Tandem Investment Partners LLC Raises Stock Holdings in UnitedHealth Group Incorporated $UNH

Tandem Investment Partners LLC boosted its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 21.8% in the second quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 1,397 shares of the healthcare conglomerate’s stock after buying an additional 250 shares during the quarter. Tandem Investment Partners LLC’s holdings in UnitedHealth Group were worth $436,000 at the end of the most recent quarter.

A number of other large investors have also made changes to their positions in UNH. Brighton Jones LLC grew its stake in shares of UnitedHealth Group by 176.2% during the 4th quarter. Brighton Jones LLC now owns 44,249 shares of the healthcare conglomerate’s stock valued at $22,384,000 after purchasing an additional 28,231 shares during the period. Revolve Wealth Partners LLC grew its stake in shares of UnitedHealth Group by 137.1% during the 4th quarter. Revolve Wealth Partners LLC now owns 4,019 shares of the healthcare conglomerate’s stock valued at $2,033,000 after acquiring an additional 2,324 shares during the period. Vest Financial LLC grew its stake in shares of UnitedHealth Group by 73.5% during the 1st quarter. Vest Financial LLC now owns 12,219 shares of the healthcare conglomerate’s stock valued at $6,400,000 after acquiring an additional 5,176 shares during the period. Curat Global LLC bought a new position in shares of UnitedHealth Group during the 1st quarter valued at approximately $168,000. Finally, Eagle Rock Investment Company LLC grew its stake in shares of UnitedHealth Group by 0.9% during the 1st quarter. Eagle Rock Investment Company LLC now owns 13,565 shares of the healthcare conglomerate’s stock valued at $7,105,000 after acquiring an additional 120 shares during the period. 87.86% of the stock is currently owned by institutional investors.

UnitedHealth Group Stock Up 1.8%

NYSE UNH opened at $360.17 on Friday. 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 company has a market capitalization of $326.20 billion, a P/E ratio of 15.61, a P/E/G ratio of 2.34 and a beta of 0.47. UnitedHealth Group Incorporated has a one year low of $234.60 and a one year high of $630.73. The stock has a 50 day moving average price of $307.84 and a 200-day moving average price of $354.55.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings results on Tuesday, July 29th. The healthcare conglomerate reported $4.08 earnings per share 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 analysts’ expectations of $111.75 billion. During the same quarter in the previous year, the company posted $6.80 EPS. The business’s quarterly revenue was up 12.9% on a year-over-year basis. UnitedHealth Group has set its FY 2025 guidance at 16.000- EPS. As a group, equities analysts predict that UnitedHealth Group Incorporated will post 29.54 EPS for the current fiscal year.

UnitedHealth Group Dividend Announcement

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

Analyst Upgrades and Downgrades

UNH has been the subject of a number of recent research reports. KeyCorp cut their price objective on UnitedHealth Group from $400.00 to $350.00 and set an “overweight” rating for the company in a research note on Wednesday, July 30th. Barclays upped their price target on UnitedHealth Group from $337.00 to $352.00 and gave the stock an “overweight” rating in a research note on Thursday, September 4th. Cantor Fitzgerald restated an “overweight” rating and issued a $440.00 price target on shares of UnitedHealth Group in a research note on Tuesday, August 26th. Baird R W downgraded UnitedHealth Group from a “hold” rating to a “strong sell” rating in a research note on Thursday, July 31st. Finally, Wells Fargo & Company dropped their price target on UnitedHealth Group from $306.00 to $267.00 and set an “overweight” rating for the company in a research note on Monday, August 4th. Sixteen investment analysts have rated the stock with a Buy rating, six have given a Hold rating and four have given a Sell rating to the company. According to MarketBeat.com, UnitedHealth Group presently has a consensus rating of “Hold” and an average price target 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.