ASR Vermogensbeheer N.V. Increases Holdings in UnitedHealth Group Incorporated $UNH

ASR Vermogensbeheer N.V. grew its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 18.8% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 208,367 shares of the healthcare conglomerate’s stock after acquiring an additional 33,038 shares during the quarter. UnitedHealth Group comprises approximately 0.8% of ASR Vermogensbeheer N.V.’s portfolio, making the stock its 16th biggest position. ASR Vermogensbeheer N.V.’s holdings in UnitedHealth Group were worth $65,001,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also bought and sold shares of the company. Platinum Investment Management Ltd. bought a new position in shares of UnitedHealth Group in the second quarter worth approximately $286,000. EWA LLC lifted its position in UnitedHealth Group by 8.4% in the 2nd quarter. EWA LLC now owns 1,045 shares of the healthcare conglomerate’s stock valued at $326,000 after acquiring an additional 81 shares in the last quarter. Naples Global Advisors LLC increased its holdings in shares of UnitedHealth Group by 9.8% in the 2nd quarter. Naples Global Advisors LLC now owns 16,830 shares of the healthcare conglomerate’s stock worth $5,251,000 after purchasing an additional 1,505 shares in the last quarter. Pure Financial Advisors LLC lifted its holdings in shares of UnitedHealth Group by 228.6% during the second quarter. Pure Financial Advisors LLC now owns 15,876 shares of the healthcare conglomerate’s stock valued at $4,953,000 after purchasing an additional 11,045 shares in the last quarter. Finally, Woodward Diversified Capital LLC increased its holdings in UnitedHealth Group by 44.9% in the 2nd quarter. Woodward Diversified Capital LLC now owns 1,304 shares of the healthcare conglomerate’s stock worth $407,000 after buying an additional 404 shares in the last quarter. 87.86% of the stock is owned by hedge funds and other institutional investors.

UnitedHealth Group Stock Up 0.7%

NYSE UNH opened at $347.82 on Thursday. The stock’s 50-day moving average price is $304.76 and its 200-day moving average price is $357.57. The company has a market capitalization of $315.01 billion, a P/E ratio of 15.07, a price-to-earnings-growth ratio of 2.25 and a beta of 0.47. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 0.73. UnitedHealth Group Incorporated has a 52 week low of $234.60 and a 52 week high of $630.73.

UnitedHealth Group (NYSE:UNH) last released its 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). The firm had revenue of $111.62 billion for the quarter, compared to the consensus estimate of $111.75 billion. UnitedHealth Group had a return on equity of 23.32% and a net margin of 5.04%.UnitedHealth Group’s revenue was up 12.9% on a year-over-year basis. During the same quarter in the previous year, the business posted $6.80 EPS. UnitedHealth Group has set its FY 2025 guidance at 16.000- EPS. On average, equities research analysts predict that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current year.

UnitedHealth Group Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Tuesday, September 23rd. Shareholders of record on Monday, September 15th were issued a dividend of $2.21 per share. The ex-dividend date of this dividend was Monday, September 15th. This represents a $8.84 dividend on an annualized basis and a yield of 2.5%. UnitedHealth Group’s dividend payout ratio (DPR) is currently 38.30%.

Wall Street Analyst Weigh In

A number of analysts have recently commented on UNH shares. Wells Fargo & Company reduced 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 note on Monday, August 4th. Robert W. Baird reiterated an “underperform” rating and set a $198.00 target price (down from $312.00) on shares of UnitedHealth Group in a research note on Thursday, July 31st. Truist Financial raised their price target on UnitedHealth Group from $310.00 to $365.00 and gave the stock a “buy” rating in a research note on Tuesday, September 9th. JPMorgan Chase & Co. lowered their target price on UnitedHealth Group from $418.00 to $310.00 and set an “overweight” rating on the stock in a report on Wednesday, August 6th. Finally, Sanford C. Bernstein upped their price target on shares of UnitedHealth Group from $337.00 to $379.00 and gave the company an “outperform” rating in a research report on Friday, September 5th. Sixteen investment analysts have rated the stock with a Buy rating, six have given a Hold rating and three have issued a Sell rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” 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.