Hudson Valley Investment Advisors Inc. ADV Has $6.05 Million Holdings in UnitedHealth Group Incorporated $UNH

Hudson Valley Investment Advisors Inc. ADV cut its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 21.5% during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 19,398 shares of the healthcare conglomerate’s stock after selling 5,324 shares during the period. Hudson Valley Investment Advisors Inc. ADV’s holdings in UnitedHealth Group were worth $6,052,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Bayforest Capital Ltd raised its holdings in shares of UnitedHealth Group by 685.7% in the first quarter. Bayforest Capital Ltd now owns 55 shares of the healthcare conglomerate’s stock valued at $29,000 after purchasing an additional 48 shares during the last quarter. Clal Insurance Enterprises Holdings Ltd increased its holdings in UnitedHealth Group by 416.7% during the first quarter. Clal Insurance Enterprises Holdings Ltd now owns 62 shares of the healthcare conglomerate’s stock worth $32,000 after buying an additional 50 shares during the last quarter. IAG Wealth Partners LLC acquired a new position in UnitedHealth Group during the first quarter worth $42,000. O Brien Wealth Partners LLC increased its holdings in UnitedHealth Group by 74.0% during the first quarter. O Brien Wealth Partners LLC now owns 87 shares of the healthcare conglomerate’s stock worth $46,000 after buying an additional 37 shares during the last quarter. Finally, Kentucky Trust Co increased its holdings in UnitedHealth Group by 138.5% during the first quarter. Kentucky Trust Co now owns 93 shares of the healthcare conglomerate’s stock worth $49,000 after buying an additional 54 shares during the last quarter. 87.86% of the stock is currently owned by institutional investors and hedge funds.

UnitedHealth Group Trading Up 1.8%

Shares of UnitedHealth Group stock opened at $360.17 on Friday. UnitedHealth Group Incorporated has a 52-week low of $234.60 and a 52-week high of $630.73. The firm has a 50-day moving average of $307.84 and a 200-day moving average of $355.58. 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 stock has a market cap of $326.20 billion, a PE ratio of 15.61, a PEG ratio of 2.30 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 for the quarter, missing the consensus estimate 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 the consensus estimate of $111.75 billion. During the same period in the prior year, the company earned $6.80 EPS. The company’s revenue for the quarter 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 forecast that UnitedHealth Group Incorporated will post 29.54 EPS for the current year.

UnitedHealth Group Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, September 23rd. Investors of record on Monday, September 15th were given a dividend of $2.21 per share. The ex-dividend date of this dividend was Monday, September 15th. This represents a $8.84 annualized dividend and a yield of 2.5%. UnitedHealth Group’s dividend payout ratio is currently 38.30%.

Analyst Ratings Changes

A number of equities analysts recently weighed in on UNH shares. Morgan Stanley boosted their target price on shares of UnitedHealth Group from $325.00 to $395.00 and gave the stock an “overweight” rating in a report on Friday, September 12th. Truist Financial lifted their price objective on shares of UnitedHealth Group from $310.00 to $365.00 and gave the stock a “buy” rating in a research report on Tuesday, September 9th. Robert W. Baird reaffirmed an “underperform” rating and set a $198.00 price objective (down from $312.00) on shares of UnitedHealth Group in a research report on Thursday, July 31st. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of UnitedHealth Group in a research report on Saturday, September 27th. Finally, UBS Group reaffirmed a “buy” rating on shares of UnitedHealth Group in a research report on Thursday, July 17th. Sixteen investment analysts have rated the stock with a Buy rating, six have issued a Hold rating and four have assigned a Sell rating to the company’s stock. According to MarketBeat, UnitedHealth Group has a consensus rating of “Hold” and a consensus target price of $358.95.

About UnitedHealth Group

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.