Elser Financial Planning Inc Takes Position in UnitedHealth Group Incorporated $UNH

Elser Financial Planning Inc bought a new stake in UnitedHealth Group Incorporated (NYSE:UNH) during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm bought 988 shares of the healthcare conglomerate’s stock, valued at approximately $289,000.

Other large investors also recently bought and sold shares of the company. Nuveen LLC purchased a new position in shares of UnitedHealth Group in the first quarter valued at approximately $3,846,764,000. Vanguard Group Inc. grew its stake in UnitedHealth Group by 6.6% during the 1st quarter. Vanguard Group Inc. now owns 90,729,585 shares of the healthcare conglomerate’s stock valued at $47,519,620,000 after acquiring an additional 5,583,343 shares in the last quarter. Wellington Management Group LLP lifted its stake in UnitedHealth Group by 10.6% in the 1st quarter. Wellington Management Group LLP now owns 25,847,940 shares of the healthcare conglomerate’s stock worth $13,537,859,000 after purchasing an additional 2,486,839 shares in the last quarter. National Bank of Canada FI increased its holdings in shares of UnitedHealth Group by 137.8% in the first quarter. National Bank of Canada FI now owns 1,641,177 shares of the healthcare conglomerate’s stock valued at $859,518,000 after purchasing an additional 950,928 shares during the last quarter. Finally, Charles Schwab Investment Management Inc. grew its stake in shares of UnitedHealth Group by 13.6% in the first quarter. Charles Schwab Investment Management Inc. now owns 7,070,385 shares of the healthcare conglomerate’s stock valued at $3,702,736,000 after buying an additional 847,054 shares in the last quarter. 87.86% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several analysts have recently issued reports on the stock. Piper Sandler reduced their price target on shares of UnitedHealth Group from $353.00 to $317.00 and set an “overweight” rating on the stock in a research report on Wednesday, July 30th. KeyCorp cut their target price on shares of UnitedHealth Group from $400.00 to $350.00 and set an “overweight” rating on the stock in a report on Wednesday, July 30th. Oppenheimer decreased their price objective on UnitedHealth Group from $400.00 to $325.00 and set an “outperform” rating for the company in a research report on Wednesday, July 30th. UBS Group restated a “buy” rating on shares of UnitedHealth Group in a research note on Thursday, July 17th. Finally, Bank of America upped their price objective on shares of UnitedHealth Group from $290.00 to $325.00 and gave the stock a “neutral” rating in a research report on Monday, August 18th. Sixteen 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 stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $358.95.

UnitedHealth Group Trading Down 0.4%

Shares of UnitedHealth Group stock opened at $344.15 on Monday. The firm has a market cap of $311.69 billion, a PE ratio of 14.91, a P/E/G ratio of 2.24 and a beta of 0.44. The business’s fifty day moving average is $301.20 and its two-hundred day moving average is $358.73. 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 quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 0.73.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings results 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 net margin of 5.04% and a return on equity of 23.32%. The firm had revenue of $111.62 billion for the quarter, compared to analysts’ expectations of $111.75 billion. During the same period last year, the firm posted $6.80 EPS. UnitedHealth Group’s revenue was up 12.9% on a year-over-year basis. UnitedHealth Group has set its FY 2025 guidance at 16.000- EPS. Analysts anticipate 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 was paid on Tuesday, September 23rd. Stockholders of record on Monday, September 15th were paid a dividend of $2.21 per share. The ex-dividend date was Monday, September 15th. This represents a $8.84 annualized dividend and a dividend yield of 2.6%. UnitedHealth Group’s dividend payout ratio (DPR) is currently 38.30%.

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.