UnitedHealth Group Incorporated $UNH Shares Acquired by Financial Partners Group LLC

Financial Partners Group LLC grew its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 297.8% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 31,037 shares of the healthcare conglomerate’s stock after buying an additional 23,235 shares during the quarter. UnitedHealth Group accounts for about 3.5% of Financial Partners Group LLC’s portfolio, making the stock its 8th largest holding. Financial Partners Group LLC’s holdings in UnitedHealth Group were worth $9,683,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also modified their holdings of UNH. Nuveen LLC acquired a new position in UnitedHealth Group in the 1st quarter worth about $3,846,764,000. Vanguard Group Inc. raised its holdings in UnitedHealth Group by 6.6% in the 1st quarter. Vanguard Group Inc. now owns 90,729,585 shares of the healthcare conglomerate’s stock worth $47,519,620,000 after purchasing an additional 5,583,343 shares during the period. Wellington Management Group LLP raised its holdings in UnitedHealth Group by 10.6% in the 1st quarter. Wellington Management Group LLP now owns 25,847,940 shares of the healthcare conglomerate’s stock worth $13,537,859,000 after purchasing an additional 2,486,839 shares during the period. National Bank of Canada FI raised its holdings in UnitedHealth Group by 137.8% in the 1st quarter. National Bank of Canada FI now owns 1,641,177 shares of the healthcare conglomerate’s stock worth $859,518,000 after purchasing an additional 950,928 shares during the period. Finally, Charles Schwab Investment Management Inc. raised its holdings in UnitedHealth Group by 13.6% in the 1st quarter. Charles Schwab Investment Management Inc. now owns 7,070,385 shares of the healthcare conglomerate’s stock worth $3,702,736,000 after purchasing an additional 847,054 shares during the period. Institutional investors and hedge funds own 87.86% of the company’s stock.

Analyst Ratings Changes

A number of research firms recently weighed in on UNH. JPMorgan Chase & Co. reduced their price target on UnitedHealth Group from $418.00 to $310.00 and set an “overweight” rating for the company in a report on Wednesday, August 6th. Morgan Stanley boosted their price objective on UnitedHealth Group from $325.00 to $395.00 and gave the stock an “overweight” rating in a research note on Friday, September 12th. UBS Group reiterated a “buy” rating on shares of UnitedHealth Group in a research note on Thursday, July 17th. Robert W. Baird reiterated an “underperform” rating and set a $198.00 price objective (down from $312.00) on shares of UnitedHealth Group in a research note on Thursday, July 31st. Finally, Piper Sandler cut their price objective on UnitedHealth Group from $353.00 to $317.00 and set an “overweight” rating for the company in a research note on Wednesday, July 30th. Sixteen investment analysts have rated the stock with a Buy rating, six have assigned a Hold rating and three have issued a Sell rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $358.95.

UnitedHealth Group Price Performance

UNH stock opened at $344.15 on Friday. 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 has a 50 day simple moving average of $301.20 and a 200-day simple moving average of $359.58. The firm has a market capitalization of $311.69 billion, a PE ratio of 14.91, a price-to-earnings-growth ratio of 2.24 and a beta of 0.45. UnitedHealth Group Incorporated has a 1 year low of $234.60 and a 1 year high of $630.73.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings results on Tuesday, July 29th. The healthcare conglomerate reported $4.08 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $4.45 by ($0.37). UnitedHealth Group had a net margin of 5.04% and a return on equity of 23.32%. The company had revenue of $111.62 billion during the quarter, compared to analysts’ expectations of $111.75 billion. During the same quarter last year, the company 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. Equities research analysts anticipate that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

UnitedHealth Group Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, September 23rd. Investors of record on Monday, September 15th were issued a $2.21 dividend. The ex-dividend date was Monday, September 15th. This represents a $8.84 dividend on an annualized basis and a yield of 2.6%. UnitedHealth Group’s dividend payout ratio is currently 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.