3,146 Shares in Humana Inc. $HUM Bought by Retireful LLC

Retireful LLC purchased a new position in shares of Humana Inc. (NYSE:HUM) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 3,146 shares of the insurance provider’s stock, valued at approximately $1,250,000.

Several other hedge funds and other institutional investors have also made changes to their positions in the stock. Wilkerson Advisory Group LLC increased its stake in shares of Humana by 24.6% during the second quarter. Wilkerson Advisory Group LLC now owns 167 shares of the insurance provider’s stock worth $66,000 after buying an additional 33 shares during the period. Bogart Wealth LLC raised its position in shares of Humana by 192.0% during the 2nd quarter. Bogart Wealth LLC now owns 73 shares of the insurance provider’s stock worth $29,000 after acquiring an additional 48 shares in the last quarter. Fiduciary Alliance LLC lifted its stake in Humana by 0.9% during the first quarter. Fiduciary Alliance LLC now owns 5,628 shares of the insurance provider’s stock worth $976,000 after purchasing an additional 49 shares during the last quarter. Sanctuary Advisors LLC boosted its holdings in Humana by 1.6% in the fourth quarter. Sanctuary Advisors LLC now owns 3,389 shares of the insurance provider’s stock valued at $868,000 after purchasing an additional 52 shares in the last quarter. Finally, Horizon Investments LLC boosted its holdings in Humana by 2.5% in the fourth quarter. Horizon Investments LLC now owns 2,236 shares of the insurance provider’s stock valued at $573,000 after purchasing an additional 55 shares in the last quarter. Hedge funds and other institutional investors own 92.38% of the company’s stock.

Key Humana News

Here are the key news stories impacting Humana this week:

• Positive Sentiment: Humana’s board declared a quarterly cash dividend of $0.885 per share, payable November 27, 2026, to shareholders of record October 30. The unchanged payout supports income-oriented investors and signals confidence in the company’s cash generation. The annualized dividend is $3.54 per share, with an indicated yield of approximately 0.9%. Humana Board Declares Payment of Quarterly Dividend to Stockholders
• Positive Sentiment: Humana appointed a new medical chief as it expands its use of artificial intelligence in healthcare operations. The initiative could improve care management and efficiency, although the financial benefits remain longer term. Humana Names New Medical Chief on AI Push
• Neutral Sentiment: Analysts set a price target of $403.91, broadly indicating that expectations are close to Humana’s current trading range rather than signaling substantial additional upside. Analysts Set Humana Price Target at $403.91
• Neutral Sentiment: The Humana Foundation awarded scholarships to 80 children of company employees. The program supports employee relations and corporate reputation but is unlikely to materially affect near-term earnings. Humana Foundation Names 2026 Scholarship Recipients
• Negative Sentiment: Humana reaffirmed FY 2026 EPS guidance of approximately $9.00, below the $9.15 analyst consensus. The gap may weigh on valuation and suggests continued earnings pressure. Humana Reaffirms 2026 Earnings Guidance
• Negative Sentiment: Humana is preparing exit notices affecting approximately 600,000 Medicare Advantage members. The reductions may improve profitability in underperforming markets, but they also highlight membership and regulatory pressures and could reduce future revenue. Humana Exit Notices Loom for 600,000 Medicare Advantage Members

Humana Stock Performance

Shares of HUM opened at $400.12 on Thursday. The company has a current ratio of 1.74, a quick ratio of 1.74 and a debt-to-equity ratio of 0.62. The firm has a market cap of $48.05 billion, a PE ratio of 37.85, a price-to-earnings-growth ratio of 2.59 and a beta of 0.74. The company’s 50 day simple moving average is $387.50 and its 200-day simple moving average is $293.70. Humana Inc. has a 12-month low of $163.11 and a 12-month high of $428.88.

Humana (NYSE:HUM) last announced its earnings results on Wednesday, July 29th. The insurance provider reported $7.61 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 business had revenue of $40.89 billion for the quarter, compared to analysts’ expectations of $40.58 billion. During the same period in the previous year, the company posted $6.27 EPS. The company’s quarterly revenue was up 26.2% on a year-over-year basis. As a group, equities analysts predict that Humana Inc. will post 9 EPS for the current year.

Humana Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, November 27th. Stockholders of record on Friday, October 30th will be issued a $0.885 dividend. This represents a $3.54 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date of this dividend is Friday, October 30th. Humana’s dividend payout ratio is presently 33.49%.

Analysts Set New Price Targets

HUM has been the topic of a number of research analyst reports. Leerink Partners raised shares of Humana from a “market perform” rating to an “outperform” rating and set a $513.00 price objective on the stock in a report on Thursday, July 30th. Wolfe Research reaffirmed an “outperform” rating and issued a $450.00 target price on shares of Humana in a research report on Monday, August 24th. Deutsche Bank Aktiengesellschaft initiated coverage on shares of Humana in a research note on Thursday, July 30th. They set a “hold” rating on the stock. Barclays upped their price objective on shares of Humana from $344.00 to $407.00 and gave the company an “equal weight” rating in a research note on Friday, July 31st. Finally, Oppenheimer reaffirmed an “outperform” rating and set a $405.00 price objective on shares of Humana in a report on Thursday, July 30th. Fourteen equities research analysts have rated the stock with a Buy rating, fifteen have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Hold” and an average price target of $403.91.

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.