Humana Inc. $HUM Shares Acquired by Kentucky Retirement Systems

Kentucky Retirement Systems lifted its stake in shares of Humana Inc. (NYSE:HUM) by 69.8% during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 12,872 shares of the insurance provider’s stock after buying an additional 5,293 shares during the quarter. Kentucky Retirement Systems’ holdings in Humana were worth $2,232,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also recently bought and sold shares of HUM. Janus Henderson Group PLC boosted its holdings in Humana by 8.8% in the 1st quarter. Janus Henderson Group PLC now owns 219,065 shares of the insurance provider’s stock worth $37,983,000 after acquiring an additional 17,629 shares during the period. Centaurus Financial Inc. raised its stake in shares of Humana by 126.7% during the first quarter. Centaurus Financial Inc. now owns 3,400 shares of the insurance provider’s stock valued at $590,000 after purchasing an additional 1,900 shares during the period. South Dakota Investment Council raised its stake in shares of Humana by 42.0% during the first quarter. South Dakota Investment Council now owns 229,090 shares of the insurance provider’s stock valued at $39,722,000 after purchasing an additional 67,707 shares during the period. Amundi lifted its position in shares of Humana by 9.0% during the first quarter. Amundi now owns 455,385 shares of the insurance provider’s stock worth $78,959,000 after purchasing an additional 37,501 shares in the last quarter. Finally, Redwood Grove Capital LLC lifted its position in shares of Humana by 8.7% during the first quarter. Redwood Grove Capital LLC now owns 114,870 shares of the insurance provider’s stock worth $19,917,000 after purchasing an additional 9,200 shares in the last quarter. 92.38% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of research firms recently weighed in on HUM. Jefferies Financial Group raised shares of Humana from a “buy” rating to a “buy” rating in a report on Wednesday, May 20th. TD Cowen upped their price objective on shares of Humana from $211.00 to $350.00 and gave the company a “hold” rating in a research report on Tuesday, July 14th. Royal Bank Of Canada raised their target price on Humana from $246.00 to $415.00 and gave the company a “sector perform” rating in a research note on Thursday, July 9th. JPMorgan Chase & Co. lifted their target price on Humana from $214.00 to $316.00 and gave the stock a “neutral” rating in a research report on Monday, June 8th. Finally, Deutsche Bank Aktiengesellschaft started coverage on Humana in a research note on Thursday. They issued a “hold” rating on the stock. One analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating, thirteen have given a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Hold” and an average target price of $383.00.

More Humana News

Here are the key news stories impacting Humana this week:

• Positive Sentiment: Leerink Partners upgraded Humana from “Market Perform” to “Outperform” and assigned a $513 price target, implying substantial upside from recent trading levels. The Fly analyst upgrade
• Positive Sentiment: Humana exceeded second-quarter expectations, reporting adjusted EPS of $7.61 versus a $7.26 consensus estimate and revenue of approximately $40.9 billion versus expectations of $40.6 billion. Medical costs remained broadly in line with management’s projections, while CenterWell and membership growth supported results. CNBC earnings report
• Positive Sentiment: Bank of America also upgraded Humana to “Buy” and set a $500 price target, reflecting increased confidence that cost controls and portfolio changes can improve margins over time. Ticker Report analyst upgrade
• Neutral Sentiment: Management maintained its 2026 adjusted EPS outlook of at least $9.00 and reaffirmed its insurance benefit-ratio guidance. However, investors had expected stronger results to produce an upward revision, limiting the positive reaction to the earnings beat. Humana second-quarter results
• Negative Sentiment: Humana lowered its 2026 GAAP EPS outlook to at least $6.52 from $8.36, citing the continuing impact of lower Medicare Advantage Star Ratings. The company also plans to exit additional Medicare Advantage plans in 2027 to target a 3% margin, a move that may improve profitability but could reduce membership and revenue growth. Benzinga Medicare Advantage plan exits

Humana Stock Up 0.3%

NYSE:HUM opened at $366.66 on Friday. The company has a debt-to-equity ratio of 0.62, a quick ratio of 1.77 and a current ratio of 1.74. The company has a market capitalization of $44.02 billion, a price-to-earnings ratio of 34.69, a price-to-earnings-growth ratio of 2.08 and a beta of 0.71. Humana Inc. has a one year low of $163.11 and a one year high of $428.88. The stock has a 50-day simple moving average of $369.66 and a 200 day simple moving average of $267.69.

Humana (NYSE:HUM) last announced its quarterly earnings data on Wednesday, July 29th. The insurance provider reported $7.61 earnings per share (EPS) for the quarter, beating the consensus estimate of $7.27 by $0.34. Humana had a return on equity of 11.20% and a net margin of 0.88%.The firm had revenue of $40.89 billion for the quarter, compared to analysts’ expectations of $40.58 billion. During the same quarter in the prior year, the firm posted $6.27 earnings per share. Humana’s revenue for the quarter was up 26.2% compared to the same quarter last year. Sell-side analysts predict that Humana Inc. will post 9.03 EPS for the current fiscal year.

About Humana

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.