Oppenheimer Asset Management Inc. Makes New $9.05 Million Investment in Humana Inc. $HUM

Oppenheimer Asset Management Inc. purchased a new position in shares of Humana Inc. (NYSE:HUM) in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm purchased 22,793 shares of the insurance provider’s stock, valued at approximately $9,054,000.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. Montag A & Associates Inc. grew its position in Humana by 1,880.0% in the fourth quarter. Montag A & Associates Inc. now owns 99 shares of the insurance provider’s stock valued at $25,000 after purchasing an additional 94 shares in the last quarter. Fideuram Asset Management Ireland dac acquired a new stake in Humana in the 4th quarter valued at $27,000. Reflection Asset Management bought a new stake in Humana during the 4th quarter worth about $29,000. Bogart Wealth LLC lifted its position in Humana by 192.0% during the 2nd quarter. Bogart Wealth LLC now owns 73 shares of the insurance provider’s stock worth $29,000 after buying an additional 48 shares in the last quarter. Finally, Global Assets Advisory LLC acquired a new position in shares of Humana during the 1st quarter worth about $38,000. 92.38% of the stock is currently owned by institutional investors and hedge funds.

Humana Stock Up 0.8%

Shares of HUM stock opened at $388.16 on Friday. The company has a debt-to-equity ratio of 0.62, a quick ratio of 1.74 and a current ratio of 1.74. The firm’s 50-day moving average is $382.02 and its 200-day moving average is $275.67. The stock has a market cap of $46.61 billion, a price-to-earnings ratio of 36.72, a PEG ratio of 2.20 and a beta of 0.72. Humana Inc. has a 52-week low of $163.11 and a 52-week high of $428.88.

Humana (NYSE:HUM) last issued its earnings results on Wednesday, July 29th. The insurance provider reported $7.61 earnings per share (EPS) for the quarter, beating the consensus estimate of $7.27 by $0.34. Humana had a net margin of 0.88% and a return on equity of 11.20%. The business had revenue of $40.89 billion during the quarter, compared to the consensus estimate of $40.58 billion. During the same period last year, the business posted $6.27 EPS. Humana’s revenue was up 26.2% on a year-over-year basis. Sell-side analysts predict that Humana Inc. will post 9.08 EPS for the current year.

Humana News Roundup

Here are the key news stories impacting Humana this week:

• Positive Sentiment: Zacks Research raised its Humana Q1 2028 EPS forecast to $11.53 from $8.58, Q2 2027 EPS to $5.27 from $4.20, and FY2028 EPS to $30.30 from $22.28. These revisions point to stronger anticipated profitability beyond the company’s near-term earnings pressures, although Zacks still rates the shares “Hold.”
• Positive Sentiment: Humana’s partnership with Cityblock Health will support low-income, dual-eligible Medicare Advantage members. The initiative could improve care coordination and outcomes while strengthening Humana’s position in Medicaid and Medicare-related markets. Humana teams with Cityblock to support dual eligible, MA low income members
• Positive Sentiment: A HealthStream agreement will fund 1,000 caregiver scholarships and provide recruiting and retention tools in Indiana. Better staffing could support Humana’s CenterWell and care-delivery operations over time. Can Humana Improve Caregiver Retention With HealthStream Deal?
• Neutral Sentiment: Humana agreed not to reference Teva’s Israeli ties during an upcoming drug price-fixing trial. The agreement avoids a potential courtroom distraction, but it does not materially change Humana’s operating outlook. Humana agrees not to reference Teva’s Israel ties at US drug trial
• Negative Sentiment: Zacks downgraded Humana from “Strong Buy” to “Hold” and reduced several forecasts, including Q3 2026 EPS from $0.08 to a loss of $1.18, Q4 2026 EPS to a loss of $7.74, and FY2027 EPS to $10.98 from $13.30. The revisions signal meaningful near-term earnings volatility.
• Negative Sentiment: Reports that Humana will exit markets affecting roughly 600,000 Medicare Advantage members in 2027 raise concerns about membership growth and future revenue, even if the moves are intended to improve plan profitability. Humana Medicare Advantage membership changes

Wall Street Analysts Forecast Growth

A number of analysts recently issued reports on HUM shares. Jefferies Financial Group raised Humana from a “buy” rating to a “buy” rating in a research report on Wednesday, May 20th. Weiss Ratings cut Humana from a “hold (c)” rating to a “hold (c-)” rating in a research report on Thursday, July 30th. Truist Financial raised 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. Raymond James Financial lowered Humana from an “outperform” rating to a “market perform” rating in a research report on Thursday, July 30th. Finally, Needham & Company LLC assumed coverage on Humana in a research note on Wednesday, May 20th. They set a “buy” rating on the stock. Fourteen investment analysts have rated the stock with a Buy rating, fifteen have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus price target of $395.22.

Humana 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.