UnitedHealth Group Incorporated $UNH Stock Holdings Increased by Fiduciary Alliance LLC

Fiduciary Alliance LLC lifted its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 39.5% during the second quarter, Holdings Channel.com reports. The firm owned 14,192 shares of the healthcare conglomerate’s stock after acquiring an additional 4,020 shares during the period. Fiduciary Alliance LLC’s holdings in UnitedHealth Group were worth $4,428,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors also recently made changes to their positions in UNH. Bayforest Capital Ltd boosted its holdings 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 acquiring an additional 48 shares in the last quarter. Clal Insurance Enterprises Holdings Ltd boosted its stake in UnitedHealth Group by 416.7% during the 1st quarter. Clal Insurance Enterprises Holdings Ltd now owns 62 shares of the healthcare conglomerate’s stock valued at $32,000 after purchasing an additional 50 shares in the last quarter. Copia Wealth Management bought a new stake in shares of UnitedHealth Group in the 4th quarter worth $42,000. IAG Wealth Partners LLC bought a new position in UnitedHealth Group during the first quarter valued at about $42,000. Finally, Investment Management Corp VA ADV bought a new stake in UnitedHealth Group in the fourth quarter worth about $44,000. 87.86% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

Several equities analysts have recently issued reports on UNH shares. JPMorgan Chase & Co. lowered their price objective on shares of UnitedHealth Group from $418.00 to $310.00 and set an “overweight” rating on the stock in a research note on Wednesday, August 6th. Cantor Fitzgerald reaffirmed an “overweight” rating and issued a $440.00 price target on shares of UnitedHealth Group in a report on Tuesday, August 26th. TD Cowen lowered UnitedHealth Group from a “buy” rating to a “hold” rating and set a $308.00 target price on the stock. in a research report on Monday, May 19th. HSBC restated a “reduce” rating and issued a $270.00 price target (down previously from $490.00) on shares of UnitedHealth Group in a research report on Wednesday, May 21st. Finally, Sanford C. Bernstein lifted their price target on UnitedHealth Group from $337.00 to $379.00 and gave the company an “outperform” rating in a report on Friday, September 5th. Sixteen analysts have rated the stock with a Buy rating, six have assigned a Hold rating and three have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $358.95.

UnitedHealth Group Stock Performance

UnitedHealth Group stock opened at $348.05 on Tuesday. UnitedHealth Group Incorporated has a 12-month low of $234.60 and a 12-month high of $630.73. The stock has a 50-day simple moving average of $292.87 and a 200 day simple moving average of $367.43. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 0.73. The stock has a market capitalization of $315.22 billion, a price-to-earnings ratio of 15.08, a P/E/G ratio of 2.30 and a beta of 0.44.

UnitedHealth Group (NYSE:UNH) last announced its earnings results on Tuesday, July 29th. The healthcare conglomerate reported $4.08 earnings per share for the quarter, missing analysts’ consensus estimates of $4.45 by ($0.37). The company had revenue of $111.62 billion during 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%.The company’s revenue was up 12.9% on a year-over-year basis. During the same period in the prior year, the firm posted $6.80 earnings per share. UnitedHealth Group has set its FY 2025 guidance at 16.000- EPS. On average, research analysts anticipate that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

UnitedHealth Group Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, September 23rd. Stockholders 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 dividend yield of 2.5%. UnitedHealth Group’s payout ratio is presently 38.30%.

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.