During the period ending on June 30, 2025, Ayrshire Capital Management LLC chose to relinquish its holdings in UnitedHealth Group Incorporated (UNH -1.51%), completing transactions amounting to approximately $5.98 million.
What happened
Based on a recent SEC document, Ayrshire Capital Management LLC has completely offloaded its shares in UnitedHealth Group. They sold a total of 11,424 shares, which amounted to approximately $5.98 million. As a result, as of the June 30th reporting date, the firm no longer holds any shares in the health care company.
What else to know
UNH’s shares finished at $299.51 on July 10, 2025, marking a decrease of 39.1% compared to the year ending on the same date. This performance fell short of the S&P 500 by a significant margin of 51.18 percentage points.
As of July 10, 2025, the company’s dividend yield is 2.84%, its forward P/E ratio stands at 13.60, its EV/EBITDA ratio is 10.03, and its five-year revenue growth rate (CAGR) was 10.57% for the period ending July 10, 2025.
Company overview
| Metric | Value |
|---|---|
| Market capitalization | $265.33 billion |
| Revenue (TTM) | $410.06 billion |
| Net income (TTM) | $22.93 billion |
| Dividend yield | 2.84% |
Company snapshot
UnitedHealth provides various health benefit plans, pharmacy care services, healthcare management, and technology-driven health solutions through its divisions UnitedHealthcare and Optum. These services cater to national and public sector employers, individual consumers, government programs like Medicaid and children’s health insurance, as well as other businesses spread throughout the USA.
UnitedHealth Group stands out as a prominent multifaceted entity active in healthcare, encompassing insurance, pharmaceutical benefits, and healthcare services. The company’s strategic approach to integrating insurance solutions with advanced health management technologies gives it significant influence within the American healthcare sector.
Foolish take
A prominent insurance corporation is under scrutiny due to numerous accusations of unethical behavior and outright deceit. The Department of Justice (DOJ) is conducting a dual investigation, both criminal and civil, to ascertain if the company has been tampering with patient records to artificially inflate the amount it can bill the government.
Over the past few weeks, I’ve been deeply intrigued by a revelation made by The Guardian that casts a shadow on a certain company’s practices. This investigation suggests that the company has been rewarding nursing homes with bonuses for maintaining low hospitalization rates, not because they were providing exceptional care, but by preventing seniors from receiving necessary medical attention in hospitals when needed.
The report further unveiled an unsettling fact: UnitedHealth dispatched their own medical teams into these nursing homes, frequently influencing decisions that may have compromised the health and wellbeing of our elderly population. I find this information both eye-opening and concerning, and it raises important questions about the ethics behind such practices.
Currently, the company and the broader insurance sector are grappling with escalating expenses that are significantly squeezing profits and affecting their financial performance. Adding to this, the unexpected departure of the CEO has been announced. Given these circumstances, it might be prudent to reconsider investing in UnitedHealth stocks.
Glossary
13F assets under management (AUM):Refers to the total worth of U.S. equities managed by a professional investment manager, as reported on SEC Form 13F.
Fully liquidated:Occurs when an investor sells all their holdings of a specific security, reducing the position to zero shares.
Divestment:The act of selling off an asset or investment with the intention of exiting the position completely.
Portfolio position:Individual investments or holdings within a larger investment portfolio.
Dividend yield:Annual dividends paid by a company divided by its share price, presented as a percentage.
Forward P/E:Price-to-earnings ratio calculated using projected future earnings, showing how much investors are willing to pay per anticipated dollar of earnings.
EV/EBITDA:Enterprise value divided by earnings before interest, taxes, depreciation, and amortization; a method used for comparing company value to operating earnings.
CAGR (Compound Annual Growth Rate):The yearly growth rate of a value over a defined period, assuming that profits are reinvested each year.
Pharmacy benefit management:Services dedicated to managing prescription drug programs for insurance companies, employers, and other plan sponsors to control costs and improve outcomes.
Technology-enabled health solutions:Healthcare services or products that are improved through digital tools, data analytics, or software to enhance care delivery and efficiency.
Public sector employers:Organizations run by government entities such as federal, state, or local agencies.
Reporting date:The specific date up to which financial or portfolio information is provided in regulatory filings or reports.
Read More
- Gold Rate Forecast
- 15 Best Sherlock Holmes Actors, Ranked from Worst to Best
- Ultraman Live Stage Show: Kaiju Battles and LED Effects Coming to America This Fall
- Superman’s Record-Breaking $21M+ Thursday Box Office: Highest of 2025
- Justin Bieber Teases New Album ‘SWAG’ with Tracklist Reveal
- KPop Demon Hunters: Is Your Idol by Saja Boys Inspired by Real K-Pop Bands? Here’s What We Know
- KPop Demon Hunters’ Fictional Group Saja Boys Beats BTS record, ARMY is not happy
- Superman’s Rotten Tomatoes Score Blasts Past Expectations—Shocks Even the Harshest Critics
- 📢 BrownDust2 X BiliBili World 2025 Special Coupon!
- Tokyo Game Show 2025 exhibitors announced
2025-07-18 00:51