Level Four Advisory Services LLC Cuts Stake in UnitedHealth Group Incorporated $UNH

Level Four Advisory Services LLC trimmed its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 0.3% during the 1st quarter, Holdings Channel reports. The fund owned 33,651 shares of the healthcare conglomerate’s stock after selling 109 shares during the period. UnitedHealth Group comprises about 0.7% of Level Four Advisory Services LLC’s portfolio, making the stock its 23rd largest position. Level Four Advisory Services LLC’s holdings in UnitedHealth Group were worth $17,625,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the business. Marshall & Sterling Wealth Advisors Inc. bought a new position in UnitedHealth Group in the fourth quarter worth approximately $26,000. Bayforest Capital Ltd increased its holdings in shares of UnitedHealth Group by 685.7% in the 1st quarter. Bayforest Capital Ltd now owns 55 shares of the healthcare conglomerate’s stock valued at $29,000 after acquiring an additional 48 shares during the period. Clal Insurance Enterprises Holdings Ltd lifted its stake in shares of UnitedHealth Group by 416.7% during the 1st quarter. Clal Insurance Enterprises Holdings Ltd now owns 62 shares of the healthcare conglomerate’s stock worth $32,000 after purchasing an additional 50 shares during the last quarter. IAG Wealth Partners LLC purchased a new position in UnitedHealth Group in the first quarter valued at about $42,000. Finally, Kapitalo Investimentos Ltda purchased a new stake in shares of UnitedHealth Group during the fourth quarter valued at about $41,000. 87.86% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

UNH has been the subject of several recent analyst reports. Barclays reiterated an “overweight” rating on shares of UnitedHealth Group in a research note on Thursday, July 17th. Royal Bank Of Canada reduced their price target on UnitedHealth Group from $355.00 to $286.00 and set an “outperform” rating on the stock in a research report on Wednesday, July 30th. HSBC reissued a “reduce” rating and issued a $270.00 price objective (down previously from $490.00) on shares of UnitedHealth Group in a research report on Wednesday, May 21st. Raymond James Financial cut UnitedHealth Group from a “strong-buy” rating to a “market perform” rating in a research note on Wednesday, May 14th. Finally, Baird R W lowered UnitedHealth Group from a “hold” rating to a “strong sell” rating in a research note on Thursday, July 31st. Fifteen investment analysts have rated the stock with a Buy rating, six have given a Hold rating and three have issued a Sell rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $367.71.

Insiders Place Their Bets

In other UnitedHealth Group news, CEO Patrick Hugh Conway sold 589 shares of UnitedHealth Group stock in a transaction dated Tuesday, June 10th. The stock was sold at an average price of $305.00, for a total transaction of $179,645.00. Following the completion of the transaction, the chief executive officer owned 10,398 shares in the company, valued at approximately $3,171,390. This trade represents a 5.36% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Corporate insiders own 0.28% of the company’s stock.

UnitedHealth Group Stock Down 1.5%

UnitedHealth Group stock opened at $303.77 on Wednesday. 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 market cap of $275.12 billion, a PE ratio of 13.16, a PEG ratio of 1.99 and a beta of 0.43. 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 business’s 50-day simple moving average is $289.03 and its two-hundred day simple moving average is $393.55.

UnitedHealth Group (NYSE:UNH) last issued its earnings results on Tuesday, July 29th. The healthcare conglomerate reported $4.08 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 firm had revenue of $111.62 billion during the quarter, compared to analysts’ expectations of $111.75 billion. During the same quarter in the prior year, the company earned $6.80 EPS. UnitedHealth Group’s quarterly revenue was up 12.9% on a year-over-year basis. UnitedHealth Group has set its FY 2025 guidance at 16.000- EPS. Equities analysts anticipate that UnitedHealth Group Incorporated will post 29.54 EPS for the current year.

UnitedHealth Group Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, September 23rd. Shareholders of record on Monday, September 15th will be issued a $2.21 dividend. This represents a $8.84 annualized dividend and a yield of 2.9%. The ex-dividend date of this dividend is Monday, September 15th. UnitedHealth Group’s dividend 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.