UnitedHealth Group Incorporated $UNH Shares Sold by Focus Partners Advisor Solutions LLC

Key Points

• Focus Partners Advisor Solutions LLC reduced its stake in UnitedHealth Group by 31.2% during Q2, after selling 4,162 shares, leaving them with a total of 9,185 shares worth approximately $2.86 million.
• Several large investors modified their holdings, with Citizens National Bank Trust Department increasing its stake by 1.0% and Caitlin John LLC raising theirs by 14.8% in Q1.
• UnitedHealth Group reported Q2 earnings of $4.08 per share, falling short of the consensus estimate, while also declaring a quarterly dividend of $2.21 with an annualized yield of 2.4%.

Focus Partners Advisor Solutions LLC lowered its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 31.2% during the second quarter, according to its most recent Form 13F filing with the SEC. The fund owned 9,185 shares of the healthcare conglomerate's stock after selling 4,162 shares during the period. Focus Partners Advisor Solutions LLC's holdings in UnitedHealth Group were worth $2,864,000 at the end of the most recent quarter.

Other large investors have also modified their holdings of the company. Citizens National Bank Trust Department lifted its stake in shares of UnitedHealth Group by 1.0% in the 1st quarter. Citizens National Bank Trust Department now owns 17,886 shares of the healthcare conglomerate's stock valued at $9,368,000 after purchasing an additional 170 shares during the last quarter. Caitlin John LLC lifted its stake in shares of UnitedHealth Group by 14.8% in the 1st quarter. Caitlin John LLC now owns 862 shares of the healthcare conglomerate's stock valued at $451,000 after purchasing an additional 111 shares during the last quarter. Triumph Capital Management acquired a new position in shares of UnitedHealth Group in the 2nd quarter valued at $1,324,000. Wealth Effects LLC lifted its stake in shares of UnitedHealth Group by 14.4% in the 2nd quarter. Wealth Effects LLC now owns 4,688 shares of the healthcare conglomerate's stock valued at $1,463,000 after purchasing an additional 591 shares during the last quarter. Finally, Arlington Partners LLC purchased a new stake in shares of UnitedHealth Group in the 2nd quarter valued at $2,229,000. Institutional investors and hedge funds own 87.86% of the company's stock.

Wall Street Analyst Weigh In

UNH has been the topic of several research analyst reports. Truist Financial boosted their price objective on UnitedHealth Group from $310.00 to $365.00 and gave the company a "buy" rating in a report on Tuesday, September 9th. Baird R W lowered UnitedHealth Group from a "hold" rating to a "strong sell" rating in a research report on Thursday, July 31st. Morgan Stanley increased their price target on UnitedHealth Group from $325.00 to $395.00 and gave the company an "overweight" rating in a research report on Friday, September 12th. UBS Group reissued a "buy" rating on shares of UnitedHealth Group in a report on Thursday, July 17th. Finally, KeyCorp lifted 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. Eighteen analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and three have issued a Sell rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average target price of $385.13.

UnitedHealth Group Trading Up 0.6%

NYSE:UNH opened at $362.78 on Friday. 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 one year low of $234.60 and a one year high of $630.73. The business's 50-day simple moving average is $338.43 and its 200 day simple moving average is $337.48. The stock has a market cap of $328.56 billion, a price-to-earnings ratio of 15.72, a price-to-earnings-growth ratio of 2.35 and a beta of 0.47.

UnitedHealth Group (NYSE:UNH - Get Free Report) last announced its quarterly earnings data on Tuesday, July 29th. The healthcare conglomerate reported $4.08 earnings per share for the quarter, missing the consensus estimate of $4.45 by ($0.37). The firm had revenue of $111.62 billion during the quarter, compared to the consensus estimate of $111.75 billion. UnitedHealth Group had a net margin of 5.04% and a return on equity of 23.32%. The firm's quarterly revenue was up 12.9% compared to the same quarter last year. During the same period in the prior year, the firm earned $6.80 earnings per share. UnitedHealth Group has set its FY 2025 guidance at 16.000- EPS. As a group, sell-side analysts predict that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

UnitedHealth Group Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, September 23rd. Investors of record on Monday, September 15th were issued a $2.21 dividend. This represents a $8.84 dividend on an annualized basis and a yield of 2.4%. The ex-dividend date of this dividend was Monday, September 15th. UnitedHealth Group's dividend 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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