Aaron Wealth Advisors LLC Decreases Stake in UnitedHealth Group Incorporated $UNH

Key Points

• Aaron Wealth Advisors LLC reduced its stake in UnitedHealth Group by 34.8%, owning 3,114 shares valued at $971,000 after selling 1,661 shares in the second quarter.
• Multiple hedge funds have made changes to their positions in UnitedHealth Group, with notable increases from Citizens National Bank Trust Department and Fort Washington Investment Advisors.
• UnitedHealth Group's quarterly earnings missed analyst estimates, reporting $4.08 EPS compared to the expected $4.45, despite a year-over-year revenue increase of 12.9%.

Aaron Wealth Advisors LLC reduced its position in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 34.8% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 3,114 shares of the healthcare conglomerate's stock after selling 1,661 shares during the period. Aaron Wealth Advisors LLC's holdings in UnitedHealth Group were worth $971,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Citizens National Bank Trust Department raised its position in UnitedHealth Group by 1.0% during the first quarter. Citizens National Bank Trust Department now owns 17,886 shares of the healthcare conglomerate's stock valued at $9,368,000 after purchasing an additional 170 shares during the period. Fort Washington Investment Advisors Inc. OH raised its position in UnitedHealth Group by 0.3% during the first quarter. Fort Washington Investment Advisors Inc. OH now owns 530,103 shares of the healthcare conglomerate's stock valued at $277,641,000 after purchasing an additional 1,465 shares during the period. Caitlin John LLC raised its position in UnitedHealth Group by 14.8% during the first quarter. Caitlin John LLC now owns 862 shares of the healthcare conglomerate's stock valued at $451,000 after purchasing an additional 111 shares during the period. Triumph Capital Management purchased a new stake in UnitedHealth Group during the second quarter valued at approximately $1,324,000. Finally, Focus Partners Wealth grew its stake in shares of UnitedHealth Group by 5.3% during the first quarter. Focus Partners Wealth now owns 277,916 shares of the healthcare conglomerate's stock valued at $145,559,000 after buying an additional 14,112 shares during the last quarter. 87.86% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of research analysts have recently commented on the company. Wall Street Zen cut UnitedHealth Group from a "buy" rating to a "hold" rating in a research note on Saturday, May 24th. KeyCorp cut their target price on UnitedHealth Group from $400.00 to $350.00 and set an "overweight" rating on the stock in a research note on Wednesday, July 30th. Baird R W cut UnitedHealth Group from a "hold" rating to a "strong sell" rating in a research note on Thursday, July 31st. Bank of America increased their price objective on UnitedHealth Group from $290.00 to $325.00 and gave the stock a "neutral" rating in a research note on Monday, August 18th. Finally, Sanford C. Bernstein increased their price objective on UnitedHealth Group from $337.00 to $379.00 and gave the stock an "outperform" rating in a research note on Friday, September 5th. Sixteen equities research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and three have given a Sell rating to the company. According to MarketBeat.com, the company presently has an average rating of "Moderate Buy" and a consensus price target of $358.95.

UnitedHealth Group Stock Performance

Shares of UNH opened at $341.46 on Thursday. The stock has a 50-day moving average of $294.30 and a two-hundred day moving average of $367.06. The company has a debt-to-equity ratio of 0.73, a quick ratio of 0.85 and a current ratio of 0.85. The stock has a market cap of $309.25 billion, a P/E ratio of 14.79, a P/E/G ratio of 2.22 and a beta of 0.45. UnitedHealth Group Incorporated has a one year low of $234.60 and a one year high of $630.73.

UnitedHealth Group (NYSE:UNH - Get Free Report) last announced its quarterly earnings data on Tuesday, July 29th. The healthcare conglomerate reported $4.08 earnings per share for the quarter, missing analysts' consensus estimates of $4.45 by ($0.37). The firm had revenue of $111.62 billion during the quarter, compared to analyst estimates of $111.75 billion. UnitedHealth Group had a net margin of 5.04% and a return on equity of 23.32%. The firm's revenue for the quarter was up 12.9% on a year-over-year basis. During the same period in the prior year, the company posted $6.80 earnings per share. UnitedHealth Group has set its FY 2025 guidance at 16.000- EPS. As a group, research analysts predict that UnitedHealth Group Incorporated will post 29.54 EPS for the current year.

UnitedHealth Group Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 23rd. Shareholders of record on Monday, September 15th will be paid a dividend of $2.21 per share. The ex-dividend date is Monday, September 15th. This represents a $8.84 dividend on an annualized basis and a dividend yield of 2.6%. UnitedHealth Group's dividend payout ratio (DPR) is presently 38.30%.

UnitedHealth Group Company Profile

UnitedHealth Group Incorporated operates as a diversified health care company in the United States. The company operates through four segments: UnitedHealthcare, Optum Health, Optum Insight, and Optum Rx. The UnitedHealthcare segment offers consumer-oriented health benefit plans and services for national employers, public sector employers, mid-sized employers, small businesses, and individuals; health care coverage, and health and well-being services to individuals age 50 and older addressing their needs; Medicaid plans, children's health insurance and health care programs; and health and dental benefits, and hospital and clinical services, as well as health care benefits products and services to state programs caring for the economically disadvantaged, medically underserved, and those without the benefit of employer-funded health care coverage.

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