Hound Partners LLC Invests $1.07 Million in Humana Inc. $HUM

Hound Partners LLC purchased a new stake in Humana Inc. (NYSE:HUM) in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 6,187 shares of the insurance provider’s stock, valued at approximately $1,073,000.

Several other institutional investors have also made changes to their positions in the stock. Vanguard Group Inc. increased its stake in Humana by 0.7% during the 4th quarter. Vanguard Group Inc. now owns 14,261,860 shares of the insurance provider’s stock worth $3,652,890,000 after acquiring an additional 106,030 shares during the period. Capital International Investors lifted its position in shares of Humana by 113.9% during the 4th quarter. Capital International Investors now owns 5,818,008 shares of the insurance provider’s stock valued at $1,490,239,000 after acquiring an additional 3,097,571 shares during the period. Pzena Investment Management LLC grew its holdings in shares of Humana by 34.3% during the 1st quarter. Pzena Investment Management LLC now owns 5,470,982 shares of the insurance provider’s stock worth $948,614,000 after purchasing an additional 1,398,774 shares in the last quarter. State Street Corp grew its holdings in shares of Humana by 1.8% during the 4th quarter. State Street Corp now owns 5,462,549 shares of the insurance provider’s stock worth $1,403,877,000 after purchasing an additional 97,211 shares in the last quarter. Finally, Massachusetts Financial Services Co. MA increased its position in shares of Humana by 28.9% in the fourth 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 period. 92.38% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

A number of research analysts recently commented on HUM shares. Truist Financial boosted their price target on Humana from $320.00 to $415.00 and gave the company a “hold” rating in a research note on Tuesday, July 14th. Oppenheimer upgraded shares of Humana from an “outperform” rating to an “outperform” rating in a research note on Wednesday, May 20th. Bank of America reissued a “neutral” rating and issued a $410.00 target price on shares of Humana in a report on Monday, July 20th. Seaport Research Partners cut shares of Humana to a “neutral” rating in a research report on Wednesday, May 20th. Finally, Barclays upped their price target on shares of Humana from $180.00 to $344.00 and gave the stock an “equal weight” rating in a report on Tuesday, May 26th. Two investment analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating, fifteen have assigned a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Hold” and an average target price of $327.17.

Humana Price Performance

Shares of HUM stock opened at $388.56 on Monday. The business has a fifty day simple moving average of $364.10 and a 200 day simple moving average of $264.93. The company has a market cap of $46.65 billion, a P/E ratio of 41.56, a P/E/G ratio of 2.12 and a beta of 0.71. The company has a quick ratio of 1.77, a current ratio of 1.77 and a debt-to-equity ratio of 0.66. Humana Inc. has a twelve month low of $163.11 and a twelve month high of $428.88.

Humana (NYSE:HUM) last announced its quarterly earnings results on Wednesday, April 29th. The insurance provider reported $10.31 earnings per share (EPS) for the quarter, beating the consensus estimate of $9.97 by $0.34. The company had revenue of $39.65 billion for the quarter, compared to analyst estimates of $39.37 billion. Humana had a net margin of 0.82% and a return on equity of 10.45%. The firm’s revenue was up 23.5% on a year-over-year basis. During the same period in the previous year, the firm posted $11.58 EPS. Humana has set its FY 2026 guidance at 9.000- EPS. On average, sell-side analysts forecast that Humana Inc. will post 9.46 EPS for the current fiscal year.

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.