Calamos Advisors LLC Boosts Stock Position in Humana Inc. $HUM

Calamos Advisors LLC grew its position in Humana Inc. (NYSE:HUM) by 4.9% during the first quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 37,245 shares of the insurance provider’s stock after buying an additional 1,735 shares during the period. Calamos Advisors LLC’s holdings in Humana were worth $6,458,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Revolve Wealth Partners LLC bought a new position in shares of Humana during the 4th quarter worth approximately $202,000. Woodline Partners LP boosted 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 acquiring an additional 8,372 shares in the last quarter. Sivia Capital Partners LLC boosted 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 acquiring an additional 452 shares in the last quarter. Cresset Asset Management LLC boosted 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 acquiring an additional 222 shares in the last quarter. Finally, WINTON GROUP Ltd grew its holdings in Humana by 58.5% in the second quarter. WINTON GROUP Ltd now owns 2,381 shares of the insurance provider’s stock worth $582,000 after purchasing an additional 879 shares during the last quarter. Hedge funds and other institutional investors own 92.38% of the company’s stock.

Humana Trading Up 0.2%

NYSE:HUM opened at $406.70 on Wednesday. The company has a market capitalization of $48.83 billion, a P/E ratio of 43.50, a PEG ratio of 2.31 and a beta of 0.71. The company has a current ratio of 1.77, a quick ratio of 1.77 and a debt-to-equity ratio of 0.66. Humana Inc. has a 12 month low of $163.11 and a 12 month high of $415.00. The firm has a fifty day simple moving average of $345.52 and a 200-day simple moving average of $257.26.

Humana (NYSE:HUM) last released its earnings results on Wednesday, April 29th. The insurance provider reported $10.31 earnings per share (EPS) for the quarter, beating the consensus estimate of $9.97 by $0.34. The firm had revenue of $39.65 billion for the quarter, compared to the consensus estimate of $39.37 billion. Humana had a return on equity of 10.45% and a net margin of 0.82%.The firm’s revenue was up 23.5% on a year-over-year basis. During the same period in the prior year, the firm earned $11.58 EPS. Humana has set its FY 2026 guidance at 9.000- EPS. On average, equities research analysts anticipate that Humana Inc. will post 9.03 earnings per share for the current year.

Analysts Set New Price Targets

A number of equities analysts have recently issued reports on HUM shares. Jefferies Financial Group raised Humana from a “buy” rating to a “buy” rating in a research report on Wednesday, May 20th. UBS Group reissued a “neutral” rating on shares of Humana in a research report on Monday, June 15th. Weiss Ratings upgraded Humana from a “hold (c-)” rating to a “hold (c)” rating in a research note on Monday, June 29th. Bank of America upped their target price on Humana from $340.00 to $380.00 and gave the company a “neutral” rating in a research report on Wednesday, June 24th. Finally, Cantor Fitzgerald increased their price target on Humana from $264.00 to $300.00 and gave the company a “neutral” rating in a research note on Tuesday, July 7th. One investment analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, sixteen have issued a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Hold” and an average target price of $325.87.

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.