New England Research & Management Inc. Invests $2.53 Million in UnitedHealth Group Incorporated $UNH

Key Points

• New England Research & Management Inc. invested approximately $2.53 million in UnitedHealth Group, acquiring 8,120 shares during the second quarter, making it the firm's 23rd largest position.
• UnitedHealth Group's stock recently reported earnings of $4.08 per share, falling short of estimates, with a net margin of 5.04% and a revenue of $111.62 billion for the quarter.
• The company announced a quarterly dividend of $2.21 per share, with a dividend yield of 2.5%, scheduled for payment on September 23rd, 2025.

New England Research & Management Inc. acquired a new position in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 8,120 shares of the healthcare conglomerate's stock, valued at approximately $2,533,000. UnitedHealth Group comprises approximately 1.2% of New England Research & Management Inc.'s portfolio, making the stock its 23rd largest position.

A number of other large investors have also modified their holdings of UNH. Brighton Jones LLC raised its stake in shares of UnitedHealth Group by 176.2% in the fourth quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate's stock valued at $22,384,000 after purchasing an additional 28,231 shares in the last quarter. Revolve Wealth Partners LLC raised its stake in UnitedHealth Group by 137.1% during the fourth quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate's stock worth $2,033,000 after acquiring an additional 2,324 shares in the last quarter. Two Sigma Advisers LP acquired a new stake in shares of UnitedHealth Group in the fourth quarter valued at $14,063,000. Twinbeech Capital LP acquired a new stake in shares of UnitedHealth Group in the fourth quarter valued at $68,737,000. Finally, Triglav Skladi D.O.O. acquired a new stake in shares of UnitedHealth Group in the fourth quarter valued at $23,129,000. 87.86% of the stock is currently owned by institutional investors and hedge funds.

UnitedHealth Group Stock Down 1.3%

Shares of UnitedHealth Group stock opened at $348.05 on Tuesday. The business's 50 day simple moving average is $292.87 and its 200 day simple moving average is $367.43. UnitedHealth Group Incorporated has a 52-week low of $234.60 and a 52-week high of $630.73. The firm has a market cap of $315.22 billion, a PE ratio of 15.08, a P/E/G ratio of 2.30 and a beta of 0.44. The company has a debt-to-equity ratio of 0.73, a quick ratio of 0.85 and a current ratio of 0.85.

UnitedHealth Group (NYSE:UNH - Get Free Report) last released its earnings results on Tuesday, July 29th. The healthcare conglomerate reported $4.08 earnings per share for the quarter, missing the consensus estimate of $4.45 by ($0.37). UnitedHealth Group had a net margin of 5.04% and a return on equity of 23.32%. The firm had revenue of $111.62 billion during the quarter, compared to the consensus estimate of $111.75 billion. During the same period in the prior year, the business posted $6.80 earnings per share. UnitedHealth Group's quarterly revenue was up 12.9% compared to the same quarter last year. UnitedHealth Group has set its FY 2025 guidance at 16.000- EPS. On average, analysts predict that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

UnitedHealth Group Dividend Announcement

The firm 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. The ex-dividend date of this dividend is Monday, September 15th. This represents a $8.84 dividend on an annualized basis and a dividend yield of 2.5%. UnitedHealth Group's payout ratio is presently 38.30%.

Wall Street Analysts Forecast Growth

A number of analysts have recently weighed in on the company. Oppenheimer lowered their target price on UnitedHealth Group from $400.00 to $325.00 and set an "outperform" rating for the company in a research note on Wednesday, July 30th. Sanford C. Bernstein raised their target price on UnitedHealth Group from $337.00 to $379.00 and gave the company an "outperform" rating in a research note on Friday, September 5th. Barclays lifted their price objective on UnitedHealth Group from $337.00 to $352.00 and gave the stock an "overweight" rating in a research report on Thursday, September 4th. TD Securities reiterated 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. Finally, UBS Group reiterated a "buy" rating on shares of UnitedHealth Group in a research report on Thursday, July 17th. Sixteen analysts have rated the stock with a Buy rating, six have given a Hold rating and three have given a Sell rating to the company's stock. Based on data from MarketBeat, UnitedHealth Group presently has a consensus rating of "Moderate Buy" and a consensus target price of $358.95.

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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