incorporated has a twelve month low of $234.60 and a twelve month high of $415.98. The company has a debt-to-equity ratio of 0.69, a quick ratio of 0.80 and a current ratio of 0.80. The stock has a market cap of $370.83 billion, a price-to-earnings ratio of 30.84, a PEG ratio of 1.64 and a beta of 0.64. The firm’s 50 day moving average price is $362.28 and its two-hundred day moving average price is $326.85.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 earnings per share for the quarter, topping the consensus estimate of $6.76 by $0.47. The firm had revenue of $111.65 billion for the quarter, compared to analysts’ expectations of $109.84 billion. UnitedHealth Group had a net margin of 2.68% and a return on equity of 14.65%. The company’s quarterly revenue was up 2.0% compared to the same quarter last year. During the same period in the previous year, the company posted $7.20 EPS. UnitedHealth Group has set its FY 2026 guidance at 18.250- EPS. Equities analysts anticipate that UnitedHealth Group Incorporated will post 18.32 EPS for the current year.

UnitedHealth Group Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, June 23rd. Stockholders of record on Monday, June 15th will be given a $2.32 dividend. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.3%. This is a positive change from UnitedHealth Group’s previous quarterly dividend of $2.21. The ex-dividend date of this dividend is Monday, June 15th. UnitedHealth Group’s payout ratio is currently 66.77%.

Insider Activity

In other news, CEO Patrick Hugh Conway sold 800 shares of the stock in a transaction that occurred on Thursday, April 23rd. The shares were sold at an average price of $355.00, for a total value of $284,000.00. Following the completion of the sale, the chief executive officer directly owned 17,805 shares of the company’s stock, valued at $6,320,775. This represents a 4.30% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. 0.28% of the stock is owned by company insiders.

UnitedHealth Group Company Profile

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.