Moody Lynn & Lieberson LLC Has $818,000 Stock Holdings in UnitedHealth Group Incorporated $UNH

Key Points

• Moody Lynn & Lieberson LLC reduced its stake in UnitedHealth Group by 51%, owning 2,623 shares valued at approximately $818,000, according to its recent SEC filing.
• Institutional investors hold a significant portion of UnitedHealth Group's stock, owning approximately 87.86% of the company's shares, as various funds have recently increased their stakes.
• UnitedHealth Group reported a missed earnings estimate for the last quarter, posting earnings per share of $4.08, below the consensus estimate of $4.45.

Moody Lynn & Lieberson LLC lessened its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 51.0% during the second quarter, according to the company in its most recent disclosure with the SEC. The fund owned 2,623 shares of the healthcare conglomerate's stock after selling 2,728 shares during the quarter. Moody Lynn & Lieberson LLC's holdings in UnitedHealth Group were worth $818,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also bought and sold shares of the company. Vanguard Group Inc. grew its holdings in UnitedHealth Group by 6.6% during the 1st quarter. Vanguard Group Inc. now owns 90,729,585 shares of the healthcare conglomerate's stock worth $47,519,620,000 after acquiring an additional 5,583,343 shares during the last quarter. Wellington Management Group LLP grew its stake in shares of UnitedHealth Group by 10.6% in the first quarter. Wellington Management Group LLP now owns 25,847,940 shares of the healthcare conglomerate's stock worth $13,537,859,000 after purchasing an additional 2,486,839 shares during the last quarter. Bank of New York Mellon Corp raised its position in UnitedHealth Group by 2.5% during 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 purchasing an additional 196,696 shares during the last quarter. Nuveen LLC bought a new stake in shares of UnitedHealth Group in the 1st quarter valued at about $3,846,764,000. Finally, Charles Schwab Investment Management Inc. lifted its stake in shares of UnitedHealth Group by 13.6% in the first quarter. Charles Schwab Investment Management Inc. now owns 7,070,385 shares of the healthcare conglomerate's stock worth $3,702,736,000 after acquiring an additional 847,054 shares during the period. Institutional investors own 87.86% of the company's stock.

Analyst Ratings Changes

UNH has been the subject of several analyst reports. KeyCorp lowered their price target on shares of UnitedHealth Group from $400.00 to $350.00 and set an "overweight" rating for the company in a report on Wednesday, July 30th. Sanford C. Bernstein boosted their target price on shares of UnitedHealth Group from $337.00 to $379.00 and gave the company an "outperform" rating in a report on Friday, September 5th. Wells Fargo & Company decreased their price target on UnitedHealth Group from $306.00 to $267.00 and set an "overweight" rating for the company in a report on Monday, August 4th. Cantor Fitzgerald restated an "overweight" rating and set a $440.00 target price on shares of UnitedHealth Group in a research report on Tuesday, August 26th. Finally, UBS Group reiterated a "buy" rating on shares of UnitedHealth Group in a report on Thursday, July 17th. Sixteen 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 stock. According to data from MarketBeat, the stock has an average rating of "Moderate Buy" and an average price target of $358.95.

UnitedHealth Group Price Performance

Shares of UNH opened at $344.15 on Monday. The stock has a market cap of $311.69 billion, a P/E ratio of 14.91, a P/E/G ratio of 2.24 and a beta of 0.44. The business's fifty day moving average is $301.20 and its 200 day moving average is $358.73. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 0.73. 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 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 business had revenue of $111.62 billion during the quarter, compared to the consensus estimate of $111.75 billion. During the same period last year, the business posted $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. Sell-side analysts anticipate that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

UnitedHealth Group Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, September 23rd. Stockholders of record on Monday, September 15th were issued a $2.21 dividend. This represents a $8.84 dividend on an annualized basis and a dividend yield of 2.6%. The ex-dividend date was Monday, September 15th. UnitedHealth Group's dividend payout ratio (DPR) is currently 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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