Calamos Advisors LLC Sells 5,575 Shares of Humana Inc. $HUM

Calamos Advisors LLC decreased its stake in shares of Humana Inc. (NYSE:HUM) by 15.9% during the third quarter, according to its most recent filing with the SEC. The institutional investor owned 29,400 shares of the insurance provider’s stock after selling 5,575 shares during the period. Calamos Advisors LLC’s holdings in Humana were worth $11,218,000 as of its most recent SEC filing.

Other large investors have also added to or reduced their stakes in the company. BlackRock Inc. purchased a new position in Humana during the 2nd quarter valued at about $4,138,160,000. Pzena Investment Management LLC bought a new stake in shares of Humana during the second quarter valued at about $1,749,014,000. Assenagon Asset Management S.A. lifted its holdings in shares of Humana by 20,126.8% in the third quarter. Assenagon Asset Management S.A. now owns 1,255,479 shares of the insurance provider’s stock worth $479,053,000 after buying an additional 1,249,272 shares in the last quarter. Legal & General Group Plc purchased a new stake in shares of Humana in the second quarter worth about $329,760,000. Finally, Barrow Hanley Mewhinney & Strauss LLC bought a new position in shares of Humana in the second quarter valued at approximately $314,922,000. Institutional investors own 92.38% of the company’s stock.

Humana News Summary

Here are the key news stories impacting Humana this week:

• Positive Sentiment: Humana reported a third-quarter loss of $0.70 per share, narrower than analysts’ expected $1.00 loss. Revenue rose 26.1% year over year to $41.16 billion, topping estimates. Article: HUM Q3 Earnings Beat Estimates on Strong Insurance Performance
• Positive Sentiment: The company raised its full-year 2026 adjusted EPS forecast to at least $9.50, above the roughly $9.13 consensus estimate. Reports cited lower-than-expected medical costs as a factor supporting the improved outlook. Article: Humana Raises 2026 Earnings Outlook
• Positive Sentiment: Humana expects Medicare Advantage membership to grow again in 2027, signaling continued expansion in a key business. Its CenterWell unit also helped drive the quarterly performance. Article: Humana Expects Another Year of Medicare Advantage Membership Growth
• Neutral Sentiment: Humana’s 2026 revenue guidance of $160 billion was below analysts’ $162.5 billion estimate, tempering the otherwise favorable earnings and outlook news. Article: Humana Third-Quarter Earnings
• Negative Sentiment: Despite beating estimates, Humana posted a loss compared with earnings of $3.24 per share a year earlier. Reports also noted that costs associated with new Medicare enrollees remain a concern. Article: Humana Profits Dip as Costs Rise from New Medicare Enrollees

Analysts Set New Price Targets

HUM has been the subject of several recent analyst reports. Morgan Stanley raised shares of Humana from an “underweight” rating to an “overweight” rating in a research note on Friday, October 9th. Mizuho increased their target price on shares of Humana from $468.00 to $495.00 and gave the stock an “outperform” rating in a research note on Tuesday, October 13th. Truist Financial raised their price target on shares of Humana from $415.00 to $475.00 and gave the company a “hold” rating in a report on Monday, October 12th. TD Cowen boosted their price target on shares of Humana from $350.00 to $370.00 and gave the company a “hold” rating in a research report on Friday, July 31st. Finally, Lake Street Capital initiated coverage on shares of Humana in a research report on Thursday, July 30th. They set a “buy” rating for the company. Twenty-one equities research analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, Humana presently has a consensus rating of “Moderate Buy” and a consensus target price of $458.96.

Humana Stock Performance

NYSE:HUM opened at $432.69 on Friday. The stock has a market cap of $51.96 billion, a P/E ratio of 42.09, a PEG ratio of 2.67 and a beta of 0.65. The company has a quick ratio of 1.74, a current ratio of 1.74 and a debt-to-equity ratio of 0.62. The business’s 50-day moving average price is $403.96 and its two-hundred day moving average price is $312.27. Humana Inc. has a twelve month low of $163.11 and a twelve month high of $456.50.

Humana (NYSE:HUM) last issued its quarterly earnings data on Friday, November 6th. The insurance provider reported ($0.70) EPS for the quarter, topping the consensus estimate of ($1.00) by $0.30. The company had revenue of $41.16 billion during the quarter, compared to analyst estimates of $40.87 billion. Humana had a return on equity of 11.20% and a net margin of 0.88%. Humana’s revenue was up 26.1% on a year-over-year basis. During the same quarter in the previous year, the firm earned $3.24 earnings per share. Humana has set its FY 2026 guidance at 9.500- EPS. As a group, equities analysts predict that Humana Inc. will post 9.03 EPS for the current fiscal year.

Humana Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, January 29th. Shareholders of record on Thursday, December 24th will be given a dividend of $0.8850 per share. The ex-dividend date is Thursday, December 24th. This represents a $3.54 annualized dividend and a yield of 0.8%. Humana’s payout ratio is presently 33.49%.

Humana Profile

Humana Inc is a U.S. health and wellness company that provides health insurance and healthcare services. Its insurance offerings include Medicare Advantage, Medicare Supplement and prescription drug plans, as well as Medicaid and employer-sponsored plans.

The company also provides care through CenterWell, its healthcare services brand, which includes primary care, home health and pharmacy services. Its insurance and care offerings are available in markets across the United States, with availability varying by product and location.

Humana was founded in 1961 as a nursing home company and later expanded into health insurance.