Private Trust Co. NA Has $1.87 Million Stock Holdings in UnitedHealth Group Incorporated $UNH

Key Points

• Private Trust Co. NA has reduced its stake in UnitedHealth Group by 22.8%, now holding 5,998 shares valued at approximately $1.87 million.
• UnitedHealth Group's latest quarterly earnings report showed an EPS of $4.08, missing analysts' expectations by $0.37, and revenues reached $111.62 billion.
• The firm declared a quarterly dividend of $2.21 per share, translating to an annualized yield of 2.5%.

Private Trust Co. NA decreased its stake in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 22.8% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 5,998 shares of the healthcare conglomerate's stock after selling 1,769 shares during the period. Private Trust Co. NA's holdings in UnitedHealth Group were worth $1,871,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also added to or reduced their stakes in the company. Citizens National Bank Trust Department grew its stake in UnitedHealth Group by 1.0% during the first quarter. Citizens National Bank Trust Department now owns 17,886 shares of the healthcare conglomerate's stock worth $9,368,000 after purchasing an additional 170 shares during the period. Caitlin John LLC grew its stake in UnitedHealth Group by 14.8% during the first quarter. Caitlin John LLC now owns 862 shares of the healthcare conglomerate's stock worth $451,000 after purchasing an additional 111 shares during the period. Triumph Capital Management acquired a new stake in UnitedHealth Group during the second quarter worth approximately $1,324,000. Wealth Effects LLC grew its stake in UnitedHealth Group by 14.4% during the second quarter. Wealth Effects LLC now owns 4,688 shares of the healthcare conglomerate's stock worth $1,463,000 after purchasing an additional 591 shares during the period. Finally, Arlington Partners LLC bought a new position in UnitedHealth Group in the second quarter worth approximately $2,229,000. Institutional investors and hedge funds own 87.86% of the company's stock.

UnitedHealth Group Stock Performance

Shares of UnitedHealth Group stock opened at $356.53 on Friday. The business's fifty day simple moving average is $329.38 and its 200 day simple moving average is $344.86. The firm has a market capitalization of $322.90 billion, a P/E ratio of 15.45, a price-to-earnings-growth ratio of 2.31 and a beta of 0.47. UnitedHealth Group Incorporated has a 12 month low of $234.60 and a 12 month 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.

UnitedHealth Group (NYSE:UNH - Get Free Report) last issued its quarterly 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 business's revenue was up 12.9% compared to the same quarter last year. During the same quarter last year, the business posted $6.80 earnings per share. UnitedHealth Group has set its FY 2025 guidance at 16.000- EPS. As a group, analysts anticipate that UnitedHealth Group Incorporated will post 29.54 EPS for the current year.

UnitedHealth Group Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, September 23rd. Investors of record on Monday, September 15th were issued 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 was Monday, September 15th. UnitedHealth Group's dividend payout ratio (DPR) is 38.30%.

Analyst Upgrades and Downgrades

Several research analysts have issued reports on UNH shares. Wells Fargo & Company increased their price target on UnitedHealth Group from $267.00 to $400.00 and gave the stock an "overweight" rating in a report on Tuesday, October 7th. Zacks Research upgraded UnitedHealth Group from a "strong sell" rating to a "hold" rating in a report on Monday, October 6th. Oppenheimer cut their price target on UnitedHealth Group from $400.00 to $325.00 and set an "outperform" rating on the stock in a report on Wednesday, July 30th. Mizuho raised their target price on UnitedHealth Group from $300.00 to $430.00 and gave the company an "outperform" rating in a report on Thursday, October 9th. Finally, Baird R W lowered UnitedHealth Group from a "hold" rating to a "strong sell" rating in a research report on Thursday, July 31st. Eighteen research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and four have assigned a Sell rating to the company's stock. According to MarketBeat.com, the company currently has an average rating of "Hold" and an average target price of $385.13.

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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