UnitedHealth Group Incorporated $UNH Holdings Cut by Trivium Point Advisory LLC

Key Points

• Trivium Point Advisory LLC has reduced its holdings in UnitedHealth Group by 19.1%, totaling 12,193 shares and valued at approximately $3.8 million.
• UnitedHealth Group reported $4.08 EPS for the last quarter, missing estimates, while revenue increased 12.9% year-over-year, totaling $111.62 billion.
• The company recently announced a quarterly dividend of $2.21 per share, yielding 2.6% annually, with a dividend payout ratio of 38.30%.

Trivium Point Advisory LLC lowered its holdings in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 19.1% during the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 12,193 shares of the healthcare conglomerate's stock after selling 2,870 shares during the period. Trivium Point Advisory LLC's holdings in UnitedHealth Group were worth $3,804,000 at the end of the most recent quarter.

A number of other large investors have also recently bought and sold shares of the business. Vanguard Group Inc. lifted its holdings in UnitedHealth Group by 6.6% in the first quarter. Vanguard Group Inc. now owns 90,729,585 shares of the healthcare conglomerate's stock worth $47,519,620,000 after acquiring an additional 5,583,343 shares during the last quarter. Wellington Management Group LLP increased its stake in shares of UnitedHealth Group by 10.6% in the first quarter. Wellington Management Group LLP now owns 25,847,940 shares of the healthcare conglomerate's stock valued at $13,537,859,000 after purchasing an additional 2,486,839 shares during the period. Bank of New York Mellon Corp increased its stake in shares of UnitedHealth Group by 2.5% in the first quarter. Bank of New York Mellon Corp now owns 8,128,174 shares of the healthcare conglomerate's stock valued at $4,257,131,000 after purchasing an additional 196,696 shares during the period. Nuveen LLC acquired a new stake in shares of UnitedHealth Group in the first quarter valued at approximately $3,846,764,000. Finally, Charles Schwab Investment Management Inc. increased its stake in shares of UnitedHealth Group by 13.6% in the first quarter. Charles Schwab Investment Management Inc. now owns 7,070,385 shares of the healthcare conglomerate's stock valued at $3,702,736,000 after purchasing an additional 847,054 shares during the period. Institutional investors own 87.86% of the company's stock.

UnitedHealth Group Trading Up 0.2%

UnitedHealth Group stock opened at $344.61 on Tuesday. The company has a debt-to-equity ratio of 0.73, a quick ratio of 0.85 and a current ratio of 0.85. The firm has a market cap of $312.10 billion, a price-to-earnings 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 firm's 50 day moving average price is $302.45 and its two-hundred day moving average price is $357.73.

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

UnitedHealth Group Announces Dividend

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. The ex-dividend date of this dividend was Monday, September 15th. This represents a $8.84 dividend on an annualized basis and a yield of 2.6%. UnitedHealth Group's dividend payout ratio (DPR) is currently 38.30%.

Analyst Ratings Changes

Several equities research analysts have commented on UNH shares. Piper Sandler dropped their price target on shares of UnitedHealth Group from $353.00 to $317.00 and set an "overweight" rating on the stock in a research note on Wednesday, July 30th. Baird R W lowered shares of UnitedHealth Group from a "hold" rating to a "strong sell" rating in a research note on Thursday, July 31st. Truist Financial raised their price objective on shares of UnitedHealth Group from $310.00 to $365.00 and gave the company a "buy" rating in a research note on Tuesday, September 9th. Oppenheimer lowered their price objective on shares of UnitedHealth Group from $400.00 to $325.00 and set an "outperform" rating on the stock in a research note on Wednesday, July 30th. Finally, Sanford C. Bernstein raised their price objective on shares of UnitedHealth Group from $337.00 to $379.00 and gave the company an "outperform" rating in a research note on Friday, September 5th. Sixteen analysts have rated the stock with a Buy rating, six have given a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus target price of $358.95.

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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