Night Owl Capital Management LLC lifted its stake in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 39.3% in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 83,996 shares of the healthcare conglomerate's stock after purchasing an additional 23,694 shares during the quarter. UnitedHealth Group comprises about 5.5% of Night Owl Capital Management LLC's holdings, making the stock its 7th largest holding. Night Owl Capital Management LLC's holdings in UnitedHealth Group were worth $43,993,000 as of its most recent filing with the SEC.
Other institutional investors also recently bought and sold shares of the company. Bayforest Capital Ltd lifted its stake 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 buying an additional 48 shares in the last quarter. Clal Insurance Enterprises Holdings Ltd boosted its stake in 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 purchasing an additional 50 shares during the period. Copia Wealth Management bought a new position in shares of UnitedHealth Group during the 4th quarter valued at $42,000. IAG Wealth Partners LLC bought a new position in UnitedHealth Group in the 1st quarter worth $42,000. Finally, Investment Management Corp VA ADV bought a new stake in UnitedHealth Group in the fourth quarter valued at about $44,000. 87.86% of the stock is owned by hedge funds and other institutional investors.
UnitedHealth Group Price Performance
Shares of NYSE UNH traded up $5.07 during trading on Monday, reaching $320.46. The company had a trading volume of 17,541,354 shares, compared to its average volume of 12,809,192. The stock has a market capitalization of $290.23 billion, a PE ratio of 13.88, a price-to-earnings-growth ratio of 2.04 and a beta of 0.44. The company has a current ratio of 0.85, a quick ratio of 0.85 and a debt-to-equity ratio of 0.73. The stock has a 50-day moving average price of $288.78 and a two-hundred day moving average price of $372.56. UnitedHealth Group Incorporated has a twelve month low of $234.60 and a twelve month high of $630.73.
UnitedHealth Group (NYSE:UNH - Get Free Report) last released its earnings results on Tuesday, July 29th. The healthcare conglomerate reported $4.08 EPS for the quarter, missing analysts' consensus estimates of $4.45 by ($0.37). The firm had revenue of $111.62 billion for the quarter, compared to the consensus estimate of $111.75 billion. UnitedHealth Group had a return on equity of 23.32% and a net margin of 5.04%.The company's quarterly revenue was up 12.9% on a year-over-year basis. During the same period in the prior year, the business earned $6.80 EPS. UnitedHealth Group has set its FY 2025 guidance at 16.000- EPS. As a group, sell-side analysts predict that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current year.
UnitedHealth Group Announces Dividend
The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 23rd. Shareholders 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 annualized dividend and a yield of 2.8%. UnitedHealth Group's dividend payout ratio is currently 38.30%.
Analysts Set New Price Targets
Several brokerages have commented on UNH. TD Cowen downgraded shares of UnitedHealth Group from a "buy" rating to a "hold" rating and set a $308.00 target price for the company. in a research note on Monday, May 19th. UBS Group reaffirmed a "buy" rating on shares of UnitedHealth Group in a research note on Thursday, July 17th. Piper Sandler cut their price target on shares of UnitedHealth Group from $353.00 to $317.00 and set an "overweight" rating for the company in a research note on Wednesday, July 30th. Wells Fargo & Company reduced their target price on shares of UnitedHealth Group from $306.00 to $267.00 and set an "overweight" rating on the stock in a research report on Monday, August 4th. Finally, Cantor Fitzgerald restated an "overweight" rating and set a $440.00 target price on shares of UnitedHealth Group in a research note on Tuesday, August 26th. 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 company's stock. According to data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and a consensus target price of $354.86.
Check Out Our Latest Stock Report on UNH
Insider Buying and Selling at UnitedHealth Group
In related news, CEO Patrick Hugh Conway sold 589 shares of the company's stock in a transaction on Tuesday, June 10th. The shares were sold at an average price of $305.00, for a total value of $179,645.00. Following the completion of the sale, the chief executive officer owned 10,398 shares in the company, valued at $3,171,390. This represents a 5.36% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. 0.28% of the stock is currently owned by company insiders.
UnitedHealth Group Profile
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Free Report)
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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