Humana Inc. $HUM Holdings Lifted by Banque Cantonale Vaudoise

Banque Cantonale Vaudoise grew its position in Humana Inc. (NYSE:HUM) by 311.3% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 23,022 shares of the insurance provider’s stock after purchasing an additional 17,424 shares during the period. Banque Cantonale Vaudoise’s holdings in Humana were worth $5,897,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently bought and sold shares of HUM. Capital International Investors bought a new position in Humana in the 3rd quarter worth about $707,670,000. Bank of New York Mellon Corp grew its position in Humana by 161.5% in the 3rd quarter. Bank of New York Mellon Corp now owns 1,717,767 shares of the insurance provider’s stock worth $446,911,000 after purchasing an additional 1,060,767 shares during the last quarter. Massachusetts Financial Services Co. MA grew its position in Humana by 28.9% in the 4th quarter. Massachusetts Financial Services Co. MA now owns 4,496,775 shares of the insurance provider’s stock worth $1,151,759,000 after purchasing an additional 1,008,514 shares during the last quarter. Neuberger Berman Group LLC grew its position in Humana by 2,855.5% in the 3rd quarter. Neuberger Berman Group LLC now owns 530,775 shares of the insurance provider’s stock worth $138,092,000 after purchasing an additional 512,816 shares during the last quarter. Finally, 8 Knots Management LLC grew its position in Humana by 671.0% in the 2nd quarter. 8 Knots Management LLC now owns 441,623 shares of the insurance provider’s stock worth $107,968,000 after purchasing an additional 384,345 shares during the last quarter. Institutional investors own 92.38% of the company’s stock.

Humana Trading Up 1.3%

NYSE HUM opened at $309.85 on Wednesday. Humana Inc. has a twelve month low of $163.11 and a twelve month high of $315.35. The company has a debt-to-equity ratio of 0.66, a quick ratio of 1.77 and a current ratio of 1.77. The stock has a market cap of $37.20 billion, a price-to-earnings ratio of 33.14, a PEG ratio of 2.84 and a beta of 0.68. The firm’s 50 day moving average price is $210.28 and its two-hundred day moving average price is $226.76.

Humana (NYSE:HUM) last released its earnings results on Wednesday, April 29th. The insurance provider reported $10.31 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $9.97 by $0.34. Humana had a net margin of 0.82% and a return on equity of 10.45%. The company had revenue of $39.65 billion during the quarter, compared to the consensus estimate of $39.37 billion. During the same quarter in the prior year, the firm earned $11.58 EPS. The company’s revenue was up 23.5% compared to the same quarter last year. Humana has set its FY 2026 guidance at 9.000- EPS. Equities analysts anticipate that Humana Inc. will post 9 EPS for the current year.

Humana Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, July 31st. Stockholders of record on Friday, June 26th will be issued a dividend of $0.885 per share. The ex-dividend date is Friday, June 26th. This represents a $3.54 dividend on an annualized basis and a dividend yield of 1.1%. Humana’s dividend payout ratio (DPR) is currently 37.86%.

Wall Street Analyst Weigh In

Several research firms have commented on HUM. TD Cowen upped their target price on shares of Humana from $173.00 to $211.00 and gave the stock a “hold” rating in a research report on Friday, May 1st. Wells Fargo & Company increased their price objective on shares of Humana from $206.00 to $227.00 and gave the company an “equal weight” rating in a report on Tuesday, April 7th. Guggenheim increased their price objective on shares of Humana from $252.00 to $269.00 and gave the company a “buy” rating in a report on Thursday, April 30th. Raymond James Financial reiterated an “outperform” rating and issued a $260.00 price objective on shares of Humana in a report on Friday, May 1st. Finally, Leerink Partners increased their price objective on shares of Humana from $185.00 to $255.00 and gave the company a “market perform” rating in a report on Thursday, April 30th. Seven research analysts have rated the stock with a Buy rating, sixteen have assigned 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 a consensus target price of $249.91.

Insider Buying and Selling

In other news, insider Sanjay K. Shetty bought 810 shares of the company’s stock in a transaction that occurred on Monday, February 23rd. The shares were purchased at an average price of $185.21 per share, for a total transaction of $150,020.10. Following the acquisition, the insider directly owned 11,657 shares of the company’s stock, valued at $2,158,992.97. The trade was a 7.47% increase in their position. The purchase was disclosed in a legal filing with the SEC, which is accessible through the SEC website. 0.20% of the stock is 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.