National Pension Service Boosts Holdings in Humana Inc. $HUM

National Pension Service grew its stake in shares of Humana Inc. (NYSE:HUM) by 5.5% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 200,040 shares of the insurance provider’s stock after purchasing an additional 10,439 shares during the period. National Pension Service’s holdings in Humana were worth $51,236,000 at the end of the most recent reporting period.

Other institutional investors also recently made changes to their positions in the company. Montag A & Associates Inc. boosted its position in shares of 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 purchasing an additional 94 shares in the last quarter. CoreCap Advisors LLC boosted its position in shares of Humana by 54.4% during the 4th quarter. CoreCap Advisors LLC now owns 105 shares of the insurance provider’s stock worth $27,000 after purchasing an additional 37 shares in the last quarter. Rosenberg Matthew Hamilton boosted its position in shares of Humana by 136.0% during the 4th quarter. Rosenberg Matthew Hamilton now owns 118 shares of the insurance provider’s stock worth $30,000 after purchasing an additional 68 shares in the last quarter. Larson Financial Group LLC boosted its position in shares of Humana by 114.1% during the 3rd 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, Fulcrum Asset Management LLP purchased a new stake in shares of Humana during the 3rd quarter worth $42,000. 92.38% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several equities research analysts have commented on HUM shares. Barclays boosted their target price on shares of Humana from $180.00 to $344.00 and gave the stock an “equal weight” rating in a research report on Tuesday, May 26th. The Goldman Sachs Group boosted their target price on shares of Humana from $158.00 to $195.00 and gave the stock a “sell” rating in a research report on Thursday, April 30th. Deutsche Bank Aktiengesellschaft lowered shares of Humana from a “buy” rating to a “hold” rating in a research report on Wednesday, May 20th. Zacks Research upgraded shares of Humana from a “strong sell” rating to a “hold” rating in a research report on Wednesday, May 13th. Finally, Cantor Fitzgerald started coverage on shares of Humana in a research report on Wednesday, May 20th. They issued an “overweight” rating on the stock. Nine research analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and four have assigned a Sell rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Hold” and a consensus target price of $270.48.

Humana Price Performance

Humana stock opened at $305.97 on Friday. Humana Inc. has a 52 week low of $163.11 and a 52 week high of $315.66. The company has a quick ratio of 1.77, a current ratio of 1.77 and a debt-to-equity ratio of 0.66. The firm’s 50-day simple moving average is $231.96 and its 200 day simple moving average is $229.04. The firm has a market capitalization of $36.73 billion, a PE ratio of 32.72, a P/E/G ratio of 2.21 and a beta of 0.68.

Humana (NYSE:HUM) last released its quarterly earnings data 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 business had revenue of $39.65 billion for the quarter, compared to analyst estimates of $39.37 billion. During the same period in the previous year, the firm earned $11.58 EPS. The business’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. On average, equities research analysts predict that Humana Inc. will post 9.01 EPS for the current fiscal year.

Humana Dividend Announcement

The company also recently announced 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 annualized dividend and a yield of 1.2%. Humana’s payout ratio is presently 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.