Fiduciary Family Office LLC Has $1.19 Million Holdings in UnitedHealth Group Incorporated $UNH

Key Points

• Fiduciary Family Office LLC reduced its stake in UnitedHealth Group by 20.9%, holding 3,804 shares valued at approximately $1.19 million as of its latest SEC filing.
• UnitedHealth Group reported a quarterly earnings miss with $4.08 earnings per share, below the expected $4.45, and achieved a revenue of $111.62 billion, slightly below analyst expectations.
• The company recently declared a quarterly dividend of $2.21 per share, resulting in an annualized dividend yield of 2.4%, with a payout ratio of 38.3%.

Fiduciary Family Office LLC lessened its position in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 20.9% in the second quarter, according to its most recent disclosure with the SEC. The firm owned 3,804 shares of the healthcare conglomerate's stock after selling 1,007 shares during the period. Fiduciary Family Office LLC's holdings in UnitedHealth Group were worth $1,187,000 as of its most recent filing with the SEC.

A number of other hedge funds have also recently added to or reduced their stakes in UNH. Bayforest Capital Ltd lifted its holdings in shares of UnitedHealth Group by 685.7% in the first quarter. Bayforest Capital Ltd now owns 55 shares of the healthcare conglomerate's stock valued at $29,000 after purchasing an additional 48 shares in the last quarter. Clal Insurance Enterprises Holdings Ltd lifted its holdings in shares of UnitedHealth Group by 416.7% in the first quarter. Clal Insurance Enterprises Holdings Ltd now owns 62 shares of the healthcare conglomerate's stock valued at $32,000 after purchasing an additional 50 shares in the last quarter. Kentucky Trust Co lifted its holdings in shares of UnitedHealth Group by 53.8% in the second quarter. Kentucky Trust Co now owns 143 shares of the healthcare conglomerate's stock valued at $45,000 after purchasing an additional 50 shares in the last quarter. O Brien Wealth Partners LLC lifted its holdings in shares of UnitedHealth Group by 74.0% in the first quarter. O Brien Wealth Partners LLC now owns 87 shares of the healthcare conglomerate's stock valued at $46,000 after purchasing an additional 37 shares in the last quarter. Finally, Cloud Capital Management LLC bought a new position in shares of UnitedHealth Group in the first quarter valued at approximately $53,000. Institutional investors and hedge funds own 87.86% of the company's stock.

UnitedHealth Group Stock Performance

Shares of UNH opened at $364.31 on Tuesday. The firm has a market cap of $329.95 billion, a PE ratio of 15.78, a PEG ratio of 2.31 and a beta of 0.47. UnitedHealth Group Incorporated has a 1 year low of $234.60 and a 1 year high of $630.73. 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 stock's fifty day moving average price is $331.62 and its two-hundred day moving average price is $341.12.

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

UnitedHealth Group Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Tuesday, September 23rd. Stockholders of record on Monday, September 15th were given a $2.21 dividend. The ex-dividend date was Monday, September 15th. This represents a $8.84 annualized dividend and a dividend yield of 2.4%. UnitedHealth Group's payout ratio is 38.30%.

Analyst Ratings Changes

Several equities research analysts have recently issued reports on UNH shares. Oppenheimer decreased their target price on UnitedHealth Group from $400.00 to $325.00 and set an "outperform" rating for the company in a research report on Wednesday, July 30th. Mizuho raised their price objective on shares of UnitedHealth Group from $300.00 to $430.00 and gave the stock an "outperform" rating in a report on Thursday, October 9th. Weiss Ratings reissued a "sell (d+)" rating on shares of UnitedHealth Group in a research report on Wednesday, October 8th. Wells Fargo & Company upped their price objective on UnitedHealth Group from $267.00 to $400.00 and gave the company an "overweight" rating in a research note on Tuesday, October 7th. Finally, Jefferies Financial Group boosted their target price on UnitedHealth Group from $317.00 to $409.00 and gave the company a "buy" rating in a research note on Friday. Eighteen research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and four have given a Sell rating to the company. According to data from MarketBeat, UnitedHealth Group currently has an average rating of "Hold" and a consensus price target of $385.13.

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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