Donaldson Capital Management LLC Has $54.71 Million Holdings in UnitedHealth Group Incorporated (NYSE:UNH)

Donaldson Capital Management LLC increased its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 11.1% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 103,909 shares of the healthcare conglomerate's stock after purchasing an additional 10,390 shares during the period. UnitedHealth Group accounts for 2.5% of Donaldson Capital Management LLC's investment portfolio, making the stock its 15th largest holding. Donaldson Capital Management LLC's holdings in UnitedHealth Group were worth $54,705,000 as of its most recent SEC filing.

A number of other large investors also recently bought and sold shares of UNH. Kraft Davis & Associates LLC increased its holdings in shares of UnitedHealth Group by 3.4% in the 3rd quarter. Kraft Davis & Associates LLC now owns 577 shares of the healthcare conglomerate's stock valued at $294,000 after purchasing an additional 19 shares in the last quarter. Iron Horse Wealth Management LLC increased its holdings in shares of UnitedHealth Group by 1.6% in the 3rd quarter. Iron Horse Wealth Management LLC now owns 1,217 shares of the healthcare conglomerate's stock valued at $614,000 after purchasing an additional 19 shares in the last quarter. Secure Asset Management LLC increased its holdings in shares of UnitedHealth Group by 0.8% in the 3rd quarter. Secure Asset Management LLC now owns 2,456 shares of the healthcare conglomerate's stock valued at $1,238,000 after purchasing an additional 19 shares in the last quarter. Bensler LLC increased its holdings in shares of UnitedHealth Group by 0.3% in the 3rd quarter. Bensler LLC now owns 7,293 shares of the healthcare conglomerate's stock valued at $3,677,000 after purchasing an additional 19 shares in the last quarter. Finally, Texas Capital Bancshares Inc TX increased its holdings in UnitedHealth Group by 1.1% during the 3rd quarter. Texas Capital Bancshares Inc TX now owns 1,695 shares of the healthcare conglomerate's stock valued at $855,000 after acquiring an additional 19 shares in the last quarter. Hedge funds and other institutional investors own 87.86% of the company's stock.


Analyst Ratings Changes

Several equities analysts have weighed in on UNH shares. Stephens restated an "overweight" rating and set a $605.00 target price on shares of UnitedHealth Group in a report on Thursday, February 8th. Oppenheimer restated an "outperform" rating and set a $610.00 target price on shares of UnitedHealth Group in a report on Wednesday, January 17th. TD Cowen dropped their target price on shares of UnitedHealth Group from $607.00 to $546.00 and set a "buy" rating for the company in a report on Wednesday, April 10th. Erste Group Bank reaffirmed a "hold" rating on shares of UnitedHealth Group in a research note on Wednesday, March 13th. Finally, Barclays assumed coverage on shares of UnitedHealth Group in a research note on Wednesday, March 6th. They set an "overweight" rating and a $551.00 price target on the stock. Three equities research analysts have rated the stock with a hold rating and sixteen have given a buy rating to the company's stock. According to data from MarketBeat.com, UnitedHealth Group currently has an average rating of "Moderate Buy" and a consensus price target of $573.80.

Get Our Latest Stock Analysis on UnitedHealth Group

UnitedHealth Group Trading Up 1.5 %

NYSE UNH traded up $6.43 during mid-day trading on Monday, hitting $445.63. The company's stock had a trading volume of 5,352,440 shares, compared to its average volume of 4,304,973. UnitedHealth Group Incorporated has a 52-week low of $436.38 and a 52-week high of $554.70. The stock's fifty day simple moving average is $491.15 and its two-hundred day simple moving average is $515.88. The company has a debt-to-equity ratio of 0.62, a current ratio of 0.79 and a quick ratio of 0.79. The firm has a market capitalization of $410.84 billion, a P/E ratio of 18.69, a price-to-earnings-growth ratio of 1.20 and a beta of 0.54.

UnitedHealth Group (NYSE:UNH - Get Free Report) last posted its quarterly earnings data on Friday, January 12th. The healthcare conglomerate reported $6.16 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $5.98 by $0.18. The company had revenue of $94.43 billion for the quarter, compared to analyst estimates of $92.13 billion. UnitedHealth Group had a net margin of 6.02% and a return on equity of 26.39%. The business's quarterly revenue was up 14.1% on a year-over-year basis. During the same quarter last year, the firm posted $5.34 earnings per share. Research analysts expect that UnitedHealth Group Incorporated will post 27.7 EPS for the current year.

UnitedHealth Group Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, March 19th. Stockholders of record on Monday, March 11th were paid a dividend of $1.88 per share. The ex-dividend date was Friday, March 8th. This represents a $7.52 dividend on an annualized basis and a dividend yield of 1.69%. UnitedHealth Group's dividend payout ratio is currently 31.54%.

Insider Activity

In related news, EVP Erin Mcsweeney sold 1,236 shares of UnitedHealth Group stock in a transaction on 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 sale, the executive vice president now owns 9,364 shares in the company, valued at $4,527,306.72. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. In other UnitedHealth Group news, CAO Thomas E. Roos sold 858 shares of UnitedHealth Group stock in a transaction 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 completion of the transaction, the chief accounting officer now owns 32,289 shares of the company's stock, valued at $16,977,233.31. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, EVP Erin Mcsweeney sold 1,236 shares of UnitedHealth Group stock in a transaction 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 completion of the transaction, the executive vice president now directly 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 Company Profile

(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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Institutional Ownership by Quarter for UnitedHealth Group (NYSE:UNH)

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