TriaGen Wealth Management LLC Invests $1.21 Million in Humana Inc. $HUM

TriaGen Wealth Management LLC acquired a new position in Humana Inc. (NYSE:HUM) in the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 3,039 shares of the insurance provider’s stock, valued at approximately $1,207,000.

Other large investors have also recently added to or reduced their stakes in the company. Oak Thistle LLC acquired a new position in Humana during the 2nd quarter worth $238,000. Gateway Investment Advisers LLC grew its stake in shares of Humana by 110.1% in the second quarter. Gateway Investment Advisers LLC now owns 2,652 shares of the insurance provider’s stock worth $1,053,000 after purchasing an additional 1,390 shares in the last quarter. Merit Financial Group LLC increased its holdings in shares of Humana by 4.9% during the second quarter. Merit Financial Group LLC now owns 3,825 shares of the insurance provider’s stock valued at $1,520,000 after purchasing an additional 178 shares during the period. Counterpoint Mutual Funds LLC acquired a new position in shares of Humana during the second quarter valued at $396,000. Finally, Venturi Wealth Management LLC bought a new stake in shares of Humana during the second quarter valued at about $303,000. 92.38% of the stock is currently owned by institutional investors and hedge funds.

More Humana News

Here are the key news stories impacting Humana this week:

• Positive Sentiment: Higher earnings outlook: Zacks Research raised its Q1 2027 EPS estimate to $9.04 from $8.70, suggesting improved expectations for Humana’s near-term profitability. The firm nonetheless maintained a Hold rating. Humana earnings estimate article
• Positive Sentiment: Medicaid and underserved-member expansion: Humana is partnering with Cityblock Health to support low-income and dual-eligible Medicare Advantage members. The move could strengthen care coordination and support growth in Medicaid and Medicare-related services. Humana Cityblock partnership article
• Positive Sentiment: Caregiver-retention initiative: A HealthStream agreement will fund 1,000 caregiver scholarships and provide recruitment and retention tools in Indiana, potentially supporting staffing at Humana’s CenterWell operations. Humana HealthStream deal article
• Positive Sentiment: Brokerage price-target support: JPMorgan raised its price target for HUM to $393, indicating modest upside relative to the referenced trading level. JPMorgan Humana price target article
• Neutral Sentiment: Leadership change: Humana appointed James Holland as president of its Medicaid business, underscoring the company’s focus on Medicaid but creating an execution milestone for investors. Humana Medicaid leadership article
• Neutral Sentiment: Legal proceeding: Humana agreed not to reference Teva’s Israeli identity during an upcoming U.S. drug-price-fixing trial. The agreement is procedural and does not indicate a new financial liability for Humana. Humana Teva trial article
• Negative Sentiment: Medicare Advantage membership reduction: Humana reportedly plans to drop approximately 600,000 Medicare Advantage members in 2027. Although the move may improve plan economics, investors may view the lost membership and related revenue as a near-term headwind. Humana Medicare Advantage membership article
• Negative Sentiment: More cautious rating: Zacks Research downgraded Humana from Strong Buy to Hold, limiting the positive impact from the firm’s higher EPS forecast. Zacks Humana rating

Wall Street Analyst Weigh In

Several research firms recently weighed in on HUM. Lake Street Capital began coverage on shares of Humana in a report on Thursday, July 30th. They issued a “buy” rating for the company. Zacks Research cut shares of Humana from a “strong-buy” rating to a “hold” rating in a research note on Tuesday. Oppenheimer restated an “outperform” rating and set a $405.00 price target on shares of Humana in a research report on Thursday, July 30th. Wolfe Research raised shares of Humana from a “peer perform” rating to an “outperform” rating in a research note on Thursday, July 30th. Finally, Guggenheim upped their price target on shares of Humana from $269.00 to $471.00 and gave the stock a “buy” rating in a research note on Thursday, July 30th. Fourteen equities research analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus target price of $395.22.

Humana Stock Down 1.1%

HUM opened at $384.50 on Friday. The company has a debt-to-equity ratio of 0.62, a quick ratio of 1.74 and a current ratio of 1.74. The company has a market capitalization of $46.17 billion, a PE ratio of 36.38, a P/E/G ratio of 2.22 and a beta of 0.72. The stock’s fifty day moving average is $381.25 and its 200-day moving average is $274.88. Humana Inc. has a one year low of $163.11 and a one year high of $428.88.

Humana (NYSE:HUM) last announced its earnings results on Wednesday, July 29th. The insurance provider reported $7.61 earnings per share for the quarter, beating the consensus estimate of $7.27 by $0.34. The business had revenue of $40.89 billion during the quarter, compared to analysts’ expectations of $40.58 billion. Humana had a return on equity of 11.20% and a net margin of 0.88%.The company’s quarterly revenue was up 26.2% on a year-over-year basis. During the same quarter last year, the business posted $6.27 earnings per share. On average, equities analysts predict that Humana Inc. will post 9.09 EPS for the current fiscal year.

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.