Oslo Pensjonsforsikring AS Makes New $366,000 Investment in Humana Inc. $HUM

Oslo Pensjonsforsikring AS acquired a new stake in Humana Inc. (NYSE:HUM) in the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor acquired 2,112 shares of the insurance provider’s stock, valued at approximately $366,000.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Capital International Investors raised its position in 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 purchasing an additional 3,097,571 shares during the period. Norges Bank purchased a new stake in Humana during the fourth quarter valued at about $456,632,000. Pzena Investment Management LLC boosted its position in Humana by 34.3% during the first quarter. Pzena Investment Management LLC now owns 5,470,982 shares of the insurance provider’s stock valued at $948,614,000 after buying an additional 1,398,774 shares during the period. Wellington Management Group LLP grew its stake in shares of Humana by 4,481.7% during the fourth quarter. Wellington Management Group LLP now owns 1,196,502 shares of the insurance provider’s stock valued at $306,460,000 after buying an additional 1,170,387 shares during the last quarter. Finally, Franklin Resources Inc. grew its stake in shares of Humana by 914.5% during the fourth quarter. Franklin Resources Inc. now owns 1,255,665 shares of the insurance provider’s stock valued at $321,613,000 after buying an additional 1,131,893 shares during the last quarter. Institutional investors own 92.38% of the company’s stock.

Humana Stock Performance

Shares of NYSE:HUM opened at $397.93 on Thursday. The company has a current ratio of 1.77, a quick ratio of 1.77 and a debt-to-equity ratio of 0.66. The company has a 50-day moving average price of $360.55 and a 200-day moving average price of $263.22. The company has a market cap of $47.78 billion, a price-to-earnings ratio of 42.56, a price-to-earnings-growth ratio of 2.20 and a beta of 0.71. Humana Inc. has a 12 month low of $163.11 and a 12 month high of $428.88.

Humana (NYSE:HUM) last announced its quarterly earnings results on Wednesday, April 29th. The insurance provider reported $10.31 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $9.97 by $0.34. The company had revenue of $39.65 billion for 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%.Humana’s revenue was up 23.5% compared to the same quarter last year. During the same quarter in the previous year, the business earned $11.58 EPS. Humana has set its FY 2026 guidance at 9.000- EPS. As a group, equities analysts anticipate that Humana Inc. will post 9.46 EPS for the current year.

Analyst Ratings Changes

A number of equities research analysts have recently weighed in on the company. Bank of America reissued a “neutral” rating and issued a $410.00 target price on shares of Humana in a research note on Monday. Royal Bank Of Canada raised their price target on Humana from $246.00 to $415.00 and gave the stock a “sector perform” rating in a research report on Thursday, July 9th. Guggenheim lifted their price target on Humana from $252.00 to $269.00 and gave the stock a “buy” rating in a research note on Thursday, April 30th. Piper Sandler reiterated a “neutral” rating and issued a $254.00 price objective (up from $182.00) on shares of Humana in a research report on Wednesday, May 13th. Finally, UBS Group reissued a “neutral” rating on shares of Humana in a research note on Monday, June 15th. Two research analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating, fifteen have assigned a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, Humana presently has a consensus rating of “Hold” and an average price target of $327.17.

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.