Clear Street Group Inc. Sells 230,332 Shares of UnitedHealth Group Incorporated $UNH

14 Jun 2026, 10:04 by Teresa Graham · The Cerbat Gem

Clear Street Group Inc. lessened its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 27.1% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 621,040 shares of the healthcare conglomerate’s stock after selling 230,332 shares during the quarter. UnitedHealth Group makes up approximately 0.8% of Clear Street Group Inc.’s portfolio, making the stock its 11th largest holding. Clear Street Group Inc.’s holdings in UnitedHealth Group were worth $205,012,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in UNH. Cornerstone Financial Management LLC bought a new position in shares of UnitedHealth Group in the fourth quarter valued at approximately $308,000. Dixon Mitchell Investment Counsel Inc. bought a new position in shares of UnitedHealth Group in the fourth quarter valued at approximately $176,000. Epoch Investment Partners Inc. raised its position in shares of UnitedHealth Group by 18.4% in the fourth quarter. Epoch Investment Partners Inc. now owns 77,010 shares of the healthcare conglomerate’s stock valued at $25,422,000 after purchasing an additional 11,976 shares during the period. Evelyn Partners Investment Management LLP raised its position in shares of UnitedHealth Group by 0.7% in the fourth quarter. Evelyn Partners Investment Management LLP now owns 166,939 shares of the healthcare conglomerate’s stock valued at $55,108,000 after purchasing an additional 1,147 shares during the period. Finally, Ariadne Wealth Management LP raised its position in shares of UnitedHealth Group by 6.1% in the fourth quarter. Ariadne Wealth Management LP now owns 762 shares of the healthcare conglomerate’s stock valued at $252,000 after purchasing an additional 44 shares during the period. Institutional investors own 87.86% of the company’s stock.

Insider Activity at UnitedHealth Group

In other news, CEO Patrick Hugh Conway sold 800 shares of the business’s stock in a transaction 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 sale, the chief executive officer owned 17,805 shares in the company, valued at approximately $6,320,775. The trade was a 4.30% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Corporate insiders own 0.28% of the company’s stock.

UnitedHealth Group Stock Performance

NYSE:UNH opened at $408.34 on Friday. UnitedHealth Group Incorporated has a 12-month low of $234.60 and a 12-month high of $415.98. The company has a quick ratio of 0.80, a current ratio of 0.80 and a debt-to-equity ratio of 0.69. The firm has a market capitalization of $370.83 billion, a PE ratio of 30.84, a price-to-earnings-growth ratio of 1.64 and a beta of 0.64. The firm has a 50-day moving average price of $362.28 and a 200 day moving average price of $326.85.

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

UnitedHealth Group Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, June 23rd. Stockholders of record on Monday, June 15th will be paid a $2.32 dividend. The ex-dividend date is Monday, June 15th. This represents a $9.28 annualized dividend and a dividend yield of 2.3%. This is a boost from UnitedHealth Group’s previous quarterly dividend of $2.21. UnitedHealth Group’s dividend payout ratio is presently 66.77%.

Key Stories Impacting UnitedHealth Group

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.

Analysts Set New Price Targets

Several equities research analysts have recently issued reports on UNH shares. Argus upgraded shares of UnitedHealth Group from a “hold” rating to a “buy” rating and set a $400.00 price objective on the stock in a research note on Wednesday, April 22nd. Erste Group Bank upgraded shares of UnitedHealth Group from a “hold” rating to a “buy” rating in a research note on Monday, April 27th. TD Cowen raised their price objective on shares of UnitedHealth Group from $311.00 to $337.00 and gave the stock a “hold” rating in a research note on Thursday, April 23rd. Sanford C. Bernstein raised their price objective on shares of UnitedHealth Group from $444.00 to $492.00 and gave the stock an “outperform” rating in a research note on Wednesday, May 27th. Finally, Bank of America upgraded shares of UnitedHealth Group from a “neutral” rating to a “buy” rating and raised their price objective for the stock from $420.00 to $450.00 in a research note on Thursday, June 4th. One investment analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, UnitedHealth Group has an average rating of “Moderate Buy” and an average price target of $407.17.

Get Our Latest Stock Analysis on UnitedHealth Group

UnitedHealth Group Profile

(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.