Banco Bilbao Vizcaya Argentaria S.A. Has $4.07 Million Holdings in Humana Inc. $HUM

Banco Bilbao Vizcaya Argentaria S.A. grew its holdings in Humana Inc. (NYSE:HUM) by 248.7% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 15,624 shares of the insurance provider’s stock after purchasing an additional 11,143 shares during the quarter. Banco Bilbao Vizcaya Argentaria S.A.’s holdings in Humana were worth $4,065,000 at the end of the most recent reporting period.

Several other institutional investors also recently modified their holdings of the business. Elevation Point Wealth Partners LLC bought a new stake in shares of Humana during the second quarter worth approximately $32,000. Mather Group LLC. bought a new position in Humana in the third quarter valued at approximately $34,000. Private Wealth Management Group LLC boosted its stake in Humana by 47.5% in the third quarter. Private Wealth Management Group LLC now owns 149 shares of the insurance provider’s stock valued at $39,000 after acquiring an additional 48 shares during the last quarter. AlphaCore Capital LLC acquired a new stake in Humana during the 2nd quarter worth $39,000. Finally, BOKF NA grew its holdings in Humana by 4,125.0% during the 3rd quarter. BOKF NA now owns 169 shares of the insurance provider’s stock worth $44,000 after acquiring an additional 165 shares during the period. Institutional investors and hedge funds own 92.38% of the company’s stock.

Insider Activity

In other Humana news, insider Sanjay K. Shetty purchased 810 shares of the company’s stock in a transaction dated Monday, February 23rd. The shares were bought at an average price of $185.21 per share, with a total value of $150,020.10. Following the completion of the transaction, the insider directly owned 11,657 shares in the company, valued at $2,158,992.97. This trade represents a 7.47% increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 0.20% of the stock is owned by company insiders.

Humana Trading Up 2.9%

Shares of NYSE HUM opened at $170.18 on Tuesday. Humana Inc. has a twelve month low of $163.60 and a twelve month high of $315.35. The stock has a market cap of $20.43 billion, a price-to-earnings ratio of 17.33, a P/E/G ratio of 1.77 and a beta of 0.44. The company has a quick ratio of 2.00, a current ratio of 2.00 and a debt-to-equity ratio of 0.70. The company’s fifty day moving average is $210.78 and its 200-day moving average is $246.62.

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

Humana Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, April 24th. Shareholders of record on Friday, March 27th will be issued a $0.885 dividend. This represents a $3.54 annualized dividend and a dividend yield of 2.1%. The ex-dividend date is Friday, March 27th. Humana’s dividend payout ratio is 36.05%.

Wall Street Analyst Weigh In

A number of research firms have recently weighed in on HUM. KeyCorp reissued a “sector weight” rating on shares of Humana in a research note on Friday, December 12th. Sanford C. Bernstein reaffirmed an “outperform” rating and set a $344.00 price objective on shares of Humana in a research note on Tuesday, January 6th. Raymond James Financial dropped their price objective on Humana from $340.00 to $230.00 and set an “outperform” rating for the company in a report on Friday, February 13th. Truist Financial cut their target price on Humana from $285.00 to $200.00 and set a “hold” rating on the stock in a research note on Tuesday, February 17th. Finally, Morgan Stanley set a $146.00 target price on Humana in a report on Thursday, February 12th. Seven research analysts have rated the stock with a Buy rating, sixteen have given a Hold rating and three have given a Sell rating to the stock. Based on data from MarketBeat, Humana presently has a consensus rating of “Hold” and an average target price of $225.48.

Humana Company 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.