Doliver Advisors LP Makes New $1.41 Million Investment in UnitedHealth Group Incorporated $UNH

Key Points

• Doliver Advisors LP invested approximately $1.41 million in UnitedHealth Group by acquiring 4,533 shares in the second quarter, as detailed in its latest SEC filing.
• UnitedHealth Group reported a missed earnings estimate for the last quarter, with earnings per share at $4.08 compared to the expected $4.45, while its revenue increased by 12.9% year-over-year.
• The company declared a quarterly dividend of $2.21 per share, reflecting an annualized dividend of $8.84 and a yield of 2.5%, with a payout ratio of 38.30%.

Doliver Advisors LP purchased a new position in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 4,533 shares of the healthcare conglomerate's stock, valued at approximately $1,414,000.

A number of other institutional investors also recently modified their holdings of UNH. Vanguard Group Inc. increased its holdings in shares of UnitedHealth Group by 6.6% in the first 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 increased its holdings in shares of UnitedHealth Group by 10.6% in the first quarter. Wellington Management Group LLP now owns 25,847,940 shares of the healthcare conglomerate's stock valued at $13,537,859,000 after purchasing an additional 2,486,839 shares in the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its holdings in shares of UnitedHealth Group by 36.6% in the fourth quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 8,592,718 shares of the healthcare conglomerate's stock valued at $4,346,712,000 after purchasing an additional 2,301,010 shares in the last quarter. GAMMA Investing LLC increased its holdings in shares of UnitedHealth Group by 56,142.1% in the first 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. Finally, Bank of New York Mellon Corp increased its holdings in shares of UnitedHealth Group by 2.5% in the first quarter. Bank of New York Mellon Corp now owns 8,128,174 shares of the healthcare conglomerate's stock valued at $4,257,131,000 after purchasing an additional 196,696 shares in the last quarter. Institutional investors own 87.86% of the company's stock.

UnitedHealth Group Stock Down 0.3%

UNH traded down $1.00 during trading on Friday, hitting $352.61. The company had a trading volume of 13,985,550 shares, compared to its average volume of 16,174,808. The company has a market capitalization of $319.35 billion, a PE ratio of 15.28, a PEG ratio of 2.30 and a beta of 0.44. UnitedHealth Group Incorporated has a one year low of $234.60 and a one year high of $630.73. The firm's 50-day moving average price is $291.98 and its 200 day moving average price is $368.31. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 0.73.

UnitedHealth Group (NYSE:UNH - Get Free Report) last posted its quarterly earnings data on Tuesday, July 29th. The healthcare conglomerate reported $4.08 EPS for the quarter, missing the consensus estimate of $4.45 by ($0.37). The company had revenue of $111.62 billion during the quarter, compared to the consensus estimate of $111.75 billion. UnitedHealth Group had a net margin of 5.04% and a return on equity of 23.32%. The company's revenue was up 12.9% compared to the same quarter last year. During the same period in the prior year, the firm posted $6.80 earnings per share. 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 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. Shareholders of record on Monday, September 15th will be given a dividend of $2.21 per share. The ex-dividend date of this dividend is Monday, September 15th. This represents a $8.84 annualized dividend and a yield of 2.5%. UnitedHealth Group's payout ratio is 38.30%.

Analysts Set New Price Targets

A number of research firms have commented on UNH. KeyCorp lowered their target price on shares of UnitedHealth Group from $400.00 to $350.00 and set an "overweight" 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 stock a "neutral" rating in a report on Monday, August 18th. Oppenheimer lowered their target price on shares of UnitedHealth Group from $400.00 to $325.00 and set an "outperform" rating for the company in a report on Wednesday, July 30th. Truist Financial boosted their price target on shares of UnitedHealth Group from $310.00 to $365.00 and gave the company a "buy" rating in a report on Tuesday, September 9th. Finally, Wall Street Zen lowered shares of UnitedHealth Group from a "buy" rating to a "hold" rating in a report on Saturday, May 24th. Sixteen investment 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. Based on data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and an average price target of $358.95.

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.