Humana Inc. $HUM Shares Acquired by Danske Bank A S

Danske Bank A S boosted its position in shares of Humana Inc. (NYSE:HUM) by 87.4% in the fourth quarter, Holdings Channel.com reports. The firm owned 108,319 shares of the insurance provider’s stock after acquiring an additional 50,509 shares during the period. Danske Bank A S’s holdings in Humana were worth $27,744,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in HUM. Sound View Wealth Advisors Group LLC grew its holdings in Humana by 3.5% during the 4th quarter. Sound View Wealth Advisors Group LLC now owns 1,060 shares of the insurance provider’s stock worth $272,000 after acquiring an additional 36 shares in the last quarter. Unison Advisors LLC lifted its position in shares of Humana by 0.4% in the 3rd quarter. Unison Advisors LLC now owns 10,137 shares of the insurance provider’s stock worth $2,646,000 after buying an additional 37 shares during the last quarter. CoreCap Advisors LLC lifted its position in shares of Humana by 54.4% in the 4th quarter. CoreCap Advisors LLC now owns 105 shares of the insurance provider’s stock worth $27,000 after buying an additional 37 shares during the last quarter. Insigneo Advisory Services LLC lifted its position in shares of Humana by 3.0% in the 3rd quarter. Insigneo Advisory Services LLC now owns 1,484 shares of the insurance provider’s stock worth $386,000 after buying an additional 43 shares during the last quarter. Finally, Columbus Macro LLC lifted its position in shares of Humana by 5.5% in the 4th quarter. Columbus Macro LLC now owns 821 shares of the insurance provider’s stock worth $210,000 after buying an additional 43 shares during the last quarter. 92.38% of the stock is owned by institutional investors and hedge funds.

Humana Stock Performance

Shares of HUM opened at $233.87 on Friday. The firm’s 50 day moving average is $188.41 and its 200-day moving average is $227.22. The stock has a market capitalization of $28.08 billion, a P/E ratio of 25.01, a P/E/G ratio of 2.50 and a beta of 0.67. The company has a debt-to-equity ratio of 0.66, a current ratio of 1.77 and a quick ratio of 2.00. Humana Inc. has a 12-month low of $163.11 and a 12-month high of $315.35.

Humana (NYSE:HUM) last announced its quarterly earnings data on Wednesday, April 29th. The insurance provider reported $10.31 earnings per share (EPS) for the quarter, topping the consensus estimate of $9.97 by $0.34. The company had revenue of $39.65 billion for the quarter, compared to analysts’ expectations of $39.37 billion. Humana had a net margin of 0.82% and a return on equity of 10.45%. The business’s revenue was up 23.5% compared to the same quarter last year. During the same quarter in the previous year, the company posted $11.58 EPS. Humana has set its FY 2026 guidance at 9.000- EPS. Equities research analysts anticipate that Humana Inc. will post 9.06 EPS for the current fiscal year.

Humana Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, July 31st. Stockholders of record on Friday, June 26th will be given a $0.885 dividend. This represents a $3.54 annualized dividend and a dividend yield of 1.5%. The ex-dividend date of this dividend is Friday, June 26th. Humana’s dividend payout ratio (DPR) is 37.86%.

Wall Street Analysts Forecast Growth

Several analysts recently weighed in on the stock. Guggenheim lifted their price objective on shares of Humana from $252.00 to $269.00 and gave the company a “buy” rating in a research report on Thursday. Weiss Ratings reiterated a “sell (d+)” rating on shares of Humana in a research report on Tuesday, April 21st. Mizuho lifted their price objective on shares of Humana from $258.00 to $290.00 in a research report on Thursday. Wolfe Research cut their price objective on shares of Humana from $325.00 to $250.00 and set an “outperform” rating on the stock in a research report on Monday, April 6th. Finally, The Goldman Sachs Group boosted their price target on shares of Humana from $158.00 to $195.00 and gave the stock a “sell” rating in a research report on Thursday. Seven analysts have rated the stock with a Buy rating, fifteen have assigned a Hold rating and four have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Hold” and a consensus price target of $247.61.

Humana News Summary

Here are the key news stories impacting Humana this week:

• Positive Sentiment: Multiple brokers lifted price targets sharply (Jefferies, Mizuho, Cantor, Evercore, Truist, Leerink, Deutsche Bank), signaling renewed upside expectations and analyst confidence after the quarter. Jefferies PT to $290 Mizuho PT to $290 Cantor PT to $264
• Positive Sentiment: Company aims for at least a 3% Medicare Advantage margin by 2028 while preparing 2027 bids and integrating MaxHealth — a clear operational target that can support future margin recovery. MA margin target article
• Positive Sentiment: Deutsche Bank and other shops issued constructive commentary/forecasts supporting the stock after Q1, reinforcing buy-side interest. Deutsche Bank positive forecast
• Neutral Sentiment: Sector context: Humana was one of the top performers in April (≈+36%), nearly neck-and-neck with UnitedHealth; market rotation and sector momentum are lifting valuation comparisons. April returns piece
• Neutral Sentiment: Analyst consensus remains around “Hold”/”Market Perform” despite PT changes, so expectations are mixed rather than uniformly bullish. Consensus Hold report
• Negative Sentiment: Goldman raised its target to $195 but kept a sell rating — signaling conviction that the current price is rich versus fundamentals and creating downside pressure. Goldman sell rating
• Negative Sentiment: JPMorgan raised its target to $214 but kept a neutral rating — the PT implies downside from current levels and highlights lingering skepticism about sustainability of margins. JPMorgan PT to $214
• Negative Sentiment: Despite beating Q1 estimates, Humana warned Medicare payments may not keep pace with costs and reported a decline in Medicare Advantage Star ratings; those operational/framing issues are cited by multiple outlets as reasons the stock is under pressure. Q1 beat but Star ratings concern Bloomberg Law

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 shares were acquired at an average cost 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 approximately $2,158,992.97. The trade was a 7.47% increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. 0.20% of the stock is currently owned by company insiders.

About Humana

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.