California State Teachers Retirement System Sells 4,480 Shares of Humana Inc. $HUM

California State Teachers Retirement System cut its stake in shares of Humana Inc. (NYSE:HUM) by 2.5% during the first quarter, HoldingsChannel.com reports. The fund owned 171,257 shares of the insurance provider’s stock after selling 4,480 shares during the quarter. California State Teachers Retirement System’s holdings in Humana were worth $29,694,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. Aberdeen Group plc grew its stake in Humana by 18.1% in the fourth quarter. Aberdeen Group plc now owns 283,778 shares of the insurance provider’s stock worth $72,684,000 after purchasing an additional 43,442 shares in the last quarter. Mitsubishi UFJ Asset Management Co. Ltd. increased its holdings in Humana by 4.1% during the 4th quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 250,330 shares of the insurance provider’s stock worth $66,207,000 after purchasing an additional 9,960 shares during the period. Ninety One UK Ltd raised its position in Humana by 57.2% during the 4th quarter. Ninety One UK Ltd now owns 112,501 shares of the insurance provider’s stock valued at $28,815,000 after purchasing an additional 40,958 shares in the last quarter. Sustainable Insight Capital Management LLC raised its position in Humana by 23.7% during the 4th quarter. Sustainable Insight Capital Management LLC now owns 24,757 shares of the insurance provider’s stock valued at $6,341,000 after purchasing an additional 4,740 shares in the last quarter. Finally, Swedbank AB lifted its holdings in shares of Humana by 6.2% in the 4th quarter. Swedbank AB now owns 111,803 shares of the insurance provider’s stock worth $28,636,000 after buying an additional 6,534 shares during the period. Institutional investors own 92.38% of the company’s stock.

Wall Street Analysts Forecast Growth

HUM has been the topic of a number of recent research reports. UBS Group started coverage on Humana in a research report on Thursday. They set a “buy” rating on the stock. The Goldman Sachs Group lifted their price objective on Humana from $158.00 to $195.00 and gave the company a “sell” rating in a report on Thursday, April 30th. Royal Bank Of Canada upped their price objective on shares of Humana from $246.00 to $415.00 and gave the stock a “sector perform” rating in a research note on Thursday, July 9th. Jefferies Financial Group upgraded shares of Humana from a “buy” rating to a “buy” rating in a report on Wednesday, May 20th. Finally, Raymond James Financial downgraded shares of Humana from an “outperform” rating to a “market perform” rating in a research report on Thursday. One investment analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, thirteen have assigned a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and an average target price of $386.61.

Humana News Summary

Here are the key news stories impacting Humana this week:

• Positive Sentiment: Analyst upgrades: Leerink Partners raised Humana from “market perform” to “outperform” and set a $513 price target, implying substantial upside. Bank of America also upgraded the stock to “Buy.” Leerink Partners upgrade Bank of America upgrade
• Positive Sentiment: Second-quarter beat: Humana reported adjusted EPS of $7.61, above the $7.27 consensus estimate, while revenue reached $40.89 billion versus expectations of $40.58 billion. Revenue increased 26.2% year over year, and reported profit was approximately $694 million. Humana second-quarter profit report
• Neutral Sentiment: TD Cowen raised its target from $350 to $370 but maintained a “Hold” rating, indicating only modest expected upside and signaling limited conviction despite the higher valuation estimate. TD Cowen price target update
• Negative Sentiment: Unchanged guidance disappointed investors: Humana affirmed its full-year 2026 adjusted earnings outlook rather than raising it after the quarterly beat. Reports also cited pressure from lower Medicare Advantage quality ratings, tempering optimism about near-term earnings growth. Humana stock and second-quarter outlook
• Negative Sentiment: Medicare Advantage exits: Humana plans to withdraw from additional Medicare Advantage markets and plans in 2027 as it targets a 3% margin. The portfolio reshaping may improve profitability over time, but it could reduce membership and revenue growth in the near term. Humana Medicare Advantage plan exits

Humana Trading Down 0.6%

Shares of NYSE:HUM opened at $364.54 on Friday. Humana Inc. has a 12-month low of $163.11 and a 12-month high of $428.88. The business’s fifty day simple moving average is $370.79 and its 200-day simple moving average is $268.37. The company has a market capitalization of $43.77 billion, a PE ratio of 34.49, a P/E/G ratio of 2.07 and a beta of 0.71. The company has a current ratio of 1.74, a quick ratio of 1.77 and a debt-to-equity ratio of 0.62.

Humana (NYSE:HUM) last released its quarterly earnings results on Wednesday, July 29th. The insurance provider reported $7.61 EPS for the quarter, topping the consensus estimate of $7.27 by $0.34. The firm had revenue of $40.89 billion during the quarter, compared to analyst estimates of $40.58 billion. Humana had a return on equity of 11.20% and a net margin of 0.88%.The business’s revenue for the quarter was up 26.2% compared to the same quarter last year. During the same period in the previous year, the company posted $6.27 EPS. As a group, equities research analysts predict that Humana Inc. will post 9.1 earnings per share for the current fiscal year.

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.