Capital Advisors Inc. OK Reduces Position in UnitedHealth Group Incorporated $UNH

Key Points

• Capital Advisors Inc. OK reduced its stake in UnitedHealth Group by 88.7% in Q2, ending with 8,689 shares valued at $2,711,000.
• Several institutional investors have significantly increased their positions in UnitedHealth, including Bayforest Capital Ltd with a 685.7% boost.
• UnitedHealth reported a quarterly EPS of $4.08, missing estimates, while also announcing a quarterly dividend of $2.21 per share.

Capital Advisors Inc. OK lessened its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 88.7% in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 8,689 shares of the healthcare conglomerate's stock after selling 68,388 shares during the quarter. Capital Advisors Inc. OK's holdings in UnitedHealth Group were worth $2,711,000 at the end of the most recent quarter.

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

Analysts Set New Price Targets

A number of brokerages recently commented on UNH. Wells Fargo & Company decreased their target price on UnitedHealth Group from $306.00 to $267.00 and set an "overweight" rating for the company in a report on Monday, August 4th. Piper Sandler decreased their price objective on UnitedHealth Group from $353.00 to $317.00 and set an "overweight" rating for the company in a report on Wednesday, July 30th. UBS Group reiterated a "buy" rating on shares of UnitedHealth Group in a report on Thursday, July 17th. Cantor Fitzgerald reiterated an "overweight" rating and issued a $440.00 price objective on shares of UnitedHealth Group in a report on Tuesday, August 26th. Finally, JPMorgan Chase & Co. decreased their price objective on UnitedHealth Group from $418.00 to $310.00 and set an "overweight" rating for the company in a report on Wednesday, August 6th. Sixteen analysts have rated the stock with a Buy rating, six have assigned a Hold rating and four have given a Sell rating to the stock. According to MarketBeat, the stock has an average rating of "Hold" and a consensus target price of $358.95.

UnitedHealth Group Price Performance

Shares of NYSE:UNH opened at $360.17 on Monday. UnitedHealth Group Incorporated has a 1-year low of $234.60 and a 1-year high of $630.73. The company has a debt-to-equity ratio of 0.73, a current ratio of 0.85 and a quick ratio of 0.85. The business has a fifty day moving average price of $307.84 and a 200-day moving average price of $353.45. The company has a market capitalization of $326.20 billion, a PE ratio of 15.61, a PEG ratio of 2.34 and a beta of 0.47.

UnitedHealth Group (NYSE:UNH - Get Free Report) last issued its quarterly earnings results on Tuesday, July 29th. The healthcare conglomerate reported $4.08 earnings per share for the quarter, missing the consensus estimate of $4.45 by ($0.37). UnitedHealth Group had a net margin of 5.04% and a return on equity of 23.32%. The company had revenue of $111.62 billion for the quarter, compared to the consensus estimate of $111.75 billion. During the same quarter in the previous year, the business earned $6.80 earnings per share. UnitedHealth Group's revenue was up 12.9% compared to the same quarter last year. UnitedHealth Group has set its FY 2025 guidance at 16.000- EPS. As a group, equities analysts expect that UnitedHealth Group Incorporated will post 29.54 EPS for the current fiscal year.

UnitedHealth Group Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, September 23rd. Investors of record on Monday, September 15th were issued a $2.21 dividend. This represents a $8.84 annualized dividend and a yield of 2.5%. The ex-dividend date was Monday, September 15th. 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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