Natixis Advisors LLC Acquires 302,113 Shares of UnitedHealth Group Incorporated $UNH

Key Points

• Natixis Advisors LLC boosted its UnitedHealth stake by 69.8%, buying 302,113 shares to hold 734,798 shares worth about $253.7 million (≈0.08% of the company).
• Multiple brokers have recently trimmed UNH price targets (including Barclays, Jefferies and JPMorgan), but the consensus remains a “Moderate Buy” with an average target of $372.13.
• UnitedHealth declared a quarterly dividend of $2.21 ($8.84 annualized) with an ex-dividend date of March 9 and a yield of about 3.1%, payable March 17.

Natixis Advisors LLC increased its stake in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 69.8% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 734,798 shares of the healthcare conglomerate's stock after purchasing an additional 302,113 shares during the period. Natixis Advisors LLC owned approximately 0.08% of UnitedHealth Group worth $253,726,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in UNH. Geode Capital Management LLC raised its position in UnitedHealth Group by 3.3% during the second quarter. Geode Capital Management LLC now owns 21,312,182 shares of the healthcare conglomerate's stock valued at $6,624,411,000 after purchasing an additional 675,075 shares in the last quarter. Norges Bank bought a new position in shares of UnitedHealth Group during the 2nd quarter valued at about $3,837,207,000. Dodge & Cox lifted its position in UnitedHealth Group by 117.7% in the 2nd quarter. Dodge & Cox now owns 8,750,560 shares of the healthcare conglomerate's stock worth $2,729,912,000 after buying an additional 4,730,192 shares during the last quarter. Charles Schwab Investment Management Inc. grew its position in UnitedHealth Group by 6.1% during the second quarter. Charles Schwab Investment Management Inc. now owns 7,502,469 shares of the healthcare conglomerate's stock valued at $2,340,346,000 after acquiring an additional 432,084 shares during the last quarter. Finally, Amundi lifted its holdings in shares of UnitedHealth Group by 33.8% in the 2nd quarter. Amundi now owns 6,191,871 shares of the healthcare conglomerate's stock worth $1,904,372,000 after acquiring an additional 1,565,245 shares during the last quarter. Institutional investors own 87.86% of the company's stock.

Analysts Set New Price Targets

A number of brokerages recently commented on UNH. Barclays decreased their target price on shares of UnitedHealth Group from $391.00 to $327.00 and set an "overweight" rating on the stock in a research report on Friday, January 30th. Oppenheimer decreased their price objective on UnitedHealth Group from $415.00 to $385.00 and set an "outperform" rating on the stock in a report on Wednesday, January 28th. Jefferies Financial Group reduced their price target on UnitedHealth Group from $418.00 to $340.00 and set a "buy" rating on the stock in a research report on Wednesday, January 28th. JPMorgan Chase & Co. dropped their price objective on UnitedHealth Group from $425.00 to $389.00 and set an "overweight" rating for the company in a research note on Monday, February 2nd. Finally, Sanford C. Bernstein reaffirmed an "outperform" rating on shares of UnitedHealth Group in a research note on Wednesday, January 28th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, eight have assigned a Hold rating and two have issued a Sell rating to the company's stock. According to data from MarketBeat.com, UnitedHealth Group has an average rating of "Moderate Buy" and an average price target of $372.13.

UnitedHealth Group Trading Down 0.7%

UNH opened at $286.86 on Friday. The company has a debt-to-equity ratio of 0.72, a current ratio of 0.79 and a quick ratio of 0.82. UnitedHealth Group Incorporated has a one year low of $234.60 and a one year high of $606.36. The firm has a market capitalization of $260.38 billion, a price-to-earnings ratio of 21.75, a PEG ratio of 1.32 and a beta of 0.41. The business has a 50 day simple moving average of $308.28 and a two-hundred day simple moving average of $325.83.

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

UnitedHealth Group Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 17th. Investors of record on Monday, March 9th will be paid a $2.21 dividend. This represents a $8.84 dividend on an annualized basis and a 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%.

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.

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