Mosaic Family Wealth Partners LLC Has $931,000 Stock Position in UnitedHealth Group Incorporated (NYSE:UNH)

Mosaic Family Wealth Partners LLC decreased its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 2.9% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,840 shares of the healthcare conglomerate’s stock after selling 54 shares during the period. Mosaic Family Wealth Partners LLC’s holdings in UnitedHealth Group were worth $931,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also added to or reduced their stakes in the stock. NewSquare Capital LLC acquired a new position in UnitedHealth Group during the 4th quarter valued at about $25,000. Marshall & Sterling Wealth Advisors Inc. acquired a new position in UnitedHealth Group during the 4th quarter valued at about $26,000. Hurley Capital LLC acquired a new position in UnitedHealth Group during the 4th quarter valued at about $28,000. AlphaMark Advisors LLC bought a new stake in shares of UnitedHealth Group in the 4th quarter valued at about $30,000. Finally, Aster Capital Management DIFC Ltd bought a new stake in shares of UnitedHealth Group in the 4th quarter valued at about $30,000. Institutional investors and hedge funds own 87.86% of the company’s stock.

UnitedHealth Group Price Performance

Shares of UNH opened at $303.08 on Thursday. The stock has a market capitalization of $274.93 billion, a P/E ratio of 19.55, a P/E/G ratio of 1.37 and a beta of 0.56. The company has a quick ratio of 0.91, a current ratio of 0.83 and a debt-to-equity ratio of 0.74. UnitedHealth Group Incorporated has a twelve month low of $248.88 and a twelve month high of $630.73. The company has a 50 day moving average of $460.62 and a 200-day moving average of $508.74.

UnitedHealth Group (NYSE:UNH) last released its quarterly earnings data on Thursday, April 17th. The healthcare conglomerate reported $7.20 EPS for the quarter, missing the consensus estimate of $7.29 by ($0.09). The company had revenue of $109.58 billion during the quarter, compared to analyst estimates of $111.56 billion. UnitedHealth Group had a net margin of 3.60% and a return on equity of 26.69%. During the same period in the previous year, the company posted $6.91 EPS. As a group, equities research analysts forecast that UnitedHealth Group Incorporated will post 29.54 EPS for the current fiscal year.

UnitedHealth Group Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 18th. Shareholders of record on Monday, March 10th were issued a dividend of $2.10 per share. This represents a $8.40 annualized dividend and a yield of 2.77%. The ex-dividend date of this dividend was Monday, March 10th. UnitedHealth Group’s dividend payout ratio is 35.18%.

Analyst Upgrades and Downgrades

UNH has been the subject of a number of recent analyst reports. Argus cut UnitedHealth Group from a “buy” rating to a “hold” rating in a research note on Monday, April 21st. Royal Bank of Canada lowered their price target on UnitedHealth Group from $525.00 to $355.00 and set an “outperform” rating for the company in a research note on Friday, May 16th. Barclays lowered their price target on UnitedHealth Group from $513.00 to $362.00 and set an “overweight” rating for the company in a research note on Thursday, May 15th. Deutsche Bank Aktiengesellschaft lowered their target price on UnitedHealth Group from $521.00 to $362.00 and set a “buy” rating for the company in a research note on Wednesday, May 14th. Finally, Morgan Stanley lowered their target price on UnitedHealth Group from $563.00 to $374.00 and set an “overweight” rating for the company in a research note on Wednesday, May 14th. One analyst has rated the stock with a sell rating, seven have given a hold rating, eighteen have assigned a buy rating and one has assigned a strong buy rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $441.87.

Insider Buying and Selling at UnitedHealth Group

In other news, CFO John F. Rex acquired 17,175 shares of the stock in a transaction on Friday, May 16th. The shares were purchased at an average price of $291.12 per share, for a total transaction of $4,999,986.00. Following the transaction, the chief financial officer now directly owns 203,796 shares of the company’s stock, valued at approximately $59,329,091.52. This represents a 9.20% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Timothy Patrick Flynn acquired 1,533 shares of the stock in a transaction on Wednesday, May 14th. The shares were purchased at an average price of $320.80 per share, for a total transaction of $491,786.40. Following the transaction, the director now directly owns 6,033 shares in the company, valued at approximately $1,935,386.40. This trade represents a 34.07% increase in their ownership of the stock. The disclosure for this purchase can be found here. Insiders acquired 109,408 shares of company stock valued at $31,607,768 in the last quarter. 0.33% of the stock is currently owned by insiders.

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.