UnitedHealth Group Incorporated $UNH Stock Holdings Decreased by Asset Planning Services Inc. LA ADV

Asset Planning Services Inc. LA ADV reduced its position in UnitedHealth Group Incorporated (NYSE:UNH) by 1.9% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 12,440 shares of the healthcare conglomerate’s stock after selling 240 shares during the period. UnitedHealth Group comprises approximately 3.3% of Asset Planning Services Inc. LA ADV’s holdings, making the stock its 13th largest position. Asset Planning Services Inc. LA ADV’s holdings in UnitedHealth Group were worth $6,515,000 at the end of the most recent reporting period.

Several other institutional investors have also made changes to their positions in UNH. GAMMA Investing LLC grew its position in UnitedHealth Group by 56,142.1% during the first quarter. GAMMA Investing LLC now owns 8,295,153 shares of the healthcare conglomerate’s stock valued at $4,344,586,000 after purchasing an additional 8,280,404 shares in the last quarter. Nuveen LLC purchased a new position in UnitedHealth Group during the first quarter valued at approximately $3,846,764,000. Vanguard Group Inc. grew its position in 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 purchasing an additional 5,583,343 shares in the last quarter. Wellington Management Group LLP grew its position in UnitedHealth Group by 10.6% during 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 purchasing an additional 2,486,839 shares in the last quarter. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its position in UnitedHealth Group by 36.6% during the fourth quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 8,592,718 shares of the healthcare conglomerate’s stock valued at $4,346,712,000 after purchasing an additional 2,301,010 shares in the last quarter. 87.86% of the stock is owned by hedge funds and other institutional investors.

UnitedHealth Group Trading Up 2.1%

Shares of UnitedHealth Group stock opened at $353.89 on Friday. The firm has a market capitalization of $320.51 billion, a PE ratio of 15.33, a price-to-earnings-growth ratio of 2.27 and a beta of 0.45. 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 company’s fifty day moving average price is $291.11 and its two-hundred day moving average price is $370.48. UnitedHealth Group Incorporated has a 52-week low of $234.60 and a 52-week high of $630.73.

UnitedHealth Group (NYSE:UNH) last announced its quarterly earnings results on Tuesday, July 29th. The healthcare conglomerate reported $4.08 earnings per share (EPS) for the quarter, missing the consensus estimate of $4.45 by ($0.37). The business had revenue of $111.62 billion during the quarter, compared to the consensus estimate of $111.75 billion. UnitedHealth Group had a net margin of 5.04% and a return on equity of 23.32%. The company’s quarterly revenue was up 12.9% compared to the same quarter last year. During the same period last year, the firm earned $6.80 EPS. UnitedHealth Group has set its FY 2025 guidance at 16.000- EPS. On average, analysts expect that UnitedHealth Group Incorporated will post 29.54 EPS for the current year.

UnitedHealth Group Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, September 23rd. Shareholders 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 dividend on an annualized basis and a yield of 2.5%. UnitedHealth Group’s dividend payout ratio is presently 38.30%.

Analysts Set New Price Targets

UNH has been the subject of a number of analyst reports. 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 note on Wednesday, August 6th. Truist Financial lifted their target price on shares of UnitedHealth Group from $310.00 to $365.00 and gave the company a “buy” rating in a research note on Tuesday. TD Securities reiterated a “hold” rating and issued a $308.00 target price (down from $520.00) on shares of UnitedHealth Group in a research note on Monday, May 19th. Mizuho reduced their target price on shares of UnitedHealth Group from $515.00 to $350.00 and set an “outperform” rating for the company in a research note on Friday, May 16th. Finally, TD Cowen cut shares of UnitedHealth Group from a “buy” rating to a “hold” rating and set a $308.00 price objective for the company. in a research note on Monday, May 19th. Sixteen research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and three have given a Sell rating to the stock. According to MarketBeat.com, UnitedHealth Group currently has a consensus rating of “Moderate Buy” and a consensus target price of $355.77.

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.