778 Shares in UnitedHealth Group Incorporated $UNH Purchased by Retirement Planning Group LLC NY

Retirement Planning Group LLC NY acquired a new position in UnitedHealth Group Incorporated (NYSE:UNH) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 778 shares of the healthcare conglomerate’s stock, valued at approximately $243,000.

Several other large investors also recently added to or reduced their stakes in UNH. Nabity Jensen Investment Management Inc raised its stake in shares of UnitedHealth Group by 0.9% in the first quarter. Nabity Jensen Investment Management Inc now owns 2,760 shares of the healthcare conglomerate’s stock worth $1,446,000 after buying an additional 24 shares during the period. Atlantic Edge Private Wealth Management LLC lifted its holdings in UnitedHealth Group by 8.9% in the 1st quarter. Atlantic Edge Private Wealth Management LLC now owns 305 shares of the healthcare conglomerate’s stock worth $160,000 after purchasing an additional 25 shares in the last quarter. Stewardship Advisors LLC lifted its holdings in UnitedHealth Group by 4.1% in the 1st quarter. Stewardship Advisors LLC now owns 663 shares of the healthcare conglomerate’s stock worth $347,000 after purchasing an additional 26 shares in the last quarter. Osborne Partners Capital Management LLC lifted its holdings in UnitedHealth Group by 2.5% in the 1st quarter. Osborne Partners Capital Management LLC now owns 1,066 shares of the healthcare conglomerate’s stock worth $558,000 after purchasing an additional 26 shares in the last quarter. Finally, HHM Wealth Advisors LLC lifted its holdings in UnitedHealth Group by 0.9% in the 1st quarter. HHM Wealth Advisors LLC now owns 2,947 shares of the healthcare conglomerate’s stock worth $1,544,000 after purchasing an additional 26 shares in the last quarter. Hedge funds and other institutional investors own 87.86% of the company’s stock.

Analyst Ratings Changes

A number of research firms recently commented on UNH. Royal Bank Of Canada lowered their price target on UnitedHealth Group from $355.00 to $286.00 and set an “outperform” rating on the stock in a report on Wednesday, July 30th. Mizuho lifted their price objective on UnitedHealth Group from $300.00 to $430.00 and gave the stock an “outperform” rating in a research note on Thursday. Baird R W downgraded UnitedHealth Group from a “hold” rating to a “strong sell” rating in a research note on Thursday, July 31st. Robert W. Baird reaffirmed an “underperform” rating and issued a $198.00 price objective (down previously from $312.00) on shares of UnitedHealth Group in a research note on Thursday, July 31st. Finally, Piper Sandler reduced their price objective on UnitedHealth Group from $353.00 to $317.00 and set an “overweight” rating on the stock in a research note on Wednesday, July 30th. Sixteen equities research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and four have assigned a Sell rating to the stock. According to data from MarketBeat.com, UnitedHealth Group currently has an average rating of “Hold” and a consensus target price of $383.09.

UnitedHealth Group Stock Performance

NYSE UNH opened at $354.30 on Monday. The business’s 50 day moving average price is $318.21 and its 200-day moving average price is $348.08. UnitedHealth Group Incorporated has a fifty-two week low of $234.60 and a fifty-two week high of $630.73. The company has a debt-to-equity ratio of 0.73, a quick ratio of 0.85 and a current ratio of 0.85. The company has a market cap of $320.88 billion, a P/E ratio of 15.35, a P/E/G ratio of 2.29 and a beta of 0.47.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings data 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 business had revenue of $111.62 billion for the quarter, compared to analysts’ expectations of $111.75 billion. During the same quarter in the previous year, the firm earned $6.80 EPS. UnitedHealth Group’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. Sell-side analysts predict that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current 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 dividend of $2.21 per share. The ex-dividend date was Monday, September 15th. This represents a $8.84 dividend on an annualized basis and a yield of 2.5%. UnitedHealth Group’s payout ratio is presently 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.