Kmg Fiduciary Partners 13F: Cuts UNH Stake by $501K

Kmg Fiduciary Partners recently cut its stake in UnitedHealth Group Incorporated (NYSE:UNH), according to the latest Form 13F filing with the SEC. The fund sold 1,365 shares during the reporting period, reducing its holdings by 15.2%. This leaves Kmg Fiduciary with 7,590 shares in UnitedHealth, valued at approximately $2.79 million.

What Changed in Kmg Fiduciary Partners' UnitedHealth Group Position

Kmg Fiduciary Partners reduced its investment in UnitedHealth Group by 1,365 shares, bringing its total holdings down from 8,955 to 7,590 shares. The move represents a 15.2% decrease in its position, with the remaining shares valued at about $2.79 million as of the filing date.

UnitedHealth Group Incorporated Stock Up 1.7%

Shares of UnitedHealth Group traded near $395.62 on the most recent Friday. The company boasts a market capitalization of roughly $365 billion and a P/E ratio of 26.15, indicating its current valuation relative to earnings. UnitedHealth's stock has seen a 52-week low of $255.97 and a high of $461.62, with a 50-day moving average of $387.35 and a 200-day moving average of $358.75. The company has a beta of 0.615, suggesting lower volatility compared to the market.

Recent Earnings

UnitedHealth Group reported revenue of $450.06 billion, though it experienced a slight revenue decline of 0.4%. The company's earnings per share (EPS) stand at $15.55, with a net margin of 3.53% and a return on equity (ROE) of 15.77%. Investors can look forward to the next earnings report on January 26, 2027.

Dividend

UnitedHealth Group offers a dividend yield of 2.28%, with an annual payout ratio of 57.56%. This provides investors with a regular income stream, showcasing the company's commitment to returning value to shareholders.

About UnitedHealth Group

UnitedHealth Group Incorporated is a leading healthcare company based in Eden Prairie, Minnesota. It operates through four main segments: Optum Health, Optum Insight, Optum Rx, and UnitedHealthcare. These segments provide a wide range of health services, including care management, pharmacy services, and health benefit plans. The company, led by CEO Stephen J. Hemsley, employs approximately 390,000 people and serves customers both in the United States and internationally.

Bottom Line

Kmg Fiduciary Partners' decision to reduce its stake in UnitedHealth Group by 15.2% is a notable move, reflecting its investment strategy as of the last reporting period. UnitedHealth remains a significant player in the healthcare sector, offering a stable dividend and maintaining a strong market presence. As with all 13F filings, it's important to remember that these positions are backward-looking and may not represent the fund's current holdings.