Focus Partners Advisor Solutions LLC Increases Stock Position in UnitedHealth Group Incorporated $UNH

Key Points

• Focus Partners Advisor Solutions LLC increased its stake in UnitedHealth Group by 23.2%, acquiring 2,515 additional shares, bringing its total holdings to 13,347 shares worth $6,990,000.
• UnitedHealth Group's quarterly earnings report showed a net margin of 5.04% and revenue of $111.62 billion, which slightly missed analysts' expectations for $111.75 billion.
• The company declared a quarterly dividend of $2.21 per share, representing a yield of 2.9%, with an annualized payout of $8.84.

Focus Partners Advisor Solutions LLC raised its position in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 23.2% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 13,347 shares of the healthcare conglomerate's stock after buying an additional 2,515 shares during the quarter. Focus Partners Advisor Solutions LLC's holdings in UnitedHealth Group were worth $6,990,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also added to or reduced their stakes in UNH. Vanguard Group Inc. increased its holdings in shares of UnitedHealth Group by 6.6% during 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 acquiring 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% during 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 acquiring 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% during 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 acquiring 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% during 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 acquiring an additional 8,280,404 shares in the last quarter. Finally, Bank of New York Mellon Corp increased its holdings in UnitedHealth Group by 2.5% in the 1st quarter. Bank of New York Mellon Corp now owns 8,128,174 shares of the healthcare conglomerate's stock worth $4,257,131,000 after buying an additional 196,696 shares in the last quarter. Hedge funds and other institutional investors own 87.86% of the company's stock.

UnitedHealth Group Stock Up 2.5%

UNH stock opened at $309.77 on Monday. UnitedHealth Group Incorporated has a twelve month low of $234.60 and a twelve month high of $630.73. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 0.73. The stock has a market cap of $280.55 billion, a P/E ratio of 13.42, a PEG ratio of 2.00 and a beta of 0.44. The business's 50-day moving average price is $288.16 and its 200-day moving average price is $379.63.

UnitedHealth Group (NYSE:UNH - Get Free Report) last posted its quarterly earnings data on Tuesday, July 29th. The healthcare conglomerate reported $4.08 earnings per share for the quarter, missing analysts' consensus estimates 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 analysts' expectations of $111.75 billion. During the same period in the previous year, the firm earned $6.80 earnings per share. The firm's quarterly revenue was up 12.9% on a year-over-year basis. 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 firm also recently declared a quarterly dividend, which will be paid on Tuesday, September 23rd. Investors of record on Monday, September 15th will be issued a $2.21 dividend. The ex-dividend date of this dividend is Monday, September 15th. This represents a $8.84 dividend on an annualized basis and a yield of 2.9%. UnitedHealth Group's payout ratio is currently 38.30%.

Insider Buying and Selling

In related news, CEO Patrick Hugh Conway sold 589 shares of the business's stock in a transaction that occurred on Tuesday, June 10th. The stock was sold at an average price of $305.00, for a total value of $179,645.00. Following the transaction, the chief executive officer directly owned 10,398 shares of the company's stock, valued at approximately $3,171,390. The trade was a 5.36% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Corporate insiders own 0.28% of the company's stock.

Analyst Upgrades and Downgrades

Several research firms recently commented on UNH. KeyCorp reduced their price objective on UnitedHealth Group from $400.00 to $350.00 and set an "overweight" rating for the company in a report on Wednesday, July 30th. HSBC reiterated a "reduce" rating and issued a $270.00 price objective (down from $490.00) on shares of UnitedHealth Group in a report on Wednesday, May 21st. Cantor Fitzgerald reiterated an "overweight" rating and issued a $440.00 price objective on shares of UnitedHealth Group in a report on Tuesday, August 26th. TD Securities reiterated a "hold" rating and issued a $308.00 price objective (down from $520.00) on shares of UnitedHealth Group in a report on Monday, May 19th. Finally, Truist Financial cut their price target on UnitedHealth Group from $360.00 to $345.00 and set a "buy" rating for the company in a research note on Wednesday, July 16th. Fifteen equities research analysts have rated the stock with a Buy rating, six have given a Hold rating and three have assigned a Sell rating to the company's stock. According to MarketBeat, the company presently has a consensus rating of "Moderate Buy" and a consensus price target of $353.00.

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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