Campbell Newman Asset Management Inc. Takes Position in UnitedHealth Group Incorporated $UNH

Campbell Newman Asset Management Inc. bought a new position in UnitedHealth Group Incorporated (NYSE:UNH) in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor bought 109,258 shares of the healthcare conglomerate’s stock, valued at approximately $45,411,000. UnitedHealth Group makes up about 3.4% of Campbell Newman Asset Management Inc.’s portfolio, making the stock its 12th biggest holding.

Several other institutional investors and hedge funds have also recently modified their holdings of the company. Norges Bank bought a new position in UnitedHealth Group in the 4th quarter worth $4,376,167,000. Corient Private Wealth LP bought a new position in shares of UnitedHealth Group in the second quarter worth about $245,516,000. Legal & General Group Plc bought a new stake in UnitedHealth Group during the 2nd quarter valued at approximately $2,444,928,000. Jupiter Topco LLC bought a new position in UnitedHealth Group in the 2nd quarter worth approximately $2,019,844,000. Finally, BlackRock Inc. grew its holdings in UnitedHealth Group by 4.6% during the 2nd quarter. BlackRock Inc. now owns 76,863,061 shares of the healthcare conglomerate’s stock valued at $31,946,594,000 after buying an additional 3,395,530 shares in the last quarter. 87.86% of the stock is currently owned by institutional investors.

Insider Activity at UnitedHealth Group

In other news, CEO Patrick Hugh Conway sold 1,169 shares of the company’s stock in a transaction dated Friday, August 21st. The shares were sold at an average price of $390.00, for a total value of $455,910.00. Following the transaction, the chief executive officer directly owned 15,328 shares in the company, valued at approximately $5,977,920. This represents a 7.09% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Insiders own 0.19% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms recently weighed in on UNH. Leerink Partners raised their target price on shares of UnitedHealth Group from $400.00 to $462.00 and gave the company an “outperform” rating in a research note on Wednesday, June 17th. KeyCorp increased their price objective on shares of UnitedHealth Group from $400.00 to $475.00 and gave the company an “overweight” rating in a report on Tuesday, July 14th. Barclays boosted their target price on UnitedHealth Group from $429.00 to $441.00 and gave the stock an “overweight” rating in a research report on Monday, July 20th. Oppenheimer raised their price target on UnitedHealth Group from $420.00 to $500.00 and gave the company an “outperform” rating in a report on Friday, July 17th. Finally, DA Davidson set a $512.00 target price on UnitedHealth Group in a research report on Tuesday, July 21st. Two analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and six have given a Hold rating to the company. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $456.56.

UnitedHealth Group Price Performance

UNH stock opened at $393.99 on Friday. The company has a current ratio of 0.78, a quick ratio of 0.78 and a debt-to-equity ratio of 0.66. UnitedHealth Group Incorporated has a 12 month low of $255.96 and a 12 month high of $461.62. The stock has a market cap of $353.64 billion, a PE ratio of 25.35, a P/E/G ratio of 1.36 and a beta of 0.62. The company has a 50-day moving average price of $413.28 and a 200 day moving average price of $360.11.

UnitedHealth Group (NYSE:UNH) last announced its quarterly earnings data on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.94 by $1.44. UnitedHealth Group had a net margin of 3.14% and a return on equity of 16.53%. The business had revenue of $112.03 billion during the quarter, compared to the consensus estimate of $110.81 billion. During the same quarter last year, the firm earned $4.08 earnings per share. The firm’s quarterly revenue was up .4% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. Equities research analysts anticipate that UnitedHealth Group Incorporated will post 19.82 earnings per share for the current year.

UnitedHealth Group Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, September 22nd. Stockholders of record on Monday, September 14th will be given a dividend of $2.32 per share. This represents a $9.28 annualized dividend and a dividend yield of 2.4%. The ex-dividend date is Monday, September 14th. UnitedHealth Group’s dividend payout ratio (DPR) is 59.72%.

About UnitedHealth Group

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.