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UnitedHealth Group Incorporated $UNH Holdings Cut by Trust Co. of Vermont

UnitedHealth Group logo with Medical background

Key Points

  • Trust Co. of Vermont reduced its holdings in UnitedHealth Group by 67.8% during the second quarter, owning 12,745 shares valued at approximately $3.98 million after selling 26,799 shares.
  • UnitedHealth Group missed analysts' earnings per share expectations, reporting $4.08 EPS against a consensus estimate of $4.45, and its quarterly revenue was slightly below expectations at $111.62 billion.
  • Analyst ratings for UnitedHealth Group are predominantly positive, with 16 ratings classified as "Buy", reflecting a consensus rating of "Moderate Buy" and an average price target of $358.95.
  • Five stocks we like better than UnitedHealth Group.

Trust Co. of Vermont lowered its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 67.8% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 12,745 shares of the healthcare conglomerate's stock after selling 26,799 shares during the quarter. Trust Co. of Vermont's holdings in UnitedHealth Group were worth $3,976,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also modified their holdings of UNH. Brighton Jones LLC raised its holdings in shares of UnitedHealth Group by 176.2% during the 4th quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate's stock valued at $22,384,000 after purchasing an additional 28,231 shares in the last quarter. Revolve Wealth Partners LLC raised its holdings in UnitedHealth Group by 137.1% in the 4th quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate's stock worth $2,033,000 after acquiring an additional 2,324 shares during the period. Milestone Asset Management LLC raised its holdings in UnitedHealth Group by 3.6% in the 1st quarter. Milestone Asset Management LLC now owns 692 shares of the healthcare conglomerate's stock worth $363,000 after acquiring an additional 24 shares during the period. Baxter Bros Inc. raised its holdings in UnitedHealth Group by 30.3% in the 1st quarter. Baxter Bros Inc. now owns 860 shares of the healthcare conglomerate's stock worth $450,000 after acquiring an additional 200 shares during the period. Finally, Merit Financial Group LLC raised its holdings in UnitedHealth Group by 39.1% in the 1st quarter. Merit Financial Group LLC now owns 20,573 shares of the healthcare conglomerate's stock worth $10,775,000 after acquiring an additional 5,784 shares during the period. Institutional investors own 87.86% of the company's stock.

Analyst Upgrades and Downgrades

UNH has been the topic of several recent analyst reports. Cantor Fitzgerald reiterated an "overweight" rating and issued a $440.00 target price on shares of UnitedHealth Group in a report on Tuesday, August 26th. Wells Fargo & Company dropped their target price on shares of UnitedHealth Group from $306.00 to $267.00 and set an "overweight" rating on the stock in a report on Monday, August 4th. Oppenheimer decreased 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. UBS Group restated a "buy" rating on shares of UnitedHealth Group in a research report on Thursday, July 17th. Finally, Bank of America raised their price target 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. 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. Based on data from MarketBeat, UnitedHealth Group currently has a consensus rating of "Moderate Buy" and an average target price of $358.95.

Check Out Our Latest Report on UnitedHealth Group

UnitedHealth Group Price Performance

NYSE:UNH opened at $345.11 on Wednesday. The firm has a market cap of $312.56 billion, a PE ratio of 14.95, a price-to-earnings-growth ratio of 2.25 and a beta of 0.45. UnitedHealth Group Incorporated has a 12 month low of $234.60 and a 12 month high of $630.73. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 0.73. The company's 50-day moving average price is $303.65 and its two-hundred day moving average price is $357.64.

UnitedHealth Group (NYSE:UNH - Get Free Report) last released 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 firm had revenue of $111.62 billion during the quarter, compared to analyst estimates of $111.75 billion. UnitedHealth Group had a net margin of 5.04% and a return on equity of 23.32%. UnitedHealth Group's quarterly revenue was up 12.9% on a year-over-year basis. During the same quarter last year, the firm earned $6.80 earnings per share. UnitedHealth Group has set its FY 2025 guidance at 16.000- EPS. On average, equities analysts anticipate that UnitedHealth Group Incorporated will post 29.54 EPS for the current fiscal year.

UnitedHealth Group Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Tuesday, September 23rd. Shareholders of record on Monday, September 15th were given a $2.21 dividend. The ex-dividend date was Monday, September 15th. This represents a $8.84 dividend on an annualized basis and a yield of 2.6%. UnitedHealth Group's payout ratio is 38.30%.

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.

See Also

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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