Bank of New York Mellon Corp Has $446.91 Million Stake in Humana Inc. $HUM

Bank of New York Mellon Corp raised its holdings in Humana Inc. (NYSE:HUM) by 161.5% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 1,717,767 shares of the insurance provider’s stock after purchasing an additional 1,060,767 shares during the quarter. Bank of New York Mellon Corp’s holdings in Humana were worth $446,911,000 as of its most recent SEC filing.

Several other large investors also recently made changes to their positions in the business. Massachusetts Financial Services Co. MA raised its holdings in shares of Humana by 273.2% in the third quarter. Massachusetts Financial Services Co. MA now owns 3,488,261 shares of the insurance provider’s stock valued at $907,541,000 after buying an additional 2,553,509 shares during the last quarter. Norges Bank bought a new stake in Humana during the 2nd quarter worth about $397,079,000. Leith Wheeler Investment Counsel Ltd. increased its position in Humana by 661.7% in the 2nd quarter. Leith Wheeler Investment Counsel Ltd. now owns 1,038,703 shares of the insurance provider’s stock valued at $253,942,000 after acquiring an additional 902,340 shares in the last quarter. Dodge & Cox raised its stake in shares of Humana by 5.6% in the second quarter. Dodge & Cox now owns 11,352,920 shares of the insurance provider’s stock worth $2,775,562,000 after acquiring an additional 597,705 shares during the last quarter. Finally, 8 Knots Management LLC lifted its position in shares of Humana by 671.0% during the second quarter. 8 Knots Management LLC now owns 441,623 shares of the insurance provider’s stock worth $107,968,000 after purchasing an additional 384,345 shares in the last quarter. Institutional investors own 92.38% of the company’s stock.

Humana Trading Down 6.8%

NYSE HUM opened at $193.89 on Thursday. Humana Inc. has a 12 month low of $191.39 and a 12 month high of $315.35. The stock has a 50-day simple moving average of $257.61 and a 200 day simple moving average of $264.43. The company has a current ratio of 2.02, a quick ratio of 2.02 and a debt-to-equity ratio of 0.68. The company has a market capitalization of $23.32 billion, a PE ratio of 18.17, a P/E/G ratio of 1.71 and a beta of 0.45.

Humana (NYSE:HUM) last posted its earnings results on Wednesday, November 5th. The insurance provider reported $3.24 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.95 by $0.29. The company had revenue of $32.65 billion during the quarter, compared to analyst estimates of $31.99 billion. Humana had a return on equity of 12.86% and a net margin of 1.02%.The company’s revenue for the quarter was up 11.1% compared to the same quarter last year. During the same period in the previous year, the company earned $4.16 EPS. Research analysts forecast that Humana Inc. will post 16.47 EPS for the current year.

Trending Headlines about Humana

Here are the key news stories impacting Humana this week:

• Positive Sentiment: Some market commentators frame the selloff as a buying opportunity given Humana’s scale in Medicare Advantage and recent outperformance vs. peers; this view argues the weakness may create a value entry point. Humana’s Health Scare Sinks Stock To 9-Year Low. Time To Buy?
• Neutral Sentiment: Upcoming catalyst: Humana will present fourth‑quarter and full‑year 2025 results on Feb. 6 — this report and guidance will be a key near‑term test of whether the company can offset payment pressure with expense control or membership gains. Humana to Present Fourth-Quarter and Full-Year 2025 Results on 6 February
• Neutral Sentiment: Valuation debate: commentators are split between calling HUM a discounted value play vs. a potential value trap if Medicare rate pressure persists — expect divergent analyst takes in the coming days. Is Humana Stock Now A Value Trap At $200?
• Negative Sentiment: Primary driver of the selloff: the CMS proposal to keep Medicare Advantage rates roughly flat for 2027 reduces expected revenue growth for carriers and increases uncertainty about 2026–27 margins; UnitedHealth led the rout and Humana was hit hard as a large MA operator. UnitedHealth Leads $80 Billion Insurer Rout on Bleak Medicare Advantage Proposal
• Negative Sentiment: Market reaction: Humana plunged ~21% on the Medicare payment update, hitting multi‑year lows and signaling accelerated downside risk as investors reprice MA exposure. Humana (HUM) Falls 21% on Medicare Payment Update
• Negative Sentiment: Analyst commentary: several outlets and analysts warn there’s “no quick fix” for the rate shock — if CMS finalizes low increases, Humana may face sustained margin pressure and slower earnings growth. UnitedHealth, Humana: CMS’ Rate Decision Has Crushed Stock, & There’s No Quick Fix
• Negative Sentiment: Structural/operational risks: reporting suggests tighter CMS rates could collide with expanding at‑home cardiac care and other cost-heavy initiatives, and there are localized provider/contract risks (e.g., potential partner terminations) that could further pressure membership or margins. Humana Faces Tight CMS Rates As At Home Cardiac Care Expands Queen’s May Cut Ties With This For-Profit Medicare Insurer

Analyst Upgrades and Downgrades

A number of analysts recently weighed in on HUM shares. KeyCorp reissued a “sector weight” rating on shares of Humana in a report on Friday, December 12th. Wolfe Research lifted their target price on Humana from $300.00 to $325.00 and gave the company an “outperform” rating in a research note on Thursday, January 8th. Guggenheim reaffirmed a “buy” rating on shares of Humana in a research note on Friday, October 3rd. Robert W. Baird lowered their price objective on Humana from $280.00 to $264.00 and set a “neutral” rating for the company in a research report on Thursday, December 11th. Finally, Morgan Stanley restated an “underperform” rating on shares of Humana in a research report on Thursday, December 18th. Eight analysts have rated the stock with a Buy rating, nine have issued a Hold rating and five have given a Sell rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Hold” and an average target price of $293.37.

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.