Advisors Management Group Inc. ADV Invests $318,000 in UnitedHealth Group Incorporated $UNH

Key Points

• Advisors Management Group Inc. invested approximately $318,000 in UnitedHealth Group, acquiring 1,018 shares during the second quarter.
• UnitedHealth's recent quarterly earnings report revealed an EPS of $4.08, below analysts' expectations of $4.45, despite a revenue increase of 12.9% year-over-year.
• The company announced a quarterly dividend of $2.21 per share, resulting in an annualized yield of 2.6% with a payout ratio of 38.30%.

Advisors Management Group Inc. ADV acquired a new position in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) during the second quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 1,018 shares of the healthcare conglomerate's stock, valued at approximately $318,000.

A number of other hedge funds and other institutional investors have also made changes to their positions in UNH. Bayforest Capital Ltd lifted its position in shares of UnitedHealth Group by 685.7% during the 1st quarter. Bayforest Capital Ltd now owns 55 shares of the healthcare conglomerate's stock valued at $29,000 after buying an additional 48 shares in the last quarter. Clal Insurance Enterprises Holdings Ltd lifted its holdings in UnitedHealth Group by 416.7% in the 1st quarter. Clal Insurance Enterprises Holdings Ltd now owns 62 shares of the healthcare conglomerate's stock valued at $32,000 after purchasing an additional 50 shares in the last quarter. IAG Wealth Partners LLC acquired a new stake in shares of UnitedHealth Group in the 1st quarter worth $42,000. Kentucky Trust Co increased its stake in shares of UnitedHealth Group by 53.8% in the 2nd quarter. Kentucky Trust Co now owns 143 shares of the healthcare conglomerate's stock worth $45,000 after acquiring an additional 50 shares during the last quarter. Finally, O Brien Wealth Partners LLC increased its position in shares of UnitedHealth Group by 74.0% during the 1st quarter. O Brien Wealth Partners LLC now owns 87 shares of the healthcare conglomerate's stock worth $46,000 after purchasing an additional 37 shares during the last quarter. Institutional investors and hedge funds own 87.86% of the company's stock.

UnitedHealth Group Price Performance

Shares of NYSE UNH opened at $344.15 on Friday. The company has a current ratio of 0.85, a quick ratio of 0.85 and a debt-to-equity ratio of 0.73. UnitedHealth Group Incorporated has a twelve month low of $234.60 and a twelve month high of $630.73. The stock has a 50 day moving average of $301.20 and a two-hundred day moving average of $360.42. The stock has a market cap of $311.69 billion, a P/E ratio of 14.91, a P/E/G ratio of 2.25 and a beta of 0.45.

UnitedHealth Group (NYSE:UNH - Get Free Report) last issued 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 analysts' expectations of $111.75 billion. UnitedHealth Group had a net margin of 5.04% and a return on equity of 23.32%. UnitedHealth Group's quarterly revenue was up 12.9% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $6.80 EPS. UnitedHealth Group has set its FY 2025 guidance at 16.000- EPS. On average, research analysts forecast that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current year.

UnitedHealth Group Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, September 23rd. Shareholders of record on Monday, September 15th were given a dividend of $2.21 per share. This represents a $8.84 dividend on an annualized basis and a yield of 2.6%. The ex-dividend date was Monday, September 15th. UnitedHealth Group's payout ratio is presently 38.30%.

Analyst Upgrades and Downgrades

UNH has been the subject of several research reports. Robert W. Baird reaffirmed an "underperform" rating and issued a $198.00 target price (down from $312.00) on shares of UnitedHealth Group in a research report on Thursday, July 31st. Sanford C. Bernstein lifted their price objective on UnitedHealth Group from $337.00 to $379.00 and gave the company an "outperform" rating in a research note on Friday, September 5th. Morgan Stanley lifted their price objective on UnitedHealth Group from $325.00 to $395.00 and gave the company an "overweight" rating in a research note on Friday, September 12th. Bank of America boosted their target price 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, UBS Group restated a "buy" rating on shares of UnitedHealth Group in a research note on Thursday, July 17th. Sixteen analysts have rated the stock with a Buy rating, six have issued a Hold rating and three have assigned a Sell rating to the stock. According to data from MarketBeat, UnitedHealth Group presently has a consensus rating of "Moderate Buy" and an average price target of $358.95.

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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