Hudson Value Partners LLC Grows Stake in UnitedHealth Group Incorporated (NYSE:UNH)

Hudson Value Partners LLC increased its stake in UnitedHealth Group Incorporated (NYSE:UNH) by 35.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 1,446 shares of the healthcare conglomerate’s stock after buying an additional 377 shares during the quarter. Hudson Value Partners LLC’s holdings in UnitedHealth Group were worth $732,000 as of its most recent SEC filing.

Other hedge funds have also bought and sold shares of the company. Laidlaw Wealth Management LLC lifted its stake in UnitedHealth Group by 1.7% in the fourth quarter. Laidlaw Wealth Management LLC now owns 1,409 shares of the healthcare conglomerate’s stock worth $713,000 after purchasing an additional 24 shares during the last quarter. Global Retirement Partners LLC grew its position in UnitedHealth Group by 2.0% in the 4th quarter. Global Retirement Partners LLC now owns 19,436 shares of the healthcare conglomerate’s stock valued at $9,832,000 after acquiring an additional 386 shares during the last quarter. Semus Wealth Partners LLC boosted its stake in shares of UnitedHealth Group by 5.3% during the fourth quarter. Semus Wealth Partners LLC now owns 2,423 shares of the healthcare conglomerate’s stock valued at $1,226,000 after purchasing an additional 121 shares during the period. Timber Creek Capital Management LLC boosted its position in UnitedHealth Group by 1.6% in the 4th quarter. Timber Creek Capital Management LLC now owns 12,232 shares of the healthcare conglomerate’s stock valued at $6,188,000 after buying an additional 197 shares during the period. Finally, Northcape Wealth Management LLC increased its position in shares of UnitedHealth Group by 0.9% during the fourth quarter. Northcape Wealth Management LLC now owns 4,345 shares of the healthcare conglomerate’s stock worth $2,198,000 after acquiring an additional 37 shares during the period. Institutional investors own 87.86% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts have recently issued reports on UNH shares. Stephens increased their price target on UnitedHealth Group from $605.00 to $675.00 and gave the stock an “overweight” rating in a research report on Thursday, December 5th. Piper Sandler dropped their price objective on shares of UnitedHealth Group from $605.00 to $600.00 and set an “overweight” rating on the stock in a report on Thursday, January 2nd. Truist Financial reduced their price target on shares of UnitedHealth Group from $625.00 to $610.00 and set a “buy” rating for the company in a research report on Monday, January 6th. Deutsche Bank Aktiengesellschaft raised their target price on UnitedHealth Group from $595.00 to $625.00 and gave the stock a “buy” rating in a report on Tuesday, December 3rd. Finally, Wells Fargo & Company lowered their price objective on UnitedHealth Group from $694.00 to $660.00 and set an “overweight” rating on the stock in a research report on Tuesday, January 28th. One research analyst has rated the stock with a hold rating, twenty have assigned a buy rating and two have assigned a strong buy rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Buy” and an average price target of $629.32.

Insider Buying and Selling

In related news, Director Timothy Patrick Flynn bought 1,000 shares of the company’s stock in a transaction that occurred on Friday, January 17th. The shares were purchased at an average cost of $511.57 per share, with a total value of $511,570.00. Following the transaction, the director now directly owns 4,500 shares of the company’s stock, valued at approximately $2,302,065. This represents a 28.57 % increase in their position. The purchase was disclosed in a document filed with the SEC, which can be accessed through the SEC website. 0.33% of the stock is currently owned by insiders.

UnitedHealth Group Stock Down 4.2 %

Shares of NYSE:UNH opened at $501.52 on Wednesday. The company has a current ratio of 0.83, a quick ratio of 0.91 and a debt-to-equity ratio of 0.74. The company has a market capitalization of $461.54 billion, a price-to-earnings ratio of 32.36, a PEG ratio of 1.43 and a beta of 0.61. The business has a 50-day moving average price of $521.08 and a 200 day moving average price of $562.03. UnitedHealth Group Incorporated has a 12-month low of $436.38 and a 12-month high of $630.73.

UnitedHealth Group (NYSE:UNH) last posted its earnings results on Thursday, January 16th. The healthcare conglomerate reported $6.81 earnings per share for the quarter, beating the consensus estimate of $6.74 by $0.07. The firm had revenue of $100.81 billion during the quarter, compared to the consensus estimate of $101.60 billion. UnitedHealth Group had a net margin of 3.60% and a return on equity of 26.69%. The firm’s revenue for the quarter was up 6.8% on a year-over-year basis. During the same quarter last year, the firm earned $5.83 EPS. Sell-side analysts expect that UnitedHealth Group Incorporated will post 29.54 EPS for the current year.

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.