3,146 Shares in Humana Inc. $HUM Bought by Retireful LLC

Retireful LLC bought a new stake in shares of Humana Inc. (NYSE:HUM) in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund bought 3,146 shares of the insurance provider’s stock, valued at approximately $1,250,000.

Other hedge funds also recently added to or reduced their stakes in the company. Revolve Wealth Partners LLC acquired a new stake in Humana during the fourth quarter worth about $202,000. Woodline Partners LP lifted its holdings 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 during the period. Sivia Capital Partners LLC boosted its position in Humana by 53.7% in the 2nd quarter. Sivia Capital Partners LLC now owns 1,293 shares of the insurance provider’s stock worth $316,000 after purchasing an additional 452 shares in the last quarter. Cresset Asset Management LLC boosted its position in Humana by 10.3% in the 2nd quarter. Cresset Asset Management LLC now owns 2,369 shares of the insurance provider’s stock worth $581,000 after purchasing an additional 222 shares in the last quarter. Finally, WINTON GROUP Ltd grew its stake in shares of Humana by 58.5% during the 2nd 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 period. 92.38% of the stock is owned by hedge funds and other institutional investors.

Key Humana News

Here are the key news stories impacting Humana this week:

• Positive Sentiment: Humana’s board declared a quarterly cash dividend of $0.885 per share, payable November 27, 2026, to shareholders of record October 30. The unchanged payout supports income-oriented investors and signals confidence in the company’s cash generation. The annualized dividend is $3.54 per share, with an indicated yield of approximately 0.9%. Humana Board Declares Payment of Quarterly Dividend to Stockholders
• Positive Sentiment: Humana appointed a new medical chief as it expands its use of artificial intelligence in healthcare operations. The initiative could improve care management and efficiency, although the financial benefits remain longer term. Humana Names New Medical Chief on AI Push
• Neutral Sentiment: Analysts set a price target of $403.91, broadly indicating that expectations are close to Humana’s current trading range rather than signaling substantial additional upside. Analysts Set Humana Price Target at $403.91
• Neutral Sentiment: The Humana Foundation awarded scholarships to 80 children of company employees. The program supports employee relations and corporate reputation but is unlikely to materially affect near-term earnings. Humana Foundation Names 2026 Scholarship Recipients
• Negative Sentiment: Humana reaffirmed FY 2026 EPS guidance of approximately $9.00, below the $9.15 analyst consensus. The gap may weigh on valuation and suggests continued earnings pressure. Humana Reaffirms 2026 Earnings Guidance
• Negative Sentiment: Humana is preparing exit notices affecting approximately 600,000 Medicare Advantage members. The reductions may improve profitability in underperforming markets, but they also highlight membership and regulatory pressures and could reduce future revenue. Humana Exit Notices Loom for 600,000 Medicare Advantage Members

Humana Trading Up 1.3%

Shares of NYSE:HUM opened at $400.12 on Thursday. The business’s 50 day moving average price is $387.50 and its 200-day moving average price is $293.70. Humana Inc. has a 1 year low of $163.11 and a 1 year high of $428.88. The firm has a market capitalization of $48.05 billion, a price-to-earnings ratio of 37.85, a price-to-earnings-growth ratio of 2.59 and a beta of 0.74. The company has a debt-to-equity ratio of 0.62, a current ratio of 1.74 and a quick ratio of 1.74.

Humana (NYSE:HUM) last issued its quarterly earnings results on Wednesday, July 29th. The insurance provider reported $7.61 EPS for the quarter, topping the consensus estimate of $7.27 by $0.34. Humana had a net margin of 0.88% and a return on equity of 11.20%. The company had revenue of $40.89 billion during the quarter, compared to analyst estimates of $40.58 billion. During the same quarter in the previous year, the firm earned $6.27 EPS. The firm’s revenue was up 26.2% compared to the same quarter last year. On average, equities research analysts forecast that Humana Inc. will post 9 earnings per share for the current fiscal year.

Humana Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, November 27th. Stockholders of record on Friday, October 30th will be issued a dividend of $0.885 per share. The ex-dividend date is Friday, October 30th. This represents a $3.54 dividend on an annualized basis and a dividend yield of 0.9%. Humana’s dividend payout ratio (DPR) is currently 33.49%.

Wall Street Analyst Weigh In

HUM has been the subject of several recent research reports. Needham & Company LLC initiated coverage on shares of Humana in a report on Wednesday, May 20th. They set a “buy” rating for the company. Robert W. Baird set a $390.00 price target on shares of Humana in a research report on Thursday, July 30th. Royal Bank Of Canada lifted their price objective on shares of Humana from $246.00 to $415.00 and gave the company a “sector perform” rating in a report on Thursday, July 9th. Oppenheimer reiterated an “outperform” rating and issued a $405.00 price objective on shares of Humana in a research report on Thursday, July 30th. Finally, Cantor Fitzgerald increased their target price on shares of Humana from $264.00 to $300.00 and gave the stock a “neutral” rating in a research note on Tuesday, July 7th. Fourteen research analysts have rated the stock with a Buy rating, fifteen have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average target price of $403.91.

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.