Consilium Wealth Advisory LLC Raises Holdings in UnitedHealth Group Incorporated (NYSE:UNH)

Consilium Wealth Advisory LLC lifted its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 10.6% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,895 shares of the healthcare conglomerate’s stock after purchasing an additional 469 shares during the period. UnitedHealth Group comprises approximately 1.2% of Consilium Wealth Advisory LLC’s holdings, making the stock its 22nd biggest holding. Consilium Wealth Advisory LLC’s holdings in UnitedHealth Group were worth $2,476,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. AlphaMark Advisors LLC purchased a new stake in UnitedHealth Group in the 4th quarter worth approximately $30,000. RPg Family Wealth Advisory LLC acquired a new position in shares of UnitedHealth Group in the 3rd quarter valued at $37,000. Highline Wealth Partners LLC acquired a new position in shares of UnitedHealth Group in the 3rd quarter valued at $55,000. Legacy Investment Solutions LLC acquired a new position in shares of UnitedHealth Group in the 3rd quarter valued at $57,000. Finally, DecisionPoint Financial LLC boosted its holdings in shares of UnitedHealth Group by 155.0% in the 4th quarter. DecisionPoint Financial LLC now owns 102 shares of the healthcare conglomerate’s stock valued at $52,000 after purchasing an additional 62 shares during the last quarter. 87.86% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several research firms recently weighed in on UNH. Oppenheimer lifted their target price on shares of UnitedHealth Group from $610.00 to $640.00 and gave the company an “outperform” rating in a report on Friday, December 6th. KeyCorp reiterated an “overweight” rating and issued a $650.00 price objective on shares of UnitedHealth Group in a report on Friday, January 17th. Hsbc Global Res upgraded shares of UnitedHealth Group from a “hold” rating to a “strong-buy” rating in a report on Friday, January 10th. Stephens boosted their price objective on shares of UnitedHealth Group from $605.00 to $675.00 and gave the stock an “overweight” rating in a report on Thursday, December 5th. Finally, Piper Sandler dropped their target price on shares of UnitedHealth Group from $605.00 to $600.00 and set an “overweight” rating for the company in a research report on Thursday, January 2nd. One investment 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 company. According to data from MarketBeat.com, the company presently has an average rating of “Buy” and an average target price of $629.32.

Insider Transactions at UnitedHealth Group

In related news, Director Timothy Patrick Flynn purchased 1,000 shares of UnitedHealth Group stock in a transaction dated Friday, January 17th. The stock was bought at an average cost of $511.57 per share, with a total value of $511,570.00. Following the purchase, the director now owns 4,500 shares in the company, valued at approximately $2,302,065. The trade was a 28.57 % increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Company insiders own 0.33% of the company’s stock.

UnitedHealth Group Price Performance

Shares of NYSE:UNH opened at $463.69 on Thursday. The company has a quick ratio of 0.91, a current ratio of 0.83 and a debt-to-equity ratio of 0.74. The firm has a 50-day simple moving average of $517.50 and a 200 day simple moving average of $558.41. The company has a market cap of $426.73 billion, a PE ratio of 29.92, a P/E/G ratio of 1.37 and a beta of 0.61. UnitedHealth Group Incorporated has a fifty-two week low of $436.38 and a fifty-two week high of $630.73.

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

UnitedHealth Group Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 18th. Shareholders of record on Monday, March 10th will be paid a dividend of $2.10 per share. This represents a $8.40 dividend on an annualized basis and a yield of 1.81%. The ex-dividend date of this dividend is Monday, March 10th. UnitedHealth Group’s payout ratio is 54.19%.

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.