3,146 Shares in Humana Inc. $HUM Purchased by Retireful LLC

Retireful LLC purchased a new stake in shares of Humana Inc. (NYSE:HUM) in the second quarter, according to its most recent Form 13F filing with the SEC. The firm purchased 3,146 shares of the insurance provider’s stock, valued at approximately $1,250,000.

Several other hedge funds have also bought and sold shares of HUM. Montag A & Associates Inc. grew its holdings in Humana by 1,880.0% in the fourth quarter. Montag A & Associates Inc. now owns 99 shares of the insurance provider’s stock worth $25,000 after purchasing an additional 94 shares during the period. Fideuram Asset Management Ireland dac purchased a new position in shares of Humana during the fourth quarter valued at approximately $27,000. Reflection Asset Management purchased a new position in shares of Humana during the fourth quarter valued at approximately $29,000. Larson Financial Group LLC boosted its position in shares of Humana by 114.1% in the 3rd quarter. Larson Financial Group LLC now owns 152 shares of the insurance provider’s stock worth $40,000 after purchasing an additional 81 shares in the last quarter. Finally, CoreCap Advisors LLC boosted its position in shares of Humana by 74.7% in the 2nd quarter. CoreCap Advisors LLC now owns 159 shares of the insurance provider’s stock worth $63,000 after purchasing an additional 68 shares in the last quarter. Institutional investors own 92.38% of the company’s stock.

Key Stories Impacting Humana

Here are the key news stories impacting Humana this week:

• Positive Sentiment: Higher earnings outlook: Zacks Research raised its Q1 2027 EPS estimate to $9.04 from $8.70, suggesting improved expectations for Humana’s near-term profitability. The firm nonetheless maintained a Hold rating. Humana earnings estimate article
• Positive Sentiment: Medicaid and underserved-member expansion: Humana is partnering with Cityblock Health to support low-income and dual-eligible Medicare Advantage members. The move could strengthen care coordination and support growth in Medicaid and Medicare-related services. Humana Cityblock partnership article
• Positive Sentiment: Caregiver-retention initiative: A HealthStream agreement will fund 1,000 caregiver scholarships and provide recruitment and retention tools in Indiana, potentially supporting staffing at Humana’s CenterWell operations. Humana HealthStream deal article
• Positive Sentiment: Brokerage price-target support: JPMorgan raised its price target for HUM to $393, indicating modest upside relative to the referenced trading level. JPMorgan Humana price target article
• Neutral Sentiment: Leadership change: Humana appointed James Holland as president of its Medicaid business, underscoring the company’s focus on Medicaid but creating an execution milestone for investors. Humana Medicaid leadership article
• Neutral Sentiment: Legal proceeding: Humana agreed not to reference Teva’s Israeli identity during an upcoming U.S. drug-price-fixing trial. The agreement is procedural and does not indicate a new financial liability for Humana. Humana Teva trial article
• Negative Sentiment: Medicare Advantage membership reduction: Humana reportedly plans to drop approximately 600,000 Medicare Advantage members in 2027. Although the move may improve plan economics, investors may view the lost membership and related revenue as a near-term headwind. Humana Medicare Advantage membership article
• Negative Sentiment: More cautious rating: Zacks Research downgraded Humana from Strong Buy to Hold, limiting the positive impact from the firm’s higher EPS forecast. Zacks Humana rating

Analyst Upgrades and Downgrades

A number of research analysts recently weighed in on the company. Guggenheim raised their price objective on Humana from $269.00 to $471.00 and gave the company a “buy” rating in a research report on Thursday, July 30th. Oppenheimer reissued an “outperform” rating and issued a $405.00 target price on shares of Humana in a report on Thursday, July 30th. Cantor Fitzgerald raised their price target on Humana from $264.00 to $300.00 and gave the company a “neutral” rating in a report on Tuesday, July 7th. Weiss Ratings downgraded Humana from a “hold (c)” rating to a “hold (c-)” rating in a report on Thursday, July 30th. Finally, Wells Fargo & Company raised Humana from an “equal weight” rating to an “overweight” rating and lifted their price target for the stock from $227.00 to $502.00 in a research report on Monday, July 13th. Fourteen equities research analysts have rated the stock with a Buy rating, fifteen have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Hold” and an average price target of $395.22.

Humana Price Performance

Shares of HUM opened at $384.50 on Friday. Humana Inc. has a twelve month low of $163.11 and a twelve month high of $428.88. The company has a market capitalization of $46.17 billion, a P/E ratio of 36.38, a price-to-earnings-growth ratio of 2.22 and a beta of 0.72. The firm has a 50 day moving average of $381.25 and a 200 day moving average of $274.88. The company has a quick ratio of 1.74, a current ratio of 1.74 and a debt-to-equity ratio of 0.62.

Humana (NYSE:HUM) last released its quarterly earnings data 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 return on equity of 11.20% and a net margin of 0.88%.The business had revenue of $40.89 billion for the quarter, compared to analysts’ expectations of $40.58 billion. During the same period in the prior year, the firm posted $6.27 EPS. The firm’s quarterly revenue was up 26.2% on a year-over-year basis. As a group, equities research analysts anticipate that Humana Inc. will post 9.09 earnings per share 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.