Banque Cantonale Vaudoise Sells 4,575 Shares of Humana Inc. $HUM

Banque Cantonale Vaudoise lowered its stake in shares of Humana Inc. (NYSE:HUM) by 45.0% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 5,598 shares of the insurance provider’s stock after selling 4,575 shares during the quarter. Banque Cantonale Vaudoise’s holdings in Humana were worth $1,456,000 at the end of the most recent quarter.

Other large investors also recently bought and sold shares of the company. Illinois Municipal Retirement Fund raised its holdings in Humana by 9.6% in the third quarter. Illinois Municipal Retirement Fund now owns 49,658 shares of the insurance provider’s stock worth $12,920,000 after purchasing an additional 4,351 shares in the last quarter. Bank of New York Mellon Corp grew its holdings in Humana by 161.5% during the third quarter. Bank of New York Mellon Corp now owns 1,717,767 shares of the insurance provider’s stock worth $446,911,000 after acquiring an additional 1,060,767 shares during the period. National Pension Service grew its position in Humana by 2.8% during the third quarter. National Pension Service now owns 189,601 shares of the insurance provider’s stock valued at $49,328,000 after buying an additional 5,150 shares during the period. Tejara Capital Ltd purchased a new stake in shares of Humana in the third quarter valued at approximately $1,873,000. Finally, AMG National Trust Bank increased its stake in shares of Humana by 106.5% during the third quarter. AMG National Trust Bank now owns 16,953 shares of the insurance provider’s stock worth $4,411,000 after purchasing an additional 8,744 shares in the last quarter. Hedge funds and other institutional investors own 92.38% of the company’s stock.

Humana Stock Performance

Shares of HUM opened at $170.94 on Thursday. Humana Inc. has a 12-month low of $169.61 and a 12-month high of $315.35. The company has a current ratio of 2.00, a quick ratio of 2.00 and a debt-to-equity ratio of 0.70. The company has a 50-day moving average of $216.73 and a two-hundred day moving average of $249.74. The stock has a market cap of $20.52 billion, a P/E ratio of 17.41, a PEG ratio of 1.78 and a beta of 0.44.

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, topping the consensus estimate of ($4.01) by $0.05. The company had revenue of $32.64 billion for 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 revenue for the quarter was up 11.3% compared to the same quarter last year. During the same period last year, the company earned ($2.16) EPS. Humana has set its FY 2026 guidance at 9.000-9.000 EPS. As a group, research analysts predict that Humana Inc. will post 16.47 EPS for the current fiscal year.

Humana Announces Dividend

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

Insiders Place Their Bets

In other news, insider Sanjay K. Shetty purchased 810 shares of the stock in a transaction that occurred on Monday, February 23rd. The stock was acquired at an average cost of $185.21 per share, with a total value of $150,020.10. Following 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 ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. 0.37% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

Several brokerages have recently weighed in on HUM. Evercore lowered their price target on shares of Humana from $260.00 to $180.00 in a research report on Thursday, February 12th. TD Cowen reduced their price target on Humana from $260.00 to $173.00 and set a “hold” rating on the stock in a research report on Friday, February 13th. Cantor Fitzgerald dropped their target price on Humana from $290.00 to $201.00 and set a “neutral” rating on the stock in a report on Thursday, February 12th. Oppenheimer set a $250.00 price objective on shares of Humana in a research report on Thursday, February 12th. Finally, Jefferies Financial Group cut their price target on Humana from $310.00 to $235.00 and set a “buy” rating on the stock in a research 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.com, Humana presently has an average rating of “Hold” and an average price target 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.