S&CO Inc. Acquires Shares of 7,351 Humana Inc. $HUM

S&CO Inc. bought a new stake in shares of Humana Inc. (NYSE:HUM) in the 2nd quarter, Holdings Channel reports. The institutional investor bought 7,351 shares of the insurance provider’s stock, valued at approximately $2,919,000.

A number of other large investors also recently made changes to their positions in the stock. Bridgewater Advisors Inc. acquired a new stake in shares of Humana during the second quarter worth $310,000. Oppenheimer Asset Management Inc. acquired a new position in Humana in the second quarter valued at about $9,054,000. Plan Group Financial LLC acquired a new position in Humana in the second quarter valued at about $387,000. Bogart Wealth LLC boosted its holdings in Humana by 192.0% during the second quarter. Bogart Wealth LLC now owns 73 shares of the insurance provider’s stock worth $29,000 after buying an additional 48 shares during the last quarter. Finally, D.A. Davidson & CO. bought a new position in Humana during the second quarter worth about $449,000. Institutional investors and hedge funds own 92.38% of the company’s stock.

Humana Trading Up 0.8%

NYSE HUM opened at $388.16 on Friday. Humana Inc. has a one year low of $163.11 and a one year high of $428.88. The company has a debt-to-equity ratio of 0.62, a current ratio of 1.74 and a quick ratio of 1.74. The firm has a market cap of $46.61 billion, a P/E ratio of 36.72, a P/E/G ratio of 2.23 and a beta of 0.72. The stock’s 50-day moving average is $382.02 and its 200-day moving average is $275.67.

Humana (NYSE:HUM) last issued 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 business had revenue of $40.89 billion during the quarter, compared to analyst estimates of $40.58 billion. During the same period in the previous year, the firm earned $6.27 EPS. Humana’s quarterly revenue was up 26.2% compared to the same quarter last year. Sell-side analysts anticipate that Humana Inc. will post 9.08 earnings per share for the current fiscal year.

Trending Headlines about Humana

Here are the key news stories impacting Humana this week:

• Positive Sentiment: Zacks Research raised its Humana Q1 2028 EPS forecast to $11.53 from $8.58, Q2 2027 EPS to $5.27 from $4.20, and FY2028 EPS to $30.30 from $22.28. These revisions point to stronger anticipated profitability beyond the company’s near-term earnings pressures, although Zacks still rates the shares “Hold.”
• Positive Sentiment: Humana’s partnership with Cityblock Health will support low-income, dual-eligible Medicare Advantage members. The initiative could improve care coordination and outcomes while strengthening Humana’s position in Medicaid and Medicare-related markets. Humana teams with Cityblock to support dual eligible, MA low income members
• Positive Sentiment: A HealthStream agreement will fund 1,000 caregiver scholarships and provide recruiting and retention tools in Indiana. Better staffing could support Humana’s CenterWell and care-delivery operations over time. Can Humana Improve Caregiver Retention With HealthStream Deal?
• Neutral Sentiment: Humana agreed not to reference Teva’s Israeli ties during an upcoming drug price-fixing trial. The agreement avoids a potential courtroom distraction, but it does not materially change Humana’s operating outlook. Humana agrees not to reference Teva’s Israel ties at US drug trial
• Negative Sentiment: Zacks downgraded Humana from “Strong Buy” to “Hold” and reduced several forecasts, including Q3 2026 EPS from $0.08 to a loss of $1.18, Q4 2026 EPS to a loss of $7.74, and FY2027 EPS to $10.98 from $13.30. The revisions signal meaningful near-term earnings volatility.
• Negative Sentiment: Reports that Humana will exit markets affecting roughly 600,000 Medicare Advantage members in 2027 raise concerns about membership growth and future revenue, even if the moves are intended to improve plan profitability. Humana Medicare Advantage membership changes

Analyst Ratings Changes

A number of analysts have recently commented on HUM shares. HSBC cut Humana to a “hold” rating in a research note on Thursday, July 30th. Raymond James Financial cut shares of Humana from an “outperform” rating to a “market perform” rating in a report on Thursday, July 30th. Truist Financial upped their target price on shares of Humana from $320.00 to $415.00 and gave the company a “hold” rating in a research note on Tuesday, July 14th. Barclays increased their target price on shares of Humana from $344.00 to $407.00 and gave the stock an “equal weight” rating in a report on Friday, July 31st. Finally, 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 report on Thursday, April 30th. Fourteen analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, Humana has an average rating of “Hold” and a consensus price target of $395.22.

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.