Humana Inc. $HUM Shares Sold by CSM Advisors LLC

CSM Advisors LLC lessened its stake in Humana Inc. (NYSE:HUM) by 68.6% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 7,486 shares of the insurance provider’s stock after selling 16,385 shares during the period. CSM Advisors LLC’s holdings in Humana were worth $1,947,000 at the end of the most recent reporting period.

Several other institutional investors have also recently added to or reduced their stakes in HUM. Vanguard Group Inc. boosted its stake in Humana by 1.6% during the 2nd quarter. Vanguard Group Inc. now owns 14,199,096 shares of the insurance provider’s stock valued at $3,471,395,000 after acquiring an additional 226,224 shares during the last quarter. Dodge & Cox increased its position in shares of Humana by 5.6% in the 2nd quarter. Dodge & Cox now owns 11,352,920 shares of the insurance provider’s stock worth $2,775,562,000 after purchasing an additional 597,705 shares during the last quarter. State Street Corp raised its stake in shares of Humana by 1.1% in the 2nd quarter. State Street Corp now owns 5,377,390 shares of the insurance provider’s stock valued at $1,319,334,000 after purchasing an additional 58,094 shares in the last quarter. Massachusetts Financial Services Co. MA raised its stake in shares of Humana by 273.2% in the 3rd quarter. Massachusetts Financial Services Co. MA now owns 3,488,261 shares of the insurance provider’s stock valued at $907,541,000 after purchasing an additional 2,553,509 shares in the last quarter. Finally, Capital International Investors bought a new position in shares of Humana during the third quarter worth about $707,670,000. 92.38% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of research firms recently commented on HUM. Royal Bank Of Canada downgraded Humana from an “outperform” rating to a “sector perform” rating and decreased their price target for the stock from $322.00 to $189.00 in a research note on Thursday, February 12th. Deutsche Bank Aktiengesellschaft set a $180.00 target price on Humana and gave the stock a “hold” rating in a report on Friday, February 13th. The Goldman Sachs Group decreased their target price on Humana from $215.00 to $158.00 and set a “sell” rating for the company in a research report on Friday, February 13th. Cantor Fitzgerald lowered their price target on Humana from $290.00 to $201.00 and set a “neutral” rating for the company in a report on Thursday, February 12th. Finally, Oppenheimer set a $250.00 price objective on Humana in a research note on Thursday, February 12th. Seven analysts have rated the stock with a Buy rating, sixteen have issued a Hold rating and three have assigned a Sell rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Hold” and a consensus price target of $225.48.

Humana Stock Performance

Shares of NYSE HUM opened at $170.18 on Tuesday. The company has a quick ratio of 2.00, a current ratio of 2.00 and a debt-to-equity ratio of 0.70. The firm’s 50-day moving average price is $210.78 and its two-hundred day moving average price is $246.62. Humana Inc. has a 52-week low of $163.60 and a 52-week high of $315.35. The stock has a market capitalization of $20.43 billion, a P/E ratio of 17.33, a P/E/G ratio of 1.77 and a beta of 0.44.

Humana (NYSE:HUM) last posted its earnings results on Wednesday, February 11th. The insurance provider reported ($3.96) EPS for the quarter, beating the consensus estimate of ($4.01) by $0.05. The company had revenue of $32.64 billion during the quarter, compared to analyst estimates of $32.08 billion. Humana had a return on equity of 11.43% and a net margin of 0.92%.The business’s revenue was up 11.3% compared to the same quarter last year. During the same period in the prior year, the company earned ($2.16) earnings per share. Humana has set its FY 2026 guidance at 9.000-9.000 EPS. As a group, sell-side analysts forecast that Humana Inc. will post 16.47 earnings per share for the current year.

Humana Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, April 24th. Investors of record on Friday, March 27th will be paid a dividend of $0.885 per share. This represents a $3.54 dividend on an annualized basis and a yield of 2.1%. The ex-dividend date is Friday, March 27th. Humana’s dividend payout ratio is presently 36.05%.

Insiders Place Their Bets

In related news, insider Sanjay K. Shetty bought 810 shares of the company’s stock in a transaction on Monday, February 23rd. The shares were purchased 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 of the company’s stock, valued at approximately $2,158,992.97. This represents a 7.47% increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which is accessible through the SEC website. 0.20% of the stock is owned by corporate insiders.

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.