1,723 Shares of Humana Inc. $HUM Bought by Leuthold Group LLC

Leuthold Group LLC bought a new position in shares of Humana Inc. (NYSE:HUM) during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 1,723 shares of the insurance provider’s stock, valued at approximately $657,000.

A number of other hedge funds also recently added to or reduced their stakes in HUM. Pinnacle Wealth Planning Services Inc. increased its stake in Humana by 21.8% in the 3rd quarter. Pinnacle Wealth Planning Services Inc. now owns 151 shares of the insurance provider’s stock valued at $58,000 after purchasing an additional 27 shares in the last quarter. Wilkerson Advisory Group LLC raised its holdings in 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 purchasing an additional 33 shares during the last quarter. Cidel Asset Management Inc. boosted its position in Humana by 1.1% during the second quarter. Cidel Asset Management Inc. now owns 3,883 shares of the insurance provider’s stock worth $1,542,000 after purchasing an additional 41 shares in the last quarter. Greenleaf Trust boosted its position in Humana by 1.7% during the third quarter. Greenleaf Trust now owns 2,524 shares of the insurance provider’s stock worth $963,000 after purchasing an additional 41 shares in the last quarter. Finally, Bogart Wealth LLC boosted its position in Humana by 192.0% during the second quarter. Bogart Wealth LLC now owns 73 shares of the insurance provider’s stock worth $29,000 after purchasing an additional 48 shares in the last quarter. 92.38% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of research analysts have recently weighed in on HUM shares. Jefferies Financial Group restated a “buy” rating and issued a $420.00 price target on shares of Humana in a research report on Friday. Oppenheimer lifted their price target on Humana from $475.00 to $525.00 and gave the stock an “outperform” rating in a research note on Monday, October 12th. Zacks Research lowered shares of Humana from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, August 11th. Raymond James Financial reissued an “outperform” rating on shares of Humana in a research note on Friday. Finally, UBS Group raised their target price on shares of Humana from $405.00 to $495.00 and gave the company a “neutral” rating in a report on Monday, October 12th. Twenty-one investment analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $469.57.

Humana Stock Up 3.4%

Shares of NYSE:HUM opened at $437.69 on Wednesday. The company has a quick ratio of 1.74, a current ratio of 1.65 and a debt-to-equity ratio of 0.61. Humana Inc. has a 52-week low of $163.11 and a 52-week high of $456.50. The stock’s fifty day simple moving average is $405.76 and its 200-day simple moving average is $313.90. The company has a market capitalization of $52.56 billion, a P/E ratio of 42.58, a P/E/G ratio of 2.46 and a beta of 0.65.

Humana (NYSE:HUM) last posted its quarterly earnings data on Friday, November 6th. The insurance provider reported ($0.70) EPS for the quarter, beating analysts’ consensus estimates of ($1.00) by $0.30. The business had revenue of $41.16 billion for the quarter, compared to analyst estimates of $40.87 billion. Humana had a return on equity of 8.50% and a net margin of 0.81%. The business’s revenue for the quarter was up 26.1% compared to the same quarter last year. During the same quarter last year, the company earned $3.24 earnings per share. Humana has set its FY 2026 guidance at 9.500- EPS. As a group, equities research analysts forecast that Humana Inc. will post 9.57 earnings per share for the current fiscal year.

Humana Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, January 29th. Shareholders of record on Thursday, December 24th will be paid a dividend of $0.8850 per share. This represents a $3.54 annualized dividend and a dividend yield of 0.8%. The ex-dividend date of this dividend is Thursday, December 24th. Humana’s dividend payout ratio (DPR) is currently 34.44%.

Key Humana News

Here are the key news stories impacting Humana this week:

• Positive Sentiment: Humana’s raised 2026 adjusted EPS outlook—to at least $9.50 from at least $9.00—helped sustain optimism after third-quarter results beat expectations for a smaller loss and higher revenue. Its 93.7% insurance benefit ratio was also favorable to prior guidance. Why Is Humana Stock Trading Higher Tuesday?
• Positive Sentiment: Humana, Evolent and American Oncology Network introduced an oncology care model intended to eliminate prior-authorization requirements for participating cancer care. The change may reduce administrative burden, though its financial impact was not specified. New oncology model from Humana, Evolent and American Oncology Network
• Positive Sentiment: Analysts raised price targets following the results, adding support to the bullish outlook. Recent examples include Guggenheim at $521, Barclays at $587 and JPMorgan at $484, though JPMorgan maintained a neutral rating. Humana Analysts Raise Their Forecasts After Q3 Results
• Neutral Sentiment: Humana launched cash tender offers for eight series of senior notes, with an aggregate purchase cap of $1.5 billion. The move represents active debt management, but the announcement does not establish a direct earnings benefit. Humana Commences Offers to Purchase Certain Debt Securities

Humana Profile

Humana Inc. is a U.S. health and wellness company that provides health insurance and healthcare services. Its insurance offerings include Medicare Advantage, Medicare Supplement and prescription drug plans, as well as Medicaid and employer-sponsored plans. The company also provides care through CenterWell, its healthcare services brand, which includes primary care, home health and pharmacy services. Its insurance and care offerings are available in markets across the United States, with availability varying by product and location.