Schwarz Dygos Wheeler Investment Advisors LLC Has $7.09 Million Holdings in UnitedHealth Group Incorporated (NYSE:UNH)

Schwarz Dygos Wheeler Investment Advisors LLC reduced its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 9.7% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 13,457 shares of the healthcare conglomerate’s stock after selling 1,450 shares during the period. UnitedHealth Group accounts for 2.2% of Schwarz Dygos Wheeler Investment Advisors LLC’s holdings, making the stock its 10th biggest holding. Schwarz Dygos Wheeler Investment Advisors LLC’s holdings in UnitedHealth Group were worth $7,085,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Bray Capital Advisors grew its position in UnitedHealth Group by 0.5% in the 3rd quarter. Bray Capital Advisors now owns 9,616 shares of the healthcare conglomerate’s stock worth $4,848,000 after purchasing an additional 50 shares in the last quarter. Culbertson A N & Co. Inc. grew its position in UnitedHealth Group by 1.0% in the 3rd quarter. Culbertson A N & Co. Inc. now owns 12,090 shares of the healthcare conglomerate’s stock worth $6,096,000 after purchasing an additional 115 shares in the last quarter. Coronation Fund Managers Ltd. grew its position in UnitedHealth Group by 1,513.0% in the 3rd quarter. Coronation Fund Managers Ltd. now owns 83,249 shares of the healthcare conglomerate’s stock worth $41,973,000 after purchasing an additional 78,088 shares in the last quarter. DeDora Capital Inc. boosted its stake in UnitedHealth Group by 3.8% in the third quarter. DeDora Capital Inc. now owns 8,853 shares of the healthcare conglomerate’s stock valued at $4,464,000 after acquiring an additional 326 shares during the last quarter. Finally, Syntegra Private Wealth Group LLC boosted its stake in UnitedHealth Group by 2.7% in the third quarter. Syntegra Private Wealth Group LLC now owns 2,516 shares of the healthcare conglomerate’s stock valued at $1,269,000 after acquiring an additional 66 shares during the last quarter. 87.86% of the stock is owned by institutional investors.

Insider Transactions at UnitedHealth Group

In other news, EVP Erin Mcsweeney sold 1,236 shares of UnitedHealth Group stock in a transaction that occurred 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 directly owns 9,364 shares in the company, valued at $4,527,306.72. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. In related news, EVP Erin Mcsweeney sold 1,236 shares of the firm’s stock in a transaction that occurred 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 transaction, the executive vice president now owns 9,364 shares of the company’s stock, valued at $4,527,306.72. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CAO Thomas E. Roos sold 858 shares of the firm’s stock in a transaction that occurred 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 completion of 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. Company insiders own 0.35% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research analysts have weighed in on UNH shares. HSBC upgraded shares of UnitedHealth Group from a “reduce” rating to a “hold” rating and set a $460.00 target price on the stock in a research note on Thursday, April 4th. Barclays upped their price target on shares of UnitedHealth Group from $534.00 to $560.00 and gave the company an “overweight” rating in a research note on Wednesday, April 17th. Stephens restated an “overweight” rating and set a $605.00 price target on shares of UnitedHealth Group in a research note on Thursday, February 8th. Wells Fargo & Company dropped their price target on shares of UnitedHealth Group from $600.00 to $525.00 and set an “overweight” rating on the stock in a research note on Monday, April 8th. Finally, Oppenheimer reaffirmed an “outperform” rating and set a $610.00 target price on shares of UnitedHealth Group in a report on Wednesday, January 17th. Four equities research analysts have rated the stock with a hold rating and fifteen have given a buy rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $570.05.

UnitedHealth Group Trading Up 0.3 %

Shares of NYSE:UNH traded up $1.49 on Friday, hitting $495.35. The company had a trading volume of 2,727,016 shares, compared to its average volume of 5,623,667. UnitedHealth Group Incorporated has a 1 year low of $436.38 and a 1 year high of $554.70. The firm has a market capitalization of $455.76 billion, a price-to-earnings ratio of 30.28, a P/E/G ratio of 1.43 and a beta of 0.54. The firm’s 50-day simple moving average is $485.84 and its two-hundred day simple moving average is $514.21. 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 issued its quarterly earnings results on Tuesday, April 16th. The healthcare conglomerate reported $6.91 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $6.63 by $0.28. The company had revenue of $99.80 billion during the quarter, compared to analysts’ expectations of $99.23 billion. UnitedHealth Group had a net margin of 4.05% and a return on equity of 26.50%. UnitedHealth Group’s revenue was up 8.6% on a year-over-year basis. During the same period last year, the company posted $6.26 EPS. Equities analysts anticipate that UnitedHealth Group Incorporated will post 27.61 earnings per share for the current fiscal year.

UnitedHealth Group Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, March 19th. Stockholders of record on Monday, March 11th were paid a $1.88 dividend. The ex-dividend date of this dividend was Friday, March 8th. This represents a $7.52 dividend on an annualized basis and a dividend yield of 1.52%. UnitedHealth Group’s dividend payout ratio is presently 45.97%.

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.