Fiduciary Management Inc. WI Purchases 55,086 Shares of UnitedHealth Group Incorporated $UNH

Key Points

• Fiduciary Management Inc. WI increased its holdings in UnitedHealth Group by 13.2%, acquiring an additional 55,086 shares, bringing their total to 472,710 shares valued at approximately $247.58 million.
• UnitedHealth Group reported a missed earnings estimate for the recent quarter with EPS of $4.08 compared to the consensus of $4.45, alongside revenues of $111.62 billion.
• The company announced a quarterly dividend of $2.21 per share, yielding 2.9%, which will be paid on September 23rd to investors who are on record by September 15th.

Fiduciary Management Inc. WI raised its position in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 13.2% during the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 472,710 shares of the healthcare conglomerate's stock after purchasing an additional 55,086 shares during the period. UnitedHealth Group comprises approximately 2.4% of Fiduciary Management Inc. WI's portfolio, making the stock its 8th biggest holding. Fiduciary Management Inc. WI owned 0.05% of UnitedHealth Group worth $247,582,000 at the end of the most recent quarter.

Other large investors also recently bought and sold shares of the company. Citizens National Bank Trust Department boosted its stake in shares of UnitedHealth Group by 1.0% during the first quarter. Citizens National Bank Trust Department now owns 17,886 shares of the healthcare conglomerate's stock valued at $9,368,000 after acquiring an additional 170 shares during the last quarter. Fort Washington Investment Advisors Inc. OH boosted its stake in shares of UnitedHealth Group by 0.3% during the first quarter. Fort Washington Investment Advisors Inc. OH now owns 530,103 shares of the healthcare conglomerate's stock valued at $277,641,000 after acquiring an additional 1,465 shares during the last quarter. Sherbrooke Park Advisers LLC acquired a new stake in shares of UnitedHealth Group during the fourth quarter valued at $515,000. Full Sail Capital LLC boosted its stake in shares of UnitedHealth Group by 2.1% during the fourth quarter. Full Sail Capital LLC now owns 1,612 shares of the healthcare conglomerate's stock valued at $815,000 after acquiring an additional 33 shares during the last quarter. Finally, Soros Fund Management LLC acquired a new stake in shares of UnitedHealth Group during the fourth quarter valued at $39,413,000. Institutional investors and hedge funds own 87.86% of the company's stock.

Wall Street Analyst Weigh In

UNH has been the topic of a number of analyst reports. Barclays reaffirmed an "overweight" rating on shares of UnitedHealth Group in a research note on Thursday, July 17th. Erste Group Bank lowered UnitedHealth Group from a "strong-buy" rating to a "hold" rating in a research note on Wednesday, April 30th. TD Cowen lowered UnitedHealth Group from a "buy" rating to a "hold" rating and set a $308.00 price target on the stock. in a research note on Monday, May 19th. Wall Street Zen lowered UnitedHealth Group from a "buy" rating to a "hold" rating in a research note on Saturday, May 24th. Finally, HSBC reissued a "reduce" rating and issued a $270.00 price target (down from $490.00) on shares of UnitedHealth Group in a research note on Wednesday, May 21st. Fifteen investment 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. Based on data from MarketBeat, UnitedHealth Group currently has an average rating of "Moderate Buy" and a consensus price target of $365.38.

UnitedHealth Group Stock Performance

UnitedHealth Group stock opened at $303.4150 on Friday. The stock's 50-day moving average is $288.51 and its 200-day moving average is $391.21. The company has a market cap of $274.79 billion, a price-to-earnings ratio of 13.15, a price-to-earnings-growth ratio of 1.93 and a beta of 0.43. The company has a debt-to-equity ratio of 0.73, a current ratio of 0.85 and a quick ratio of 0.85. UnitedHealth Group Incorporated has a 12 month low of $234.60 and a 12 month high of $630.73.

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

UnitedHealth Group Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, September 23rd. Investors of record on Monday, September 15th will be issued a dividend of $2.21 per share. This represents a $8.84 annualized dividend and a dividend yield of 2.9%. The ex-dividend date is Monday, September 15th. UnitedHealth Group's dividend payout ratio (DPR) is presently 38.30%.

Insider Activity at UnitedHealth Group

In related news, CEO Patrick Hugh Conway sold 589 shares of the firm's stock in a transaction dated Tuesday, June 10th. The stock was sold at an average price of $305.00, for a total transaction of $179,645.00. Following the sale, the chief executive officer directly owned 10,398 shares in the company, valued at approximately $3,171,390. This trade represents a 5.36% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Insiders own 0.28% of the company's stock.

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.

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