SG Americas Securities LLC Grows Stock Position in Humana Inc. $HUM

SG Americas Securities LLC boosted its position in Humana Inc. (NYSE:HUM) by 95.9% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 76,840 shares of the insurance provider’s stock after buying an additional 37,620 shares during the period. SG Americas Securities LLC owned approximately 0.06% of Humana worth $19,681,000 as of its most recent SEC filing.

Other institutional investors also recently bought and sold shares of the company. Dodge & Cox raised its position in Humana by 5.6% during the 2nd quarter. Dodge & Cox now owns 11,352,920 shares of the insurance provider’s stock worth $2,775,562,000 after buying an additional 597,705 shares during the last quarter. State Street Corp boosted its holdings in shares of Humana by 1.1% in the second quarter. State Street Corp now owns 5,377,390 shares of the insurance provider’s stock valued at $1,319,334,000 after acquiring an additional 58,094 shares in the last quarter. Massachusetts Financial Services Co. MA increased its stake in shares of Humana by 273.2% during the third quarter. Massachusetts Financial Services Co. MA now owns 3,488,261 shares of the insurance provider’s stock worth $907,541,000 after acquiring an additional 2,553,509 shares during the period. Capital International Investors acquired a new position in shares of Humana during the third quarter worth about $707,670,000. Finally, Invesco Ltd. raised its holdings in Humana by 1.3% during the third quarter. Invesco Ltd. now owns 2,043,460 shares of the insurance provider’s stock worth $531,647,000 after purchasing an additional 25,938 shares in the last quarter. 92.38% of the stock is owned by institutional investors and hedge funds.

Humana Price Performance

Humana stock opened at $169.06 on Friday. The firm has a market capitalization of $20.30 billion, a PE ratio of 17.22, a P/E/G ratio of 1.88 and a beta of 0.44. Humana Inc. has a 52 week low of $163.11 and a 52 week high of $315.35. The firm’s 50-day simple moving average is $191.71 and its 200 day simple moving average is $238.87. The company has a quick ratio of 2.00, a current ratio of 2.00 and a debt-to-equity ratio of 0.70.

Humana (NYSE:HUM) last posted its earnings results on Wednesday, February 11th. The insurance provider reported ($3.96) earnings per share for the quarter, beating the consensus estimate of ($4.01) by $0.05. The firm had revenue of $32.64 billion during 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 last year, the firm posted ($2.16) EPS. Humana has set its FY 2026 guidance at 9.000-9.000 EPS. On average, equities research analysts predict that Humana Inc. will post 16.47 EPS for the current fiscal year.

Humana Dividend Announcement

The firm 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 dividend on an annualized basis and a dividend yield of 2.1%. The ex-dividend date of this dividend is Friday, March 27th. Humana’s dividend payout ratio (DPR) is 36.05%.

Wall Street Analyst Weigh In

A number of equities research analysts recently commented on HUM shares. KeyCorp restated a “sector weight” rating on shares of Humana in a research report on Friday, December 12th. TD Cowen cut their target price on Humana from $260.00 to $173.00 and set a “hold” rating for the company in a research note on Friday, February 13th. Barclays reduced their price target on Humana from $245.00 to $176.00 and set an “equal weight” rating for the company in a report on Tuesday, February 24th. Deutsche Bank Aktiengesellschaft set a $180.00 price target on Humana and gave the company a “hold” rating in a research note on Friday, February 13th. Finally, Weiss Ratings reaffirmed a “sell (d+)” rating on shares of Humana in a report on Thursday, January 22nd. Seven equities research analysts have rated the stock with a Buy rating, sixteen have assigned a Hold rating and three have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Hold” and an average price target of $225.48.

Insider Buying and Selling at Humana

In related news, insider Sanjay K. Shetty acquired 810 shares of the business’s stock in a transaction that occurred on Monday, February 23rd. The stock was purchased at an average cost of $185.21 per share, for a total transaction of $150,020.10. Following the transaction, the insider directly 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 legal filing with the Securities & Exchange Commission, which is available through this link. 0.20% of the stock is currently owned by company insiders.

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.