Consilium Wealth Advisory LLC Sells 2,559 Shares of UnitedHealth Group Incorporated $UNH

Consilium Wealth Advisory LLC lessened its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 49.4% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 2,618 shares of the healthcare conglomerate’s stock after selling 2,559 shares during the period. Consilium Wealth Advisory LLC’s holdings in UnitedHealth Group were worth $817,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also added to or reduced their stakes in the business. Brighton Jones LLC grew its holdings in UnitedHealth Group by 176.2% in the 4th quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate’s stock valued at $22,384,000 after buying an additional 28,231 shares in the last quarter. Revolve Wealth Partners LLC grew its holdings in UnitedHealth Group by 137.1% in the 4th quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate’s stock valued at $2,033,000 after buying an additional 2,324 shares in the last quarter. Retirement Planning Group LLC grew its holdings in UnitedHealth Group by 5.1% in the 1st quarter. Retirement Planning Group LLC now owns 430 shares of the healthcare conglomerate’s stock valued at $225,000 after buying an additional 21 shares in the last quarter. Vest Financial LLC grew its holdings in UnitedHealth Group by 73.5% in the 1st quarter. Vest Financial LLC now owns 12,219 shares of the healthcare conglomerate’s stock valued at $6,400,000 after buying an additional 5,176 shares in the last quarter. Finally, Fjell Capital LLC grew its holdings in shares of UnitedHealth Group by 9.8% during the 1st quarter. Fjell Capital LLC now owns 1,860 shares of the healthcare conglomerate’s stock worth $974,000 after purchasing an additional 166 shares in the last quarter. Institutional investors own 87.86% of the company’s stock.

UnitedHealth Group Price Performance

UnitedHealth Group stock opened at $360.17 on Friday. The company has a current ratio of 0.85, a quick ratio of 0.85 and a debt-to-equity ratio of 0.73. The company has a market capitalization of $326.20 billion, a PE ratio of 15.61, a P/E/G ratio of 2.30 and a beta of 0.47. UnitedHealth Group Incorporated has a 12 month low of $234.60 and a 12 month high of $630.73. The stock has a 50-day moving average price of $307.84 and a two-hundred day moving average price of $355.58.

UnitedHealth Group (NYSE:UNH) last posted its earnings results on Tuesday, July 29th. The healthcare conglomerate reported $4.08 EPS for the quarter, missing the consensus estimate of $4.45 by ($0.37). The firm had revenue of $111.62 billion during the quarter, compared to the consensus estimate of $111.75 billion. UnitedHealth Group had a net margin of 5.04% and a return on equity of 23.32%. UnitedHealth Group’s revenue for the quarter was up 12.9% compared to the same quarter last year. During the same quarter in the prior year, the business posted $6.80 earnings per share. UnitedHealth Group has set its FY 2025 guidance at 16.000- EPS. Analysts expect that UnitedHealth Group Incorporated will post 29.54 EPS for the current year.

UnitedHealth Group Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, September 23rd. Stockholders of record on Monday, September 15th were given a dividend of $2.21 per share. This represents a $8.84 dividend on an annualized basis and a dividend yield of 2.5%. The ex-dividend date was Monday, September 15th. UnitedHealth Group’s dividend payout ratio (DPR) is 38.30%.

Analyst Upgrades and Downgrades

Several analysts have recently issued reports on the company. Barclays increased their target price on UnitedHealth Group from $337.00 to $352.00 and gave the stock an “overweight” rating in a report on Thursday, September 4th. Morgan Stanley increased their target price on UnitedHealth Group from $325.00 to $395.00 and gave the stock an “overweight” rating in a report on Friday, September 12th. Cantor Fitzgerald reissued an “overweight” rating and set a $440.00 target price on shares of UnitedHealth Group in a report on Tuesday, August 26th. Oppenheimer reduced their price objective on UnitedHealth Group from $400.00 to $325.00 and set an “outperform” rating on the stock in a research note on Wednesday, July 30th. Finally, Robert W. Baird reaffirmed an “underperform” rating and issued a $198.00 price objective (down from $312.00) on shares of UnitedHealth Group in a research note on Thursday, July 31st. Sixteen research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and four have given a Sell rating to the stock. Based on data from MarketBeat.com, UnitedHealth Group presently has a consensus rating of “Hold” and an average target price of $358.95.

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.