Sustainable Insight Capital Management LLC Purchases 6,040 Shares of Humana Inc. $HUM

Sustainable Insight Capital Management LLC lifted its position in Humana Inc. (NYSE:HUM) by 24.4% during the first quarter, Holdings Channel reports. The institutional investor owned 30,797 shares of the insurance provider’s stock after buying an additional 6,040 shares during the quarter. Humana comprises approximately 1.8% of Sustainable Insight Capital Management LLC’s investment portfolio, making the stock its 14th largest holding. Sustainable Insight Capital Management LLC’s holdings in Humana were worth $5,340,000 at the end of the most recent quarter.

Several other large investors have also recently modified their holdings of the company. Vanguard Group Inc. lifted its position in Humana by 0.7% during the fourth quarter. Vanguard Group Inc. now owns 14,261,860 shares of the insurance provider’s stock valued at $3,652,890,000 after acquiring an additional 106,030 shares during the last quarter. Capital International Investors boosted its stake in Humana by 113.9% in the fourth quarter. Capital International Investors now owns 5,818,008 shares of the insurance provider’s stock valued at $1,490,239,000 after acquiring an additional 3,097,571 shares in the last quarter. Pzena Investment Management LLC grew its holdings in Humana by 34.3% in the first quarter. Pzena Investment Management LLC now owns 5,470,982 shares of the insurance provider’s stock worth $948,614,000 after purchasing an additional 1,398,774 shares during the last quarter. State Street Corp grew its holdings in Humana by 1.8% in the fourth 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 during the last quarter. Finally, Massachusetts Financial Services Co. MA increased its position in shares of Humana by 28.9% during the fourth 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. Institutional investors own 92.38% of the company’s stock.

Humana Trading Down 1.5%

NYSE HUM opened at $388.56 on Friday. The company has a fifty day simple moving average of $364.10 and a two-hundred day simple moving average of $265.01. The stock has a market cap of $46.65 billion, a P/E ratio of 41.56, a P/E/G ratio of 2.15 and a beta of 0.71. Humana Inc. has a 12-month low of $163.11 and a 12-month high of $428.88. The company has a current ratio of 1.77, a quick ratio of 1.77 and a debt-to-equity ratio of 0.66.

Humana (NYSE:HUM) last posted 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. The business 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 business’s revenue for the quarter was up 23.5% compared to the same quarter last year. During the same period in the previous year, the firm posted $11.58 earnings per share. Humana has set its FY 2026 guidance at 9.000- EPS. On average, analysts forecast that Humana Inc. will post 9.46 earnings per share for the current year.

Analyst Upgrades and Downgrades

Several brokerages have recently commented on HUM. Leerink Partners increased their price objective on Humana from $185.00 to $255.00 and gave the company a “market perform” rating in a report on Thursday, April 30th. Jefferies Financial Group upgraded Humana from a “buy” rating to a “buy” rating in a research note on Wednesday, May 20th. Truist Financial upped their target price on Humana from $320.00 to $415.00 and gave the company a “hold” rating in a research report on Tuesday, July 14th. JPMorgan Chase & Co. increased their price target on Humana from $214.00 to $316.00 and gave the company a “neutral” rating in a research note on Monday, June 8th. Finally, Weiss Ratings raised Humana from a “hold (c-)” rating to a “hold (c)” rating in a report on Monday, June 29th. Two equities research analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating, fifteen have given a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Hold” and an average target price of $327.17.

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.