Consilio Wealth Advisors LLC Has $275,000 Stock Holdings in UnitedHealth Group Incorporated (NYSE:UNH)

Consilio Wealth Advisors LLC lowered its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 21.0% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 557 shares of the healthcare conglomerate’s stock after selling 148 shares during the quarter. Consilio Wealth Advisors LLC’s holdings in UnitedHealth Group were worth $275,000 at the end of the most recent reporting period.

Other large investors also recently made changes to their positions in the company. Richelieu Gestion SA bought a new stake in shares of UnitedHealth Group in the 4th quarter valued at $26,000. CGC Financial Services LLC increased its position in shares of UnitedHealth Group by 1,000.0% in the 4th quarter. CGC Financial Services LLC now owns 55 shares of the healthcare conglomerate’s stock valued at $29,000 after buying an additional 50 shares in the last quarter. True Wealth Design LLC bought a new position in UnitedHealth Group during the 4th quarter worth about $31,000. LFA Lugano Financial Advisors SA increased its holdings in UnitedHealth Group by 148.1% during the 4th quarter. LFA Lugano Financial Advisors SA now owns 67 shares of the healthcare conglomerate’s stock worth $35,000 after purchasing an additional 40 shares in the last quarter. Finally, Transcendent Capital Group LLC bought a new position in UnitedHealth Group during the 4th quarter worth about $40,000. Institutional investors and hedge funds own 87.86% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts have issued reports on UNH shares. Piper Sandler increased their target price on UnitedHealth Group from $566.00 to $571.00 and gave the stock an “overweight” rating in a report on Wednesday, April 17th. Erste Group Bank restated a “hold” rating on shares of UnitedHealth Group in a research note on Wednesday, March 13th. JPMorgan Chase & Co. increased their price objective on shares of UnitedHealth Group from $546.00 to $559.00 and gave the stock an “overweight” rating in a research note on Thursday, May 30th. Deutsche Bank Aktiengesellschaft increased their price objective on shares of UnitedHealth Group from $545.00 to $562.00 and gave the stock a “buy” rating in a research note on Friday, April 19th. Finally, Truist Financial reiterated a “buy” rating and issued a $600.00 target price on shares of UnitedHealth Group in a research note on Wednesday, April 17th. Three investment analysts have rated the stock with a hold rating, seventeen have given a buy rating and one has issued a strong buy rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $579.74.

UnitedHealth Group Stock Down 2.9 %

Shares of UNH opened at $494.43 on Tuesday. UnitedHealth Group Incorporated has a 12 month low of $436.38 and a 12 month high of $554.70. The firm’s 50 day moving average is $498.34 and its 200-day moving average is $501.63. The stock has a market capitalization of $455.07 billion, a PE ratio of 30.22, a P/E/G ratio of 1.48 and a beta of 0.60. The company has a current ratio of 0.85, a quick ratio of 0.85 and a debt-to-equity ratio of 0.69.

UnitedHealth Group (NYSE:UNH) last announced its earnings results on Tuesday, April 16th. The healthcare conglomerate reported $6.91 EPS for the quarter, topping the consensus estimate of $6.63 by $0.28. The company had revenue of $99.80 billion for 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%. The business’s revenue for the quarter was up 8.6% on a year-over-year basis. During the same period last year, the firm earned $6.26 earnings per share. Equities research analysts forecast that UnitedHealth Group Incorporated will post 27.55 EPS for the current year.

UnitedHealth Group Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, June 25th. Investors of record on Monday, June 17th were paid a $2.10 dividend. This represents a $8.40 dividend on an annualized basis and a yield of 1.70%. This is a boost from UnitedHealth Group’s previous quarterly dividend of $1.88. The ex-dividend date was Monday, June 17th. UnitedHealth Group’s dividend payout ratio (DPR) is 51.34%.

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.