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UnitedHealth Group Incorporated $UNH Holdings Cut by HMV Wealth Advisors LLC

UnitedHealth Group logo with Medical background

Key Points

  • HMV Wealth Advisors LLC significantly reduced its holdings in UnitedHealth Group by 61.7%, now owning 700 shares valued at approximately $218,000.
  • UnitedHealth Group reported earnings of $4.08 per share, missing analysts' expectations of $4.45, despite a revenue increase of 12.9% year-over-year.
  • The company recently declared a quarterly dividend of $2.21 per share, reflecting an annualized yield of 2.5%.
  • Five stocks to consider instead of UnitedHealth Group.

HMV Wealth Advisors LLC trimmed its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 61.7% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 700 shares of the healthcare conglomerate's stock after selling 1,127 shares during the quarter. HMV Wealth Advisors LLC's holdings in UnitedHealth Group were worth $218,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds also recently added to or reduced their stakes in UNH. 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 purchasing an additional 48 shares during the last quarter. Clal Insurance Enterprises Holdings Ltd raised its holdings 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. IAG Wealth Partners LLC bought a new position in UnitedHealth Group in the 1st quarter worth approximately $42,000. O Brien Wealth Partners LLC raised its stake in UnitedHealth Group by 74.0% during the 1st quarter. O Brien Wealth Partners LLC now owns 87 shares of the healthcare conglomerate's stock valued at $46,000 after acquiring an additional 37 shares in the last quarter. Finally, Kentucky Trust Co grew its stake in shares of UnitedHealth Group by 138.5% in the first quarter. Kentucky Trust Co now owns 93 shares of the healthcare conglomerate's stock worth $49,000 after purchasing an additional 54 shares in the last quarter. 87.86% of the stock is currently owned by institutional investors.

UnitedHealth Group Price Performance

Shares of NYSE:UNH opened at $358.95 on Tuesday. The company has a market cap of $325.09 billion, a P/E ratio of 15.55, a price-to-earnings-growth ratio of 2.34 and a beta of 0.47. The company's fifty day moving average is $309.38 and its two-hundred day moving average is $352.34. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 0.73. UnitedHealth Group Incorporated has a 12-month low of $234.60 and a 12-month high of $630.73.

UnitedHealth Group (NYSE:UNH - Get Free Report) last issued its quarterly earnings results on Tuesday, July 29th. The healthcare conglomerate reported $4.08 earnings per share for the quarter, missing analysts' consensus estimates of $4.45 by ($0.37). UnitedHealth Group had a net margin of 5.04% and a return on equity of 23.32%. The business had revenue of $111.62 billion for the quarter, compared to analysts' expectations of $111.75 billion. During the same quarter in the prior year, the firm posted $6.80 EPS. The business'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. Equities analysts expect that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

UnitedHealth Group Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, September 23rd. Shareholders of record on Monday, September 15th were paid a $2.21 dividend. This represents a $8.84 annualized dividend and a yield of 2.5%. The ex-dividend date was Monday, September 15th. UnitedHealth Group's dividend payout ratio is currently 38.30%.

Analyst Upgrades and Downgrades

Several equities analysts have commented on UNH shares. Barclays raised their target price on shares of UnitedHealth Group from $337.00 to $352.00 and gave the company an "overweight" rating in a research note on Thursday, September 4th. JPMorgan Chase & Co. dropped their target price on UnitedHealth Group from $418.00 to $310.00 and set an "overweight" rating on the stock in a report on Wednesday, August 6th. Cantor Fitzgerald reaffirmed an "overweight" rating and set a $440.00 price target on shares of UnitedHealth Group in a research note on Tuesday, August 26th. Baird R W lowered UnitedHealth Group from a "hold" rating to a "strong sell" rating in a report on Thursday, July 31st. Finally, Oppenheimer dropped their price target on shares of UnitedHealth Group from $400.00 to $325.00 and set an "outperform" rating on the stock in a research report on Wednesday, July 30th. Sixteen equities research analysts have rated the stock with a Buy rating, six have given a Hold rating and four have assigned a Sell rating to the company. According to MarketBeat, the company has a consensus rating of "Hold" and a consensus target price of $358.95.

Check Out Our Latest Report on UnitedHealth Group

UnitedHealth Group Profile

(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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Institutional Ownership by Quarter for UnitedHealth Group (NYSE:UNH)

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest and most accurate reporting. This story was reviewed by MarketBeat's editorial team prior to publication. Please send any questions or comments about this story to contact@marketbeat.com.

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