UnitedHealth Group Incorporated $UNH Shares Acquired by CWC Advisors LLC.

Key Points

• CWC Advisors LLC significantly increased its stake in UnitedHealth Group by 46.8%, now holding a total of 4,370 shares valued at approximately $1.36 million.
• UnitedHealth Group's recent earnings report showed a 12.9% increase in quarterly revenue year-over-year, although the company's EPS missed analysts' expectations.
• The company announced a quarterly dividend of $2.21 per share, equating to an annual yield of 2.6%.

CWC Advisors LLC. increased its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 46.8% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 4,370 shares of the healthcare conglomerate's stock after purchasing an additional 1,393 shares during the period. CWC Advisors LLC.'s holdings in UnitedHealth Group were worth $1,363,000 as of its most recent SEC filing.

Several other institutional investors have also recently modified their holdings of the stock. Bayforest Capital Ltd grew its stake in UnitedHealth Group by 685.7% in the 1st quarter. Bayforest Capital Ltd now owns 55 shares of the healthcare conglomerate's stock worth $29,000 after acquiring an additional 48 shares during the period. Clal Insurance Enterprises Holdings Ltd grew its stake 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 worth $32,000 after acquiring an additional 50 shares during the period. Copia Wealth Management purchased a new stake in UnitedHealth Group in the 4th quarter worth approximately $42,000. IAG Wealth Partners LLC purchased a new stake in UnitedHealth Group in the 1st quarter worth approximately $42,000. Finally, Investment Management Corp VA ADV purchased a new stake in UnitedHealth Group in the 4th quarter worth approximately $44,000. 87.86% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several analysts have recently issued reports on UNH shares. Robert W. Baird reissued an "underperform" rating and set a $198.00 price objective (down from $312.00) on shares of UnitedHealth Group in a research note on Thursday, July 31st. Sanford C. Bernstein boosted their price objective on shares of UnitedHealth Group from $337.00 to $379.00 and gave the company an "outperform" rating in a research note on Friday, September 5th. JPMorgan Chase & Co. lowered their price objective on shares of UnitedHealth Group from $418.00 to $310.00 and set an "overweight" rating for the company in a research note on Wednesday, August 6th. UBS Group restated a "buy" rating on shares of UnitedHealth Group in a report on Thursday, July 17th. Finally, Wells Fargo & Company reduced their target price on shares of UnitedHealth Group from $306.00 to $267.00 and set an "overweight" rating on the stock in a report on Monday, August 4th. 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.com, the stock has an average rating of "Moderate Buy" and an average target price of $358.95.

UnitedHealth Group Stock Up 1.4%

UNH stock traded up $4.80 during trading on Monday, reaching $341.49. The stock had a trading volume of 8,883,715 shares, compared to its average volume of 13,684,542. UnitedHealth Group Incorporated has a 1-year low of $234.60 and a 1-year 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. The company has a market capitalization of $309.27 billion, a P/E ratio of 14.80, a PEG ratio of 2.20 and a beta of 0.44. The firm has a fifty day moving average price of $296.49 and a 200 day moving average price of $362.50.

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

UnitedHealth Group Announces Dividend

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

About UnitedHealth Group

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.