Strs Ohio Grows Stake in Humana Inc. $HUM

Strs Ohio grew its position in Humana Inc. (NYSE:HUM) by 47.3% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 51,392 shares of the insurance provider’s stock after purchasing an additional 16,506 shares during the quarter. Strs Ohio’s holdings in Humana were worth $13,163,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of the company. PFA Pension Forsikringsaktieselskab purchased a new position in Humana in the fourth quarter worth $9,013,000. Horizon Investments LLC grew its holdings in Humana by 2.5% in the fourth quarter. Horizon Investments LLC now owns 2,236 shares of the insurance provider’s stock worth $573,000 after purchasing an additional 55 shares during the last quarter. Danske Bank A S grew its holdings in Humana by 87.4% in the fourth quarter. Danske Bank A S now owns 108,319 shares of the insurance provider’s stock worth $27,744,000 after purchasing an additional 50,509 shares during the last quarter. Cullinan Associates Inc. grew its holdings in Humana by 4.9% in the fourth quarter. Cullinan Associates Inc. now owns 1,600 shares of the insurance provider’s stock worth $410,000 after purchasing an additional 75 shares during the last quarter. Finally, New York State Teachers Retirement System lifted its stake in shares of Humana by 1.4% during the fourth quarter. New York State Teachers Retirement System now owns 93,651 shares of the insurance provider’s stock worth $23,987,000 after buying an additional 1,336 shares during the period. 92.38% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Humana

Here are the key news stories impacting Humana this week:

• Positive Sentiment: Multiple brokers lifted price targets sharply (Jefferies, Mizuho, Cantor, Evercore, Truist, Leerink, Deutsche Bank), signaling renewed upside expectations and analyst confidence after the quarter. Jefferies PT to $290 Mizuho PT to $290 Cantor PT to $264
• Positive Sentiment: Company aims for at least a 3% Medicare Advantage margin by 2028 while preparing 2027 bids and integrating MaxHealth — a clear operational target that can support future margin recovery. MA margin target article
• Positive Sentiment: Deutsche Bank and other shops issued constructive commentary/forecasts supporting the stock after Q1, reinforcing buy-side interest. Deutsche Bank positive forecast
• Neutral Sentiment: Sector context: Humana was one of the top performers in April (≈+36%), nearly neck-and-neck with UnitedHealth; market rotation and sector momentum are lifting valuation comparisons. April returns piece
• Neutral Sentiment: Analyst consensus remains around “Hold”/”Market Perform” despite PT changes, so expectations are mixed rather than uniformly bullish. Consensus Hold report
• Negative Sentiment: Goldman raised its target to $195 but kept a sell rating — signaling conviction that the current price is rich versus fundamentals and creating downside pressure. Goldman sell rating
• Negative Sentiment: JPMorgan raised its target to $214 but kept a neutral rating — the PT implies downside from current levels and highlights lingering skepticism about sustainability of margins. JPMorgan PT to $214
• Negative Sentiment: Despite beating Q1 estimates, Humana warned Medicare payments may not keep pace with costs and reported a decline in Medicare Advantage Star ratings; those operational/framing issues are cited by multiple outlets as reasons the stock is under pressure. Q1 beat but Star ratings concern Bloomberg Law

Analyst Upgrades and Downgrades

Several equities research analysts have recently commented on the stock. Royal Bank Of Canada lifted their price objective on shares of Humana from $189.00 to $246.00 and gave the stock a “sector perform” rating in a research note on Thursday. Cantor Fitzgerald lifted their price objective on shares of Humana from $201.00 to $264.00 in a research note on Thursday. Morgan Stanley set a $146.00 price objective on shares of Humana in a research note on Thursday, February 12th. Truist Financial lifted their price objective on shares of Humana from $220.00 to $270.00 and gave the stock a “hold” rating in a research note on Thursday. Finally, Barclays lifted their price objective on shares of Humana from $176.00 to $180.00 and gave the stock an “equal weight” rating in a research note on Thursday. Seven analysts have rated the stock with a Buy rating, fifteen have assigned a Hold rating and four have assigned a Sell rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average target price of $247.61.

Insider Transactions at Humana

In other Humana news, insider Sanjay K. Shetty bought 810 shares of the firm’s stock in a transaction that occurred on Monday, February 23rd. The stock was bought at an average cost of $185.21 per share, for a total transaction of $150,020.10. Following the completion of the transaction, the insider directly 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 transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. 0.20% of the stock is owned by corporate insiders.

Humana Trading Up 0.1%

NYSE HUM opened at $233.87 on Monday. The company has a market capitalization of $28.08 billion, a PE ratio of 25.01, a P/E/G ratio of 2.16 and a beta of 0.68. The company has a fifty day moving average of $188.41 and a 200 day moving average of $226.98. Humana Inc. has a 1 year low of $163.11 and a 1 year high of $315.35. The company has a debt-to-equity ratio of 0.66, a current ratio of 1.77 and a quick ratio of 1.77.

Humana (NYSE:HUM) last posted its earnings results on Wednesday, April 29th. The insurance provider reported $10.31 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $9.97 by $0.34. The company had revenue of $39.65 billion during the quarter, compared to the consensus estimate of $39.37 billion. Humana had a net margin of 0.82% and a return on equity of 10.45%. The firm’s quarterly revenue was up 23.5% on a year-over-year basis. During the same period in the previous year, the firm posted $11.58 earnings per share. Humana has set its FY 2026 guidance at 9.000- EPS. Research analysts forecast that Humana Inc. will post 9.06 earnings per share for the current year.

Humana Announces Dividend

The firm 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 dividend of $0.885 per share. The ex-dividend date is Friday, June 26th. This represents a $3.54 dividend on an annualized basis and a yield of 1.5%. Humana’s payout ratio is currently 37.86%.

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.