OP Asset Management Ltd Buys New Stake in Humana Inc. $HUM

OP Asset Management Ltd purchased a new position in Humana Inc. (NYSE:HUM) during the 1st quarter, Holdings Channel.com reports. The firm purchased 12,145 shares of the insurance provider’s stock, valued at approximately $2,106,000.

Other institutional investors have also bought and sold shares of the company. Montag A & Associates Inc. grew its stake in shares of Humana by 1,880.0% in the 4th quarter. Montag A & Associates Inc. now owns 99 shares of the insurance provider’s stock worth $25,000 after buying an additional 94 shares in the last quarter. CoreCap Advisors LLC raised its position in shares of 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. Fideuram Asset Management Ireland dac purchased a new stake in shares of Humana during the 4th quarter valued at about $27,000. Reflection Asset Management bought a new position in shares of Humana in the 4th quarter valued at about $29,000. Finally, Rosenberg Matthew Hamilton lifted its holdings in shares of Humana by 136.0% in the 4th quarter. Rosenberg Matthew Hamilton now owns 118 shares of the insurance provider’s stock valued at $30,000 after acquiring an additional 68 shares during the last quarter. Institutional investors own 92.38% of the company’s stock.

Analysts Set New Price Targets

Several equities research analysts have weighed in on HUM shares. The Goldman Sachs Group boosted their price objective on Humana from $158.00 to $195.00 and gave the stock a “sell” rating in a research note on Thursday, April 30th. Seaport Research Partners lowered Humana to a “neutral” rating in a research note on Wednesday, May 20th. Oppenheimer upgraded Humana from an “outperform” rating to an “outperform” rating in a report on Wednesday, May 20th. Wells Fargo & Company downgraded Humana from a “cautious” rating to a “reduce” rating in a research report on Wednesday, May 20th. Finally, TD Cowen increased their price target on Humana from $173.00 to $211.00 and gave the company a “hold” rating in a report on Friday, May 1st. One equities research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, sixteen have issued a Hold rating and three have issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average target price of $293.09.

Humana Trading Up 0.1%

Shares of NYSE HUM opened at $384.19 on Monday. The company has a debt-to-equity ratio of 0.66, a quick ratio of 1.77 and a current ratio of 1.77. The business’s 50 day moving average price is $303.11 and its 200-day moving average price is $245.65. Humana Inc. has a fifty-two week low of $163.11 and a fifty-two week high of $385.49. The company has a market cap of $46.13 billion, a price-to-earnings ratio of 41.09, a PEG ratio of 2.19 and a beta of 0.76.

Humana (NYSE:HUM) last posted 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 company had revenue of $39.65 billion during the quarter, compared to analysts’ expectations of $39.37 billion. Humana had a return on equity of 10.45% and a net margin of 0.82%.Humana’s revenue was up 23.5% compared to the same quarter last year. During the same quarter in the previous year, the business earned $11.58 EPS. Humana has set its FY 2026 guidance at 9.000- EPS. On average, sell-side analysts expect that Humana Inc. will post 9.04 earnings per share for the current year.

Humana Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, July 31st. Stockholders of record on Friday, June 26th will be paid a dividend of $0.885 per share. This represents a $3.54 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date of this dividend is Friday, June 26th. Humana’s payout ratio is currently 37.86%.

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.