BCS Wealth Management Raises Holdings in UnitedHealth Group Incorporated $UNH

BCS Wealth Management boosted its position in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 15.3% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,871 shares of the healthcare conglomerate’s stock after buying an additional 248 shares during the period. BCS Wealth Management’s holdings in UnitedHealth Group were worth $584,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently modified their holdings of the business. Vanguard Group Inc. raised its position in UnitedHealth Group by 6.6% during the first quarter. Vanguard Group Inc. now owns 90,729,585 shares of the healthcare conglomerate’s stock valued at $47,519,620,000 after purchasing an additional 5,583,343 shares during the period. Wellington Management Group LLP increased its position in UnitedHealth Group by 10.6% during the first quarter. Wellington Management Group LLP now owns 25,847,940 shares of the healthcare conglomerate’s stock valued at $13,537,859,000 after acquiring an additional 2,486,839 shares during the last quarter. GAMMA Investing LLC lifted its holdings in shares of UnitedHealth Group by 56,142.1% in the 1st quarter. GAMMA Investing LLC now owns 8,295,153 shares of the healthcare conglomerate’s stock worth $4,344,586,000 after acquiring an additional 8,280,404 shares during the last quarter. Bank of New York Mellon Corp raised its position in UnitedHealth Group by 2.5% in the 1st quarter. Bank of New York Mellon Corp now owns 8,128,174 shares of the healthcare conglomerate’s stock worth $4,257,131,000 after purchasing an additional 196,696 shares during the period. Finally, Nuveen LLC bought a new position in shares of UnitedHealth Group during the first quarter valued at approximately $3,846,764,000. 87.86% of the stock is owned by hedge funds and other institutional investors.

UnitedHealth Group Price Performance

Shares of UNH stock opened at $351.87 on Thursday. The company has a market cap of $318.68 billion, a P/E ratio of 15.25, a PEG ratio of 2.27 and a beta of 0.45. The stock’s 50-day moving average is $298.81 and its 200 day moving average is $362.32. UnitedHealth Group Incorporated has a 1-year low of $234.60 and a 1-year high of $630.73. The company has a debt-to-equity ratio of 0.73, a current ratio of 0.85 and a quick ratio of 0.85.

UnitedHealth Group (NYSE:UNH) last issued 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). The firm had revenue of $111.62 billion during the quarter, compared to analysts’ expectations of $111.75 billion. UnitedHealth Group had a return on equity of 23.32% and a net margin of 5.04%.The firm’s quarterly revenue was up 12.9% on a year-over-year basis. During the same period in the previous year, the firm earned $6.80 EPS. UnitedHealth Group has set its FY 2025 guidance at 16.000- EPS. Research analysts predict that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

UnitedHealth Group Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, September 23rd. Investors of record on Monday, September 15th were paid 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 2.5%. UnitedHealth Group’s dividend payout ratio (DPR) is 38.30%.

Analyst Upgrades and Downgrades

UNH has been the topic of several research analyst reports. Cantor Fitzgerald reaffirmed an “overweight” rating and issued a $440.00 price objective on shares of UnitedHealth Group in a research report on Tuesday, August 26th. Sanford C. Bernstein boosted their price objective on shares of UnitedHealth Group from $337.00 to $379.00 and gave the company an “outperform” rating in a research report on Friday, September 5th. Baird R W downgraded shares of UnitedHealth Group from a “hold” rating to a “strong sell” rating in a research note on Thursday, July 31st. Piper Sandler decreased their target price on UnitedHealth Group from $353.00 to $317.00 and set an “overweight” rating for the company in a research report on Wednesday, July 30th. Finally, Robert W. Baird restated an “underperform” rating and set a $198.00 price target (down previously from $312.00) on shares of UnitedHealth Group in a research note on Thursday, July 31st. Sixteen research analysts have rated the stock with a Buy rating, six have given a Hold rating and three have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” 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.