UnitedHealth Group Incorporated $UNH Shares Sold by Willner & Heller LLC

Key Points

• Willner & Heller LLC reduced its stake in UnitedHealth Group by 36.4%, now holding 2,297 shares valued at $717,000.
• The company's latest earnings report showed an EPS of $4.08, missing expectations by $0.37, with revenues close to estimates at $111.62 billion.
• UnitedHealth Group announced a quarterly dividend of $2.21 per share, resulting in an annualized yield of 2.5%.

Willner & Heller LLC lessened its position in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 36.4% in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 2,297 shares of the healthcare conglomerate's stock after selling 1,313 shares during the period. Willner & Heller LLC's holdings in UnitedHealth Group were worth $717,000 as of its most recent SEC filing.

Other institutional investors have also modified their holdings of the company. Citizens National Bank Trust Department lifted its position in shares of UnitedHealth Group by 1.0% during the 1st quarter. Citizens National Bank Trust Department now owns 17,886 shares of the healthcare conglomerate's stock worth $9,368,000 after buying an additional 170 shares during the last quarter. Fort Washington Investment Advisors Inc. OH lifted its position in shares of UnitedHealth Group by 0.3% during the 1st quarter. Fort Washington Investment Advisors Inc. OH now owns 530,103 shares of the healthcare conglomerate's stock worth $277,641,000 after buying an additional 1,465 shares during the last quarter. Caitlin John LLC raised its position in 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 purchased a new stake in UnitedHealth Group in the 2nd quarter valued at $1,324,000. Finally, Wealth Effects LLC raised its position in 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. Hedge funds and other institutional investors own 87.86% of the company's stock.

UnitedHealth Group Stock Performance

UNH stock opened at $360.17 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. The stock has a market capitalization of $326.20 billion, a price-to-earnings ratio of 15.61, a PEG ratio of 2.30 and a beta of 0.47. UnitedHealth Group Incorporated has a 1 year low of $234.60 and a 1 year high of $630.73. The stock's fifty day moving average is $307.84 and its two-hundred day moving average is $355.58.

UnitedHealth Group (NYSE:UNH - Get Free Report) last posted its earnings results 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). The company 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 business's quarterly revenue was up 12.9% compared to the same quarter last year. During the same quarter in the previous year, the business posted $6.80 earnings per share. 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 year.

UnitedHealth Group Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, September 23rd. Investors of record on Monday, September 15th were paid a dividend of $2.21 per share. This represents a $8.84 dividend on an annualized basis and a dividend yield of 2.5%. The ex-dividend date was Monday, September 15th. UnitedHealth Group's payout ratio is currently 38.30%.

Analyst Ratings Changes

A number of equities analysts have commented on the stock. Baird R W downgraded shares of UnitedHealth Group from a "hold" rating to a "strong sell" rating in a research report on Thursday, July 31st. Truist Financial upped their price target on shares of UnitedHealth Group from $310.00 to $365.00 and gave the stock a "buy" rating in a research note on Tuesday, September 9th. Wells Fargo & Company decreased their price target on shares of UnitedHealth Group from $306.00 to $267.00 and set an "overweight" rating for the company in a research report on Monday, August 4th. 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. Finally, Sanford C. Bernstein raised their price target on shares of UnitedHealth Group from $337.00 to $379.00 and gave the stock an "outperform" rating in a research report on Friday, September 5th. Sixteen investment 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. According to data from MarketBeat.com, the company presently has an average rating of "Hold" 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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