Forsta AP Fonden Buys 22,100 Shares of Humana Inc. $HUM

Forsta AP Fonden lifted its stake in shares of Humana Inc. (NYSE:HUM) by 84.7% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 48,200 shares of the insurance provider’s stock after acquiring an additional 22,100 shares during the quarter. Forsta AP Fonden’s holdings in Humana were worth $12,345,000 as of its most recent filing with the SEC.

Several other large investors also recently made changes to their positions in HUM. Revolve Wealth Partners LLC bought a new stake in shares of Humana during the 4th quarter worth about $202,000. Woodline Partners LP boosted its stake in shares of Humana by 460.0% during the 1st quarter. Woodline Partners LP now owns 10,192 shares of the insurance provider’s stock worth $2,697,000 after acquiring an additional 8,372 shares in the last quarter. Sivia Capital Partners LLC boosted its stake in shares of Humana by 53.7% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,293 shares of the insurance provider’s stock worth $316,000 after acquiring an additional 452 shares in the last quarter. Cresset Asset Management LLC boosted its stake in shares of Humana by 10.3% during the 2nd quarter. Cresset Asset Management LLC now owns 2,369 shares of the insurance provider’s stock worth $581,000 after acquiring an additional 222 shares in the last quarter. Finally, WINTON GROUP Ltd boosted its stake in shares of Humana by 58.5% during the 2nd quarter. WINTON GROUP Ltd now owns 2,381 shares of the insurance provider’s stock worth $582,000 after acquiring an additional 879 shares in the last quarter. Institutional investors own 92.38% of the company’s stock.

Humana Price Performance

NYSE HUM opened at $305.97 on Monday. Humana Inc. has a twelve month low of $163.11 and a twelve month high of $315.66. The company has a debt-to-equity ratio of 0.66, a quick ratio of 1.77 and a current ratio of 1.77. The stock has a market capitalization of $36.73 billion, a PE ratio of 32.72, a P/E/G ratio of 2.21 and a beta of 0.76. The stock has a 50-day simple moving average of $231.96 and a 200 day simple moving average of $228.98.

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 during the quarter, compared to analysts’ expectations of $39.37 billion. Humana had a return on equity of 10.45% and a net margin of 0.82%.The company’s revenue for the quarter was up 23.5% on a year-over-year basis. During the same quarter in the prior year, the firm posted $11.58 EPS. Humana has set its FY 2026 guidance at 9.000- EPS. Research analysts anticipate that Humana Inc. will post 9.01 EPS for the current year.

Humana Dividend Announcement

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

Analyst Ratings Changes

Several equities analysts recently weighed in on HUM shares. Weiss Ratings reissued a “sell (d+)” rating on shares of Humana in a research report on Tuesday, April 21st. TD Cowen boosted their price objective on Humana from $173.00 to $211.00 and gave the stock a “hold” rating in a research report on Friday, May 1st. Evercore boosted their price objective on Humana from $195.00 to $250.00 in a research report on Thursday, April 30th. Seaport Research Partners cut Humana to a “neutral” rating in a research report on Wednesday, May 20th. Finally, Raymond James Financial reissued an “outperform” rating and set a $260.00 price objective on shares of Humana in a research report on Friday, May 1st. Nine equities research analysts have rated the stock with a Buy rating, fifteen have assigned a Hold rating and four have given a Sell rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Hold” and an average price target of $270.48.

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.