Vanguard Personalized Indexing Management LLC Has $31.38 Million Position in UnitedHealth Group Incorporated $UNH

Key Points

• Vanguard Personalized Indexing Management LLC increased its stake in UnitedHealth Group by 1.7%, now holding 100,498 shares valued at approximately $31.38 million.
• The company reported a net margin of 5.04% and earnings per share (EPS) of $4.08 for the last quarter, which fell short of analysts' expectations of $4.45.
• UnitedHealth Group announced a quarterly dividend of $2.21 per share, with an annualized yield of 2.5% and a payout ratio of 38.30%.

Vanguard Personalized Indexing Management LLC raised its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 1.7% in the second quarter, according to the company in its most recent disclosure with the SEC. The firm owned 100,498 shares of the healthcare conglomerate's stock after acquiring an additional 1,645 shares during the quarter. Vanguard Personalized Indexing Management LLC's holdings in UnitedHealth Group were worth $31,376,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. 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 valued at $47,519,620,000 after acquiring an additional 5,583,343 shares during the period. Wellington Management Group LLP raised its holdings in shares of UnitedHealth Group by 10.6% in the first quarter. Wellington Management Group LLP now owns 25,847,940 shares of the healthcare conglomerate's stock valued at $13,537,859,000 after buying an additional 2,486,839 shares during the last quarter. Bank of New York Mellon Corp raised its holdings in shares of UnitedHealth Group by 2.5% in the first quarter. Bank of New York Mellon Corp now owns 8,128,174 shares of the healthcare conglomerate's stock valued at $4,257,131,000 after buying an additional 196,696 shares during the last quarter. Nuveen LLC bought a new position in shares of UnitedHealth Group in the first quarter valued at about $3,846,764,000. Finally, Charles Schwab Investment Management Inc. raised its holdings 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 valued at $3,702,736,000 after buying an additional 847,054 shares during the last quarter. 87.86% of the stock is owned by institutional investors.

UnitedHealth Group Stock Performance

Shares of UNH stock opened at $354.30 on Friday. 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 stock has a market cap of $320.88 billion, a PE ratio of 15.35, a price-to-earnings-growth ratio of 2.29 and a beta of 0.47. The stock has a 50-day moving average of $318.21 and a 200-day moving average of $349.25. UnitedHealth Group Incorporated has a one year low of $234.60 and a one year high of $630.73.

UnitedHealth Group (NYSE:UNH - Get Free Report) last announced its quarterly earnings results on Tuesday, July 29th. The healthcare conglomerate reported $4.08 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 during the quarter, compared to the consensus estimate of $111.75 billion. During the same period last year, the company earned $6.80 earnings per share. The business'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, sell-side 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 announced 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 yield of 2.5%. The ex-dividend date of this dividend was Monday, September 15th. UnitedHealth Group's dividend payout ratio is presently 38.30%.

Analyst Upgrades and Downgrades

A number of research analysts recently issued reports on UNH shares. Zacks Research raised UnitedHealth Group from a "strong sell" rating to a "hold" rating in a report on Monday, October 6th. Morgan Stanley lifted their price objective on UnitedHealth Group from $325.00 to $395.00 and gave the stock an "overweight" rating in a research report on Friday, September 12th. Wells Fargo & Company lifted their price objective on UnitedHealth Group from $267.00 to $400.00 and gave the stock an "overweight" rating in a research report on Tuesday, October 7th. UBS Group reiterated a "buy" rating on shares of UnitedHealth Group in a research report on Thursday, July 17th. Finally, Cantor Fitzgerald reiterated an "overweight" rating and issued a $440.00 price objective on shares of UnitedHealth Group in a research report on Tuesday, August 26th. Sixteen investment analysts have rated the stock with a Buy rating, seven have given a Hold rating and four have issued a Sell rating to the company's stock. Based on data from MarketBeat, the company presently has an average rating of "Hold" and an average price target of $383.09.

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.

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