UnitedHealth Group Incorporated $UNH Holdings Trimmed by Diversified Trust Co

Key Points

• Diversified Trust Co has reduced its stake in UnitedHealth Group by 3.4%, holding 46,306 shares now valued at approximately $14.45 million.
• UnitedHealth Group reported $4.08 EPS, which fell short of analysts' expectations of $4.45, alongside a revenue of $111.62 billion.
• The company recently announced a quarterly dividend of $2.21 per share, representing an annualized yield of 2.6%.

Diversified Trust Co trimmed its position in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 3.4% in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 46,306 shares of the healthcare conglomerate's stock after selling 1,633 shares during the period. Diversified Trust Co's holdings in UnitedHealth Group were worth $14,446,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in the company. GAMMA Investing LLC increased its holdings in UnitedHealth Group by 56,142.1% in the 1st quarter. GAMMA Investing LLC now owns 8,295,153 shares of the healthcare conglomerate's stock valued at $4,344,586,000 after purchasing an additional 8,280,404 shares in the last quarter. Nuveen LLC acquired a new stake in UnitedHealth Group in the 1st quarter valued at $3,846,764,000. Vanguard Group Inc. increased its holdings in UnitedHealth Group by 6.6% in the 1st quarter. Vanguard Group Inc. now owns 90,729,585 shares of the healthcare conglomerate's stock valued at $47,519,620,000 after purchasing an additional 5,583,343 shares in the last quarter. Wellington Management Group LLP boosted its position in UnitedHealth Group by 10.6% in the 1st quarter. Wellington Management Group LLP now owns 25,847,940 shares of the healthcare conglomerate's stock valued at $13,537,859,000 after buying an additional 2,486,839 shares during the last quarter. Finally, National Bank of Canada FI boosted its position in UnitedHealth Group by 137.8% in the 1st quarter. National Bank of Canada FI now owns 1,641,177 shares of the healthcare conglomerate's stock valued at $859,518,000 after buying an additional 950,928 shares during the last quarter. 87.86% of the stock is currently owned by institutional investors and hedge funds.

UnitedHealth Group Price Performance

Shares of NYSE UNH traded up $1.90 during mid-day trading on Friday, reaching $336.72. 13,528,738 shares of the company traded hands, compared to its average volume of 13,748,202. 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 firm has a market cap of $304.96 billion, a PE ratio of 14.59, a price-to-earnings-growth ratio of 2.20 and a beta of 0.45. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $630.73. The stock has a fifty day simple moving average of $295.67 and a 200-day simple moving average of $364.42.

UnitedHealth Group (NYSE:UNH - Get Free Report) last posted its quarterly earnings results 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 business had revenue of $111.62 billion during the quarter, compared to analyst estimates of $111.75 billion. UnitedHealth Group had a return on equity of 23.32% and a net margin of 5.04%.The company's quarterly revenue was up 12.9% compared to the same quarter last year. During the same quarter last year, the firm posted $6.80 EPS. UnitedHealth Group has set its FY 2025 guidance at 16.000- EPS. Equities research analysts anticipate that UnitedHealth Group Incorporated will post 29.54 EPS for the current fiscal year.

UnitedHealth Group Dividend Announcement

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

Wall Street Analysts Forecast Growth

UNH has been the subject of a number of analyst reports. Baird R W cut shares of UnitedHealth Group from a "hold" rating to a "strong sell" rating in a research report on Thursday, July 31st. KeyCorp reduced their price target on shares of UnitedHealth Group from $400.00 to $350.00 and set an "overweight" rating on the stock in a research report on Wednesday, July 30th. Wells Fargo & Company reduced their price target on shares of UnitedHealth Group from $306.00 to $267.00 and set an "overweight" rating on the stock in a research report on Monday, August 4th. Royal Bank Of Canada reduced their price target on shares of UnitedHealth Group from $355.00 to $286.00 and set an "outperform" rating on the stock in a research report on Wednesday, July 30th. Finally, Cantor Fitzgerald reaffirmed an "overweight" rating and set a $440.00 price target on shares of UnitedHealth Group in a research report on Tuesday, August 26th. Sixteen research analysts have rated the stock with a Buy rating, six have given a Hold rating and three have issued a Sell rating to the company's stock. Based on data from MarketBeat, UnitedHealth Group presently has a consensus rating of "Moderate Buy" and an average target price of $358.95.

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.