Humana (NYSE:HUM) Insider Sanjay Shetty Buys 810 Shares

Humana Inc. (NYSE:HUM) insider Sanjay Shetty bought 810 shares of Humana stock in a transaction that occurred on Monday, February 23rd. The stock was bought at an average cost of $185.21 per share, for a total transaction of $150,020.10. Following the purchase, the insider owned 11,657 shares in the company, valued at $2,158,992.97. This represents a 7.47% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link.

Humana Price Performance

Humana stock traded up $5.44 during mid-day trading on Thursday, hitting $181.50. 556,783 shares of the company were exchanged, compared to its average volume of 2,239,369. The company has a debt-to-equity ratio of 0.70, a current ratio of 2.00 and a quick ratio of 2.00. Humana Inc. has a 12-month low of $169.61 and a 12-month high of $315.35. The business’s 50 day simple moving average is $232.20 and its two-hundred day simple moving average is $257.02. The company has a market capitalization of $21.89 billion, a P/E ratio of 18.46, a PEG ratio of 1.87 and a beta of 0.44.

Humana (NYSE:HUM) last posted its quarterly earnings data on Wednesday, February 11th. The insurance provider reported ($3.96) EPS for the quarter, beating analysts’ consensus estimates of ($4.01) by $0.05. Humana had a return on equity of 11.43% and a net margin of 0.92%.The business had revenue of $32.64 billion for the quarter, compared to analyst estimates of $32.08 billion. During the same quarter last year, the company earned ($2.16) earnings per share. The business’s revenue for the quarter was up 11.3% compared to the same quarter last year. Humana has set its FY 2026 guidance at 9.000-9.000 EPS. Analysts forecast that Humana Inc. will post 16.47 earnings per share for the current fiscal year.

Humana Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, April 24th. Stockholders of record on Friday, March 27th will be given a $0.885 dividend. This represents a $3.54 dividend on an annualized basis and a dividend yield of 2.0%. The ex-dividend date of this dividend is Friday, March 27th. Humana’s payout ratio is currently 36.05%.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently modified their holdings of HUM. Revolve Wealth Partners LLC acquired a new position in Humana during the 4th quarter worth approximately $202,000. Woodline Partners LP raised its stake in shares of Humana by 460.0% during 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 during the period. Sivia Capital Partners LLC lifted its position in shares of Humana by 53.7% during the second 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. D.A. Davidson & CO. boosted its stake in shares of Humana by 37.6% in the second quarter. D.A. Davidson & CO. now owns 2,658 shares of the insurance provider’s stock valued at $650,000 after purchasing an additional 726 shares during the period. Finally, AlphaQuest LLC grew its holdings in Humana by 35.4% during the 2nd quarter. AlphaQuest LLC now owns 1,925 shares of the insurance provider’s stock valued at $471,000 after purchasing an additional 503 shares in the last quarter. Institutional investors and hedge funds own 92.38% of the company’s stock.

Analyst Upgrades and Downgrades

HUM has been the subject of several analyst reports. Weiss Ratings reiterated a “sell (d+)” rating on shares of Humana in a report on Thursday, January 22nd. UBS Group reiterated a “neutral” rating on shares of Humana in a research note on Wednesday. Raymond James Financial decreased their price target on Humana from $340.00 to $230.00 and set an “outperform” rating on the stock in a research note on Friday, February 13th. Cantor Fitzgerald dropped their price objective on shares of Humana from $290.00 to $201.00 and set a “neutral” rating for the company in a research note on Thursday, February 12th. Finally, Leerink Partners cut their price objective on shares of Humana from $267.00 to $185.00 and set a “market perform” rating on the stock in a report on Thursday, February 12th. Seven analysts have rated the stock with a Buy rating, fifteen have assigned a Hold rating and four have given a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus price target of $225.48.

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.