Heritage Wealth Partners LLC Lowers Holdings in UnitedHealth Group Incorporated $UNH

Heritage Wealth Partners LLC decreased its position in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 55.0% in the first quarter, according to its most recent Form 13F filing with the SEC. The firm owned 795 shares of the healthcare conglomerate's stock after selling 971 shares during the period. Heritage Wealth Partners LLC's holdings in UnitedHealth Group were worth $416,000 at the end of the most recent quarter.

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A number of other large investors have also recently modified their holdings of the company. Brighton Jones LLC lifted its holdings in UnitedHealth Group by 176.2% during the fourth quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate's stock worth $22,384,000 after buying an additional 28,231 shares during the period. Revolve Wealth Partners LLC lifted its holdings in UnitedHealth Group by 137.1% during the fourth quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate's stock worth $2,033,000 after buying an additional 2,324 shares during the period. Integrated Wealth Concepts LLC lifted its holdings in UnitedHealth Group by 12.2% during the fourth quarter. Integrated Wealth Concepts LLC now owns 26,745 shares of the healthcare conglomerate's stock worth $13,529,000 after buying an additional 2,917 shares during the period. Topsail Wealth Management LLC purchased a new stake in UnitedHealth Group during the fourth quarter worth $597,000. Finally, Kovitz Investment Group Partners LLC lifted its holdings in shares of UnitedHealth Group by 85.0% during the 4th quarter. Kovitz Investment Group Partners LLC now owns 336,466 shares of the healthcare conglomerate's stock valued at $170,205,000 after purchasing an additional 154,565 shares during the last quarter. Hedge funds and other institutional investors own 87.86% of the company's stock.

UnitedHealth Group Stock Performance

NYSE UNH opened at $307.0980 on Friday. The stock has a 50-day simple moving average of $288.39 and a two-hundred day simple moving average of $389.57. The firm has a market capitalization of $278.13 billion, a P/E ratio of 13.31, a PEG ratio of 1.96 and a beta of 0.43. 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.

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UnitedHealth Group (NYSE:UNH - Get Free Report) last released its quarterly earnings data on Tuesday, July 29th. The healthcare conglomerate reported $4.08 earnings per share for the quarter, missing analysts' consensus estimates of $4.45 by ($0.37). The company 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 business's quarterly revenue was up 12.9% on a year-over-year basis. During the same quarter in the previous year, the business posted $6.80 EPS. UnitedHealth Group has set its FY 2025 guidance at 16.000- EPS. On average, equities analysts forecast that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current year.

UnitedHealth Group Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, September 23rd. Stockholders of record on Monday, September 15th will be given a dividend of $2.21 per share. The ex-dividend date is Monday, September 15th. This represents a $8.84 dividend on an annualized basis and a dividend yield of 2.9%. UnitedHealth Group's dividend payout ratio (DPR) is 38.30%.

Insider Buying and Selling at UnitedHealth Group

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In related 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 value of $179,645.00. Following the completion of the transaction, the chief executive officer owned 10,398 shares in the company, valued at $3,171,390. The trade was a 5.36% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. 0.28% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

Several analysts have recently commented on UNH shares. Morgan Stanley decreased their price objective on UnitedHealth Group from $342.00 to $325.00 and set an "overweight" rating for the company in a report on Wednesday. Baird R W lowered UnitedHealth Group from a "hold" rating to a "strong sell" rating in a report on Thursday, July 31st. TD Cowen lowered UnitedHealth Group from a "buy" rating to a "hold" rating and set a $308.00 price objective for the company. in a report on Monday, May 19th. Oppenheimer cut their target price on UnitedHealth Group from $400.00 to $325.00 and set an "outperform" rating on the stock in a research report on Wednesday, July 30th. Finally, Wall Street Zen downgraded UnitedHealth Group from a "buy" rating to a "hold" rating in a research report on Saturday, May 24th. Fifteen research analysts have rated the stock with a Buy rating, six have issued a Hold rating and three have given a Sell rating to the stock. According to MarketBeat.com, the company currently has an average rating of "Moderate Buy" and an average price target of $365.38.

Check Out Our Latest Stock Report on UNH

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.

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