Capital Group Private Client Services Inc. Purchases Shares of 8,545 Humana Inc. $HUM

Capital Group Private Client Services Inc. purchased a new position in shares of Humana Inc. (NYSE:HUM) in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 8,545 shares of the insurance provider’s stock, valued at approximately $2,223,000.

A number of other hedge funds and other institutional investors have also recently modified their holdings of HUM. Revolve Wealth Partners LLC purchased a new position in shares of Humana during the 4th quarter valued at about $202,000. Woodline Partners LP boosted its stake in Humana by 460.0% in the first quarter. Woodline Partners LP now owns 10,192 shares of the insurance provider’s stock worth $2,697,000 after buying an additional 8,372 shares in the last quarter. Sivia Capital Partners LLC boosted its stake in Humana by 53.7% in the second quarter. Sivia Capital Partners LLC now owns 1,293 shares of the insurance provider’s stock worth $316,000 after buying an additional 452 shares in the last quarter. Penserra Capital Management LLC grew its position in Humana by 13.0% during the second quarter. Penserra Capital Management LLC now owns 662 shares of the insurance provider’s stock valued at $161,000 after acquiring an additional 76 shares during the last quarter. Finally, Aviva PLC grew its position in Humana by 6.7% during the second quarter. Aviva PLC now owns 89,753 shares of the insurance provider’s stock valued at $21,943,000 after acquiring an additional 5,657 shares during the last quarter. 92.38% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

HUM has been the subject of a number of recent research reports. The Goldman Sachs Group lowered their price objective on shares of Humana from $215.00 to $158.00 and set a “sell” rating for the company in a report on Friday, February 13th. Morgan Stanley set a $146.00 target price on shares of Humana in a report on Thursday, February 12th. Weiss Ratings reiterated a “sell (d+)” rating on shares of Humana in a research report on Thursday, January 22nd. Wolfe Research boosted their price target on shares of Humana from $300.00 to $325.00 and gave the stock an “outperform” rating in a research note on Thursday, January 8th. Finally, KeyCorp restated a “sector weight” rating on shares of Humana in a research report on Friday, December 12th. Seven analysts have rated the stock with a Buy rating, sixteen have issued a Hold rating and three have issued a Sell rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Hold” and a consensus target price of $225.48.

Humana Stock Performance

NYSE:HUM opened at $173.58 on Wednesday. The company has a debt-to-equity ratio of 0.70, a quick ratio of 2.00 and a current ratio of 2.00. Humana Inc. has a fifty-two week low of $169.61 and a fifty-two week high of $315.35. The firm has a market cap of $20.84 billion, a PE ratio of 17.68, a price-to-earnings-growth ratio of 1.83 and a beta of 0.44. The business has a 50 day moving average price of $218.44 and a 200-day moving average price of $250.29.

Humana (NYSE:HUM) last issued its earnings results on Wednesday, February 11th. The insurance provider reported ($3.96) EPS for the quarter, topping the consensus estimate of ($4.01) by $0.05. The company had revenue of $32.64 billion for the quarter, compared to the consensus estimate of $32.08 billion. Humana had a net margin of 0.92% and a return on equity of 11.43%. The firm’s revenue for the quarter was up 11.3% on a year-over-year basis. During the same period in the previous year, the firm earned ($2.16) earnings per share. Humana has set its FY 2026 guidance at 9.000-9.000 EPS. Equities research analysts predict that Humana Inc. will post 16.47 earnings per share for the current year.

Humana Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, April 24th. Stockholders of record on Friday, March 27th will be paid a dividend of $0.885 per share. This represents a $3.54 annualized dividend and a dividend yield of 2.0%. The ex-dividend date of this dividend is Friday, March 27th. Humana’s dividend payout ratio is 36.05%.

Insider Buying and Selling at Humana

In other news, insider Sanjay K. Shetty bought 810 shares of the company’s stock in a transaction dated Monday, February 23rd. The stock was bought at an average cost of $185.21 per share, for a total transaction of $150,020.10. Following the completion of the acquisition, the insider owned 11,657 shares in the company, valued at approximately $2,158,992.97. This trade represents a 7.47% increase in their position. The acquisition was disclosed in a filing with the SEC, which is available at this hyperlink. Corporate insiders own 0.37% of the company’s stock.

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.