Holistic Financial Partners Purchases 149 Shares of UnitedHealth Group Incorporated (NYSE:UNH)

Holistic Financial Partners grew its position in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 16.8% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,035 shares of the healthcare conglomerate’s stock after buying an additional 149 shares during the period. Holistic Financial Partners’ holdings in UnitedHealth Group were worth $524,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in the company. Jmac Enterprises LLC increased its position in UnitedHealth Group by 2.2% during the 3rd quarter. Jmac Enterprises LLC now owns 823 shares of the healthcare conglomerate’s stock worth $481,000 after buying an additional 18 shares during the period. Wallace Capital Management Inc. increased its position in shares of UnitedHealth Group by 0.9% in the third quarter. Wallace Capital Management Inc. now owns 2,119 shares of the healthcare conglomerate’s stock worth $1,239,000 after purchasing an additional 19 shares during the period. Western Pacific Wealth Management LP increased its position in shares of UnitedHealth Group by 2.2% in the fourth quarter. Western Pacific Wealth Management LP now owns 902 shares of the healthcare conglomerate’s stock worth $456,000 after purchasing an additional 19 shares during the period. JNBA Financial Advisors increased its position in shares of UnitedHealth Group by 0.4% in the third quarter. JNBA Financial Advisors now owns 4,686 shares of the healthcare conglomerate’s stock worth $2,740,000 after purchasing an additional 20 shares during the period. Finally, Paragon Capital Management LLC increased its position in shares of UnitedHealth Group by 2.9% in the third quarter. Paragon Capital Management LLC now owns 721 shares of the healthcare conglomerate’s stock worth $422,000 after purchasing an additional 20 shares during the period. Institutional investors own 87.86% of the company’s stock.

Insider Activity at UnitedHealth Group

In related news, Director Timothy Patrick Flynn purchased 1,000 shares of the stock in a transaction that occurred on Friday, January 17th. The stock was acquired at an average cost of $511.57 per share, with a total value of $511,570.00. Following the transaction, the director now owns 4,500 shares of the company’s stock, valued at $2,302,065. This represents a 28.57 % increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. 0.33% of the stock is currently owned by insiders.

Analyst Ratings Changes

A number of brokerages recently commented on UNH. Barclays decreased their price target on UnitedHealth Group from $655.00 to $642.00 and set an “overweight” rating on the stock in a research report on Friday, January 17th. StockNews.com upgraded UnitedHealth Group from a “hold” rating to a “buy” rating in a research report on Thursday, January 23rd. Oppenheimer lifted their target price on UnitedHealth Group from $610.00 to $640.00 and gave the company an “outperform” rating in a research report on Friday, December 6th. KeyCorp reiterated an “overweight” rating and issued a $650.00 target price on shares of UnitedHealth Group in a research report on Friday, January 17th. Finally, Cantor Fitzgerald reiterated an “overweight” rating and issued a $700.00 target price on shares of UnitedHealth Group in a research report on Friday, January 17th. One analyst has rated the stock with a hold rating, twenty have issued a buy rating and two have issued a strong buy rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Buy” and an average price target of $629.32.

UnitedHealth Group Trading Down 7.3 %

NYSE UNH opened at $465.58 on Monday. The company has a market cap of $428.46 billion, a price-to-earnings ratio of 30.04, a P/E/G ratio of 1.37 and a beta of 0.61. UnitedHealth Group Incorporated has a 52 week low of $436.38 and a 52 week high of $630.73. The business has a 50 day moving average price of $519.27 and a 200-day moving average price of $560.44. The company has a quick ratio of 0.91, a current ratio of 0.83 and a debt-to-equity ratio of 0.74.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings results on Thursday, January 16th. The healthcare conglomerate reported $6.81 EPS for the quarter, beating analysts’ consensus estimates of $6.74 by $0.07. The business had revenue of $100.81 billion during the quarter, compared to analyst estimates of $101.60 billion. UnitedHealth Group had a return on equity of 26.69% and a net margin of 3.60%. UnitedHealth Group’s quarterly revenue was up 6.8% compared to the same quarter last year. During the same period in the prior year, the firm posted $5.83 EPS. As a group, equities analysts expect that UnitedHealth Group Incorporated will post 29.54 earnings per share for the current fiscal year.

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.