Banque Cantonale Vaudoise Trims Holdings in Humana Inc. $HUM

Banque Cantonale Vaudoise decreased its position in shares of Humana Inc. (NYSE:HUM) by 64.6% during the first quarter, Holdings Channel.com reports. The fund owned 8,157 shares of the insurance provider’s stock after selling 14,865 shares during the quarter. Banque Cantonale Vaudoise’s holdings in Humana were worth $1,414,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also added to or reduced their stakes in the company. Montag A & Associates Inc. boosted its holdings in Humana by 1,880.0% in 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 during the period. CoreCap Advisors LLC raised its holdings in 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 acquiring an additional 37 shares during the period. Fideuram Asset Management Ireland dac purchased a new position in shares of Humana in the fourth quarter valued at about $27,000. Reflection Asset Management purchased a new position in shares of Humana in the fourth quarter valued at about $29,000. Finally, Rosenberg Matthew Hamilton boosted its stake in shares of Humana by 136.0% in the fourth quarter. Rosenberg Matthew Hamilton now owns 118 shares of the insurance provider’s stock worth $30,000 after acquiring an additional 68 shares during the period. Hedge funds and other institutional investors own 92.38% of the company’s stock.

Humana Price Performance

Shares of HUM stock opened at $384.19 on Friday. The company has a market capitalization of $46.13 billion, a P/E ratio of 41.09, a P/E/G ratio of 2.14 and a beta of 0.76. The company’s 50-day simple moving average is $303.11 and its two-hundred day simple moving average is $245.73. Humana Inc. has a one year low of $163.11 and a one year high of $385.49. The company has a debt-to-equity ratio of 0.66, a current ratio of 1.77 and a quick ratio of 1.77.

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

Humana Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, July 31st. Stockholders of record on Friday, June 26th will be given a dividend of $0.885 per share. The ex-dividend date of this dividend is Friday, June 26th. This represents a $3.54 dividend on an annualized basis and a dividend yield of 0.9%. Humana’s dividend payout ratio is presently 37.86%.

Wall Street Analyst Weigh In

HUM has been the subject of several research analyst reports. Jefferies Financial Group upgraded Humana from a “buy” rating to a “buy” rating in a research report on Wednesday, May 20th. Wells Fargo & Company downgraded Humana from a “cautious” rating to a “reduce” rating in a research note on Wednesday, May 20th. Mizuho increased their price objective on shares of Humana from $335.00 to $390.00 and gave the company an “outperform” rating in a report on Monday, June 8th. Wolfe Research upgraded shares of Humana from a “hold” rating to a “strong-buy” rating in a research report on Thursday, June 4th. Finally, Zacks Research raised shares of Humana from a “strong sell” rating to a “hold” rating in a report on Wednesday, May 13th. One analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating, sixteen have given a Hold rating and three have issued a Sell rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Hold” and an average target price of $293.09.

About Humana

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.