Winthrop Advisory Group LLC Grows Stock Holdings in UnitedHealth Group Incorporated $UNH

Winthrop Advisory Group LLC increased its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 30.3% in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 1,545 shares of the healthcare conglomerate’s stock after purchasing an additional 359 shares during the quarter. Winthrop Advisory Group LLC’s holdings in UnitedHealth Group were worth $482,000 at the end of the most recent quarter.

A number of other hedge funds have also added to or reduced their stakes in UNH. Citizens National Bank Trust Department grew its stake in UnitedHealth Group by 1.0% during the first quarter. Citizens National Bank Trust Department now owns 17,886 shares of the healthcare conglomerate’s stock valued at $9,368,000 after acquiring an additional 170 shares in the last quarter. Fort Washington Investment Advisors Inc. OH grew its position in shares of UnitedHealth Group by 0.3% during the 1st quarter. Fort Washington Investment Advisors Inc. OH now owns 530,103 shares of the healthcare conglomerate’s stock valued at $277,641,000 after purchasing an additional 1,465 shares in the last quarter. Caitlin John LLC grew its position in UnitedHealth Group by 14.8% during the first quarter. Caitlin John LLC now owns 862 shares of the healthcare conglomerate’s stock worth $451,000 after buying an additional 111 shares in the last quarter. Triumph Capital Management purchased a new position in UnitedHealth Group during the second quarter worth about $1,324,000. Finally, Wealth Effects LLC grew its holdings in shares of UnitedHealth Group by 14.4% during the second quarter. Wealth Effects LLC now owns 4,688 shares of the healthcare conglomerate’s stock worth $1,463,000 after purchasing an additional 591 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 have commented on UNH. Baird R W cut shares of UnitedHealth Group from a “hold” rating to a “strong sell” rating in a research note on Thursday, July 31st. Wells Fargo & Company upped their target price on shares of UnitedHealth Group from $267.00 to $400.00 and gave the stock an “overweight” rating in a research report on Tuesday. Piper Sandler cut their target price on shares of UnitedHealth Group from $353.00 to $317.00 and set an “overweight” rating for the company in a research report on Wednesday, July 30th. Robert W. Baird reiterated an “underperform” rating and issued a $198.00 price objective (down from $312.00) on shares of UnitedHealth Group in a report on Thursday, July 31st. Finally, Truist Financial upped their target price on UnitedHealth Group from $310.00 to $365.00 and gave the stock a “buy” rating in a research note on Tuesday, September 9th. Sixteen analysts have rated the stock with a Buy rating, six have assigned a Hold rating and four have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average target price of $365.00.

UnitedHealth Group Stock Performance

NYSE:UNH opened at $363.95 on Wednesday. The firm has a market cap of $329.62 billion, a PE ratio of 15.77, a price-to-earnings-growth ratio of 2.33 and a beta of 0.47. 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 business has a 50 day moving average price of $311.44 and a 200-day moving average price of $352.42.

UnitedHealth Group (NYSE:UNH) last announced 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 firm had revenue of $111.62 billion for the quarter, compared to analysts’ expectations of $111.75 billion. UnitedHealth Group had a net margin of 5.04% and a return on equity of 23.32%. The company’s quarterly revenue was up 12.9% on a year-over-year basis. During the same period in the previous year, the company earned $6.80 EPS. UnitedHealth Group has set its FY 2025 guidance at 16.000- EPS. Equities research 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. Shareholders of record on Monday, September 15th were issued a $2.21 dividend. The ex-dividend date was Monday, September 15th. This represents a $8.84 annualized dividend and a yield of 2.4%. UnitedHealth Group’s dividend payout ratio (DPR) is 38.30%.

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.