18,186 Shares in Humana Inc. $HUM Purchased by Leuthold Group LLC

Leuthold Group LLC acquired a new position in shares of Humana Inc. (NYSE:HUM) in the 4th quarter, Holdings Channel.com reports. The firm acquired 18,186 shares of the insurance provider’s stock, valued at approximately $4,658,000.

Several other institutional investors and hedge funds have also bought and sold shares of HUM. Sound View Wealth Advisors Group LLC grew its holdings in Humana by 3.5% during the 4th quarter. Sound View Wealth Advisors Group LLC now owns 1,060 shares of the insurance provider’s stock valued at $272,000 after buying an additional 36 shares in the last quarter. Unison Advisors LLC grew its holdings in Humana by 0.4% during the 3rd quarter. Unison Advisors LLC now owns 10,137 shares of the insurance provider’s stock valued at $2,646,000 after buying an additional 37 shares in the last quarter. CoreCap Advisors LLC grew its holdings in Humana by 54.4% during the 4th quarter. CoreCap Advisors LLC now owns 105 shares of the insurance provider’s stock valued at $27,000 after buying an additional 37 shares in the last quarter. Insigneo Advisory Services LLC grew its holdings in Humana by 3.0% during the 3rd quarter. Insigneo Advisory Services LLC now owns 1,484 shares of the insurance provider’s stock valued at $386,000 after buying an additional 43 shares in the last quarter. Finally, Columbus Macro LLC grew its holdings in Humana by 5.5% during the 4th quarter. Columbus Macro LLC now owns 821 shares of the insurance provider’s stock valued at $210,000 after buying an additional 43 shares in the last quarter. Institutional investors own 92.38% of the company’s stock.

Humana Stock Up 1.2%

Shares of HUM opened at $304.95 on Friday. The firm has a market cap of $36.61 billion, a P/E ratio of 32.62, a P/E/G ratio of 2.84 and a beta of 0.68. The stock has a 50 day simple moving average of $205.16 and a two-hundred day simple moving average of $227.04. The company has a debt-to-equity ratio of 0.66, a current ratio of 1.77 and a quick ratio of 1.77. Humana Inc. has a 1 year low of $163.11 and a 1 year high of $315.35.

Humana (NYSE:HUM) last issued its earnings results on Wednesday, April 29th. The insurance provider reported $10.31 earnings per share (EPS) for the quarter, topping the consensus estimate of $9.97 by $0.34. The business had revenue of $39.65 billion during the quarter, compared to analyst estimates of $39.37 billion. Humana had a return on equity of 10.45% and a net margin of 0.82%.Humana’s revenue for the quarter was up 23.5% on a year-over-year basis. During the same quarter in the prior year, the firm earned $11.58 earnings per share. Humana has set its FY 2026 guidance at 9.000- EPS. On average, analysts forecast that Humana Inc. will post 9 earnings per share for the current fiscal year.

Humana Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, July 31st. Shareholders of record on Friday, June 26th will be paid a $0.885 dividend. The ex-dividend date of this dividend is Friday, June 26th. This represents a $3.54 annualized dividend and a yield of 1.2%. Humana’s dividend payout ratio is currently 37.86%.

Insider Transactions at Humana

In other news, insider Sanjay K. Shetty bought 810 shares of the business’s stock in a transaction on Monday, February 23rd. The stock was acquired at an average price of $185.21 per share, with a total value of $150,020.10. Following the completion of the purchase, the insider directly owned 11,657 shares in the company, valued at $2,158,992.97. This represents a 7.47% increase in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. 0.20% of the stock is currently owned by corporate insiders.

Humana News Roundup

Here are the key news stories impacting Humana this week:

• Positive Sentiment: Zacks Research upgraded Humana from “strong sell” to “hold”, which may be helping sentiment around the stock. Tickerreport.com
• Positive Sentiment: One report highlighted a higher price target for Humana (HUM), suggesting some analysts still see upside despite recent volatility. Article
• Neutral Sentiment: Humana, CenterWell and USAA partnered with the VFW on a national day of service supporting veterans experiencing homelessness, a positive brand event but not a direct earnings driver. Article
• Negative Sentiment: Zacks Research cut near-term and FY2026/FY2027 earnings estimates in several updates, including FY2026 to $9.01 from $9.90 and FY2027 to $13.26 from $14.16, signaling softer profitability expectations. MarketBeat HUM page
• Negative Sentiment: The same research house also projected a large loss in Q4 2026 and reduced estimates for several 2027 quarters, reinforcing concerns about earnings pressure ahead. MarketBeat HUM page

Analyst Ratings Changes

HUM has been the subject of several recent analyst reports. Raymond James Financial reissued an “outperform” rating and set a $260.00 price objective on shares of Humana in a report on Friday, May 1st. Evercore boosted their price objective on Humana from $195.00 to $250.00 in a report on Thursday, April 30th. JPMorgan Chase & Co. boosted their price objective on Humana from $180.00 to $214.00 and gave the stock a “neutral” rating in a report on Friday, May 1st. Royal Bank Of Canada boosted their price target on shares of Humana from $189.00 to $246.00 and gave the stock a “sector perform” rating in a research note on Thursday, April 30th. Finally, Mizuho increased their price target on shares of Humana from $258.00 to $290.00 in a report on Thursday, April 30th. Seven analysts have rated the stock with a Buy rating, sixteen have issued a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average price target of $249.91.

About Humana

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.