Flax Pond Capital LLC Takes Position in UnitedHealth Group Incorporated $UNH

Posted by Brenda Bartman on Jun 20th, 2026

Flax Pond Capital LLC bought a new position in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) in the fourth quarter, Holdings Channel reports. The institutional investor bought 11,630 shares of the healthcare conglomerate’s stock, valued at approximately $3,839,000. UnitedHealth Group makes up about 2.8% of Flax Pond Capital LLC’s holdings, making the stock its 11th biggest position.

A number of other hedge funds have also recently made changes to their positions in the business. Oberndorf William E purchased a new position in shares of UnitedHealth Group in the third quarter valued at about $12,276,000. Griffith & Werner Inc. bought a new stake in shares of UnitedHealth Group in the third quarter worth about $3,039,000. TIAA Trust National Association increased its holdings in UnitedHealth Group by 38.6% during the 3rd quarter. TIAA Trust National Association now owns 262,244 shares of the healthcare conglomerate’s stock valued at $90,553,000 after purchasing an additional 73,030 shares during the period. DC Investments Management LLC purchased a new stake in UnitedHealth Group in the 3rd quarter worth approximately $5,764,000. Finally, Nordea Investment Management AB increased its stake in shares of UnitedHealth Group by 4.2% during the fourth quarter. Nordea Investment Management AB now owns 91,496 shares of the healthcare conglomerate’s stock valued at $30,287,000 after buying an additional 3,720 shares during the period. 87.86% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

Several research firms recently weighed in on UNH. Wells Fargo & Company lifted their price target on shares of UnitedHealth Group from $370.00 to $397.00 and gave the company an “overweight” rating in a report on Wednesday, April 22nd. Leerink Partners raised their target price on shares of UnitedHealth Group from $400.00 to $462.00 and gave the stock an “outperform” rating in a research report on Wednesday. Raymond James Financial upgraded shares of UnitedHealth Group from a “market perform” rating to an “outperform” rating and set a $330.00 price target on the stock in a research report on Wednesday, April 1st. Jefferies Financial Group lifted their price objective on UnitedHealth Group from $340.00 to $373.00 and gave the company a “buy” rating in a research report on Monday, April 20th. Finally, Oppenheimer increased their target price on UnitedHealth Group from $385.00 to $405.00 and gave the stock an “outperform” rating in a research report on Wednesday, April 22nd. One research 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 given a Sell rating to the stock. According to MarketBeat, UnitedHealth Group has a consensus rating of “Moderate Buy” and a consensus price target of $409.75.

Get Our Latest Analysis on UnitedHealth Group

Insider Buying and Selling at UnitedHealth Group

In other news, CEO Patrick Hugh Conway sold 800 shares of UnitedHealth Group stock in a transaction dated Thursday, April 23rd. The stock was sold at an average price of $355.00, for a total value of $284,000.00. Following the completion of the transaction, the chief executive officer owned 17,805 shares of the company’s stock, valued at $6,320,775. The trade was a 4.30% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. 0.28% of the stock is owned by insiders.

UnitedHealth Group Trading Down 0.0%

Shares of NYSE UNH opened at $400.86 on Friday. UnitedHealth Group Incorporated has a 1 year low of $234.60 and a 1 year high of $415.98. The company has a debt-to-equity ratio of 0.69, a current ratio of 0.80 and a quick ratio of 0.80. The firm has a 50-day moving average of $373.69 and a 200 day moving average of $329.55. The stock has a market cap of $364.04 billion, a P/E ratio of 30.28, a price-to-earnings-growth ratio of 1.61 and a beta of 0.64.

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, beating 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 business had revenue of $111.65 billion during the quarter, compared to the consensus estimate of $109.84 billion. During the same quarter last year, the firm earned $7.20 earnings per share. The business’s revenue for the quarter 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, sell-side analysts expect that UnitedHealth Group Incorporated will post 18.32 EPS 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 issued a $2.32 dividend. This represents a $9.28 annualized dividend and a 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 dividend payout ratio is presently 70.09%.

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.