Neville Rodie & Shaw Inc. Decreases Position in UnitedHealth Group Incorporated $UNH

Neville Rodie & Shaw Inc. decreased its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 45.3% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 14,799 shares of the healthcare conglomerate’s stock after selling 12,278 shares during the quarter. Neville Rodie & Shaw Inc.’s holdings in UnitedHealth Group were worth $4,617,000 as of its most recent filing with the SEC.

Other institutional investors have also modified their holdings of the company. Citizens National Bank Trust Department lifted 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 worth $9,368,000 after acquiring an additional 170 shares in the last quarter. Fort Washington Investment Advisors Inc. OH lifted 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 worth $277,641,000 after acquiring an additional 1,465 shares in the last quarter. Caitlin John LLC lifted 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 worth $451,000 after acquiring an additional 111 shares in the last quarter. Sherbrooke Park Advisers LLC acquired a new position in shares of UnitedHealth Group in the fourth quarter worth about $515,000. Finally, Silvercrest Asset Management Group LLC raised its stake in UnitedHealth Group by 47.8% during the fourth quarter. Silvercrest Asset Management Group LLC now owns 38,796 shares of the healthcare conglomerate’s stock valued at $19,625,000 after buying an additional 12,550 shares in the last quarter. Institutional investors and hedge funds own 87.86% of the company’s stock.

UnitedHealth Group Stock Performance

Shares of UNH stock opened at $352.61 on Friday. UnitedHealth Group Incorporated has a 12-month low of $234.60 and a 12-month high of $630.73. The firm has a market capitalization of $319.35 billion, a price-to-earnings ratio of 15.28, a price-to-earnings-growth ratio of 2.31 and a beta of 0.45. The business has a 50 day simple moving average of $291.98 and a 200 day simple moving average of $369.67. 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). UnitedHealth Group had a return on equity of 23.32% and a net margin of 5.04%.The business had revenue of $111.62 billion during the quarter, compared to the consensus estimate of $111.75 billion. During the same period last year, the company earned $6.80 earnings per share. The business’s quarterly revenue was up 12.9% compared to the same quarter last year. UnitedHealth Group has set its FY 2025 guidance at 16.000- EPS. On average, equities research analysts anticipate that UnitedHealth Group Incorporated will post 29.54 EPS for the current year.

UnitedHealth Group Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, September 23rd. Shareholders of record on Monday, September 15th will be paid a dividend of $2.21 per share. This represents a $8.84 dividend on an annualized basis and a yield of 2.5%. The ex-dividend date of this dividend is Monday, September 15th. UnitedHealth Group’s dividend payout ratio (DPR) is presently 38.30%.

Analysts Set New Price Targets

Several analysts have issued reports on the company. Hsbc Global Res cut UnitedHealth Group from a “hold” rating to a “moderate sell” rating in a research note on Wednesday, May 21st. Sanford C. Bernstein upped their price objective on UnitedHealth Group from $337.00 to $379.00 and gave the company an “outperform” rating in a research note on Friday, September 5th. Barclays upped their price objective on UnitedHealth Group from $337.00 to $352.00 and gave the company an “overweight” rating in a research note on Thursday, September 4th. TD Securities restated a “hold” rating and set a $308.00 price objective (down previously from $520.00) on shares of UnitedHealth Group in a research note on Monday, May 19th. Finally, Oppenheimer lowered their target price on UnitedHealth Group from $400.00 to $325.00 and set an “outperform” rating for the company in a report on Wednesday, July 30th. Sixteen equities research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and three have issued a Sell rating to the company. According to data from MarketBeat, UnitedHealth Group presently has an average rating of “Moderate Buy” and an average target price of $358.95.

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.