Rothschild Capital Partners LLC Has $299,000 Stock Position in UnitedHealth Group Incorporated $UNH

Key Points

• Rothschild Capital Partners LLC significantly decreased its stake in UnitedHealth Group (UNH) by 94.3% during the 2nd quarter, with holdings dropping to 960 shares valued at approximately $299,000.
• Analysts have mixed sentiments on UNH, with Oppenheimer reducing its price target from $400.00 to $325.00 while Mizuho increased its target from $300.00 to $430.00, indicating varied expectations for the stock's performance.
• UnitedHealth Group recently issued a quarterly dividend of $2.21 per share, with an annualized amount of $8.84 and a dividend yield of 2.4%, reflecting ongoing shareholder returns.

Rothschild Capital Partners LLC decreased its position in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 94.3% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 960 shares of the healthcare conglomerate's stock after selling 15,806 shares during the quarter. Rothschild Capital Partners LLC's holdings in UnitedHealth Group were worth $299,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also recently made changes to their positions in the company. Bayforest Capital Ltd lifted its position 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 acquiring an additional 48 shares in the last quarter. Clal Insurance Enterprises Holdings Ltd boosted its position in shares of UnitedHealth Group by 416.7% during the first quarter. Clal Insurance Enterprises Holdings Ltd now owns 62 shares of the healthcare conglomerate's stock valued at $32,000 after buying an additional 50 shares during the last quarter. O Brien Wealth Partners LLC raised its position in UnitedHealth Group by 74.0% in the 1st quarter. O Brien Wealth Partners LLC now owns 87 shares of the healthcare conglomerate's stock valued at $46,000 after buying an additional 37 shares during the last quarter. Nova Wealth Management Inc. boosted its holdings in UnitedHealth Group by 339.1% during the 1st quarter. Nova Wealth Management Inc. now owns 101 shares of the healthcare conglomerate's stock worth $53,000 after acquiring an additional 78 shares during the last quarter. Finally, Cloud Capital Management LLC bought a new position in shares of UnitedHealth Group during the first quarter valued at about $53,000. 87.86% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

Several equities research analysts have commented on the stock. Oppenheimer decreased their price objective on shares of UnitedHealth Group from $400.00 to $325.00 and set an "outperform" rating for the company in a research note on Wednesday, July 30th. Morgan Stanley lifted their price target on UnitedHealth Group from $325.00 to $395.00 and gave the stock an "overweight" rating in a report on Friday, September 12th. The Goldman Sachs Group assumed coverage on UnitedHealth Group in a research report on Tuesday, October 14th. They set a "buy" rating and a $406.00 target price for the company. Mizuho raised their price objective on shares of UnitedHealth Group from $300.00 to $430.00 and gave the stock an "outperform" rating in a report on Thursday, October 9th. Finally, Wells Fargo & Company raised their price target on shares of UnitedHealth Group from $267.00 to $400.00 and gave the stock an "overweight" rating in a research note on Tuesday, October 7th. Eighteen analysts have rated the stock with a Buy rating, seven have issued a Hold rating and four have given a Sell rating to the company's stock. According to data from MarketBeat.com, UnitedHealth Group has an average rating of "Hold" and an average price target of $385.13.

UnitedHealth Group Trading Down 1.1%

NYSE:UNH opened at $361.29 on Thursday. The company has a market cap of $327.21 billion, a P/E ratio of 15.65, a P/E/G ratio of 2.36 and a beta of 0.47. UnitedHealth Group Incorporated has a 1 year low of $234.60 and a 1 year high of $630.73. The company has a debt-to-equity ratio of 0.73, a current ratio of 0.85 and a quick ratio of 0.85. The stock's fifty day moving average price is $335.48 and its two-hundred day moving average price is $341.42.

UnitedHealth Group (NYSE:UNH - Get Free Report) last issued its quarterly earnings data on Tuesday, July 29th. The healthcare conglomerate reported $4.08 earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $4.45 by ($0.37). UnitedHealth Group had a return on equity of 23.32% and a net margin of 5.04%.The company had revenue of $111.62 billion for the quarter, compared to analysts' expectations of $111.75 billion. During the same period last year, the company posted $6.80 EPS. The business's revenue for the quarter was up 12.9% on a year-over-year basis. UnitedHealth Group has set its FY 2025 guidance at 16.000- EPS. As a group, analysts expect that UnitedHealth Group Incorporated will post 29.54 EPS for the current year.

UnitedHealth Group Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, September 23rd. Investors of record on Monday, September 15th were given a $2.21 dividend. This represents a $8.84 dividend on an annualized basis and a dividend yield of 2.4%. The ex-dividend date was Monday, September 15th. UnitedHealth Group's dividend payout ratio (DPR) is 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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