UnitedHealth Group Incorporated (NYSE:UNH) Shares Bought by Values Added Financial LLC

Values Added Financial LLC lifted its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 18.1% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,059 shares of the healthcare conglomerate’s stock after purchasing an additional 162 shares during the period. Values Added Financial LLC’s holdings in UnitedHealth Group were worth $558,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also recently modified their holdings of UNH. Keebeck Wealth Management LLC boosted its holdings in UnitedHealth Group by 11.6% in the 2nd quarter. Keebeck Wealth Management LLC now owns 10,788 shares of the healthcare conglomerate’s stock worth $5,185,000 after buying an additional 1,122 shares during the last quarter. Ascension Capital Advisors Inc. acquired a new stake in UnitedHealth Group in the 3rd quarter worth about $216,000. Physician Wealth Advisors Inc. acquired a new stake in UnitedHealth Group in the 3rd quarter worth about $207,000. Bartlett & Co. LLC boosted its holdings in shares of UnitedHealth Group by 5.7% during the 3rd quarter. Bartlett & Co. LLC now owns 164,353 shares of the healthcare conglomerate’s stock worth $82,865,000 after purchasing an additional 8,873 shares during the last quarter. Finally, Great Valley Advisor Group Inc. boosted its holdings in shares of UnitedHealth Group by 5.8% during the 3rd quarter. Great Valley Advisor Group Inc. now owns 34,297 shares of the healthcare conglomerate’s stock worth $17,292,000 after purchasing an additional 1,884 shares during the last quarter. Hedge funds and other institutional investors own 87.86% of the company’s stock.

Insiders Place Their Bets

In other news, EVP Erin Mcsweeney sold 1,236 shares of the firm’s stock in a transaction on Friday, March 8th. The shares were sold at an average price of $483.48, for a total transaction of $597,581.28. Following the completion of the transaction, the executive vice president now owns 9,364 shares of the company’s stock, valued at $4,527,306.72. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. In other news, CAO Thomas E. Roos sold 858 shares of UnitedHealth Group stock in a transaction dated Friday, February 23rd. The shares were sold at an average price of $525.79, for a total transaction of $451,127.82. Following the completion of the transaction, the chief accounting officer now directly owns 32,289 shares in the company, valued at $16,977,233.31. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Erin Mcsweeney sold 1,236 shares of UnitedHealth Group stock in a transaction dated Friday, March 8th. The shares were sold at an average price of $483.48, for a total transaction of $597,581.28. Following the transaction, the executive vice president now owns 9,364 shares of the company’s stock, valued at $4,527,306.72. The disclosure for this sale can be found here. Company insiders own 0.35% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts have issued reports on the company. HSBC reissued a “reduce” rating and issued a $480.00 target price (down previously from $550.00) on shares of UnitedHealth Group in a research report on Monday, December 18th. Stephens restated an “overweight” rating and issued a $605.00 price objective on shares of UnitedHealth Group in a research note on Thursday, February 8th. Bank of America reaffirmed a “buy” rating and issued a $675.00 target price on shares of UnitedHealth Group in a report on Thursday, March 7th. Oppenheimer restated an “outperform” rating and set a $610.00 target price on shares of UnitedHealth Group in a research report on Wednesday, January 17th. Finally, Royal Bank of Canada restated an “outperform” rating and set a $596.00 target price on shares of UnitedHealth Group in a research report on Thursday, February 29th. One research analyst has rated the stock with a sell rating, two have assigned a hold rating, fifteen have assigned a buy rating and one has assigned a strong buy rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $579.33.

UnitedHealth Group Stock Up 0.3 %

Shares of NYSE:UNH opened at $494.70 on Friday. UnitedHealth Group Incorporated has a 12 month low of $445.68 and a 12 month high of $554.70. The company’s 50-day moving average price is $503.10 and its two-hundred day moving average price is $518.61. The company has a quick ratio of 0.79, a current ratio of 0.79 and a debt-to-equity ratio of 0.62. The firm has a market cap of $456.08 billion, a P/E ratio of 20.75, a P/E/G ratio of 1.34 and a beta of 0.54.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings data on Friday, January 12th. The healthcare conglomerate reported $6.16 earnings per share for the quarter, topping the consensus estimate of $5.98 by $0.18. The business had revenue of $94.43 billion for the quarter, compared to analyst estimates of $92.13 billion. UnitedHealth Group had a net margin of 6.02% and a return on equity of 26.39%. UnitedHealth Group’s quarterly revenue was up 14.1% compared to the same quarter last year. During the same quarter last year, the firm earned $5.34 EPS. As a group, research analysts forecast that UnitedHealth Group Incorporated will post 27.82 EPS for the current fiscal year.

UnitedHealth Group Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, March 19th. Stockholders of record on Monday, March 11th were issued a $1.88 dividend. The ex-dividend date was Friday, March 8th. This represents a $7.52 dividend on an annualized basis and a dividend yield of 1.52%. UnitedHealth Group’s payout ratio is 31.54%.

UnitedHealth Group Profile

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.