Humana Inc. $HUM Shares Bought by National Pension Service

National Pension Service grew its stake in shares of Humana Inc. (NYSE:HUM) by 5.5% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 200,040 shares of the insurance provider’s stock after purchasing an additional 10,439 shares during the quarter. National Pension Service owned approximately 0.17% of Humana worth $51,236,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Illinois Municipal Retirement Fund raised its holdings in Humana by 9.6% during the third quarter. Illinois Municipal Retirement Fund now owns 49,658 shares of the insurance provider’s stock worth $12,920,000 after purchasing an additional 4,351 shares in the last quarter. Long Focus Capital Management LLC acquired a new stake in Humana during the third quarter worth approximately $34,212,000. Tejara Capital Ltd acquired a new stake in Humana during the third quarter worth approximately $1,873,000. AMG National Trust Bank raised its holdings in Humana by 106.5% during the third quarter. AMG National Trust Bank now owns 16,953 shares of the insurance provider’s stock worth $4,411,000 after purchasing an additional 8,744 shares in the last quarter. Finally, Mediolanum International Funds Ltd acquired a new position in shares of Humana in the 3rd quarter valued at $27,606,000. Institutional investors and hedge funds own 92.38% of the company’s stock.

Humana Stock Performance

NYSE:HUM opened at $305.97 on Friday. The firm’s fifty day moving average price is $231.96 and its 200 day moving average price is $229.04. Humana Inc. has a 1-year low of $163.11 and a 1-year high of $315.66. The company has a debt-to-equity ratio of 0.66, a current ratio of 1.77 and a quick ratio of 1.77. The firm has a market cap of $36.73 billion, a price-to-earnings ratio of 32.72, a price-to-earnings-growth ratio of 2.21 and a beta of 0.68.

Humana (NYSE:HUM) last posted its quarterly earnings data on Wednesday, April 29th. The insurance provider reported $10.31 earnings per share for the quarter, beating analysts’ consensus estimates of $9.97 by $0.34. Humana had a net margin of 0.82% and a return on equity of 10.45%. The firm had revenue of $39.65 billion for the quarter, compared to analyst estimates of $39.37 billion. During the same period last year, the firm posted $11.58 EPS. Humana’s quarterly revenue was up 23.5% on a year-over-year basis. Humana has set its FY 2026 guidance at 9.000- EPS. On average, sell-side analysts expect that Humana Inc. will post 9.01 EPS for the current year.

Humana Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, July 31st. Investors of record on Friday, June 26th will be given a $0.885 dividend. This represents a $3.54 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date is Friday, June 26th. Humana’s dividend payout ratio (DPR) is 37.86%.

Wall Street Analyst Weigh In

A number of brokerages have recently commented on HUM. William Blair began coverage on shares of Humana in a report on Wednesday, May 20th. They issued an “outperform” rating on the stock. Raymond James Financial reaffirmed an “outperform” rating and issued a $260.00 target price on shares of Humana in a report on Friday, May 1st. Needham & Company LLC began coverage on shares of Humana in a report on Wednesday, May 20th. They issued a “buy” rating on the stock. Evercore lifted their target price on shares of Humana from $195.00 to $250.00 in a report on Thursday, April 30th. Finally, JPMorgan Chase & Co. lifted their target price on shares of Humana from $180.00 to $214.00 and gave the company a “neutral” rating in a report on Friday, May 1st. Nine analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and four have issued a Sell rating to the stock. According to MarketBeat.com, Humana currently has an average rating of “Hold” and a consensus price target of $270.48.

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.