GFS Advisors LLC Takes $4.52 Million Position in UnitedHealth Group Incorporated $UNH

Key Points

• GFS Advisors LLC has acquired a new stake of 14,500 shares in UnitedHealth Group, valued at approximately $4.52 million, signaling strong institutional interest in the company.
• Recent analyst reports have seen target prices for UnitedHealth Group's stock increase, with Morgan Stanley now projecting a target of $395.00 and Barclays at $386.00, reflecting a positive outlook among financial analysts.
• UnitedHealth Group has recently declared a quarterly dividend of $2.21 per share, which translates to an annualized dividend yield of 2.5%.

GFS Advisors LLC bought a new stake in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm bought 14,500 shares of the healthcare conglomerate's stock, valued at approximately $4,524,000.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Bayforest Capital Ltd lifted its holdings in UnitedHealth Group by 685.7% in the 1st 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 increased its stake in shares of UnitedHealth Group by 416.7% in the 1st quarter. Clal Insurance Enterprises Holdings Ltd now owns 62 shares of the healthcare conglomerate's stock worth $32,000 after acquiring an additional 50 shares during the last quarter. IAG Wealth Partners LLC acquired a new stake in shares of UnitedHealth Group in the 1st quarter worth $42,000. Kentucky Trust Co increased its stake in shares of UnitedHealth Group by 53.8% in the 2nd quarter. Kentucky Trust Co now owns 143 shares of the healthcare conglomerate's stock worth $45,000 after acquiring an additional 50 shares during the last quarter. Finally, O Brien Wealth Partners LLC increased its stake in shares of UnitedHealth Group by 74.0% in the 1st quarter. O Brien Wealth Partners LLC now owns 87 shares of the healthcare conglomerate's stock worth $46,000 after acquiring an additional 37 shares during the last quarter. Hedge funds and other institutional investors own 87.86% of the company's stock.

Wall Street Analysts Forecast Growth

UNH has been the subject of a number of recent research reports. Morgan Stanley raised their target price on UnitedHealth Group from $325.00 to $395.00 and gave the stock an "overweight" rating in a research note on Friday, September 12th. Barclays raised their target price on UnitedHealth Group from $352.00 to $386.00 and gave the stock an "overweight" rating in a research note on Thursday. KeyCorp raised their price objective on UnitedHealth Group from $350.00 to $400.00 and gave the stock an "overweight" rating in a research report on Wednesday. Oppenheimer cut their price objective 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. Finally, Piper Sandler cut their price objective on UnitedHealth Group from $353.00 to $317.00 and set an "overweight" rating for the company in a research report on Wednesday, July 30th. Sixteen equities research analysts have rated the stock with a Buy rating, seven have given a Hold rating and four have assigned a Sell rating to the company's stock. Based on data from MarketBeat, the stock presently has a consensus rating of "Hold" and an average price target of $383.09.

UnitedHealth Group Stock Performance

NYSE UNH opened at $354.30 on Friday. The stock has a 50-day moving average of $318.21 and a two-hundred day moving average of $349.25. 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 company has a market cap of $320.88 billion, a P/E ratio of 15.35, a P/E/G ratio of 2.29 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.

UnitedHealth Group (NYSE:UNH - Get Free Report) last announced its quarterly earnings data on Tuesday, July 29th. The healthcare conglomerate reported $4.08 earnings per share (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 analysts' expectations of $111.75 billion. UnitedHealth Group had a net margin of 5.04% and a return on equity of 23.32%. The business's quarterly revenue was up 12.9% compared to the same quarter last year. During the same quarter in the previous year, the business posted $6.80 EPS. UnitedHealth Group has set its FY 2025 guidance at 16.000- EPS. As a group, analysts anticipate that UnitedHealth Group Incorporated will post 29.54 EPS for the current year.

UnitedHealth Group Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, September 23rd. Stockholders of record on Monday, September 15th were paid a $2.21 dividend. This represents a $8.84 annualized dividend and a dividend yield of 2.5%. The ex-dividend date was Monday, September 15th. UnitedHealth Group's dividend payout ratio (DPR) is presently 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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