Tilia Fiduciary Partners Inc. Boosts Stock Position in UnitedHealth Group Incorporated (NYSE:UNH)

Tilia Fiduciary Partners Inc. lifted its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 2.7% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 3,108 shares of the healthcare conglomerate’s stock after purchasing an additional 81 shares during the quarter. UnitedHealth Group comprises about 1.5% of Tilia Fiduciary Partners Inc.’s holdings, making the stock its 25th biggest holding. Tilia Fiduciary Partners Inc.’s holdings in UnitedHealth Group were worth $1,636,000 at the end of the most recent quarter.

A number of other institutional investors have also recently made changes to their positions in the business. Robbins Farley purchased a new stake in shares of UnitedHealth Group in the 3rd quarter valued at approximately $25,000. NewSquare Capital LLC lifted its position in shares of UnitedHealth Group by 340.0% in the 3rd quarter. NewSquare Capital LLC now owns 66 shares of the healthcare conglomerate’s stock worth $33,000 after buying an additional 51 shares during the last quarter. Strategic Investment Solutions Inc. IL purchased a new stake in shares of UnitedHealth Group during the 1st quarter worth about $35,000. Annapolis Financial Services LLC raised its position in UnitedHealth Group by 38.6% during the third quarter. Annapolis Financial Services LLC now owns 79 shares of the healthcare conglomerate’s stock valued at $40,000 after acquiring an additional 22 shares in the last quarter. Finally, RVW Wealth LLC acquired a new position in shares of UnitedHealth Group during the 3rd quarter worth $44,000. Institutional investors and hedge funds own 85.69% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities analysts have recently commented on the company. Barclays assumed coverage on UnitedHealth Group in a research note on Wednesday, March 6th. They issued an “overweight” rating and a $551.00 price objective on the stock. Royal Bank of Canada restated an “outperform” rating and set a $596.00 price target on shares of UnitedHealth Group in a research note on Thursday, February 29th. Stephens restated an “overweight” rating and set a $605.00 target price on shares of UnitedHealth Group in a research report on Thursday, February 8th. Piper Sandler lowered their price target on shares of UnitedHealth Group from $584.00 to $581.00 and set an “overweight” rating for the company in a report on Wednesday, January 17th. Finally, 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. One research analyst has rated the stock with a sell rating, two have given a hold rating, fifteen have given a buy rating and one has assigned a strong buy rating to the company. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $579.33.

Insider Activity at UnitedHealth Group

In related 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 value of $451,127.82. Following the sale, the chief accounting officer now owns 32,289 shares in the company, valued at approximately $16,977,233.31. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. In other UnitedHealth Group news, CAO Thomas E. Roos sold 858 shares of the firm’s stock in a transaction on Friday, February 23rd. The stock was sold at an average price of $525.79, for a total transaction 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 sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Erin Mcsweeney sold 1,236 shares of the stock in a transaction dated Friday, March 8th. The shares were sold at an average price of $483.48, for a total transaction of $597,581.28. Following the completion of 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. 0.35% of the stock is currently owned by insiders.

UnitedHealth Group Stock Performance

UnitedHealth Group stock traded down $1.68 during midday trading on Friday, reaching $490.01. 2,846,975 shares of the company’s stock were exchanged, compared to its average volume of 4,168,188. UnitedHealth Group Incorporated has a 52 week low of $445.68 and a 52 week high of $554.70. The firm has a market cap of $451.75 billion, a price-to-earnings ratio of 20.60, a P/E/G ratio of 1.35 and a beta of 0.54. The stock’s 50-day simple moving average is $505.61 and its 200 day simple moving average is $518.05. The company has a debt-to-equity ratio of 0.62, a quick ratio of 0.79 and a current ratio of 0.79.

UnitedHealth Group (NYSE:UNH) last posted its earnings results on Friday, January 12th. The healthcare conglomerate reported $6.16 earnings per share for the quarter, topping analysts’ consensus estimates 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 for the quarter, compared to analyst estimates of $92.13 billion. During the same period in the previous year, the firm posted $5.34 EPS. The company’s revenue for the quarter was up 14.1% compared to the same quarter last year. On average, analysts expect that UnitedHealth Group Incorporated will post 27.79 earnings per share for the current fiscal year.

UnitedHealth Group Dividend Announcement

The company also recently announced 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 dividend on an annualized basis and a dividend yield of 1.53%. The ex-dividend date of this dividend was Friday, March 8th. UnitedHealth Group’s payout ratio is 31.54%.

UnitedHealth Group 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.