UnitedHealth Group Incorporated $UNH Position Increased by Fulcrum Capital LLC

Fulcrum Capital LLC raised its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 5.0% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 25,219 shares of the healthcare conglomerate’s stock after purchasing an additional 1,206 shares during the period. UnitedHealth Group comprises about 1.7% of Fulcrum Capital LLC’s portfolio, making the stock its 20th largest holding. Fulcrum Capital LLC’s holdings in UnitedHealth Group were worth $7,868,000 as of its most recent SEC filing.

Several other institutional investors have also recently added to or reduced their stakes in the business. Nuveen LLC bought a new position in shares of UnitedHealth Group during the first quarter worth about $3,846,764,000. Vanguard Group Inc. grew its position in shares of UnitedHealth Group by 6.6% during the first quarter. Vanguard Group Inc. now owns 90,729,585 shares of the healthcare conglomerate’s stock worth $47,519,620,000 after acquiring an additional 5,583,343 shares during the last quarter. Wellington Management Group LLP grew its position in shares of UnitedHealth Group by 10.6% during the first quarter. Wellington Management Group LLP now owns 25,847,940 shares of the healthcare conglomerate’s stock worth $13,537,859,000 after acquiring an additional 2,486,839 shares during the last quarter. National Bank of Canada FI grew its position in shares of UnitedHealth Group by 137.8% during the first quarter. National Bank of Canada FI now owns 1,641,177 shares of the healthcare conglomerate’s stock worth $859,518,000 after acquiring an additional 950,928 shares during the last quarter. Finally, Charles Schwab Investment Management Inc. grew its position in shares of UnitedHealth Group by 13.6% during the first quarter. Charles Schwab Investment Management Inc. now owns 7,070,385 shares of the healthcare conglomerate’s stock worth $3,702,736,000 after acquiring an additional 847,054 shares during the last quarter. Institutional investors own 87.86% of the company’s stock.

Analyst Upgrades and Downgrades

UNH has been the subject of several research analyst reports. Oppenheimer reduced their price objective on shares of UnitedHealth Group from $400.00 to $325.00 and set an “outperform” rating for the company in a report on Wednesday, July 30th. Baird R W downgraded shares of UnitedHealth Group from a “hold” rating to a “strong sell” rating in a report on Thursday, July 31st. Bank of America upped their price objective on shares of UnitedHealth Group from $350.00 to $390.00 and gave the stock a “neutral” rating in a report on Wednesday. Royal Bank Of Canada reduced their price objective on shares of UnitedHealth Group from $355.00 to $286.00 and set an “outperform” rating for the company in a report on Wednesday, July 30th. Finally, Sanford C. Bernstein upped their price objective on shares of UnitedHealth Group from $379.00 to $433.00 and gave the stock an “outperform” rating in a report on Wednesday. Sixteen investment analysts have rated the stock with a Buy rating, seven have given a Hold rating and four have assigned a Sell rating to the stock. According to data from MarketBeat.com, UnitedHealth Group presently has an average rating of “Hold” and a consensus target price of $383.09.

UnitedHealth Group Price Performance

Shares of NYSE UNH opened at $354.30 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. UnitedHealth Group Incorporated has a twelve month low of $234.60 and a twelve month high of $630.73. The company has a market capitalization of $320.88 billion, a price-to-earnings ratio of 15.35, a PEG ratio of 2.38 and a beta of 0.47. The firm has a 50-day moving average of $318.21 and a two-hundred day moving average of $350.41.

UnitedHealth Group (NYSE:UNH) last posted its quarterly earnings data on Tuesday, July 29th. The healthcare conglomerate reported $4.08 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 in the prior year, the company posted $6.80 earnings per share. UnitedHealth Group’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. 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. Shareholders of record on Monday, September 15th were paid a dividend of $2.21 per share. The ex-dividend date of this dividend was Monday, September 15th. This represents a $8.84 dividend on an annualized basis and a yield of 2.5%. UnitedHealth Group’s dividend payout ratio 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.