LWM Advisory Services LLC Has $411,000 Stock Holdings in UnitedHealth Group Incorporated (NYSE:UNH)

LWM Advisory Services LLC increased its position in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 10.5% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 781 shares of the healthcare conglomerate’s stock after acquiring an additional 74 shares during the quarter. LWM Advisory Services LLC’s holdings in UnitedHealth Group were worth $411,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. International Assets Investment Management LLC boosted its stake in UnitedHealth Group by 53,573.1% in the fourth quarter. International Assets Investment Management LLC now owns 2,352,490 shares of the healthcare conglomerate’s stock valued at $1,238,515,000 after acquiring an additional 2,348,107 shares during the last quarter. Jennison Associates LLC grew its stake in shares of UnitedHealth Group by 49.3% during the fourth quarter. Jennison Associates LLC now owns 3,617,813 shares of the healthcare conglomerate’s stock worth $1,904,670,000 after purchasing an additional 1,195,352 shares during the period. Mawer Investment Management Ltd. lifted its stake in UnitedHealth Group by 75.0% in the third quarter. Mawer Investment Management Ltd. now owns 2,011,150 shares of the healthcare conglomerate’s stock valued at $1,014,002,000 after buying an additional 862,024 shares during the period. California Public Employees Retirement System grew its position in shares of UnitedHealth Group by 35.9% during the 4th quarter. California Public Employees Retirement System now owns 3,090,986 shares of the healthcare conglomerate’s stock worth $1,627,311,000 after buying an additional 815,822 shares during the period. Finally, Ameriprise Financial Inc. raised its position in shares of UnitedHealth Group by 20.1% in the 3rd quarter. Ameriprise Financial Inc. now owns 3,725,650 shares of the healthcare conglomerate’s stock valued at $1,879,245,000 after acquiring an additional 623,631 shares during the period. 87.86% of the stock is currently owned by institutional investors and hedge funds.

UnitedHealth Group Trading Down 1.3 %

Shares of UNH stock traded down $6.35 during trading hours on Monday, hitting $489.00. 2,192,486 shares of the company’s stock traded hands, compared to its average volume of 4,479,956. The stock has a market cap of $449.92 billion, a PE ratio of 30.02, a price-to-earnings-growth ratio of 1.43 and a beta of 0.54. UnitedHealth Group Incorporated has a 12 month low of $436.38 and a 12 month high of $554.70. The stock’s 50 day simple moving average is $485.84 and its 200 day simple moving average is $514.07. The company has a quick ratio of 0.79, a current ratio of 0.85 and a debt-to-equity ratio of 0.69.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings results on Tuesday, April 16th. The healthcare conglomerate reported $6.91 earnings per share (EPS) for the quarter, topping the consensus estimate of $6.63 by $0.28. UnitedHealth Group had a net margin of 4.05% and a return on equity of 26.50%. The firm had revenue of $99.80 billion during the quarter, compared to analyst estimates of $99.23 billion. During the same quarter last year, the business earned $6.26 EPS. The company’s revenue was up 8.6% compared to the same quarter last year. On average, sell-side analysts anticipate that UnitedHealth Group Incorporated will post 27.61 EPS for the current year.

UnitedHealth Group Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, March 19th. Stockholders of record on Monday, March 11th were given a dividend of $1.88 per share. This represents a $7.52 annualized dividend and a dividend yield of 1.54%. The ex-dividend date of this dividend was Friday, March 8th. UnitedHealth Group’s dividend payout ratio (DPR) is 45.97%.

Wall Street Analysts Forecast Growth

Several research firms have weighed in on UNH. Bank of America reiterated a “buy” rating and issued a $675.00 target price on shares of UnitedHealth Group in a report on Thursday, March 7th. TD Cowen lowered their price target on UnitedHealth Group from $607.00 to $546.00 and set a “buy” rating for the company in a report on Wednesday, April 10th. Oppenheimer reiterated an “outperform” rating and issued a $610.00 price objective on shares of UnitedHealth Group in a research report on Wednesday, January 17th. Stephens reiterated an “overweight” rating and issued a $605.00 price target on shares of UnitedHealth Group in a report on Thursday, February 8th. Finally, Piper Sandler boosted their price objective on shares of UnitedHealth Group from $566.00 to $571.00 and gave the company an “overweight” rating in a research report on Wednesday, April 17th. Four investment analysts have rated the stock with a hold rating and fifteen have given a buy rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $570.05.

Insider Activity at UnitedHealth Group

In other news, CAO Thomas E. Roos sold 858 shares of the company’s 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 transaction, the chief accounting officer now owns 32,289 shares in the company, valued at $16,977,233.31. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. In other UnitedHealth Group news, EVP Erin Mcsweeney sold 1,236 shares of UnitedHealth Group stock in a transaction dated Friday, March 8th. The stock was 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 in the company, valued at approximately $4,527,306.72. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CAO Thomas E. Roos sold 858 shares of UnitedHealth Group stock in a transaction that occurred on Friday, February 23rd. The shares were sold at an average price of $525.79, for a total value of $451,127.82. Following the transaction, the chief accounting officer now directly owns 32,289 shares in the company, valued at approximately $16,977,233.31. The disclosure for this sale can be found here. 0.35% of the stock is owned by corporate insiders.

UnitedHealth Group Company 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.