University of Texas Texas AM Investment Management Co. Acquires New Position in Humana Inc. $HUM

University of Texas Texas AM Investment Management Co. acquired a new stake in Humana Inc. (NYSE:HUM) in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor acquired 5,707 shares of the insurance provider’s stock, valued at approximately $1,462,000.

A number of other institutional investors and hedge funds also recently modified their holdings of HUM. Revolve Wealth Partners LLC acquired a new position in Humana during the fourth quarter valued at approximately $202,000. Woodline Partners LP boosted its stake in Humana by 460.0% in the 1st quarter. Woodline Partners LP now owns 10,192 shares of the insurance provider’s stock worth $2,697,000 after purchasing an additional 8,372 shares during the period. Sivia Capital Partners LLC boosted 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 buying an additional 452 shares during the period. Cresset Asset Management LLC raised 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 valued at $581,000 after buying an additional 222 shares during the last quarter. Finally, WINTON GROUP Ltd boosted its position in 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 acquiring an additional 879 shares during the last quarter. 92.38% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

A number of brokerages have commented on HUM. TD Cowen increased their price target on shares of Humana from $173.00 to $211.00 and gave the company a “hold” rating in a research note on Friday, May 1st. Morgan Stanley boosted their target price on shares of Humana from $217.00 to $249.00 and gave the company an “underweight” rating in a research report on Thursday, June 4th. Deutsche Bank Aktiengesellschaft cut shares of Humana from a “buy” rating to a “hold” rating in a research note on Wednesday, May 20th. Robert W. Baird cut their target price on Humana from $264.00 to $205.00 and set a “neutral” rating for the company in a research note on Wednesday, April 15th. Finally, William Blair began coverage on Humana in a report on Wednesday, May 20th. They issued an “outperform” rating for the company. One equities research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, sixteen have given a Hold rating and three have issued a Sell rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and an average price target of $291.35.

Humana Stock Up 0.3%

Shares of NYSE:HUM opened at $380.27 on Tuesday. The company has a debt-to-equity ratio of 0.66, a quick ratio of 1.77 and a current ratio of 1.77. Humana Inc. has a 52-week low of $163.11 and a 52-week high of $380.79. The business’s 50 day simple moving average is $271.95 and its two-hundred day simple moving average is $238.26. The firm has a market cap of $45.66 billion, a P/E ratio of 40.67, a PEG ratio of 2.16 and a beta of 0.76.

Humana (NYSE:HUM) last released its quarterly earnings data on Wednesday, April 29th. The insurance provider reported $10.31 earnings per share for the quarter, beating analysts’ consensus estimates of $9.97 by $0.34. The firm had revenue of $39.65 billion for the quarter, compared to analyst estimates of $39.37 billion. Humana had a net margin of 0.82% and a return on equity of 10.45%. The business’s quarterly revenue was up 23.5% compared to the same quarter last year. During the same period last year, the firm earned $11.58 earnings per share. Humana has set its FY 2026 guidance at 9.000- EPS. As a group, research analysts forecast that Humana Inc. will post 9.04 EPS for the current fiscal year.

Humana Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, July 31st. Shareholders of record on Friday, June 26th will be issued a dividend of $0.885 per share. This represents a $3.54 dividend on an annualized basis and a 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.