Humana Inc. $HUM Stock Holdings Lessened by KBC Group NV

KBC Group NV lessened its holdings in shares of Humana Inc. (NYSE:HUM) by 27.4% in the first quarter, Holdings Channel.com reports. The institutional investor owned 30,718 shares of the insurance provider’s stock after selling 11,584 shares during the quarter. KBC Group NV’s holdings in Humana were worth $5,326,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors also recently made changes to their positions in HUM. Vanguard Group Inc. lifted its stake in Humana by 0.7% in the fourth quarter. Vanguard Group Inc. now owns 14,261,860 shares of the insurance provider’s stock valued at $3,652,890,000 after buying an additional 106,030 shares during the last quarter. Capital International Investors increased its holdings in shares of Humana by 113.9% in the 4th quarter. Capital International Investors now owns 5,818,008 shares of the insurance provider’s stock worth $1,490,239,000 after acquiring an additional 3,097,571 shares during the period. Pzena Investment Management LLC lifted its position in Humana by 34.3% in the 1st quarter. Pzena Investment Management LLC now owns 5,470,982 shares of the insurance provider’s stock valued at $948,614,000 after purchasing an additional 1,398,774 shares during the last quarter. State Street Corp boosted its stake in Humana by 1.8% during the 4th quarter. State Street Corp now owns 5,462,549 shares of the insurance provider’s stock valued at $1,403,877,000 after purchasing an additional 97,211 shares during the period. Finally, Massachusetts Financial Services Co. MA grew its position in Humana by 28.9% in the 4th quarter. Massachusetts Financial Services Co. MA now owns 4,496,775 shares of the insurance provider’s stock worth $1,151,759,000 after purchasing an additional 1,008,514 shares during the last quarter. 92.38% of the stock is owned by institutional investors.

Analysts Set New Price Targets

Several brokerages have recently issued reports on HUM. Truist Financial boosted their price objective on Humana from $320.00 to $415.00 and gave the stock a “hold” rating in a research report on Tuesday, July 14th. Zacks Research raised Humana from a “hold” rating to a “strong-buy” rating in a research note on Monday, July 13th. Raymond James Financial set a $300.00 price target on Humana in a research report on Tuesday, July 7th. JPMorgan Chase & Co. increased their price target on Humana from $214.00 to $316.00 and gave the stock a “neutral” rating in a research note on Monday, June 8th. Finally, Sanford C. Bernstein reissued an “outperform” rating and set a $425.00 price target on shares of Humana in a report on Wednesday, June 3rd. Two equities research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating, fifteen have assigned a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, Humana presently has a consensus rating of “Hold” and an average target price of $327.17.

Humana Price Performance

NYSE HUM opened at $394.37 on Friday. Humana Inc. has a 12 month low of $163.11 and a 12 month high of $428.88. The firm has a market capitalization of $47.35 billion, a PE ratio of 42.18, a P/E/G ratio of 2.16 and a beta of 0.71. The company’s 50 day simple moving average is $362.43 and its 200 day simple moving average is $264.14. The company has a debt-to-equity ratio of 0.66, a current ratio of 1.77 and a quick ratio of 1.77.

Humana (NYSE:HUM) last released its earnings results on Wednesday, April 29th. The insurance provider reported $10.31 earnings per share for the quarter, topping analysts’ consensus estimates of $9.97 by $0.34. The firm had revenue of $39.65 billion during 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 for the quarter was up 23.5% compared to the same quarter last year. During the same period in the prior year, the firm posted $11.58 earnings per share. Humana has set its FY 2026 guidance at 9.000- EPS. As a group, equities research analysts forecast that Humana Inc. will post 9.46 EPS for the current fiscal year.

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.