South Dakota Investment Council Increases Stock Position in Humana Inc. $HUM

South Dakota Investment Council raised its stake in Humana Inc. (NYSE:HUM) by 42.0% in the 1st quarter, HoldingsChannel.com reports. The fund owned 229,090 shares of the insurance provider’s stock after purchasing an additional 67,707 shares during the period. Humana comprises 0.8% of South Dakota Investment Council’s portfolio, making the stock its 18th largest holding. South Dakota Investment Council’s holdings in Humana were worth $39,722,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also made changes to their positions in the company. Revolve Wealth Partners LLC acquired a new position in Humana during the fourth quarter worth approximately $202,000. Woodline Partners LP boosted its holdings in shares of Humana by 460.0% in the first quarter. Woodline Partners LP now owns 10,192 shares of the insurance provider’s stock valued at $2,697,000 after acquiring an additional 8,372 shares during the period. Sivia Capital Partners LLC grew its position in shares of Humana by 53.7% during the second quarter. Sivia Capital Partners LLC now owns 1,293 shares of the insurance provider’s stock worth $316,000 after acquiring an additional 452 shares during the last quarter. Cresset Asset Management LLC grew its position in shares of Humana by 10.3% during the second quarter. Cresset Asset Management LLC now owns 2,369 shares of the insurance provider’s stock worth $581,000 after acquiring an additional 222 shares during the last quarter. Finally, WINTON GROUP Ltd increased its holdings in shares of Humana by 58.5% in the 2nd quarter. WINTON GROUP Ltd now owns 2,381 shares of the insurance provider’s stock valued at $582,000 after acquiring an additional 879 shares during the period. Institutional investors and hedge funds own 92.38% of the company’s stock.

Humana Stock Down 5.9%

Shares of Humana stock opened at $365.89 on Thursday. The company has a market cap of $43.93 billion, a P/E ratio of 39.13, a PEG ratio of 2.12 and a beta of 0.71. The company has a debt-to-equity ratio of 0.66, a quick ratio of 1.77 and a current ratio of 1.77. Humana Inc. has a one year low of $163.11 and a one year high of $428.88. The firm has a fifty day moving average of $368.38 and a two-hundred day moving average of $267.06.

Humana (NYSE:HUM) last issued its earnings results on Wednesday, July 29th. The insurance provider reported $7.61 earnings per share for the quarter, beating the consensus estimate of $7.26 by $0.35. Humana had a net margin of 0.82% and a return on equity of 10.45%. The business had revenue of $40.89 billion for the quarter, compared to the consensus estimate of $40.57 billion. During the same quarter in the previous year, the firm earned $6.27 earnings per share. The business’s quarterly revenue was up 26.2% compared to the same quarter last year. On average, analysts forecast that Humana Inc. will post 9.46 earnings per share for the current year.

Humana News Roundup

Here are the key news stories impacting Humana this week:

• Positive Sentiment: Humana reported second-quarter adjusted EPS of $7.61, above the $7.26 consensus estimate, while revenue reached approximately $40.9 billion, exceeding expectations and increasing 26.2% year over year. Medical costs were broadly in line with management’s expectations, with the Insurance segment benefit ratio at 91.2%. Humana tops quarterly estimates, maintains profit outlook as medical costs stay in line
• Positive Sentiment: The company affirmed its 2026 adjusted EPS guidance of at least $9.00 and maintained its expectation for approximately 25% growth in individual Medicare Advantage membership. CenterWell Senior Primary Care patient growth also remained strong, rising 27% year to date. Humana Reports Second Quarter 2026 Financial Results; Affirms Full Year 2026 Adjusted Financial Guidance
• Positive Sentiment: Bank of America upgraded Humana to “buy” and assigned a $500 price target, signaling confidence that the company’s recovery and margin-expansion initiatives can offset near-term pressure.
• Neutral Sentiment: Humana plans to exit additional Medicare Advantage plans for 2027 as it reshapes its portfolio around profitability. The move could improve margins but may limit membership growth and revenue in affected markets. Humana to exit more Medicare Advantage plans in 2027
• Negative Sentiment: Humana lowered its 2026 GAAP EPS outlook to at least $6.52 from at least $8.36, primarily reflecting the impact of lower Medicare Advantage Star Ratings. Although adjusted guidance was unchanged, investors may have expected an increase after the earnings beat. Humana Cuts Outlook Again on Lower Medicare Ratings
• Negative Sentiment: The company continues to forecast a year-over-year decline in 2026 adjusted earnings because of Medicare Advantage rating pressure, keeping concerns about the durability of its recovery in focus.

Wall Street Analyst Weigh In

HUM has been the subject of a number of recent research reports. Seaport Research Partners cut shares of Humana to a “neutral” rating in a research note on Wednesday, May 20th. Mizuho upped their target price on shares of Humana from $335.00 to $390.00 and gave the company an “outperform” rating in a report on Monday, June 8th. Robert W. Baird decreased their target price on shares of Humana from $264.00 to $205.00 and set a “neutral” rating for the company in a research note on Wednesday, April 15th. Barclays boosted their price target on Humana from $180.00 to $344.00 and gave the company an “equal weight” rating in a research report on Tuesday, May 26th. Finally, Raymond James Financial set a $300.00 price objective on Humana in a research report on Tuesday, July 7th. Two research analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, thirteen have assigned a Hold rating and two have given a Sell rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and an average target price of $335.87.

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.