Vaughan Nelson Investment Management L.P. Takes Position in UnitedHealth Group Incorporated $UNH

Vaughan Nelson Investment Management L.P. purchased a new stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) during the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor purchased 2,680 shares of the healthcare conglomerate’s stock, valued at approximately $725,000.

Several other large investors also recently added to or reduced their stakes in the business. Sarver Vrooman Wealth Advisors purchased a new stake in UnitedHealth Group in the fourth quarter worth about $25,000. Beacon Financial Strategies CORP purchased a new position in shares of UnitedHealth Group in the fourth quarter valued at about $26,000. Anfield Capital Management LLC lifted its holdings in shares of UnitedHealth Group by 220.0% in the fourth quarter. Anfield Capital Management LLC now owns 80 shares of the healthcare conglomerate’s stock worth $26,000 after buying an additional 55 shares in the last quarter. Joseph Group Capital Management purchased a new position in UnitedHealth Group during the 4th quarter valued at approximately $27,000. Finally, Nalls Sherbakoff Group LLC bought a new stake in shares of UnitedHealth Group in the 4th quarter worth about $27,000. 87.86% of the stock is currently owned by institutional investors.

UnitedHealth Group Stock Performance

Shares of NYSE:UNH opened at $406.60 on Tuesday. The firm has a market capitalization of $369.25 billion, a PE ratio of 30.71, a P/E/G ratio of 1.61 and a beta of 0.64. UnitedHealth Group Incorporated has a 1 year low of $234.60 and a 1 year high of $415.98. The business’s 50 day moving average price is $375.68 and its 200-day moving average price is $330.17. The company has a debt-to-equity ratio of 0.69, a current ratio of 0.80 and a quick ratio of 0.80.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings data on Tuesday, April 21st. The healthcare conglomerate reported $7.23 EPS 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 company had revenue of $111.65 billion during the quarter, compared to the consensus estimate of $109.84 billion. During the same quarter in the prior year, the firm earned $7.20 EPS. UnitedHealth Group’s quarterly 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 research analysts expect that UnitedHealth Group Incorporated will post 18.32 earnings per share for the current fiscal year.

UnitedHealth Group Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, June 23rd. Investors of record on Monday, June 15th will be paid a dividend of $2.32 per share. This represents a $9.28 annualized dividend and a yield of 2.3%. The ex-dividend date of this dividend is Monday, June 15th. This is a positive change from UnitedHealth Group’s previous quarterly dividend of $2.21. UnitedHealth Group’s dividend payout ratio is currently 70.09%.

Wall Street Analyst Weigh In

Several analysts have issued reports on the stock. UBS Group raised their price objective on shares of UnitedHealth Group from $410.00 to $460.00 and gave the stock a “buy” rating in a research note on Friday, May 22nd. Royal Bank Of Canada lifted their price objective on shares of UnitedHealth Group from $361.00 to $400.00 and gave the company an “outperform” rating in a report on Wednesday, April 22nd. TD Cowen reaffirmed a “buy” rating on shares of UnitedHealth Group in a report on Monday. Barclays lifted their price objective on shares of UnitedHealth Group from $373.00 to $429.00 and gave the stock an “overweight” rating in a research note on Tuesday, May 26th. Finally, Sanford C. Bernstein boosted their target price on shares of UnitedHealth Group from $444.00 to $492.00 and gave the company an “outperform” rating in a research report on Wednesday, May 27th. One investment analyst has rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $409.75.

Insiders Place Their Bets

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

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.