Waldron Private Wealth LLC Decreases Stake in UnitedHealth Group Incorporated $UNH

Waldron Private Wealth LLC lowered its position in UnitedHealth Group Incorporated (NYSE:UNH) by 18.6% in the 2nd quarter, HoldingsChannel reports. The fund owned 944 shares of the healthcare conglomerate’s stock after selling 215 shares during the period. Waldron Private Wealth LLC’s holdings in UnitedHealth Group were worth $295,000 as of its most recent filing with the SEC.

Several other large investors have also added to or reduced their stakes in UNH. Brighton Jones LLC boosted its stake in UnitedHealth Group by 176.2% in the 4th quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate’s stock worth $22,384,000 after purchasing an additional 28,231 shares during the period. Revolve Wealth Partners LLC boosted its stake in UnitedHealth Group by 137.1% in the 4th quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate’s stock worth $2,033,000 after purchasing an additional 2,324 shares during the period. Elevated Capital Advisors LLC boosted its stake in UnitedHealth Group by 3.0% in the 1st quarter. Elevated Capital Advisors LLC now owns 1,186 shares of the healthcare conglomerate’s stock worth $621,000 after purchasing an additional 35 shares during the period. Capital Advisors Wealth Management LLC boosted its position in shares of UnitedHealth Group by 10.8% during the 1st quarter. Capital Advisors Wealth Management LLC now owns 658 shares of the healthcare conglomerate’s stock valued at $345,000 after acquiring an additional 64 shares during the last quarter. Finally, Guardian Asset Advisors LLC bought a new stake in shares of UnitedHealth Group during the 1st quarter valued at about $201,000. Institutional investors own 87.86% of the company’s stock.

UnitedHealth Group Price Performance

Shares of UnitedHealth Group stock opened at $362.78 on Monday. 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 business’s 50 day simple moving average is $338.43 and its two-hundred day simple moving average is $335.78. The stock has a market capitalization of $328.56 billion, a P/E ratio of 15.72, a price-to-earnings-growth ratio of 2.34 and a beta of 0.47. UnitedHealth Group Incorporated has a one year low of $234.60 and a one year high of $630.73.

UnitedHealth Group (NYSE:UNH) 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 return on equity of 23.32% and a net margin of 5.04%.The company had revenue of $111.62 billion during the quarter, compared to analysts’ expectations of $111.75 billion. During the same period last year, the firm earned $6.80 earnings per share. UnitedHealth Group’s revenue for the quarter was up 12.9% on a year-over-year basis. UnitedHealth Group has set its FY 2025 guidance at 16.000- EPS. Analysts forecast that UnitedHealth Group Incorporated will post 29.54 EPS for the current year.

UnitedHealth Group Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, September 23rd. Stockholders of record on Monday, September 15th were paid a dividend of $2.21 per share. The ex-dividend date of this dividend was Monday, September 15th. This represents a $8.84 annualized dividend and a dividend yield of 2.4%. UnitedHealth Group’s payout ratio is 38.30%.

Analyst Upgrades and Downgrades

UNH has been the subject of a number of research analyst reports. Sanford C. Bernstein lifted their price target on UnitedHealth Group from $379.00 to $433.00 and gave the company an “outperform” rating in a research report on Wednesday, October 8th. Truist Financial lifted their price target on UnitedHealth Group from $310.00 to $365.00 and gave the company a “buy” rating in a research report on Tuesday, September 9th. JPMorgan Chase & Co. lifted their price target on UnitedHealth Group from $310.00 to $425.00 and gave the company an “overweight” rating in a research report on Thursday, October 9th. Wells Fargo & Company boosted their target price on UnitedHealth Group from $267.00 to $400.00 and gave the stock an “overweight” rating in a research report on Tuesday, October 7th. Finally, Baird R W downgraded UnitedHealth Group from a “hold” rating to a “strong sell” rating in a research report on Thursday, July 31st. Eighteen equities research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and three have assigned a Sell rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $385.13.

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.