Mirae Asset Global Investments Co. Ltd. Acquires 3,726 Shares of Humana Inc. $HUM

Mirae Asset Global Investments Co. Ltd. grew its holdings in Humana Inc. (NYSE:HUM) by 14.5% in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 29,374 shares of the insurance provider’s stock after buying an additional 3,726 shares during the quarter. Mirae Asset Global Investments Co. Ltd.’s holdings in Humana were worth $11,668,000 at the end of the most recent reporting period.

A number of other institutional investors have also made changes to their positions in HUM. Montag A & Associates Inc. lifted its position in Humana by 1,880.0% during the 4th quarter. Montag A & Associates Inc. now owns 99 shares of the insurance provider’s stock worth $25,000 after buying an additional 94 shares in the last quarter. Fideuram Asset Management Ireland dac acquired a new stake in Humana in the 4th quarter valued at about $27,000. Reflection Asset Management bought a new position in shares of Humana in the fourth quarter worth about $29,000. Larson Financial Group LLC lifted its position in shares of Humana by 114.1% during the third quarter. Larson Financial Group LLC now owns 152 shares of the insurance provider’s stock worth $40,000 after purchasing an additional 81 shares in the last quarter. Finally, CoreCap Advisors LLC lifted its position in shares of Humana by 74.7% during the second quarter. CoreCap Advisors LLC now owns 159 shares of the insurance provider’s stock worth $63,000 after purchasing an additional 68 shares in the last quarter. 92.38% of the stock is owned by institutional investors.

Humana Stock Down 1.1%

Shares of NYSE:HUM opened at $384.50 on Friday. The company has a debt-to-equity ratio of 0.62, a current ratio of 1.74 and a quick ratio of 1.74. The stock has a market cap of $46.17 billion, a price-to-earnings ratio of 36.38, a P/E/G ratio of 2.22 and a beta of 0.72. The company has a 50 day moving average of $381.25 and a 200-day moving average of $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 quarterly earnings data on Wednesday, July 29th. The insurance provider reported $7.61 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $7.27 by $0.34. Humana had a net margin of 0.88% and a return on equity of 11.20%. The firm had revenue of $40.89 billion for the quarter, compared to analysts’ expectations of $40.58 billion. During the same period last year, the firm earned $6.27 earnings per share. The business’s revenue for the quarter was up 26.2% on a year-over-year basis. On average, sell-side analysts forecast that Humana Inc. will post 9.09 earnings per share for the current year.

Humana News Roundup

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

Analyst Upgrades and Downgrades

A number of brokerages recently weighed in on HUM. The Goldman Sachs Group raised their price target on shares of Humana from $158.00 to $195.00 and gave the company a “sell” rating in a report on Thursday, April 30th. Oppenheimer reaffirmed an “outperform” rating and set a $405.00 price objective on shares of Humana in a report on Thursday, July 30th. Seaport Research Partners lowered Humana to a “neutral” rating in a research report on Wednesday, May 20th. Guggenheim lifted their target price on Humana from $269.00 to $471.00 and gave the company a “buy” rating in a research note on Thursday, July 30th. Finally, Royal Bank Of Canada boosted their target price on Humana from $246.00 to $415.00 and gave the stock a “sector perform” rating in a research report on Thursday, July 9th. Fourteen research analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, Humana presently has an average rating of “Hold” and a consensus price target of $395.22.

Humana Company 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.