Pennsylvania Capital Management Inc. ADV Has $458,000 Stake in UnitedHealth Group Incorporated $UNH

Key Points

• Pennsylvania Capital Management Inc. ADV reduced its stake in UnitedHealth Group by 33.9%, ending with 1,467 shares valued at $458,000.
• Analyst ratings have varied, with Oppenheimer and KeyCorp decreasing their target prices significantly, while Sanford C. Bernstein raised theirs, contributing to a consensus rating of "Moderate Buy".
• UnitedHealth Group reported $4.08 EPS in its last earnings release, missing analysts' expectations, while also announcing a quarterly dividend of $2.21 per share.

Pennsylvania Capital Management Inc. ADV trimmed its position in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 33.9% during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,467 shares of the healthcare conglomerate's stock after selling 752 shares during the period. Pennsylvania Capital Management Inc. ADV's holdings in UnitedHealth Group were worth $458,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently made changes to their positions in UNH. Financial Management Professionals Inc. raised its holdings in UnitedHealth Group by 0.8% in the 1st quarter. Financial Management Professionals Inc. now owns 2,224 shares of the healthcare conglomerate's stock valued at $1,165,000 after buying an additional 17 shares during the last quarter. Retirement Planning Group LLC raised its holdings in UnitedHealth Group by 5.1% in the 1st quarter. Retirement Planning Group LLC now owns 430 shares of the healthcare conglomerate's stock valued at $225,000 after buying an additional 21 shares during the last quarter. Net Worth Advisory Group increased its position in UnitedHealth Group by 0.6% during the 1st quarter. Net Worth Advisory Group now owns 3,642 shares of the healthcare conglomerate's stock valued at $1,907,000 after purchasing an additional 21 shares during the period. Bensler LLC increased its position in UnitedHealth Group by 0.3% during the 1st quarter. Bensler LLC now owns 6,945 shares of the healthcare conglomerate's stock valued at $3,637,000 after purchasing an additional 22 shares during the period. Finally, Buska Wealth Management LLC increased its position in UnitedHealth Group by 1.6% during the 1st quarter. Buska Wealth Management LLC now owns 1,494 shares of the healthcare conglomerate's stock valued at $782,000 after purchasing an additional 23 shares during the period. Institutional investors own 87.86% of the company's stock.

Analyst Ratings Changes

UNH has been the subject of a number of recent analyst reports. Oppenheimer decreased their target price on shares of 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 reduced their price objective on shares of UnitedHealth Group from $400.00 to $350.00 and set an "overweight" rating for the company in a research report on Wednesday, July 30th. Sanford C. Bernstein raised their price objective on shares of UnitedHealth Group from $337.00 to $379.00 and gave the stock an "outperform" rating in a research report on Friday, September 5th. Bank of America raised their price objective on shares of UnitedHealth Group from $290.00 to $325.00 and gave the stock a "neutral" rating in a research report on Monday, August 18th. Finally, Wells Fargo & Company reduced their price objective on shares of UnitedHealth Group from $306.00 to $267.00 and set an "overweight" rating for the company in a research report on Monday, August 4th. Sixteen research analysts have rated the stock with a Buy rating, six have issued a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat.com, the company has a consensus rating of "Moderate Buy" and an average price target of $358.95.

UnitedHealth Group Price Performance

Shares of NYSE:UNH opened at $344.61 on Tuesday. The stock has a market cap of $312.10 billion, a PE ratio of 14.93, a price-to-earnings-growth ratio of 2.24 and a beta of 0.45. UnitedHealth Group Incorporated has a 1-year low of $234.60 and a 1-year high of $630.73. 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's fifty day simple moving average is $302.45 and its two-hundred day simple moving average is $357.73.

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 business 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 revenue for the quarter was up 12.9% on a year-over-year basis. During the same quarter in the previous year, the firm earned $6.80 earnings per share. UnitedHealth Group has set its FY 2025 guidance at 16.000- EPS. As a group, analysts forecast that UnitedHealth Group Incorporated will post 29.54 EPS for the current fiscal year.

UnitedHealth Group Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, September 23rd. Investors of record on Monday, September 15th were paid a $2.21 dividend. This represents a $8.84 dividend on an annualized basis and a yield of 2.6%. The ex-dividend date was Monday, September 15th. UnitedHealth Group's payout ratio 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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