Richard Bernstein Advisors LLC lessened its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 4.2% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 20,174 shares of the healthcare conglomerate's stock after selling 888 shares during the period. Richard Bernstein Advisors LLC's holdings in UnitedHealth Group were worth $10,566,000 at the end of the most recent quarter.
Other institutional investors have also modified their holdings of the company. Norges Bank acquired a new stake in UnitedHealth Group in the 4th quarter valued at approximately $6,375,744,000. GAMMA Investing LLC raised its position in UnitedHealth Group by 56,142.1% in the 1st quarter. GAMMA Investing LLC now owns 8,295,153 shares of the healthcare conglomerate's stock valued at $4,344,586,000 after buying an additional 8,280,404 shares during the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its position in UnitedHealth Group by 36.6% in the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 8,592,718 shares of the healthcare conglomerate's stock valued at $4,346,712,000 after buying an additional 2,301,010 shares during the last quarter. Northern Trust Corp raised its position in UnitedHealth Group by 12.5% in the 4th quarter. Northern Trust Corp now owns 9,503,671 shares of the healthcare conglomerate's stock valued at $4,807,527,000 after buying an additional 1,058,488 shares during the last quarter. Finally, Capital International Investors raised its position in UnitedHealth Group by 6.2% in the 4th quarter. Capital International Investors now owns 15,616,007 shares of the healthcare conglomerate's stock valued at $7,899,905,000 after buying an additional 906,365 shares during the last quarter. Institutional investors own 87.86% of the company's stock.
Analyst Upgrades and Downgrades
Several research analysts have weighed in on UNH shares. Erste Group Bank lowered UnitedHealth Group from a "strong-buy" rating to a "hold" rating in a research report on Wednesday, April 30th. JPMorgan Chase & Co. boosted their price target on UnitedHealth Group from $405.00 to $418.00 and gave the stock an "overweight" rating in a research report on Friday, June 20th. Bank of America lowered UnitedHealth Group from a "buy" rating to a "neutral" rating and lowered their price target for the stock from $560.00 to $350.00 in a research report on Wednesday, May 14th. Wolfe Research lowered their price target on UnitedHealth Group from $501.00 to $390.00 and set an "outperform" rating on the stock in a research report on Tuesday, May 20th. Finally, Morgan Stanley lowered their price target on UnitedHealth Group from $563.00 to $374.00 and set an "overweight" rating on the stock in a research report on Wednesday, May 14th. One research analyst has rated the stock with a sell rating, nine have issued a hold rating and sixteen have given a buy rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and an average price target of $415.57.
Read Our Latest Stock Report on UnitedHealth Group
UnitedHealth Group Stock Performance
UNH traded down $4.80 during trading on Monday, hitting $303.75. The stock had a trading volume of 9,010,516 shares, compared to its average volume of 7,565,837. The company has a 50 day moving average price of $324.99 and a 200-day moving average price of $447.02. The firm has a market cap of $275.54 billion, a price-to-earnings ratio of 12.72, a P/E/G ratio of 1.48 and a beta of 0.45. The company has a debt-to-equity ratio of 0.71, a current ratio of 0.85 and a quick ratio of 0.85. UnitedHealth Group Incorporated has a one year low of $248.88 and a one year high of $630.73.
UnitedHealth Group (NYSE:UNH - Get Free Report) last released its earnings results on Thursday, April 17th. The healthcare conglomerate reported $7.20 earnings per share for the quarter, missing analysts' consensus estimates of $7.29 by ($0.09). The company had revenue of $109.58 billion for the quarter, compared to the consensus estimate of $111.56 billion. UnitedHealth Group had a net margin of 5.39% and a return on equity of 26.29%. During the same quarter in the previous year, the company posted $6.91 earnings per share. As a group, research analysts predict that UnitedHealth Group Incorporated will post 29.54 EPS for the current year.
UnitedHealth Group Increases Dividend
The business also recently announced a quarterly dividend, which was paid on Tuesday, June 24th. Stockholders of record on Monday, June 16th were given a dividend of $2.21 per share. This represents a $8.84 dividend on an annualized basis and a dividend yield of 2.91%. This is an increase from UnitedHealth Group's previous quarterly dividend of $2.10. The ex-dividend date of this dividend was Monday, June 16th. UnitedHealth Group's dividend payout ratio is presently 37.02%.
Insider Activity at UnitedHealth Group
In other news, CFO John F. Rex bought 17,175 shares of the stock in a transaction on Friday, May 16th. The stock was acquired at an average price of $291.12 per share, with a total value of $4,999,986.00. Following the acquisition, the chief financial officer directly owned 203,796 shares in the company, valued at approximately $59,329,091.52. This trade represents a 9.20% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Stephen J. Hemsley bought 86,700 shares of the stock in a transaction on Friday, May 16th. The stock was purchased at an average cost of $288.57 per share, with a total value of $25,019,019.00. Following the acquisition, the chief executive officer owned 679,493 shares in the company, valued at approximately $196,081,295.01. This represents a 14.63% increase in their ownership of the stock. The disclosure for this purchase can be found here. Insiders have acquired 109,408 shares of company stock worth $31,607,768 in the last three months. Insiders own 0.28% of the company's stock.
About UnitedHealth Group
(
Free Report)
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.
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