Joel Isaacson & Co. LLC Has $1.81 Million Position in UnitedHealth Group Incorporated $UNH

Joel Isaacson & Co. LLC decreased its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 11.3% in the 2nd quarter, Holdings Channel.com reports. The firm owned 5,804 shares of the healthcare conglomerate’s stock after selling 737 shares during the period. Joel Isaacson & Co. LLC’s holdings in UnitedHealth Group were worth $1,811,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also recently bought and sold shares of UNH. Nuveen LLC bought a new stake in UnitedHealth Group during the 1st quarter worth approximately $3,846,764,000. Vanguard Group Inc. lifted its position in shares of UnitedHealth Group by 6.6% during the 1st quarter. Vanguard Group Inc. now owns 90,729,585 shares of the healthcare conglomerate’s stock valued at $47,519,620,000 after acquiring an additional 5,583,343 shares during the period. Wellington Management Group LLP increased its position 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 valued at $13,537,859,000 after buying an additional 2,486,839 shares in the last quarter. National Bank of Canada FI increased its stake in UnitedHealth Group by 137.8% during the 1st quarter. National Bank of Canada FI now owns 1,641,177 shares of the healthcare conglomerate’s stock valued at $859,518,000 after purchasing an additional 950,928 shares in the last quarter. Finally, Charles Schwab Investment Management Inc. raised its position 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 valued at $3,702,736,000 after buying an additional 847,054 shares during the last quarter. 87.86% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of research analysts recently weighed in on the stock. Wells Fargo & Company dropped 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. Robert W. Baird reaffirmed an “underperform” rating and issued a $198.00 target price (down from $312.00) on shares of UnitedHealth Group in a report on Thursday, July 31st. Barclays boosted their target price on shares of UnitedHealth Group from $337.00 to $352.00 and gave the company an “overweight” rating in a research note on Thursday, September 4th. 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. Finally, KeyCorp decreased their target price on UnitedHealth Group from $400.00 to $350.00 and set an “overweight” rating for the company in a research report on Wednesday, July 30th. Sixteen analysts have rated the stock with a Buy rating, six have issued a Hold rating and four have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus price target of $358.95.

UnitedHealth Group Stock Down 0.3%

Shares of NYSE UNH opened at $358.95 on Tuesday. The company has a market cap of $325.09 billion, a price-to-earnings ratio of 15.55, a PEG ratio of 2.34 and a beta of 0.47. UnitedHealth Group Incorporated has a 52 week low of $234.60 and a 52 week high of $630.73. 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 firm’s fifty day moving average is $309.38 and its 200 day moving average is $352.34.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings results 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). The company 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 business’s revenue was up 12.9% on a year-over-year basis. During the same quarter last year, the firm earned $6.80 EPS. UnitedHealth Group has set its FY 2025 guidance at 16.000- EPS. On average, equities research analysts expect that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current year.

UnitedHealth Group Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, September 23rd. Stockholders of record on Monday, September 15th were paid a $2.21 dividend. This represents a $8.84 dividend on an annualized basis and a dividend yield of 2.5%. The ex-dividend date was Monday, September 15th. UnitedHealth Group’s dividend payout ratio (DPR) is 38.30%.

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.