UnitedHealth Authorizes $2.21 Dividend While Analysts Cut Targets to $350–$389
UnitedHealth's board authorized a $2.21 per share dividend payable March 17 to shareholders of record March 9. Mizuho cut its price target to $350 from $430, Truist to $370 from $410 and JPMorgan to $389 from $425, while Andra AP fonden reduced holdings by 48.1% to 52,700 shares.
1. Dividend Authorization
UnitedHealth's board approved a cash dividend of $2.21 per share, payable on March 17, 2026, to shareholders of record as of March 9, 2026. This marks the company's continued commitment to returning capital despite near-term earnings pressure.
2. Analyst Price Target Cuts
Mizuho reduced its price target on UnitedHealth to $350 from $430, Truist lowered its target to $370 from $410 and JPMorgan cut its target to $389 from $425. All three firms maintained bullish ratings but cited a pushed-out earnings recovery and revised 2026 guidance.
3. Fund Stake Reduction
Andra AP fonden sold 48,800 UNH shares in the third quarter, cutting its stake by 48.1% to 52,700 shares. The move indicates some institutional profit-taking or reallocation away from the healthcare conglomerate.