CW Advisors LLC Has $16.28 Million Holdings in UnitedHealth Group Incorporated $UNH

Key Points

• CW Advisors LLC increased its holdings in UnitedHealth Group by 44.3%, owning 31,136 shares valued at approximately $16.28 million as of the latest SEC filing.
• UnitedHealth Group reported a quarterly earnings miss with $4.08 EPS compared to analysts' expectations of $4.45, despite a revenue increase of 12.9% year-over-year.
• The company has declared a quarterly dividend of $2.21 per share, reflecting an annualized dividend yield of 2.9% set to be paid on September 23rd.

CW Advisors LLC raised its position in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 44.3% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 31,136 shares of the healthcare conglomerate's stock after buying an additional 9,564 shares during the period. CW Advisors LLC's holdings in UnitedHealth Group were worth $16,275,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Financial Management Professionals Inc. boosted its stake in shares of UnitedHealth Group by 0.8% in the 1st quarter. Financial Management Professionals Inc. now owns 2,224 shares of the healthcare conglomerate's stock valued at $1,165,000 after purchasing an additional 17 shares during the last quarter. Global Wealth Strategies & Associates lifted its stake in shares of UnitedHealth Group by 28.6% in the first quarter. Global Wealth Strategies & Associates now owns 90 shares of the healthcare conglomerate's stock valued at $47,000 after buying an additional 20 shares in the last quarter. Kolinsky Wealth Management LLC increased its stake in shares of UnitedHealth Group by 1.0% in the fourth quarter. Kolinsky Wealth Management LLC now owns 2,135 shares of the healthcare conglomerate's stock worth $1,080,000 after purchasing an additional 21 shares in the last quarter. Retirement Planning Group LLC increased its holdings in shares of UnitedHealth Group by 5.1% in the first quarter. Retirement Planning Group LLC now owns 430 shares of the healthcare conglomerate's stock worth $225,000 after purchasing an additional 21 shares during the period. Finally, Net Worth Advisory Group increased its holdings in shares of UnitedHealth Group by 0.6% in the first quarter. Net Worth Advisory Group now owns 3,642 shares of the healthcare conglomerate's stock worth $1,907,000 after purchasing an additional 21 shares during the period. 87.86% of the stock is currently owned by institutional investors and hedge funds.

UnitedHealth Group Trading Up 1.2%

NYSE UNH opened at $303.4150 on Friday. UnitedHealth Group Incorporated has a 12 month low of $234.60 and a 12 month high of $630.73. The company's 50-day moving average price is $288.51 and its 200-day moving average price is $391.21. The stock has a market cap of $274.79 billion, a PE ratio of 13.15, a PEG ratio of 1.93 and a beta of 0.43. 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 for the quarter, missing analysts' consensus estimates of $4.45 by ($0.37). The business had revenue of $111.62 billion during 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%.The firm's revenue was up 12.9% compared to the same quarter last year. During the same period last year, the company earned $6.80 earnings per share. UnitedHealth Group has set its FY 2025 guidance at 16.000- EPS. Equities research analysts forecast that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current year.

UnitedHealth Group Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, September 23rd. Investors of record on Monday, September 15th will be issued a $2.21 dividend. This represents a $8.84 annualized dividend and a yield of 2.9%. The ex-dividend date is Monday, September 15th. UnitedHealth Group's dividend payout ratio is 38.30%.

Wall Street Analysts Forecast Growth

UNH has been the subject of a number of recent analyst reports. Wolfe Research lowered their price target on shares of UnitedHealth Group from $501.00 to $390.00 and set an "outperform" rating for the company in a report on Tuesday, May 20th. Robert W. Baird reiterated an "underperform" rating and issued a $198.00 price target (down from $312.00) on shares of UnitedHealth Group in a research note on Thursday, July 31st. Morgan Stanley reduced their price objective on shares of UnitedHealth Group from $342.00 to $325.00 and set an "overweight" rating for the company in a research note on Wednesday. Wells Fargo & Company reduced their price target on shares of UnitedHealth Group from $306.00 to $267.00 and set an "overweight" rating for the company in a research note on Monday, August 4th. Finally, Hsbc Global Res lowered shares of UnitedHealth Group from a "hold" rating to a "moderate sell" rating in a research note on Wednesday, May 21st. Fifteen analysts have rated the stock with a Buy rating, six have issued a Hold rating and three have assigned a Sell rating to the company's stock. According to MarketBeat.com, UnitedHealth Group presently has a consensus rating of "Moderate Buy" and a consensus price target of $365.38.

Insiders Place Their Bets

In other news, CEO Patrick Hugh Conway sold 589 shares of the firm's stock in a transaction that occurred on Tuesday, June 10th. The shares were sold at an average price of $305.00, for a total transaction of $179,645.00. Following the sale, the chief executive officer owned 10,398 shares of the company's stock, valued at $3,171,390. This trade represents a 5.36% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Company insiders own 0.28% of the company's stock.

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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