Gratus Wealth Advisors LLC Has $639,000 Position in UnitedHealth Group Incorporated $UNH

Gratus Wealth Advisors LLC decreased its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 12.9% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,048 shares of the healthcare conglomerate’s stock after selling 304 shares during the quarter. Gratus Wealth Advisors LLC’s holdings in UnitedHealth Group were worth $639,000 at the end of the most recent reporting period.

Other hedge funds also recently modified their holdings of the company. Bayforest Capital Ltd grew its position in shares of UnitedHealth Group by 685.7% in the first quarter. Bayforest Capital Ltd now owns 55 shares of the healthcare conglomerate’s stock valued at $29,000 after purchasing an additional 48 shares during the last quarter. Clal Insurance Enterprises Holdings Ltd boosted its stake in UnitedHealth Group by 416.7% in the 1st quarter. Clal Insurance Enterprises Holdings Ltd now owns 62 shares of the healthcare conglomerate’s stock valued at $32,000 after purchasing an additional 50 shares during the period. IAG Wealth Partners LLC bought a new position in UnitedHealth Group during the 1st quarter worth $42,000. Kentucky Trust Co boosted its position in shares of UnitedHealth Group by 53.8% in the second quarter. Kentucky Trust Co now owns 143 shares of the healthcare conglomerate’s stock valued at $45,000 after acquiring an additional 50 shares during the period. Finally, O Brien Wealth Partners LLC increased its position in UnitedHealth Group by 74.0% during the first quarter. O Brien Wealth Partners LLC now owns 87 shares of the healthcare conglomerate’s stock worth $46,000 after acquiring an additional 37 shares during the period. Institutional investors and hedge funds own 87.86% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research analysts have issued reports on UNH shares. Oppenheimer decreased their target price on shares of UnitedHealth Group from $400.00 to $325.00 and set an “outperform” rating on the stock in a research report on Wednesday, July 30th. Robert W. Baird restated an “underperform” rating and set a $198.00 price objective (down previously from $312.00) on shares of UnitedHealth Group in a research note on Thursday, July 31st. 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. JPMorgan Chase & Co. cut their price objective on shares of UnitedHealth Group from $418.00 to $310.00 and set an “overweight” rating for the company in a research report on Wednesday, August 6th. Finally, Wells Fargo & Company decreased their target price on shares of UnitedHealth Group from $306.00 to $267.00 and set an “overweight” rating on the stock in a report on Monday, August 4th. Sixteen research analysts have rated the stock with a Buy rating, six have given a Hold rating and four have assigned a Sell rating to the company’s stock. According to MarketBeat, UnitedHealth Group has an average rating of “Hold” and a consensus target price of $358.95.

UnitedHealth Group Stock Performance

UnitedHealth Group stock opened at $360.17 on Monday. The stock has a market cap of $326.20 billion, a PE ratio of 15.61, a P/E/G ratio of 2.34 and a beta of 0.47. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 0.73. UnitedHealth Group Incorporated has a 12-month low of $234.60 and a 12-month high of $630.73. The business’s 50-day moving average price is $307.84 and its two-hundred day moving average price is $353.45.

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

UnitedHealth Group Announces Dividend

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

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.