Ionic Capital Management LLC Makes New $419,000 Investment in UnitedHealth Group Incorporated $UNH

Posted by Francis Steltz on Jun 18th, 2026

Ionic Capital Management LLC purchased a new position in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) during the 4th quarter, according to its most recent 13F filing with the SEC. The firm purchased 1,268 shares of the healthcare conglomerate’s stock, valued at approximately $419,000.

Several other hedge funds and other institutional investors also recently bought and sold shares of UNH. Oberndorf William E bought a new position in shares of UnitedHealth Group during the 3rd quarter worth about $12,276,000. Griffith & Werner Inc. bought a new position in shares of UnitedHealth Group during the 3rd quarter worth about $3,039,000. CenterBook Partners LP lifted its holdings in shares of UnitedHealth Group by 164.0% during the 3rd quarter. CenterBook Partners LP now owns 10,781 shares of the healthcare conglomerate’s stock worth $3,723,000 after acquiring an additional 6,697 shares during the period. TIAA Trust National Association lifted its holdings in shares of UnitedHealth Group by 38.6% during the 3rd quarter. TIAA Trust National Association now owns 262,244 shares of the healthcare conglomerate’s stock worth $90,553,000 after acquiring an additional 73,030 shares during the period. Finally, DC Investments Management LLC bought a new position in shares of UnitedHealth Group during the 3rd quarter worth about $5,764,000. 87.86% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at UnitedHealth Group

In other news, CEO Patrick Hugh Conway sold 800 shares of UnitedHealth Group stock in a transaction that occurred on Thursday, April 23rd. The shares were sold at an average price of $355.00, for a total transaction of $284,000.00. Following the completion of the sale, the chief executive officer owned 17,805 shares in the company, valued at $6,320,775. The trade was a 4.30% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. 0.28% of the stock is currently owned by corporate insiders.

UnitedHealth Group News Roundup

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

Positive Sentiment: Leerink Partners raised its price target on UnitedHealth Group to $462 from $400 and reiterated an outperform rating, citing improved margin expectations at Optum Health and signaling confidence in the company’s recovery efforts. Leerink Raises UnitedHealth PT
Positive Sentiment: Wall Street commentary has grown more constructive on UnitedHealth’s turnaround, with analysts pointing to better long-term profitability at its Optum Health unit as a reason the stock could recover further. UnitedHealth Stock Gets a Target Price Increase
Neutral Sentiment: Separate coverage noted that hedge funds have continued to buy UnitedHealth, suggesting institutional interest remains solid, though this is not a direct catalyst by itself. Hedge Funds Bought UnitedHealth
Neutral Sentiment: One investor-letter item said Sustainable Growth Advisers sold its stake in UNH, but the article provided limited detail on the reason, so the stock impact is unclear. SGA Sold UnitedHealth Stake
Negative Sentiment: Despite the bullish analyst note, UNH also traded lower than the broader market in the latest session, reflecting that investors are still cautious about the pace and durability of the turnaround. UnitedHealth Fell More Than Broader Market

UnitedHealth Group Trading Down 2.0%

Shares of NYSE UNH opened at $399.33 on Thursday. UnitedHealth Group Incorporated has a 1-year low of $234.60 and a 1-year high of $415.98. The company has a market cap of $362.65 billion, a PE ratio of 30.16, a P/E/G ratio of 1.64 and a beta of 0.64. The company has a current ratio of 0.80, a quick ratio of 0.80 and a debt-to-equity ratio of 0.69. The company has a 50-day moving average of $369.93 and a two-hundred day moving average of $328.55.

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

UnitedHealth Group Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, June 23rd. Shareholders of record on Monday, June 15th will be paid a $2.32 dividend. This is a boost from UnitedHealth Group’s previous quarterly dividend of $2.21. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.3%. The ex-dividend date of this dividend is Monday, June 15th. UnitedHealth Group’s payout ratio is presently 70.09%.

Analysts Set New Price Targets

UNH has been the subject of several analyst reports. TD Cowen lifted their price target on shares of UnitedHealth Group from $311.00 to $337.00 and gave the company a “hold” rating in a report on Thursday, April 23rd. Sanford C. Bernstein lifted their price target on shares of UnitedHealth Group from $444.00 to $492.00 and gave the company an “outperform” rating in a report on Wednesday, May 27th. Weiss Ratings raised shares of UnitedHealth Group from a “sell (d+)” rating to a “hold (c-)” rating in a report on Thursday, May 7th. Jefferies Financial Group lifted their price target on shares of UnitedHealth Group from $340.00 to $373.00 and gave the company a “buy” rating in a report on Monday, April 20th. Finally, Morgan Stanley lifted their price target on shares of UnitedHealth Group from $395.00 to $453.00 and gave the company an “overweight” rating in a report on Thursday, June 4th. One investment analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, UnitedHealth Group presently has an average rating of “Moderate Buy” and a consensus price target of $409.75.

Check Out Our Latest Stock 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.

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.