UnitedHealth Group Incorporated $UNH Shares Sold by BSW Wealth Partners

BSW Wealth Partners trimmed its position in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 12.7% in the 2nd quarter, Holdings Channel.com reports. The firm owned 2,334 shares of the healthcare conglomerate’s stock after selling 339 shares during the period. BSW Wealth Partners’ holdings in UnitedHealth Group were worth $728,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Bayforest Capital Ltd increased its position in shares of UnitedHealth Group by 685.7% in the first quarter. Bayforest Capital Ltd now owns 55 shares of the healthcare conglomerate’s stock valued at $29,000 after buying an additional 48 shares in the last quarter. Clal Insurance Enterprises Holdings Ltd increased its holdings in UnitedHealth Group by 416.7% in the 1st quarter. Clal Insurance Enterprises Holdings Ltd now owns 62 shares of the healthcare conglomerate’s stock worth $32,000 after acquiring an additional 50 shares in the last quarter. IAG Wealth Partners LLC purchased a new position in UnitedHealth Group during the first quarter valued at $42,000. Kentucky Trust Co increased its stake in shares of UnitedHealth Group by 53.8% during the second quarter. Kentucky Trust Co now owns 143 shares of the healthcare conglomerate’s stock worth $45,000 after purchasing an additional 50 shares in the last quarter. Finally, O Brien Wealth Partners LLC lifted its stake in UnitedHealth Group by 74.0% in the 1st quarter. O Brien Wealth Partners LLC now owns 87 shares of the healthcare conglomerate’s stock valued at $46,000 after buying an additional 37 shares in the last quarter. Hedge funds and other institutional investors own 87.86% of the company’s stock.

UnitedHealth Group Stock Up 0.7%

Shares of NYSE UNH opened at $347.82 on Thursday. UnitedHealth Group Incorporated has a 1 year low of $234.60 and a 1 year high of $630.73. The company has a market capitalization of $315.01 billion, a P/E ratio of 15.07, a P/E/G ratio of 2.25 and a beta of 0.47. The company has a 50 day simple moving average of $304.76 and a 200-day simple moving average of $357.57. The company has a debt-to-equity ratio of 0.73, a current ratio of 0.85 and a quick ratio of 0.85.

UnitedHealth Group (NYSE:UNH) last issued its quarterly earnings data on Tuesday, July 29th. The healthcare conglomerate reported $4.08 earnings per share for the quarter, missing the consensus estimate of $4.45 by ($0.37). UnitedHealth Group had a return on equity of 23.32% and a net margin of 5.04%.The business had revenue of $111.62 billion during the quarter, compared to analysts’ expectations of $111.75 billion. During the same quarter in the previous year, the company posted $6.80 earnings per share. The company’s revenue was up 12.9% on a year-over-year basis. 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 business also recently declared a quarterly dividend, which was paid on Tuesday, September 23rd. Shareholders of record on Monday, September 15th were given a dividend of $2.21 per share. The ex-dividend date was Monday, September 15th. This represents a $8.84 dividend on an annualized basis and a dividend yield of 2.5%. UnitedHealth Group’s dividend payout ratio (DPR) is currently 38.30%.

Wall Street Analyst Weigh In

A number of equities analysts have commented on the company. Piper Sandler reduced their target price on UnitedHealth Group from $353.00 to $317.00 and set an “overweight” rating for the company in a report on Wednesday, July 30th. Oppenheimer lowered their target price on shares of UnitedHealth Group from $400.00 to $325.00 and set an “outperform” rating on the stock in a research note on Wednesday, July 30th. JPMorgan Chase & Co. reduced their target price 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. Robert W. Baird reaffirmed an “underperform” rating and set a $198.00 price objective (down previously from $312.00) on shares of UnitedHealth Group in a research note on Thursday, July 31st. Finally, UBS Group restated a “buy” rating on shares of UnitedHealth Group in a report on Thursday, July 17th. Sixteen research analysts have rated the stock with a Buy rating, six have given a Hold rating and three have assigned a Sell rating to the stock. According to MarketBeat.com, UnitedHealth Group presently has a consensus rating of “Moderate Buy” and an average price target of $358.95.

UnitedHealth Group Company 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.