DNB Asset Management AS Sells 2,694 Shares of Humana Inc. $HUM

DNB Asset Management AS decreased its stake in shares of Humana Inc. (NYSE:HUM) by 5.1% during the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned 49,620 shares of the insurance provider’s stock after selling 2,694 shares during the quarter. DNB Asset Management AS’s holdings in Humana were worth $12,910,000 as of its most recent filing with the SEC.

A number of other large investors have also modified their holdings of HUM. Elevation Point Wealth Partners LLC acquired a new position in Humana during the second quarter worth $32,000. Mather Group LLC. acquired a new stake in Humana in the 3rd quarter valued at about $34,000. AlphaCore Capital LLC acquired a new position in shares of Humana during the second quarter worth approximately $39,000. Private Wealth Management Group LLC increased its holdings in shares of 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 purchasing an additional 48 shares in the last quarter. Finally, SJS Investment Consulting Inc. raised its position in Humana by 19,300.0% in the 3rd quarter. SJS Investment Consulting Inc. now owns 194 shares of the insurance provider’s stock worth $50,000 after purchasing an additional 193 shares during the last quarter. 92.38% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several equities research analysts have recently commented on HUM shares. Robert W. Baird lowered their target price on Humana from $280.00 to $264.00 and set a “neutral” rating for the company in a research note on Thursday, December 11th. Evercore dropped their price target on shares of Humana from $260.00 to $180.00 in a research note on Thursday, February 12th. Morgan Stanley set a $146.00 target price on Humana in a report on Thursday, February 12th. Zacks Research downgraded shares of Humana from a “hold” rating to a “strong sell” rating in a research note on Thursday, January 1st. Finally, Guggenheim reduced their price target on shares of Humana from $312.00 to $252.00 and set a “buy” rating on the stock in a research report on Thursday, February 12th. Seven analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and four have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Hold” and an average target price of $225.48.

Humana Trading Up 1.8%

HUM opened at $190.28 on Friday. The stock has a market capitalization of $22.95 billion, a P/E ratio of 19.38, a P/E/G ratio of 1.93 and a beta of 0.44. The company has a current ratio of 2.00, a quick ratio of 2.00 and a debt-to-equity ratio of 0.70. Humana Inc. has a 12 month low of $169.61 and a 12 month high of $315.35. The firm’s fifty day simple moving average is $229.33 and its 200 day simple moving average is $255.87.

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

Humana Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, April 24th. Investors of record on Friday, March 27th will be given a dividend of $0.885 per share. The ex-dividend date of this dividend is Friday, March 27th. This represents a $3.54 annualized dividend and a yield of 1.9%. 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 business’s stock in a transaction that occurred on Monday, February 23rd. The stock was acquired at an average cost of $185.21 per share, for a total transaction of $150,020.10. Following the purchase, the insider owned 11,657 shares of the company’s stock, valued at approximately $2,158,992.97. This trade represents a 7.47% increase in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. Corporate insiders own 0.37% of the company’s stock.

Humana News Summary

Here are the key news stories impacting Humana this week:

• Positive Sentiment: Insider buying — Humana director/insider Sanjay Shetty purchased 810 shares (~$150k), increasing his stake; insider purchases often signal management confidence. Insider Buying: Humana
• Positive Sentiment: Heavy institutional accumulation — multiple large managers (Capital International, Massachusetts Financial, Wellington, Franklin, Norges) materially increased positions in the latest quarter, a bullish demand signal for the stock. MarketBeat Humana Profile
• Positive Sentiment: Dividend confirmed — Humana declared a quarterly dividend of $0.885 (annualized $3.54, ~2.0% yield); the dividend supports income-oriented buyers and reduces downside for yield-seeking investors. Dividend Announcement
• Neutral Sentiment: Upcoming investor presentation — CEO Jim Rechtin and CFO Celeste Mellet will present at the Leerink Partners Global Healthcare Conference on March 10; could provide clarity on margin initiatives and 2026 execution. Leerink Presentation
• Neutral Sentiment: Real‑estate update — Humana Tower in Louisville is slated for conversion to a convention hotel; largely a corporate real-estate development with limited near-term EPS impact but worth monitoring for asset-monetization implications. Humana Tower Conversion
• Negative Sentiment: Zacks Research cuts multiple EPS estimates and issues a “Strong Sell” — Zacks trimmed Q2/Q3/Q4 2026 and 2027 quarter and full‑year forecasts and reduced FY2026/FY2027/PT outlooks, flagging weaker near‑term EPS visibility. This raises downside risk to consensus and investor sentiment (no link provided for the Zacks note).
• Negative Sentiment: Barclays lowers price target and flags margin concerns — Barclays cut its HUM price target (to $176) and cited uncertainty around Humana’s margin expansion outlook, adding pressure to the share price. Barclays Lowers Price Target

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.