Campbell Newman Asset Management Inc. Makes New Investment in UnitedHealth Group Incorporated $UNH

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

Several other large investors have also modified their holdings of UNH. PBCay One RSC Ltd bought a new stake in shares of UnitedHealth Group during the first quarter worth $14,343,000. Lee Johnson Capital Management LLC acquired a new stake in UnitedHealth Group in the second quarter worth about $6,180,000. Vaughan David Investments LLC IL lifted its position in UnitedHealth Group by 2.7% during the 4th quarter. Vaughan David Investments LLC IL now owns 150,773 shares of the healthcare conglomerate’s stock valued at $49,772,000 after purchasing an additional 3,934 shares during the period. Fideuram Intesa Sanpaolo Private Banking S.P.A. grew its position in shares of UnitedHealth Group by 1,287.2% during the 1st quarter. Fideuram Intesa Sanpaolo Private Banking S.P.A. now owns 60,022 shares of the healthcare conglomerate’s stock worth $16,241,000 after buying an additional 55,695 shares during the period. Finally, Kinsale Capital Group Inc. lifted its holdings in UnitedHealth Group by 13.4% in the second quarter. Kinsale Capital Group Inc. now owns 38,510 shares of the healthcare conglomerate’s stock valued at $16,006,000 after buying an additional 4,557 shares during the period. Institutional investors own 87.86% of the company’s stock.

UnitedHealth Group Price Performance

Shares of NYSE UNH opened at $393.99 on Friday. The company has a fifty day moving average price of $413.28 and a 200 day moving average price of $360.11. UnitedHealth Group Incorporated has a 1-year low of $255.96 and a 1-year high of $461.62. The firm has a market cap of $353.64 billion, a PE ratio of 25.35, a PEG ratio of 1.36 and a beta of 0.62. 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 (NYSE:UNH) last issued its quarterly earnings results on Thursday, July 16th. The healthcare conglomerate reported $6.38 EPS for the quarter, beating analysts’ consensus estimates of $4.94 by $1.44. The company had revenue of $112.03 billion for the quarter, compared to analyst estimates of $110.81 billion. UnitedHealth Group had a return on equity of 16.53% and a net margin of 3.14%.The company’s quarterly revenue was up .4% compared to the same quarter last year. During the same period in the previous year, the company posted $4.08 earnings per share. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. Research analysts predict that UnitedHealth Group Incorporated will post 19.82 earnings per share for the current fiscal year.

UnitedHealth Group Announces Dividend

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

Analysts Set New Price Targets

A number of analysts have commented on UNH shares. Mizuho lifted their target price on shares of UnitedHealth Group from $470.00 to $493.00 and gave the stock an “outperform” rating in a report on Monday, July 20th. Oppenheimer lifted their price objective on UnitedHealth Group from $420.00 to $500.00 and gave the stock an “outperform” rating in a research note on Friday, July 17th. Robert W. Baird raised UnitedHealth Group from an “underperform” rating to a “neutral” rating and increased their target price for the company from $287.00 to $453.00 in a research note on Thursday, July 16th. Wells Fargo & Company boosted their target price on UnitedHealth Group from $397.00 to $485.00 and gave the stock an “overweight” rating in a research report on Monday, July 13th. Finally, KeyCorp increased their price target on shares of UnitedHealth Group from $400.00 to $475.00 and gave the company an “overweight” rating in a research report on Tuesday, July 14th. Two investment analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating and six have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $456.56.

Insider Buying and Selling

In related news, CEO Patrick Hugh Conway sold 1,169 shares of the stock in a transaction on Friday, August 21st. The shares were sold at an average price of $390.00, for a total transaction of $455,910.00. Following the completion of the transaction, the chief executive officer 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 sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Insiders own 0.19% of the company’s stock.

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.