Invst LLC Purchases 4,102 Shares of UnitedHealth Group Incorporated $UNH

Key Points

• Invst LLC increased its stake in UnitedHealth Group by 295.3%, acquiring an additional 4,102 shares to total 5,491 shares worth approximately $2.88 million.
• UnitedHealth Group reported a quarterly EPS of $4.08, falling short of analysts' expectations of $4.45, while its revenue increased by 12.9% year-over-year to $111.62 billion.
• The company announced a quarterly dividend of $2.21 per share, yielding 2.5%, with the ex-dividend date set for September 15th.

Invst LLC boosted its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 295.3% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The fund owned 5,491 shares of the healthcare conglomerate's stock after purchasing an additional 4,102 shares during the period. Invst LLC's holdings in UnitedHealth Group were worth $2,876,000 as of its most recent filing with the SEC.

Other large investors have also recently bought and sold shares of the company. Bayforest Capital Ltd boosted its position in UnitedHealth Group by 685.7% during 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 during the last quarter. Clal Insurance Enterprises Holdings Ltd boosted its position in UnitedHealth Group by 416.7% during 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 during the last quarter. Copia Wealth Management acquired a new position in UnitedHealth Group during the fourth quarter valued at approximately $42,000. IAG Wealth Partners LLC acquired a new stake in shares of UnitedHealth Group in the first quarter valued at approximately $42,000. Finally, Investment Management Corp VA ADV acquired a new stake in shares of UnitedHealth Group in the fourth quarter valued at approximately $44,000. 87.86% of the stock is owned by institutional investors and hedge funds.

UnitedHealth Group Price Performance

UnitedHealth Group stock opened at $353.89 on Friday. The stock's fifty day moving average price is $291.11 and its two-hundred day moving average price is $370.48. UnitedHealth Group Incorporated has a one year low of $234.60 and a one 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 firm has a market cap of $320.51 billion, a PE ratio of 15.33, a price-to-earnings-growth ratio of 2.27 and a beta of 0.45.

UnitedHealth Group (NYSE:UNH - Get Free Report) last posted 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). UnitedHealth Group had a return on equity of 23.32% and a net margin of 5.04%.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 earned $6.80 EPS. 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, research analysts expect that UnitedHealth Group Incorporated will post 29.54 EPS for the current fiscal year.

UnitedHealth Group Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 23rd. Shareholders of record on Monday, September 15th will be paid a dividend of $2.21 per share. This represents a $8.84 dividend on an annualized basis and a yield of 2.5%. The ex-dividend date is Monday, September 15th. UnitedHealth Group's dividend payout ratio (DPR) is 38.30%.

Wall Street Analysts Forecast Growth

UNH has been the subject of a number of recent analyst reports. 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. KeyCorp cut their price objective on UnitedHealth Group from $400.00 to $350.00 and set an "overweight" rating for the company in a research report on Wednesday, July 30th. TD Securities reaffirmed a "hold" rating and issued a $308.00 price objective (down from $520.00) on shares of UnitedHealth Group in a research report on Monday, May 19th. Sanford C. Bernstein lifted their price target on UnitedHealth Group from $337.00 to $379.00 and gave the stock an "outperform" rating in a report on Friday, September 5th. Finally, TD Cowen cut UnitedHealth Group from a "buy" rating to a "hold" rating and set a $308.00 price target for the company. in a report on Monday, May 19th. Sixteen research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and three have given a Sell rating to the company. Based on data from MarketBeat, UnitedHealth Group has a consensus rating of "Moderate Buy" and a consensus price target of $355.77.

UnitedHealth Group 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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