SG Americas Securities LLC Raises Holdings in Humana Inc. $HUM

SG Americas Securities LLC boosted its stake in Humana Inc. (NYSE:HUM) by 434.4% during the first quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 410,634 shares of the insurance provider’s stock after buying an additional 333,794 shares during the quarter. SG Americas Securities LLC’s holdings in Humana were worth $71,200,000 as of its most recent filing with the SEC.

A number of other large investors have also recently bought and sold shares of the stock. Sound View Wealth Advisors Group LLC lifted its position in shares of Humana by 3.5% in the fourth quarter. Sound View Wealth Advisors Group LLC now owns 1,060 shares of the insurance provider’s stock valued at $272,000 after acquiring an additional 36 shares in the last quarter. CoreCap Advisors LLC raised its stake in Humana by 54.4% in the 4th quarter. CoreCap Advisors LLC now owns 105 shares of the insurance provider’s stock valued at $27,000 after purchasing an additional 37 shares during the last quarter. Insigneo Advisory Services LLC raised its stake in Humana by 3.0% in the 3rd quarter. Insigneo Advisory Services LLC now owns 1,484 shares of the insurance provider’s stock valued at $386,000 after purchasing an additional 43 shares during the last quarter. Columbus Macro LLC lifted its holdings in Humana by 5.5% in the 4th quarter. Columbus Macro LLC now owns 821 shares of the insurance provider’s stock valued at $210,000 after purchasing an additional 43 shares in the last quarter. Finally, Synovus Financial Corp boosted its stake in shares of Humana by 2.0% during the 3rd quarter. Synovus Financial Corp now owns 2,278 shares of the insurance provider’s stock worth $593,000 after purchasing an additional 45 shares during the last quarter. Institutional investors and hedge funds own 92.38% of the company’s stock.

Humana Price Performance

HUM opened at $360.78 on Tuesday. Humana Inc. has a 1 year low of $163.11 and a 1 year high of $380.86. The company’s 50 day simple moving average is $289.14 and its 200 day simple moving average is $242.42. The stock has a market capitalization of $43.32 billion, a PE ratio of 38.59, a P/E/G ratio of 2.05 and a beta of 0.76. 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 (NYSE:HUM) last issued its quarterly 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. The firm had revenue of $39.65 billion during 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 in the prior year, the business posted $11.58 earnings per share. Humana has set its FY 2026 guidance at 9.000- EPS. As a group, sell-side analysts expect that Humana Inc. will post 9.04 EPS for the current year.

Humana Dividend Announcement

The company also recently announced 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 dividend yield of 1.0%. The ex-dividend date of this dividend is Friday, June 26th. Humana’s dividend payout ratio (DPR) is 37.86%.

Analyst Ratings Changes

A number of equities research analysts have recently commented on the stock. Weiss Ratings upgraded shares of Humana from a “sell (d+)” rating to a “hold (c-)” rating in a report on Friday, June 12th. Needham & Company LLC initiated coverage on shares of Humana in a research report on Wednesday, May 20th. They set a “buy” rating on the stock. William Blair started coverage on shares of Humana in a research note on Wednesday, May 20th. They issued an “outperform” rating for the company. Jefferies Financial Group upgraded Humana from a “buy” rating to a “buy” rating in a report on Wednesday, May 20th. Finally, Wolfe Research raised Humana from a “hold” rating to a “strong-buy” rating in a research note on Thursday, June 4th. One research 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 issued a Sell rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Hold” and an average price target 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.