Causeway Capital Management LLC Makes New Investment in UnitedHealth Group Incorporated $UNH

Causeway Capital Management LLC bought a new stake in UnitedHealth Group Incorporated (NYSE:UNH) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 64,603 shares of the healthcare conglomerate’s stock, valued at approximately $22,307,000.

Several other large investors have also modified their holdings of UNH. North Capital Inc. raised its position in shares of UnitedHealth Group by 16.2% during the 3rd quarter. North Capital Inc. now owns 194 shares of the healthcare conglomerate’s stock worth $67,000 after purchasing an additional 27 shares during the last quarter. Sunflower Bank N.A. raised its holdings in shares of UnitedHealth Group by 1.5% in the third quarter. Sunflower Bank N.A. now owns 1,916 shares of the healthcare conglomerate’s stock worth $662,000 after acquiring an additional 28 shares during the last quarter. Axis Wealth Partners LLC lifted its position in shares of UnitedHealth Group by 1.7% in the third quarter. Axis Wealth Partners LLC now owns 1,631 shares of the healthcare conglomerate’s stock valued at $563,000 after acquiring an additional 28 shares in the last quarter. Abound Wealth Management increased its position in UnitedHealth Group by 13.5% during the 3rd quarter. Abound Wealth Management now owns 244 shares of the healthcare conglomerate’s stock worth $84,000 after purchasing an additional 29 shares in the last quarter. Finally, Auxano Advisors LLC boosted its stake in shares of UnitedHealth Group by 3.4% during the 3rd quarter. Auxano Advisors LLC now owns 964 shares of the healthcare conglomerate’s stock worth $333,000 after purchasing an additional 32 shares during the last quarter. 87.86% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several equities analysts recently issued reports on UNH shares. KeyCorp reissued an “overweight” rating on shares of UnitedHealth Group in a research note on Wednesday, January 28th. Leerink Partners decreased their price objective on UnitedHealth Group from $410.00 to $345.00 and set an “outperform” rating on the stock in a report on Wednesday, January 28th. Barclays reduced their target price on UnitedHealth Group from $391.00 to $327.00 and set an “overweight” rating on the stock in a research report on Friday, January 30th. Royal Bank Of Canada dropped their price objective on shares of UnitedHealth Group from $408.00 to $361.00 and set an “outperform” rating for the company in a research note on Wednesday, January 28th. Finally, Morgan Stanley reduced their target price on UnitedHealth Group from $411.00 to $409.00 and set an “overweight” rating on the stock in a report on Friday, January 23rd. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, eight have assigned a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $372.13.

UnitedHealth Group Price Performance

Shares of UNH stock opened at $284.97 on Tuesday. UnitedHealth Group Incorporated has a twelve month low of $234.60 and a twelve month high of $606.36. The company has a current ratio of 0.79, a quick ratio of 0.79 and a debt-to-equity ratio of 0.72. The company has a market capitalization of $258.67 billion, a PE ratio of 21.61, a price-to-earnings-growth ratio of 1.32 and a beta of 0.41. The firm has a fifty day simple moving average of $307.41 and a 200-day simple moving average of $325.89.

UnitedHealth Group (NYSE:UNH) last announced its earnings results on Tuesday, January 27th. The healthcare conglomerate reported $2.11 earnings per share for the quarter, beating the consensus estimate of $2.09 by $0.02. UnitedHealth Group had a return on equity of 14.79% and a net margin of 2.69%.The company had revenue of $113.73 billion during the quarter, compared to the consensus estimate of $113.38 billion. During the same period last year, the firm earned $6.81 earnings per share. The company’s revenue was up 12.3% on a year-over-year basis. UnitedHealth Group has set its FY 2026 guidance at 17.750- EPS. Equities research analysts anticipate that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

UnitedHealth Group Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 17th. Shareholders of record on Monday, March 9th will be given a $2.21 dividend. This represents a $8.84 dividend on an annualized basis and a dividend yield of 3.1%. The ex-dividend date of this dividend is Monday, March 9th. UnitedHealth Group’s dividend payout ratio is presently 67.02%.

UnitedHealth Group 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.