Ilmarinen Mutual Pension Insurance Co Purchases 4,500 Shares of Humana Inc. $HUM

Ilmarinen Mutual Pension Insurance Co increased its position in Humana Inc. (NYSE:HUM) by 47.4% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 14,000 shares of the insurance provider’s stock after purchasing an additional 4,500 shares during the quarter. Ilmarinen Mutual Pension Insurance Co’s holdings in Humana were worth $3,586,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Illinois Municipal Retirement Fund grew its stake in Humana by 9.6% in the third quarter. Illinois Municipal Retirement Fund now owns 49,658 shares of the insurance provider’s stock worth $12,920,000 after purchasing an additional 4,351 shares in the last quarter. National Pension Service grew its holdings in Humana by 2.8% during the 3rd quarter. National Pension Service now owns 189,601 shares of the insurance provider’s stock worth $49,328,000 after acquiring an additional 5,150 shares in the last quarter. Long Focus Capital Management LLC bought a new position in Humana during the 3rd quarter worth about $34,212,000. Tejara Capital Ltd bought a new position in Humana during the 3rd quarter worth about $1,873,000. Finally, AMG National Trust Bank grew its holdings in Humana by 106.5% during the 3rd quarter. AMG National Trust Bank now owns 16,953 shares of the insurance provider’s stock worth $4,411,000 after acquiring an additional 8,744 shares in the last quarter. Institutional investors own 92.38% of the company’s stock.

Analyst Upgrades and Downgrades

Several research analysts have issued reports on the stock. Truist Financial increased their target price on shares of Humana from $220.00 to $270.00 and gave the stock a “hold” rating in a report on Thursday, April 30th. Oppenheimer raised Humana from an “outperform” rating to an “outperform” rating in a research report on Wednesday, May 20th. Cantor Fitzgerald assumed coverage on Humana in a research report on Wednesday, May 20th. They set an “overweight” rating on the stock. William Blair assumed coverage on Humana in a research report on Wednesday, May 20th. They set an “outperform” rating on the stock. Finally, Jefferies Financial Group raised Humana from a “buy” rating to a “buy” rating in a research report on Wednesday, May 20th. Nine research analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and four have given a Sell rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus price target of $270.48.

Humana Stock Down 0.9%

Humana stock opened at $305.97 on Friday. The company has a debt-to-equity ratio of 0.66, a current ratio of 1.77 and a quick ratio of 1.77. The stock has a market capitalization of $36.74 billion, a price-to-earnings ratio of 32.72, a PEG ratio of 2.24 and a beta of 0.68. Humana Inc. has a 1-year low of $163.11 and a 1-year high of $315.66. The business has a fifty day moving average price of $231.96 and a 200-day moving average price of $229.04.

Humana (NYSE:HUM) last posted its quarterly earnings data on Wednesday, April 29th. The insurance provider reported $10.31 earnings per share for the quarter, topping analysts’ consensus estimates 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 business’s quarterly revenue was up 23.5% on a year-over-year basis. During the same quarter last year, the firm earned $11.58 EPS. Humana has set its FY 2026 guidance at 9.000- EPS. Equities research analysts forecast that Humana Inc. will post 9.01 EPS for the current fiscal year.

Humana Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, July 31st. Shareholders of record on Friday, June 26th will be given a dividend of $0.885 per share. This represents a $3.54 annualized dividend and a yield of 1.2%. The ex-dividend date of this dividend is Friday, June 26th. 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.