Humana Inc. $HUM Holdings Raised by Daiwa Securities Group Inc.

Daiwa Securities Group Inc. lifted its stake in shares of Humana Inc. (NYSE:HUM) by 10.5% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 37,675 shares of the insurance provider’s stock after purchasing an additional 3,580 shares during the quarter. Daiwa Securities Group Inc.’s holdings in Humana were worth $9,650,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also modified their holdings of the stock. Sound View Wealth Advisors Group LLC raised its stake in shares of Humana by 3.5% during the fourth quarter. Sound View Wealth Advisors Group LLC now owns 1,060 shares of the insurance provider’s stock valued at $272,000 after purchasing an additional 36 shares in the last quarter. CoreCap Advisors LLC raised its stake in shares of Humana by 54.4% during the fourth quarter. CoreCap Advisors LLC now owns 105 shares of the insurance provider’s stock valued at $27,000 after purchasing an additional 37 shares in the last quarter. Insigneo Advisory Services LLC raised its stake in shares of Humana by 3.0% during the third quarter. Insigneo Advisory Services LLC now owns 1,484 shares of the insurance provider’s stock valued at $386,000 after purchasing an additional 43 shares in the last quarter. Columbus Macro LLC raised its stake in shares of Humana by 5.5% during the fourth quarter. Columbus Macro LLC now owns 821 shares of the insurance provider’s stock valued at $210,000 after purchasing an additional 43 shares in the last quarter. Finally, Synovus Financial Corp raised its stake in shares of Humana by 2.0% during the third quarter. Synovus Financial Corp now owns 2,278 shares of the insurance provider’s stock valued at $593,000 after purchasing an additional 45 shares in the last quarter. 92.38% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

HUM has been the topic of a number of recent analyst reports. Seaport Research Partners cut shares of Humana to a “neutral” rating in a research note on Wednesday, May 20th. UBS Group lifted their price objective on shares of Humana from $262.00 to $320.00 and gave the company a “neutral” rating in a research note on Friday, May 22nd. Zacks Research upgraded shares of Humana from a “strong sell” rating to a “hold” rating in a research note on Wednesday, May 13th. Mizuho boosted their price target on shares of Humana from $290.00 to $335.00 and gave the stock an “outperform” rating in a research report on Wednesday, May 20th. Finally, JPMorgan Chase & Co. boosted their price target on shares of Humana from $180.00 to $214.00 and gave the stock a “neutral” rating in a research report on Friday, May 1st. One analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, fourteen have assigned a Hold rating and four have given a Sell rating to the company. Based on data from MarketBeat, Humana presently has a consensus rating of “Hold” and a consensus target price of $279.30.

Humana Price Performance

Shares of Humana stock opened at $349.85 on Friday. The company has a current ratio of 1.77, a quick ratio of 1.77 and a debt-to-equity ratio of 0.66. The company’s 50-day moving average price is $248.43 and its two-hundred day moving average price is $232.40. Humana Inc. has a 52 week low of $163.11 and a 52 week high of $351.88. The stock has a market cap of $42.00 billion, a PE ratio of 37.42, a price-to-earnings-growth ratio of 2.00 and a beta of 0.76.

Humana (NYSE:HUM) last issued its quarterly earnings results on Wednesday, April 29th. The insurance provider reported $10.31 EPS for the quarter, topping the consensus estimate of $9.97 by $0.34. Humana had a net margin of 0.82% and a return on equity of 10.45%. The firm had revenue of $39.65 billion for the quarter, compared to analysts’ expectations of $39.37 billion. During the same period in the previous year, the business earned $11.58 earnings per share. Humana’s revenue for the quarter was up 23.5% compared to the same quarter last year. Humana has set its FY 2026 guidance at 9.000- EPS. As a group, sell-side analysts anticipate that Humana Inc. will post 9 EPS for the current fiscal year.

Humana Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, July 31st. Investors of record on Friday, June 26th will be paid a $0.885 dividend. The ex-dividend date of this dividend is Friday, June 26th. This represents a $3.54 dividend on an annualized basis and a yield of 1.0%. Humana’s dividend payout ratio (DPR) is currently 37.86%.

Humana Profile

Humana Inc (NYSE: HUM) is a health insurance company headquartered in Louisville, Kentucky, that primarily serves individuals and groups across the United States. The company is best known for its Medicare business, offering Medicare Advantage plans and prescription drug (Part D) coverage, alongside a range of commercial and employer-sponsored group health plans. Humana’s products are designed to cover medical, behavioral health and pharmacy needs for members, with particular emphasis on seniors and Medicare-eligible populations.

In addition to traditional insurance products, Humana provides care-management and wellness services intended to support chronic-condition management, preventive care and care coordination.