Northwestern Mutual Wealth Management Co. Buys 321,277 Shares of Humana Inc. $HUM

Northwestern Mutual Wealth Management Co. lifted its stake in Humana Inc. (NYSE:HUM) by 10,277.6% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 324,403 shares of the insurance provider’s stock after acquiring an additional 321,277 shares during the quarter. Northwestern Mutual Wealth Management Co.’s holdings in Humana were worth $92,045,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also recently made changes to their positions in the company. Montag A & Associates Inc. grew its stake in shares of Humana by 1,880.0% in the fourth quarter. Montag A & Associates Inc. now owns 99 shares of the insurance provider’s stock worth $25,000 after acquiring an additional 94 shares during the period. CoreCap Advisors LLC grew its stake in shares of Humana by 54.4% in the fourth quarter. CoreCap Advisors LLC now owns 105 shares of the insurance provider’s stock worth $27,000 after acquiring an additional 37 shares during the period. Rosenberg Matthew Hamilton grew its stake in shares of Humana by 136.0% in the fourth quarter. Rosenberg Matthew Hamilton now owns 118 shares of the insurance provider’s stock worth $30,000 after acquiring an additional 68 shares during the period. Larson Financial Group LLC grew its stake in shares of Humana by 114.1% in the third quarter. Larson Financial Group LLC now owns 152 shares of the insurance provider’s stock worth $40,000 after acquiring an additional 81 shares during the period. Finally, Fulcrum Asset Management LLP bought a new stake in shares of Humana in the third quarter worth approximately $42,000. 92.38% of the stock is currently owned by institutional investors.

Trending Headlines about Humana

Here are the key news stories impacting Humana this week:

• Positive Sentiment: Zacks Research upgraded Humana from “strong sell” to “hold”, which may be helping sentiment around the stock. Tickerreport.com
• Positive Sentiment: One report highlighted a higher price target for Humana (HUM), suggesting some analysts still see upside despite recent volatility. Article
• Neutral Sentiment: Humana, CenterWell and USAA partnered with the VFW on a national day of service supporting veterans experiencing homelessness, a positive brand event but not a direct earnings driver. Article
• Negative Sentiment: Zacks Research cut near-term and FY2026/FY2027 earnings estimates in several updates, including FY2026 to $9.01 from $9.90 and FY2027 to $13.26 from $14.16, signaling softer profitability expectations. MarketBeat HUM page
• Negative Sentiment: The same research house also projected a large loss in Q4 2026 and reduced estimates for several 2027 quarters, reinforcing concerns about earnings pressure ahead. MarketBeat HUM page

Insiders Place Their Bets

In other Humana news, insider Sanjay K. Shetty purchased 810 shares of Humana stock in a transaction that occurred on Monday, February 23rd. The shares were bought at an average price of $185.21 per share, for a total transaction of $150,020.10. Following the completion of the transaction, the insider owned 11,657 shares of the company’s stock, valued at approximately $2,158,992.97. This trade represents a 7.47% increase in their position. The acquisition was disclosed in a legal filing with the SEC, which is available through the SEC website. Corporate insiders own 0.20% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of brokerages have recently commented on HUM. The Goldman Sachs Group lifted their price target on shares of Humana from $158.00 to $195.00 and gave the stock a “sell” rating in a research note on Thursday, April 30th. Piper Sandler reiterated a “neutral” rating and issued a $254.00 price target (up from $182.00) on shares of Humana in a research note on Wednesday. Barclays boosted their target price on shares of Humana from $176.00 to $180.00 and gave the company an “equal weight” rating in a research report on Thursday, April 30th. Wolfe Research cut their target price on shares of Humana from $325.00 to $250.00 and set an “outperform” rating for the company in a research report on Monday, April 6th. Finally, Weiss Ratings restated a “sell (d+)” rating on shares of Humana in a research report on Tuesday, April 21st. Seven analysts have rated the stock with a Buy rating, sixteen have issued a Hold rating and three have given a Sell rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average target price of $249.91.

Humana Stock Performance

Shares of NYSE HUM opened at $304.95 on Friday. The firm has a 50 day moving average of $205.16 and a 200 day moving average of $227.04. 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 firm has a market capitalization of $36.61 billion, a price-to-earnings ratio of 32.62, a price-to-earnings-growth ratio of 2.84 and a beta of 0.68. Humana Inc. has a 12-month low of $163.11 and a 12-month high of $315.35.

Humana (NYSE:HUM) last released its earnings results on Wednesday, April 29th. The insurance provider reported $10.31 EPS for the quarter, topping the consensus estimate of $9.97 by $0.34. Humana had a net margin of 0.82% and a return on equity of 10.45%. The firm had revenue of $39.65 billion for the quarter, compared to the consensus estimate of $39.37 billion. During the same quarter in the previous year, the firm earned $11.58 earnings per share. The company’s quarterly revenue was up 23.5% compared to the same quarter last year. Humana has set its FY 2026 guidance at 9.000- EPS. On average, research analysts anticipate that Humana Inc. will post 9 earnings per share for the current year.

Humana Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, July 31st. Investors of record on Friday, June 26th will be given a $0.885 dividend. This represents a $3.54 annualized dividend and a yield of 1.2%. The ex-dividend date is Friday, June 26th. Humana’s payout ratio is currently 37.86%.

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.