Humana Inc. $HUM Shares Purchased by Illinois Municipal Retirement Fund

Illinois Municipal Retirement Fund grew its holdings in shares of Humana Inc. (NYSE:HUM) by 3.8% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 64,639 shares of the insurance provider’s stock after buying an additional 2,364 shares during the quarter. Illinois Municipal Retirement Fund owned 0.05% of Humana worth $24,664,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently made changes to their positions in the business. Lido Advisors LLC lifted its position in Humana by 54.4% in the 3rd quarter. Lido Advisors LLC now owns 7,461 shares of the insurance provider’s stock valued at $2,847,000 after acquiring an additional 2,628 shares in the last quarter. Keybank National Association OH increased its holdings in Humana by 5.7% during the 3rd quarter. Keybank National Association OH now owns 2,786 shares of the insurance provider’s stock worth $1,063,000 after purchasing an additional 151 shares in the last quarter. 71 West Capital Partners increased its holdings in Humana by 4.3% during the 3rd quarter. 71 West Capital Partners now owns 1,030 shares of the insurance provider’s stock worth $393,000 after purchasing an additional 42 shares in the last quarter. Leuthold Group LLC bought a new stake in Humana during the 3rd quarter worth approximately $657,000. Finally, Fulcrum Asset Management LLP raised its stake in shares of Humana by 616.3% in the third quarter. Fulcrum Asset Management LLP now owns 3,696 shares of the insurance provider’s stock worth $1,430,000 after purchasing an additional 3,180 shares during the last quarter. 92.38% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of research analysts have recently weighed in on HUM shares. Mizuho raised their target price on Humana from $468.00 to $495.00 and gave the company an “outperform” rating in a report on Tuesday, October 13th. Piper Sandler lifted their target price on Humana from $463.00 to $526.00 and gave the company an “overweight” rating in a research report on Monday. Lake Street Capital initiated coverage on Humana in a report on Thursday, July 30th. They set a “buy” rating for the company. Cantor Fitzgerald increased their price target on Humana from $460.00 to $495.00 and gave the company an “overweight” rating in a research report on Monday. Finally, Morgan Stanley upgraded Humana from an “underweight” rating to an “overweight” rating in a research note on Friday, October 9th. Twenty-one analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $469.57.

Humana Trading Up 3.4%

NYSE:HUM opened at $437.69 on Wednesday. The company has a debt-to-equity ratio of 0.61, a quick ratio of 1.74 and a current ratio of 1.65. The firm has a market cap of $52.56 billion, a price-to-earnings ratio of 42.58, a price-to-earnings-growth ratio of 2.46 and a beta of 0.65. Humana Inc. has a 52 week low of $163.11 and a 52 week high of $456.50. The firm has a 50-day moving average price of $405.76 and a two-hundred day moving average price of $313.90.

Humana (NYSE:HUM) last posted its earnings results on Friday, November 6th. The insurance provider reported ($0.70) EPS for the quarter, topping the consensus estimate of ($1.00) by $0.30. Humana had a net margin of 0.81% and a return on equity of 8.50%. The firm had revenue of $41.16 billion for the quarter, compared to analysts’ expectations of $40.87 billion. During the same quarter last year, the firm earned $3.24 EPS. The company’s quarterly revenue was up 26.1% compared to the same quarter last year. Humana has set its FY 2026 guidance at 9.500- EPS. On average, equities analysts expect that Humana Inc. will post 9.57 earnings per share for the current fiscal year.

Humana Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, January 29th. Investors of record on Thursday, December 24th will be issued a dividend of $0.8850 per share. This represents a $3.54 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date is Thursday, December 24th. Humana’s dividend payout ratio (DPR) is 34.44%.

Humana News Summary

Here are the key news stories impacting Humana this week:

• Positive Sentiment: Humana’s raised 2026 adjusted EPS outlook—to at least $9.50 from at least $9.00—helped sustain optimism after third-quarter results beat expectations for a smaller loss and higher revenue. Its 93.7% insurance benefit ratio was also favorable to prior guidance. Why Is Humana Stock Trading Higher Tuesday?
• Positive Sentiment: Humana, Evolent and American Oncology Network introduced an oncology care model intended to eliminate prior-authorization requirements for participating cancer care. The change may reduce administrative burden, though its financial impact was not specified. New oncology model from Humana, Evolent and American Oncology Network
• Positive Sentiment: Analysts raised price targets following the results, adding support to the bullish outlook. Recent examples include Guggenheim at $521, Barclays at $587 and JPMorgan at $484, though JPMorgan maintained a neutral rating. Humana Analysts Raise Their Forecasts After Q3 Results
• Neutral Sentiment: Humana launched cash tender offers for eight series of senior notes, with an aggregate purchase cap of $1.5 billion. The move represents active debt management, but the announcement does not establish a direct earnings benefit. Humana Commences Offers to Purchase Certain Debt Securities

About Humana

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.