Edmond DE Rothschild Holding S.A. Sells 3,998 Shares of UnitedHealth Group Incorporated $UNH

Key Points

• Edmond DE Rothschild Holding S.A. has reduced its stake in UnitedHealth Group by 7.7%, selling 3,998 shares to hold a total of 47,801 shares valued at approximately $25 million.
• The company’s recent earnings report revealed a missed earnings estimate with $4.08 per share against the anticipated $4.45, and a revenue of $111.62 billion, slightly below the consensus estimate.
• UnitedHealth Group has announced a quarterly dividend of $2.21 per share with a dividend yield of 2.9%, showcasing a dividend payout ratio of 38.30%.

Edmond DE Rothschild Holding S.A. lowered its stake in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 7.7% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 47,801 shares of the healthcare conglomerate's stock after selling 3,998 shares during the quarter. Edmond DE Rothschild Holding S.A.'s holdings in UnitedHealth Group were worth $25,036,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in UNH. Brighton Jones LLC increased its stake in shares of UnitedHealth Group by 176.2% in the fourth quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate's stock valued at $22,384,000 after buying an additional 28,231 shares during the period. Revolve Wealth Partners LLC increased its position in UnitedHealth Group by 137.1% during the 4th quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate's stock valued at $2,033,000 after purchasing an additional 2,324 shares during the period. Algert Global LLC increased its position in UnitedHealth Group by 5.3% during the 4th quarter. Algert Global LLC now owns 3,175 shares of the healthcare conglomerate's stock valued at $1,606,000 after purchasing an additional 160 shares during the period. Capital Advantage Inc. acquired a new stake in UnitedHealth Group during the 4th quarter valued at approximately $237,000. Finally, CoreCap Advisors LLC increased its position in UnitedHealth Group by 127.5% during the 4th quarter. CoreCap Advisors LLC now owns 3,553 shares of the healthcare conglomerate's stock valued at $1,797,000 after purchasing an additional 1,991 shares during the period. Institutional investors and hedge funds own 87.86% of the company's stock.

Insider Activity

In other news, CEO Patrick Hugh Conway sold 589 shares of the firm's stock in a transaction on Tuesday, June 10th. The stock was sold at an average price of $305.00, for a total transaction of $179,645.00. Following the completion of the sale, the chief executive officer directly 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 SEC, which is available through the SEC website. 0.28% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

Several analysts have recently commented on UNH shares. Deutsche Bank Aktiengesellschaft reduced their price objective on shares of UnitedHealth Group from $521.00 to $362.00 and set a "buy" rating for the company in a research report on Wednesday, May 14th. Piper Sandler reduced their price objective on shares of UnitedHealth Group from $353.00 to $317.00 and set an "overweight" rating for the company in a research report on Wednesday, July 30th. 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 report on Wednesday, August 20th. Cantor Fitzgerald reiterated an "overweight" rating and issued a $440.00 target price on shares of UnitedHealth Group in a report on Tuesday, August 26th. Finally, Barclays reiterated an "overweight" rating on shares of UnitedHealth Group in a report on Thursday, July 17th. Fifteen research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and three have assigned a Sell rating to the company's stock. According to data from MarketBeat, UnitedHealth Group has an average rating of "Moderate Buy" and an average price target of $353.00.

UnitedHealth Group Price Performance

Shares of NYSE:UNH opened at $307.27 on Thursday. 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 stock's fifty day simple moving average is $288.51 and its two-hundred day simple moving average is $377.17. UnitedHealth Group Incorporated has a 1-year low of $234.60 and a 1-year high of $630.73. The stock has a market cap of $278.29 billion, a PE ratio of 13.31, a price-to-earnings-growth ratio of 2.00 and a beta of 0.45.

UnitedHealth Group (NYSE:UNH - Get Free Report) last issued its quarterly earnings data 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 last year, the business posted $6.80 earnings per share. UnitedHealth Group's revenue was up 12.9% on a year-over-year basis. UnitedHealth Group has set its FY 2025 guidance at 16.000- EPS. As a group, analysts forecast that UnitedHealth Group Incorporated will post 29.54 EPS for the current fiscal year.

UnitedHealth Group Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, September 23rd. Stockholders 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 dividend yield of 2.9%. UnitedHealth Group's dividend payout ratio (DPR) 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.

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