Eversept Partners LP Purchases 15,810 Shares of Humana Inc. $HUM

Eversept Partners LP increased its position in shares of Humana Inc. (NYSE:HUM) by 94.9% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 32,462 shares of the insurance provider’s stock after buying an additional 15,810 shares during the period. Eversept Partners LP’s holdings in Humana were worth $8,314,000 at the end of the most recent reporting period.

A number of other hedge funds have also bought and sold shares of HUM. Revolve Wealth Partners LLC bought a new position in Humana during the fourth quarter worth $202,000. Woodline Partners LP increased its stake in Humana by 460.0% in the first quarter. Woodline Partners LP now owns 10,192 shares of the insurance provider’s stock valued at $2,697,000 after purchasing an additional 8,372 shares in the last quarter. Sivia Capital Partners LLC increased its stake in Humana by 53.7% in the second quarter. Sivia Capital Partners LLC now owns 1,293 shares of the insurance provider’s stock valued at $316,000 after purchasing an additional 452 shares in the last quarter. Cresset Asset Management LLC increased its stake in Humana by 10.3% in the second quarter. Cresset Asset Management LLC now owns 2,369 shares of the insurance provider’s stock valued at $581,000 after purchasing an additional 222 shares in the last quarter. Finally, WINTON GROUP Ltd increased its stake in Humana by 58.5% in the second quarter. WINTON GROUP Ltd now owns 2,381 shares of the insurance provider’s stock valued at $582,000 after purchasing an additional 879 shares in the last quarter. Institutional investors own 92.38% of the company’s stock.

Analysts Set New Price Targets

Several research firms have weighed in on HUM. Royal Bank Of Canada reaffirmed a “sector perform” rating on shares of Humana in a research note on Monday, June 1st. Sanford C. Bernstein reaffirmed an “outperform” rating and issued a $425.00 price target on shares of Humana in a research note on Wednesday, June 3rd. Zacks Research raised shares of Humana from a “strong sell” rating to a “hold” rating in a research note on Wednesday, May 13th. Truist Financial lifted their price target on shares of Humana from $270.00 to $320.00 and gave the company a “hold” rating in a research note on Monday, June 1st. Finally, TD Cowen lifted their price target on shares of Humana from $173.00 to $211.00 and gave the company a “hold” rating in a research note on Friday, May 1st. One investment analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating, sixteen have issued a Hold rating and three have issued a Sell rating to the company. According to MarketBeat, the company has a consensus rating of “Hold” and a consensus price target of $291.35.

Humana Stock Down 2.0%

Shares of NYSE HUM opened at $361.95 on Thursday. The stock has a market capitalization of $43.46 billion, a P/E ratio of 38.71, a P/E/G ratio of 2.10 and a beta of 0.76. The company has a 50-day moving average price of $279.36 and a 200-day moving average price of $239.95. Humana Inc. has a 1 year low of $163.11 and a 1 year high of $380.86. 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 (NYSE:HUM) last issued its quarterly earnings data on Wednesday, April 29th. The insurance provider reported $10.31 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $9.97 by $0.34. The firm had revenue of $39.65 billion during the quarter, compared to analysts’ expectations of $39.37 billion. Humana had a net margin of 0.82% and a return on equity of 10.45%. The business’s revenue was up 23.5% on a year-over-year basis. During the same period last year, the company earned $11.58 earnings per share. Humana has set its FY 2026 guidance at 9.000- EPS. On average, equities research analysts forecast that Humana Inc. will post 9.04 EPS for the current fiscal year.

Humana Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, July 31st. Stockholders of record on Friday, June 26th will be issued a dividend of $0.885 per share. This represents a $3.54 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date is Friday, June 26th. Humana’s dividend payout ratio (DPR) is currently 37.86%.

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.