Valtinson Bruner Financial Planning LLC Sells 76 Shares of UnitedHealth Group Incorporated (NYSE:UNH)

Valtinson Bruner Financial Planning LLC decreased its position in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 3.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,025 shares of the healthcare conglomerate’s stock after selling 76 shares during the period. Valtinson Bruner Financial Planning LLC’s holdings in UnitedHealth Group were worth $1,066,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in the company. Richelieu Gestion SA bought a new stake in UnitedHealth Group during the fourth quarter worth approximately $26,000. CGC Financial Services LLC increased its stake in UnitedHealth Group by 1,000.0% during the fourth quarter. CGC Financial Services LLC now owns 55 shares of the healthcare conglomerate’s stock worth $29,000 after acquiring an additional 50 shares during the last quarter. NewSquare Capital LLC boosted its position in shares of UnitedHealth Group by 340.0% during the third quarter. NewSquare Capital LLC now owns 66 shares of the healthcare conglomerate’s stock valued at $33,000 after buying an additional 51 shares during the period. LFA Lugano Financial Advisors SA boosted its position in shares of UnitedHealth Group by 148.1% during the fourth quarter. LFA Lugano Financial Advisors SA now owns 67 shares of the healthcare conglomerate’s stock valued at $35,000 after buying an additional 40 shares during the period. Finally, Annapolis Financial Services LLC boosted its position in shares of UnitedHealth Group by 38.6% during the third quarter. Annapolis Financial Services LLC now owns 79 shares of the healthcare conglomerate’s stock valued at $40,000 after buying an additional 22 shares during the period. Hedge funds and other institutional investors own 87.86% of the company’s stock.

Insider Activity

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

Analyst Ratings Changes

Several research analysts have issued reports on the company. Bank of America restated a “buy” rating and set a $675.00 target price on shares of UnitedHealth Group in a research report on Thursday, March 7th. Truist Financial reiterated a “buy” rating and issued a $600.00 price target on shares of UnitedHealth Group in a report on Wednesday, April 17th. HSBC upgraded UnitedHealth Group from a “reduce” rating to a “hold” rating and set a $460.00 price target for the company in a report on Thursday, April 4th. Morgan Stanley lowered their target price on UnitedHealth Group from $618.00 to $584.00 and set an “overweight” rating for the company in a report on Friday, April 5th. Finally, StockNews.com lowered UnitedHealth Group from a “buy” rating to a “hold” rating in a report on Thursday, April 18th. Four analysts have rated the stock with a hold rating and fifteen have given a buy rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $570.05.

UnitedHealth Group Stock Performance

Shares of UNH stock traded up $0.86 during mid-day trading on Thursday, reaching $504.07. The stock had a trading volume of 134,903 shares, compared to its average volume of 4,316,083. UnitedHealth Group Incorporated has a 1-year low of $436.38 and a 1-year high of $554.70. The company has a current ratio of 0.85, a quick ratio of 0.79 and a debt-to-equity ratio of 0.69. The firm has a market cap of $463.78 billion, a price-to-earnings ratio of 30.76, a PEG ratio of 1.43 and a beta of 0.55. The business’s fifty day moving average is $481.45 and its 200-day moving average is $511.98.

UnitedHealth Group (NYSE:UNH) last posted its earnings results on Tuesday, April 16th. The healthcare conglomerate reported $6.91 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $6.63 by $0.28. The company had revenue of $99.80 billion during the quarter, compared to the consensus estimate of $99.23 billion. UnitedHealth Group had a net margin of 4.05% and a return on equity of 26.50%. The firm’s quarterly revenue was up 8.6% on a year-over-year basis. During the same period in the previous year, the firm posted $6.26 earnings per share. On average, research analysts forecast that UnitedHealth Group Incorporated will post 27.6 earnings per share for the current year.

UnitedHealth Group Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, March 19th. Shareholders of record on Monday, March 11th were given a $1.88 dividend. The ex-dividend date was Friday, March 8th. This represents a $7.52 annualized dividend and a yield of 1.49%. UnitedHealth Group’s dividend payout ratio is presently 45.97%.

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.