UnitedHealth Group Incorporated $UNH Shares Acquired by Wealthcare Advisory Partners LLC

Key Points

• Wealthcare Advisory Partners LLC increased its holdings in UnitedHealth Group by 63.7% during Q2, bringing their total shares to 8,535, valued at approximately $2.66 million.
• Institutional investors own 87.86% of UnitedHealth Group's stock, with several hedge funds significantly increasing their stakes in the first quarter.
• UnitedHealth Group's recent earnings report showed $4.08 earnings per share, which fell short of analysts' estimates, and the company has issued a FY 2025 guidance of 16.000 EPS.

Wealthcare Advisory Partners LLC boosted its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 63.7% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 8,535 shares of the healthcare conglomerate's stock after buying an additional 3,320 shares during the period. Wealthcare Advisory Partners LLC's holdings in UnitedHealth Group were worth $2,663,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds have also recently modified their holdings of the company. Nuveen LLC acquired a new stake in UnitedHealth Group during the 1st quarter worth about $3,846,764,000. Vanguard Group Inc. lifted its holdings in shares of UnitedHealth Group by 6.6% during the first quarter. Vanguard Group Inc. now owns 90,729,585 shares of the healthcare conglomerate's stock worth $47,519,620,000 after purchasing an additional 5,583,343 shares during the period. Wellington Management Group LLP increased its holdings in UnitedHealth Group by 10.6% in the 1st quarter. Wellington Management Group LLP now owns 25,847,940 shares of the healthcare conglomerate's stock worth $13,537,859,000 after buying an additional 2,486,839 shares during the period. National Bank of Canada FI lifted its stake in UnitedHealth Group by 137.8% during the 1st quarter. National Bank of Canada FI now owns 1,641,177 shares of the healthcare conglomerate's stock valued at $859,518,000 after acquiring an additional 950,928 shares during the period. 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 worth $3,702,736,000 after acquiring an additional 847,054 shares during the period. Institutional investors and hedge funds own 87.86% of the company's stock.

Wall Street Analyst Weigh In

Several equities research analysts have commented on UNH shares. Barclays upped their price target on shares of UnitedHealth Group from $337.00 to $352.00 and gave the company an "overweight" rating in a report on Thursday, September 4th. KeyCorp dropped their target price on UnitedHealth Group from $400.00 to $350.00 and set an "overweight" rating on the stock in a report on Wednesday, July 30th. Cantor Fitzgerald restated an "overweight" rating and issued a $440.00 price objective on shares of UnitedHealth Group in a research report on Tuesday, August 26th. Robert W. Baird reiterated an "underperform" rating and issued a $198.00 target price (down from $312.00) on shares of UnitedHealth Group in a research note on Thursday, July 31st. Finally, JPMorgan Chase & Co. dropped their price target on shares of UnitedHealth Group from $418.00 to $310.00 and set an "overweight" rating on the stock in a research report on Wednesday, August 6th. Sixteen research analysts have rated the stock with a Buy rating, six have issued a Hold rating and four have issued a Sell rating to the company's stock. Based on data from MarketBeat.com, UnitedHealth Group currently has a consensus rating of "Hold" and an average target price of $358.95.

UnitedHealth Group Stock Performance

NYSE:UNH opened at $358.95 on Tuesday. The stock has a market capitalization of $325.09 billion, a PE ratio of 15.55, a P/E/G ratio of 2.34 and a beta of 0.47. The company has a fifty day moving average of $309.38 and a two-hundred day moving average of $352.34. The company has a debt-to-equity ratio of 0.73, a quick ratio of 0.85 and a current ratio of 0.85. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week 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 company had revenue of $111.62 billion during the quarter, compared to analysts' expectations of $111.75 billion. During the same period in the prior year, the business posted $6.80 earnings per share. 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. As a group, research analysts forecast that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

UnitedHealth Group Dividend Announcement

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. This represents a $8.84 annualized dividend and a yield of 2.5%. The ex-dividend date of this dividend was Monday, September 15th. UnitedHealth Group's payout ratio is 38.30%.

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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