UnitedHealth Group Incorporated (NYSE:UNH) Holdings Lifted by Blue Bell Private Wealth Management LLC

Blue Bell Private Wealth Management LLC grew its position in UnitedHealth Group Incorporated (NYSE:UNH) by 19.6% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 311 shares of the healthcare conglomerate’s stock after purchasing an additional 51 shares during the period. Blue Bell Private Wealth Management LLC’s holdings in UnitedHealth Group were worth $164,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently bought and sold shares of the company. Ascension Capital Advisors Inc. bought a new position in shares of UnitedHealth Group in the third quarter valued at approximately $216,000. Physician Wealth Advisors Inc. bought a new position in shares of UnitedHealth Group in the third quarter valued at approximately $207,000. Bellecapital International Ltd. boosted its holdings in UnitedHealth Group by 1.4% during the fourth quarter. Bellecapital International Ltd. now owns 13,823 shares of the healthcare conglomerate’s stock worth $7,277,000 after buying an additional 193 shares in the last quarter. Bartlett & Co. LLC lifted its position in shares of UnitedHealth Group by 5.7% in the 3rd quarter. Bartlett & Co. LLC now owns 164,353 shares of the healthcare conglomerate’s stock valued at $82,865,000 after acquiring an additional 8,873 shares in the last quarter. Finally, Great Valley Advisor Group Inc. lifted its position in shares of UnitedHealth Group by 5.8% in the 3rd quarter. Great Valley Advisor Group Inc. now owns 34,297 shares of the healthcare conglomerate’s stock valued at $17,292,000 after acquiring an additional 1,884 shares in the last quarter. Institutional investors own 87.86% of the company’s stock.

Insiders Place Their Bets

In other UnitedHealth Group news, EVP Erin Mcsweeney sold 1,236 shares of the business’s stock in a transaction dated Friday, March 8th. The shares were 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 $4,527,306.72. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. In other news, 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 transaction of $451,127.82. Following the completion of the sale, the chief accounting officer now owns 32,289 shares in the company, valued at approximately $16,977,233.31. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, EVP Erin Mcsweeney sold 1,236 shares of UnitedHealth Group stock in a transaction that occurred on Friday, March 8th. The stock was sold at an average price of $483.48, for a total transaction of $597,581.28. Following the sale, the executive vice president now owns 9,364 shares of the company’s stock, valued at approximately $4,527,306.72. The disclosure for this sale can be found here. Insiders own 0.35% of the company’s stock.

UnitedHealth Group Trading Up 0.3 %

Shares of UNH stock opened at $456.95 on Monday. UnitedHealth Group Incorporated has a 12-month low of $445.68 and a 12-month high of $554.70. The company has a market capitalization of $421.28 billion, a P/E ratio of 19.12, a P/E/G ratio of 1.24 and a beta of 0.54. The firm has a 50-day moving average price of $498.11 and a 200 day moving average price of $518.31. The company has a quick ratio of 0.79, a current ratio of 0.79 and a debt-to-equity ratio of 0.62.

UnitedHealth Group (NYSE:UNH) last announced its quarterly earnings results on Friday, January 12th. The healthcare conglomerate reported $6.16 earnings per share (EPS) for the quarter, beating the consensus estimate of $5.98 by $0.18. UnitedHealth Group had a net margin of 6.02% and a return on equity of 26.39%. The firm had revenue of $94.43 billion during the quarter, compared to the consensus estimate of $92.13 billion. During the same period last year, the firm posted $5.34 EPS. The firm’s quarterly revenue was up 14.1% on a year-over-year basis. Research analysts forecast that UnitedHealth Group Incorporated will post 27.78 earnings per share for the current fiscal year.

UnitedHealth Group Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Tuesday, March 19th. Shareholders of record on Monday, March 11th were paid a $1.88 dividend. This represents a $7.52 dividend on an annualized basis and a dividend yield of 1.65%. The ex-dividend date was Friday, March 8th. UnitedHealth Group’s dividend payout ratio is presently 31.54%.

Analyst Ratings Changes

UNH has been the subject of a number of research analyst reports. Wells Fargo & Company cut their target price on shares of UnitedHealth Group from $600.00 to $525.00 and set an “overweight” rating for the company in a research report on Monday. HSBC upgraded shares of UnitedHealth Group from a “reduce” rating to a “hold” rating and set a $460.00 price target on the stock in a report on Thursday. Erste Group Bank restated a “hold” rating on shares of UnitedHealth Group in a report on Wednesday, March 13th. Bank of America reiterated a “buy” rating and issued a $675.00 target price on shares of UnitedHealth Group in a research note on Thursday, March 7th. Finally, Morgan Stanley lowered their target price on shares of UnitedHealth Group from $618.00 to $584.00 and set an “overweight” rating on the stock in a research note on Friday. Three equities research analysts have rated the stock with a hold rating, sixteen have given a buy rating and one has assigned a strong buy rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $576.90.

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.