Eversept Partners LP Purchases 15,810 Shares of Humana Inc. $HUM

Eversept Partners LP boosted its position in Humana Inc. (NYSE:HUM) by 94.9% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 32,462 shares of the insurance provider’s stock after purchasing an additional 15,810 shares during the period. Eversept Partners LP’s holdings in Humana were worth $8,314,000 as of its most recent SEC filing.

A number of other institutional investors have also added to or reduced their stakes in the company. Vanguard Group Inc. grew its position in Humana by 0.7% in the 4th quarter. Vanguard Group Inc. now owns 14,261,860 shares of the insurance provider’s stock worth $3,652,890,000 after purchasing an additional 106,030 shares in the last quarter. Capital International Investors grew its position in Humana by 113.9% in the 4th quarter. Capital International Investors now owns 5,818,008 shares of the insurance provider’s stock worth $1,490,239,000 after purchasing an additional 3,097,571 shares in the last quarter. State Street Corp grew its position in Humana by 1.8% in the 4th quarter. State Street Corp now owns 5,462,549 shares of the insurance provider’s stock worth $1,403,877,000 after purchasing an additional 97,211 shares in the last quarter. Massachusetts Financial Services Co. MA grew its position in Humana by 28.9% in the 4th quarter. Massachusetts Financial Services Co. MA now owns 4,496,775 shares of the insurance provider’s stock worth $1,151,759,000 after purchasing an additional 1,008,514 shares in the last quarter. Finally, Pzena Investment Management LLC grew its position in Humana by 1.0% in the 4th quarter. Pzena Investment Management LLC now owns 4,072,208 shares of the insurance provider’s stock worth $1,043,015,000 after purchasing an additional 41,125 shares in the last quarter. 92.38% of the stock is owned by institutional investors.

Analysts Set New Price Targets

A number of equities research analysts have issued reports on HUM shares. The Goldman Sachs Group upped their price objective 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. UBS Group reaffirmed a “neutral” rating on shares of Humana in a research report on Monday. Oppenheimer upgraded shares of Humana from an “outperform” rating to an “outperform” rating in a research note on Wednesday, May 20th. Weiss Ratings upgraded shares of Humana from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Friday, June 12th. Finally, Morgan Stanley boosted their target price on shares of Humana from $217.00 to $249.00 and gave the company an “underweight” rating in a research note on Thursday, June 4th. One research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, sixteen have assigned a Hold rating and three have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Hold” and an average target price of $291.35.

Humana Stock Down 2.0%

HUM opened at $361.95 on Thursday. 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 stock has a market cap of $43.46 billion, a price-to-earnings ratio of 38.71, a PEG ratio of 2.10 and a beta of 0.76. Humana Inc. has a twelve month low of $163.11 and a twelve month high of $380.86. The company’s 50-day moving average price is $279.36 and its two-hundred day moving average price is $239.95.

Humana (NYSE:HUM) last released its earnings results on Wednesday, April 29th. The insurance provider reported $10.31 earnings per share for the quarter, beating analysts’ consensus estimates of $9.97 by $0.34. The firm had revenue of $39.65 billion for the quarter, compared to analysts’ expectations of $39.37 billion. Humana had a net margin of 0.82% and a return on equity of 10.45%. The company’s quarterly revenue was up 23.5% on a year-over-year basis. During the same period in the previous year, the company earned $11.58 earnings per share. Humana has set its FY 2026 guidance at 9.000- EPS. As a group, equities analysts expect that Humana Inc. will post 9.04 earnings per share for the current year.

Humana Dividend Announcement

The firm 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 dividend of $0.885 per share. This represents a $3.54 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date is Friday, June 26th. Humana’s dividend 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.