Brandywine Oak Private Wealth LLC Has $438,000 Stake in UnitedHealth Group Incorporated $UNH

Brandywine Oak Private Wealth LLC decreased its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 7.5% in the 2nd quarter, Holdings Channel reports. The fund owned 1,403 shares of the healthcare conglomerate’s stock after selling 114 shares during the period. Brandywine Oak Private Wealth LLC’s holdings in UnitedHealth Group were worth $438,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Citizens National Bank Trust Department increased its stake in shares of UnitedHealth Group by 1.0% in 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 buying an additional 170 shares during the period. Fort Washington Investment Advisors Inc. OH increased its stake in shares of UnitedHealth Group by 0.3% in the first quarter. Fort Washington Investment Advisors Inc. OH now owns 530,103 shares of the healthcare conglomerate’s stock valued at $277,641,000 after buying an additional 1,465 shares during the period. Caitlin John LLC increased its stake in shares of UnitedHealth Group by 14.8% in the first quarter. Caitlin John LLC now owns 862 shares of the healthcare conglomerate’s stock valued at $451,000 after buying an additional 111 shares during the period. Triumph Capital Management acquired a new position in shares of UnitedHealth Group in the second quarter valued at approximately $1,324,000. Finally, Wealth Effects LLC increased its stake in shares of UnitedHealth Group by 14.4% in the second quarter. Wealth Effects LLC now owns 4,688 shares of the healthcare conglomerate’s stock valued at $1,463,000 after buying an additional 591 shares during the period. Institutional investors and hedge funds own 87.86% of the company’s stock.

UnitedHealth Group Price Performance

UnitedHealth Group stock opened at $367.69 on Friday. The stock has a market capitalization of $333.01 billion, a price-to-earnings ratio of 15.93, a PEG ratio of 2.39 and a beta of 0.47. UnitedHealth Group Incorporated has a 52-week low of $234.60 and a 52-week high of $630.73. The stock’s 50 day moving average price is $315.87 and its two-hundred day moving average price is $351.51. The company has a debt-to-equity ratio of 0.73, a quick ratio of 0.85 and a current ratio of 0.85.

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

UnitedHealth Group Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, September 23rd. Investors of record on Monday, September 15th were issued a $2.21 dividend. This represents a $8.84 dividend on an annualized basis and a dividend yield of 2.4%. The ex-dividend date was Monday, September 15th. UnitedHealth Group’s dividend payout ratio (DPR) is currently 38.30%.

Analyst Ratings Changes

A number of research firms have weighed in on UNH. Zacks Research raised shares of UnitedHealth Group from a “strong sell” rating to a “hold” rating in a research report on Monday. Barclays increased their target price on shares of UnitedHealth Group from $352.00 to $386.00 and gave the company an “overweight” rating in a research report on Thursday. Wells Fargo & Company increased their target price on shares of UnitedHealth Group from $267.00 to $400.00 and gave the company an “overweight” rating in a research report on Tuesday. Oppenheimer decreased their target price on shares of UnitedHealth Group from $400.00 to $325.00 and set an “outperform” rating for the company in a research report on Wednesday, July 30th. Finally, Cantor Fitzgerald reissued an “overweight” rating and set a $440.00 target price on shares of UnitedHealth Group in a research report on Tuesday, August 26th. Sixteen analysts have rated the stock with a Buy rating, seven have given a Hold rating and four have issued a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and an average price target of $383.09.

UnitedHealth Group 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.