William Blair Investment Management LLC Acquires 5,382 Shares of Humana Inc. $HUM

William Blair Investment Management LLC boosted its holdings in shares of Humana Inc. (NYSE:HUM) by 14.0% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 43,877 shares of the insurance provider’s stock after acquiring an additional 5,382 shares during the period. William Blair Investment Management LLC’s holdings in Humana were worth $11,238,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds also recently made changes to their positions in the business. Illinois Municipal Retirement Fund increased its holdings in Humana by 9.6% in the third quarter. Illinois Municipal Retirement Fund now owns 49,658 shares of the insurance provider’s stock valued at $12,920,000 after purchasing an additional 4,351 shares during the last quarter. Bank of New York Mellon Corp boosted its holdings in Humana by 161.5% during the third quarter. Bank of New York Mellon Corp now owns 1,717,767 shares of the insurance provider’s stock worth $446,911,000 after buying an additional 1,060,767 shares during the last quarter. National Pension Service grew its position in shares of Humana by 2.8% during the 3rd quarter. National Pension Service now owns 189,601 shares of the insurance provider’s stock worth $49,328,000 after buying an additional 5,150 shares during the period. Long Focus Capital Management LLC acquired a new position in shares of Humana during the 3rd quarter worth about $34,212,000. Finally, Tejara Capital Ltd bought a new stake in shares of Humana in the 3rd quarter valued at about $1,873,000. Institutional investors own 92.38% of the company’s stock.

Humana Price Performance

NYSE HUM opened at $307.79 on Tuesday. The business has a 50 day simple moving average of $221.01 and a 200 day simple moving average of $227.45. Humana Inc. has a 52-week low of $163.11 and a 52-week high of $315.66. 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 stock has a market cap of $36.95 billion, a price-to-earnings ratio of 32.92, a PEG ratio of 2.86 and a beta of 0.68.

Humana (NYSE:HUM) last posted its earnings results on Wednesday, April 29th. The insurance provider reported $10.31 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $9.97 by $0.34. Humana had a return on equity of 10.45% and a net margin of 0.82%.The business had revenue of $39.65 billion during the quarter, compared to analysts’ expectations of $39.37 billion. During the same period in the prior year, the business earned $11.58 EPS. Humana’s revenue for the quarter was up 23.5% compared to the same quarter last year. Humana has set its FY 2026 guidance at 9.000- EPS. Analysts anticipate that Humana Inc. will post 9.01 earnings per share for the current fiscal year.

Humana Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, July 31st. Investors 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 yield of 1.2%. The ex-dividend date of this dividend is Friday, June 26th. Humana’s dividend payout ratio is presently 37.86%.

Analysts Set New Price Targets

HUM has been the topic of several recent analyst reports. Cantor Fitzgerald initiated coverage on shares of Humana in a research note on Wednesday, May 20th. They set an “overweight” rating on the stock. Morgan Stanley upped their target price on shares of Humana from $146.00 to $217.00 and gave the company an “underweight” rating in a research note on Friday, May 15th. Barclays lifted their price target on shares of Humana from $176.00 to $180.00 and gave the stock an “equal weight” rating in a research report on Thursday, April 30th. Jefferies Financial Group raised shares of Humana from a “buy” rating to a “buy” rating in a report on Wednesday, May 20th. Finally, Mizuho upped their price objective on shares of Humana from $290.00 to $335.00 and gave the company an “outperform” rating in a research report on Wednesday, May 20th. Nine research analysts have rated the stock with a Buy rating, fifteen have assigned a Hold rating and four have assigned a Sell rating to the company’s stock. According to MarketBeat, Humana presently has a consensus rating of “Hold” and a consensus target price of $263.35.

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.