Value Partners Investments Inc. Has $4.74 Million Stake in UnitedHealth Group Incorporated $UNH

Key Points

• Value Partners Investments Inc. increased its holdings in UnitedHealth Group by 36.8%, owning 15,206 shares worth approximately $4.74 million as of the latest SEC filing.
• Institutional ownership of UnitedHealth Group is high, with 87.86% of the stock held by institutional investors and hedge funds.
• The company announced a quarterly dividend of $2.21 per share, representing an annualized yield of 2.5% and a payout ratio of 38.30%.

Value Partners Investments Inc. lifted its position in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 36.8% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 15,206 shares of the healthcare conglomerate's stock after acquiring an additional 4,089 shares during the quarter. Value Partners Investments Inc.'s holdings in UnitedHealth Group were worth $4,742,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Citizens National Bank Trust Department increased its position in shares of UnitedHealth Group by 1.0% during the first quarter. Citizens National Bank Trust Department now owns 17,886 shares of the healthcare conglomerate's stock worth $9,368,000 after purchasing an additional 170 shares in the last quarter. Fort Washington Investment Advisors Inc. OH increased 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 purchasing an additional 1,465 shares during the last quarter. Caitlin John LLC increased its position in shares of UnitedHealth Group by 14.8% during the 1st quarter. Caitlin John LLC now owns 862 shares of the healthcare conglomerate's stock worth $451,000 after purchasing an additional 111 shares during the last quarter. Sherbrooke Park Advisers LLC acquired a new stake in UnitedHealth Group in the 4th quarter valued at approximately $515,000. Finally, Silvercrest Asset Management Group LLC grew its stake in shares of UnitedHealth Group by 47.8% in the fourth quarter. Silvercrest Asset Management Group LLC now owns 38,796 shares of the healthcare conglomerate's stock worth $19,625,000 after acquiring an additional 12,550 shares in the last quarter. Hedge funds and other institutional investors own 87.86% of the company's stock.

Analyst Upgrades and Downgrades

Several equities research analysts have recently issued reports on the stock. JPMorgan Chase & Co. decreased their price objective on shares of UnitedHealth Group from $418.00 to $310.00 and set an "overweight" rating for the company in a research report on Wednesday, August 6th. Baird R W lowered shares of UnitedHealth Group from a "hold" rating to a "strong sell" rating in a research note on Thursday, July 31st. TD Cowen lowered shares of UnitedHealth Group from a "buy" rating to a "hold" rating and set a $308.00 price objective on the stock. in a research note on Monday, May 19th. Morgan Stanley boosted their target price on shares of UnitedHealth Group from $325.00 to $395.00 and gave the stock an "overweight" rating in a research report on Friday. Finally, UBS Group reiterated a "buy" rating on shares of UnitedHealth Group in a research report on Thursday, July 17th. Sixteen analysts have rated the stock with a Buy rating, six have issued a Hold rating and three have issued a Sell rating to the company. According to MarketBeat, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $358.95.

UnitedHealth Group Stock Down 1.3%

Shares of UNH stock traded down $4.46 on Monday, hitting $348.05. The stock had a trading volume of 11,000,155 shares, compared to its average volume of 13,067,903. UnitedHealth Group Incorporated has a 52-week low of $234.60 and a 52-week high of $630.73. 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 firm has a market capitalization of $315.22 billion, a price-to-earnings ratio of 15.08, a P/E/G ratio of 2.30 and a beta of 0.45. The stock's 50 day moving average is $291.98 and its 200-day moving average is $368.31.

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 firm had revenue of $111.62 billion during the quarter, compared to the consensus estimate of $111.75 billion. During the same quarter last year, the firm posted $6.80 earnings per share. UnitedHealth Group's 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 expect that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current year.

UnitedHealth Group Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 23rd. Stockholders of record on Monday, September 15th will be given a dividend of $2.21 per share. The ex-dividend date is Monday, September 15th. This represents a $8.84 annualized dividend and a dividend yield of 2.5%. UnitedHealth Group's dividend payout ratio (DPR) is 38.30%.

About UnitedHealth Group

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.