Sarasin & Partners LLP Has $188.73 Million Stock Holdings in UnitedHealth Group Incorporated $UNH

Sarasin & Partners LLP raised its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 9.1% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 604,970 shares of the healthcare conglomerate’s stock after acquiring an additional 50,657 shares during the quarter. UnitedHealth Group comprises approximately 1.9% of Sarasin & Partners LLP’s investment portfolio, making the stock its 22nd biggest holding. Sarasin & Partners LLP owned approximately 0.07% of UnitedHealth Group worth $188,732,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also modified their holdings of the stock. Citizens National Bank Trust Department increased its position in 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 purchasing an additional 170 shares during the period. Fort Washington Investment Advisors Inc. OH grew its holdings in 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 worth $277,641,000 after acquiring an additional 1,465 shares during the period. Caitlin John LLC grew its stake in shares of 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 purchasing an additional 111 shares during the period. Triumph Capital Management acquired a new stake in shares of UnitedHealth Group during the second quarter worth $1,324,000. Finally, Focus Partners Wealth grew its stake in shares of UnitedHealth Group by 5.3% during the first quarter. Focus Partners Wealth now owns 277,916 shares of the healthcare conglomerate’s stock worth $145,559,000 after purchasing an additional 14,112 shares during the period. Institutional investors and hedge funds own 87.86% of the company’s stock.

UnitedHealth Group Stock Performance

NYSE UNH opened at $339.57 on Wednesday. The firm has a 50-day moving average of $293.51 and a 200-day moving average of $367.23. 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 $307.54 billion, a PE ratio of 14.71, a P/E/G ratio of 2.27 and a beta of 0.45. UnitedHealth Group Incorporated has a 52-week low of $234.60 and a 52-week high of $630.73.

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 firm had revenue of $111.62 billion for the quarter, compared to the consensus estimate of $111.75 billion. During the same quarter in the prior year, the firm earned $6.80 EPS. The company’s revenue was up 12.9% on a year-over-year basis. UnitedHealth Group has set its FY 2025 guidance at 16.000- EPS. On average, sell-side analysts anticipate that UnitedHealth Group Incorporated will post 29.54 EPS for the current year.

UnitedHealth Group Dividend Announcement

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 $2.21 dividend. This represents a $8.84 dividend on an annualized basis and a dividend yield of 2.6%. The ex-dividend date of this dividend is Monday, September 15th. UnitedHealth Group’s payout ratio is presently 38.30%.

Wall Street Analysts Forecast Growth

UNH has been the subject of several analyst reports. UBS Group restated a “buy” rating on shares of UnitedHealth Group in a research report on Thursday, July 17th. Cantor Fitzgerald restated an “overweight” rating and issued a $440.00 price objective on shares of UnitedHealth Group in a research report on Tuesday, August 26th. Bank of America boosted their target price on UnitedHealth Group from $290.00 to $325.00 and gave the company a “neutral” rating in a research note on Monday, August 18th. Baird R W cut UnitedHealth Group from a “hold” rating to a “strong sell” rating in a research report on Thursday, July 31st. Finally, Piper Sandler reduced their price target on UnitedHealth Group from $353.00 to $317.00 and set an “overweight” rating for the company in a research 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 given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $358.95.

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.