7,351 Shares in Humana Inc. $HUM Purchased by S&CO Inc.

S&CO Inc. purchased a new stake in shares of Humana Inc. (NYSE:HUM) in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 7,351 shares of the insurance provider’s stock, valued at approximately $2,919,000.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Capital International Investors raised its stake in shares of Humana by 113.9% in the fourth quarter. Capital International Investors now owns 5,818,008 shares of the insurance provider’s stock valued at $1,490,239,000 after acquiring an additional 3,097,571 shares during the last quarter. Norges Bank bought a new stake in Humana during the 4th quarter worth approximately $456,632,000. Pzena Investment Management LLC grew its position in Humana by 34.3% during the 1st quarter. Pzena Investment Management LLC now owns 5,470,982 shares of the insurance provider’s stock worth $948,614,000 after acquiring an additional 1,398,774 shares during the last quarter. Wellington Management Group LLP increased its holdings in Humana by 4,481.7% during the 4th quarter. Wellington Management Group LLP now owns 1,196,502 shares of the insurance provider’s stock valued at $306,460,000 after purchasing an additional 1,170,387 shares in the last quarter. Finally, Franklin Resources Inc. raised its position in Humana by 914.5% in the 4th quarter. Franklin Resources Inc. now owns 1,255,665 shares of the insurance provider’s stock valued at $321,613,000 after purchasing an additional 1,131,893 shares during the last quarter. 92.38% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several analysts have recently commented on the company. Mizuho increased their target price on Humana from $335.00 to $390.00 and gave the stock an “outperform” rating in a report on Monday, June 8th. TD Cowen lifted their price target on Humana from $350.00 to $370.00 and gave the company a “hold” rating in a report on Friday, July 31st. William Blair started coverage on shares of Humana in a research report on Wednesday, May 20th. They set an “outperform” rating on the stock. Leerink Partners raised shares of Humana from a “market perform” rating to an “outperform” rating and set a $513.00 price objective on the stock in a report on Thursday, July 30th. Finally, Sanford C. Bernstein restated an “outperform” rating and issued a $425.00 price objective on shares of Humana in a research report on Wednesday, June 3rd. Fourteen 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, the company has a consensus rating of “Hold” and a consensus target price of $395.22.

Humana Stock Up 0.8%

NYSE HUM opened at $388.16 on Friday. The stock has a fifty day moving average of $382.02 and a 200-day moving average of $275.67. The stock has a market capitalization of $46.61 billion, a P/E ratio of 36.72, a price-to-earnings-growth ratio of 2.23 and a beta of 0.72. Humana Inc. has a 52 week low of $163.11 and a 52 week high of $428.88. The company has a debt-to-equity ratio of 0.62, a quick ratio of 1.74 and a current ratio of 1.74.

Humana (NYSE:HUM) last released its earnings results on Wednesday, July 29th. The insurance provider reported $7.61 earnings per share for the quarter, topping analysts’ consensus estimates of $7.27 by $0.34. The company had revenue of $40.89 billion during the quarter, compared to the consensus estimate of $40.58 billion. Humana had a return on equity of 11.20% and a net margin of 0.88%.The firm’s quarterly revenue was up 26.2% on a year-over-year basis. During the same quarter in the previous year, the company posted $6.27 earnings per share. On average, equities research analysts forecast that Humana Inc. will post 9.08 EPS for the current year.

Humana News Summary

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

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.