Tilia Fiduciary Partners Inc. Trims Position in UnitedHealth Group Incorporated $UNH

Tilia Fiduciary Partners Inc. trimmed its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 5.8% in the second quarter, according to its most recent disclosure with the SEC. The fund owned 3,723 shares of the healthcare conglomerate’s stock after selling 230 shares during the period. Tilia Fiduciary Partners Inc.’s holdings in UnitedHealth Group were worth $1,161,000 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. Citizens National Bank Trust Department raised its holdings in UnitedHealth Group by 1.0% during the first quarter. Citizens National Bank Trust Department now owns 17,886 shares of the healthcare conglomerate’s stock worth $9,368,000 after purchasing an additional 170 shares in the last quarter. Fort Washington Investment Advisors Inc. OH raised its holdings in UnitedHealth Group by 0.3% during the first quarter. Fort Washington Investment Advisors Inc. OH now owns 530,103 shares of the healthcare conglomerate’s stock worth $277,641,000 after purchasing an additional 1,465 shares in the last quarter. Caitlin John LLC raised its holdings in UnitedHealth Group by 14.8% during the first quarter. Caitlin John LLC now owns 862 shares of the healthcare conglomerate’s stock worth $451,000 after purchasing an additional 111 shares in the last quarter. Triumph Capital Management acquired a new position in UnitedHealth Group during the second quarter worth about $1,324,000. Finally, Wealth Effects LLC grew its position in UnitedHealth Group by 14.4% during the second quarter. Wealth Effects LLC now owns 4,688 shares of the healthcare conglomerate’s stock worth $1,463,000 after buying an additional 591 shares during the period. 87.86% of the stock is owned by hedge funds and other institutional investors.

UnitedHealth Group Stock Up 1.8%

Shares of NYSE UNH opened at $360.17 on Friday. UnitedHealth Group Incorporated has a 1 year low of $234.60 and a 1 year high of $630.73. The firm’s 50 day moving average price is $307.84 and its 200 day moving average price is $355.58. The firm has a market cap of $326.20 billion, a P/E ratio of 15.61, a price-to-earnings-growth ratio of 2.30 and a beta of 0.47. The company has a debt-to-equity ratio of 0.73, a quick ratio of 0.85 and a current ratio of 0.85.

UnitedHealth Group (NYSE:UNH) last announced its 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 return on equity of 23.32% and a net margin of 5.04%.The firm had revenue of $111.62 billion for the quarter, compared to analyst estimates of $111.75 billion. During the same quarter last year, the business posted $6.80 EPS. The firm’s revenue was up 12.9% compared to the same quarter last year. UnitedHealth Group has set its FY 2025 guidance at 16.000- EPS. As a group, sell-side analysts anticipate 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 paid a dividend of $2.21 per share. The ex-dividend date of this dividend was 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 (DPR) is currently 38.30%.

Analyst Upgrades and Downgrades

Several brokerages have weighed in on UNH. Sanford C. Bernstein upped their target price on shares of UnitedHealth Group from $337.00 to $379.00 and gave the stock an “outperform” rating in a research report on Friday, September 5th. Baird R W lowered shares of UnitedHealth Group from a “hold” rating to a “strong sell” rating in a research report on Thursday, July 31st. Wells Fargo & Company lowered their price target on shares of UnitedHealth Group from $306.00 to $267.00 and set an “overweight” rating on the stock in a research report on Monday, August 4th. Morgan Stanley increased their price target on shares of UnitedHealth Group from $325.00 to $395.00 and gave the company an “overweight” rating in a research report on Friday, September 12th. Finally, Truist Financial increased their price target on shares of UnitedHealth Group from $310.00 to $365.00 and gave the company a “buy” rating in a research report on Tuesday, September 9th. Sixteen investment analysts have rated the stock with a Buy rating, six have issued a Hold rating and four have issued a Sell rating to the stock. According to MarketBeat, UnitedHealth Group presently has an average rating of “Hold” 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.