Humana Inc. $HUM Shares Sold by Tobam

Tobam cut its holdings in Humana Inc. (NYSE:HUM) by 48.6% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 6,127 shares of the insurance provider’s stock after selling 5,783 shares during the quarter. Tobam’s holdings in Humana were worth $1,569,000 at the end of the most recent quarter.

A number of other large investors have also made changes to their positions in HUM. Long Focus Capital Management LLC acquired a new position in shares of Humana in the third quarter valued at approximately $34,212,000. AMG National Trust Bank boosted its position in Humana by 106.5% during the third quarter. AMG National Trust Bank now owns 16,953 shares of the insurance provider’s stock worth $4,411,000 after acquiring an additional 8,744 shares during the last quarter. Aberdeen Group plc grew its stake in Humana by 18.1% in the 4th quarter. Aberdeen Group plc now owns 283,778 shares of the insurance provider’s stock worth $72,684,000 after acquiring an additional 43,442 shares during the period. Alberta Investment Management Corp purchased a new stake in Humana in the 3rd quarter worth approximately $4,735,000. Finally, Mitsubishi UFJ Asset Management Co. Ltd. raised its holdings in Humana by 4.1% in the 4th quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 250,330 shares of the insurance provider’s stock valued at $66,207,000 after acquiring an additional 9,960 shares during the last quarter. Institutional investors and hedge funds own 92.38% of the company’s stock.

Humana Stock Up 0.1%

Shares of NYSE:HUM opened at $360.84 on Friday. 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 1 year low of $163.11 and a 1 year high of $380.86. The stock has a market capitalization of $43.32 billion, a P/E ratio of 38.59, a PEG ratio of 2.05 and a beta of 0.76. The stock has a 50-day simple moving average of $285.88 and a 200-day simple moving average of $241.60.

Humana (NYSE:HUM) last posted its quarterly earnings results on Wednesday, April 29th. The insurance provider reported $10.31 EPS for the quarter, beating the consensus estimate 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%. Humana’s revenue for the quarter was up 23.5% compared to the same quarter last year. During the same quarter last year, the firm posted $11.58 earnings per share. Humana has set its FY 2026 guidance at 9.000- EPS. Equities analysts forecast that Humana Inc. will post 9.04 earnings per share for the current year.

Humana Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, July 31st. Investors of record on Friday, June 26th will be issued a $0.885 dividend. This represents a $3.54 annualized dividend and a yield of 1.0%. The ex-dividend date is Friday, June 26th. Humana’s dividend payout ratio is currently 37.86%.

Analyst Ratings Changes

HUM has been the topic of several analyst reports. Zacks Research upgraded Humana from a “strong sell” rating to a “hold” rating in a report on Wednesday, May 13th. Deutsche Bank Aktiengesellschaft lowered Humana from a “buy” rating to a “hold” rating in a research note on Wednesday, May 20th. Barclays increased their target price on Humana from $180.00 to $344.00 and gave the stock an “equal weight” rating in a research report on Tuesday, May 26th. Seaport Research Partners cut Humana to a “neutral” rating in a report on Wednesday, May 20th. Finally, Royal Bank Of Canada reaffirmed a “sector perform” rating on shares of Humana in a research note on Monday, June 1st. One investment 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 given a Sell rating to the stock. According to data from MarketBeat, Humana has an average rating of “Hold” and a consensus target price of $291.35.

Humana Company 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.