Archford Capital Strategies LLC Decreases Position in UnitedHealth Group Incorporated $UNH

Key Points

• Archford Capital Strategies LLC significantly reduced its stake in UnitedHealth Group by 71.8%, now holding only 4,107 shares valued at approximately $1.28 million.
• Multiple institutional investors, including Vanguard and Wellington Management, have increased their holdings in UnitedHealth Group, with Vanguard owning over 90 million shares worth approximately $47.5 billion.
• Analysts have mixed ratings on UnitedHealth Group, with a consensus target price of $358.95 and a majority of analysts rating the stock as a "Moderate Buy."

Archford Capital Strategies LLC trimmed its holdings in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 71.8% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,107 shares of the healthcare conglomerate's stock after selling 10,457 shares during the quarter. Archford Capital Strategies LLC's holdings in UnitedHealth Group were worth $1,281,000 as of its most recent SEC filing.

Other institutional investors have also bought and sold shares of the company. Vanguard Group Inc. increased its holdings in shares of UnitedHealth Group by 6.6% during the 1st quarter. Vanguard Group Inc. now owns 90,729,585 shares of the healthcare conglomerate's stock worth $47,519,620,000 after buying an additional 5,583,343 shares during the last quarter. Wellington Management Group LLP increased its holdings in shares of UnitedHealth Group by 10.6% during the 1st quarter. Wellington Management Group LLP now owns 25,847,940 shares of the healthcare conglomerate's stock worth $13,537,859,000 after buying an additional 2,486,839 shares during the last quarter. Bank of New York Mellon Corp increased its holdings in shares of UnitedHealth Group by 2.5% during the 1st quarter. Bank of New York Mellon Corp now owns 8,128,174 shares of the healthcare conglomerate's stock worth $4,257,131,000 after buying an additional 196,696 shares during the last quarter. Nuveen LLC acquired a new stake in shares of UnitedHealth Group during the 1st quarter worth approximately $3,846,764,000. Finally, Charles Schwab Investment Management Inc. increased its holdings in UnitedHealth Group by 13.6% in the 1st quarter. Charles Schwab Investment Management Inc. now owns 7,070,385 shares of the healthcare conglomerate's stock valued at $3,702,736,000 after purchasing an additional 847,054 shares during the last quarter. 87.86% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

UNH has been the subject of several research reports. UBS Group reiterated a "buy" rating on shares of UnitedHealth Group in a report on Thursday, July 17th. Piper Sandler dropped their target price on shares of UnitedHealth Group from $353.00 to $317.00 and set an "overweight" rating for the company in a report on Wednesday, July 30th. Royal Bank Of Canada dropped their target price on shares of UnitedHealth Group from $355.00 to $286.00 and set an "outperform" rating for the company in a report on Wednesday, July 30th. Bank of America lifted their target price on shares of UnitedHealth Group from $290.00 to $325.00 and gave the company a "neutral" rating in a report on Monday, August 18th. Finally, Baird R W downgraded shares of UnitedHealth Group from a "hold" rating to a "strong sell" rating in a research note on Thursday, July 31st. Sixteen research analysts have rated the stock with a Buy rating, six have given a Hold rating and three have assigned a Sell rating to the company. According to data from MarketBeat.com, UnitedHealth Group currently has an average rating of "Moderate Buy" and a consensus target price of $358.95.

UnitedHealth Group Price Performance

UnitedHealth Group stock opened at $344.15 on Monday. The stock has a market cap of $311.69 billion, a P/E ratio of 14.91, a price-to-earnings-growth ratio of 2.24 and a beta of 0.44. The company has a fifty day simple moving average of $301.20 and a 200-day simple moving average of $358.73. UnitedHealth Group Incorporated has a 12-month low of $234.60 and a 12-month high of $630.73. 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 (NYSE:UNH - Get Free Report) last released its quarterly earnings data on Tuesday, July 29th. The healthcare conglomerate reported $4.08 earnings per share (EPS) for the quarter, missing the consensus estimate of $4.45 by ($0.37). The firm had revenue of $111.62 billion for the quarter, compared to analysts' expectations of $111.75 billion. UnitedHealth Group had a return on equity of 23.32% and a net margin of 5.04%.UnitedHealth Group's revenue for the quarter was up 12.9% on a year-over-year basis. During the same period last year, the firm posted $6.80 earnings per share. UnitedHealth Group has set its FY 2025 guidance at 16.000- EPS. Equities analysts expect that UnitedHealth Group Incorporated will post 29.54 EPS for the current fiscal year.

UnitedHealth Group Announces Dividend

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

UnitedHealth Group 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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