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UnitedHealth Group Incorporated $UNH Shares Acquired by Liberty One Investment Management LLC

UnitedHealth Group logo with Medical background

Key Points

  • Liberty One Investment Management LLC increased its holdings in UnitedHealth Group by 46.0% in Q2, acquiring a total of 82,001 shares valued at approximately $25.58 million.
  • UnitedHealth Group reported $4.08 EPS for the last quarter, missing estimates by $0.37, despite a 12.9% year-over-year revenue growth of $111.62 billion.
  • The company recently announced a quarterly dividend of $2.21 per share, yielding 2.4% with a payout ratio of 38.30%.
  • MarketBeat previews top five stocks to own in November.

Liberty One Investment Management LLC increased its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 46.0% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 82,001 shares of the healthcare conglomerate's stock after purchasing an additional 25,846 shares during the quarter. UnitedHealth Group makes up approximately 2.6% of Liberty One Investment Management LLC's portfolio, making the stock its 22nd biggest position. Liberty One Investment Management LLC's holdings in UnitedHealth Group were worth $25,582,000 as of its most recent SEC filing.

Other institutional investors have also recently added to or reduced their stakes in the company. Vanguard Group Inc. lifted its stake 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 valued at $47,519,620,000 after buying an additional 5,583,343 shares during the last quarter. Wellington Management Group LLP grew its holdings in UnitedHealth Group by 10.6% during the first quarter. Wellington Management Group LLP now owns 25,847,940 shares of the healthcare conglomerate's stock worth $13,537,859,000 after acquiring an additional 2,486,839 shares during the period. Bank of New York Mellon Corp grew its holdings in UnitedHealth Group by 2.5% during the first quarter. Bank of New York Mellon Corp now owns 8,128,174 shares of the healthcare conglomerate's stock worth $4,257,131,000 after acquiring an additional 196,696 shares during the period. Nuveen LLC acquired a new stake in UnitedHealth Group in the first quarter valued at $3,846,764,000. Finally, Charles Schwab Investment Management Inc. grew its holdings in 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 last quarter. Hedge funds and other institutional investors own 87.86% of the company's stock.

UnitedHealth Group Trading Up 2.2%

NYSE:UNH opened at $364.31 on Tuesday. UnitedHealth Group Incorporated has a 12-month low of $234.60 and a 12-month high of $630.73. The firm has a market capitalization of $329.95 billion, a P/E ratio of 15.78, a P/E/G ratio of 2.31 and a beta of 0.47. 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 business has a 50 day simple moving average of $331.62 and a 200 day simple moving average of $341.12.

UnitedHealth Group (NYSE:UNH - Get Free Report) last released 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 net margin of 5.04% and a return on equity of 23.32%. The company had revenue of $111.62 billion for the quarter, compared to analyst estimates of $111.75 billion. During the same quarter in the prior year, the firm earned $6.80 EPS. The company's revenue for the quarter was up 12.9% compared to the same quarter last year. UnitedHealth Group has set its FY 2025 guidance at 16.000- EPS. Equities research analysts predict that UnitedHealth Group Incorporated will post 29.54 EPS for the current year.

UnitedHealth Group Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, September 23rd. Shareholders of record on Monday, September 15th were paid a dividend of $2.21 per share. The ex-dividend date of this dividend was Monday, September 15th. This represents a $8.84 annualized dividend and a yield of 2.4%. UnitedHealth Group's payout ratio is presently 38.30%.

Analyst Upgrades and Downgrades

Several analysts have recently issued reports on UNH shares. Piper Sandler reduced their price objective on UnitedHealth Group from $353.00 to $317.00 and set an "overweight" rating on the stock in a research report on Wednesday, July 30th. Truist Financial increased their target price on UnitedHealth Group from $310.00 to $365.00 and gave the stock a "buy" rating in a research report on Tuesday, September 9th. KeyCorp raised their price objective on UnitedHealth Group from $350.00 to $400.00 and gave the stock an "overweight" rating in a report on Wednesday, October 8th. Mizuho increased their target price on UnitedHealth Group from $300.00 to $430.00 and gave the company an "outperform" rating in a research note on Thursday, October 9th. Finally, UBS Group reiterated a "buy" rating on shares of UnitedHealth Group in a research note on Thursday, July 17th. Eighteen research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and four have given a Sell rating to the company. Based on data from MarketBeat, the company currently has an average rating of "Hold" and an average target price of $385.13.

Get Our Latest Research Report on UnitedHealth Group

About UnitedHealth Group

(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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