Capital International Investors Purchases 3,097,571 Shares of Humana Inc. $HUM

Capital International Investors raised its position in Humana Inc. (NYSE:HUM) by 113.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 5,818,008 shares of the insurance provider’s stock after purchasing an additional 3,097,571 shares during the quarter. Capital International Investors’ holdings in Humana were worth $1,490,239,000 as of its most recent SEC filing.

Several other large investors have also recently bought and sold shares of HUM. Norges Bank bought a new stake in shares of Humana in the fourth quarter worth $456,632,000. Massachusetts Financial Services Co. MA grew its stake in shares of Humana by 28.9% in the fourth quarter. Massachusetts Financial Services Co. MA now owns 4,496,775 shares of the insurance provider’s stock worth $1,151,759,000 after purchasing an additional 1,008,514 shares during the last quarter. Neuberger Berman Group LLC grew its stake in shares of Humana by 2,855.5% in the third quarter. Neuberger Berman Group LLC now owns 530,775 shares of the insurance provider’s stock worth $138,092,000 after purchasing an additional 512,816 shares during the last quarter. 8 Knots Management LLC grew its stake in shares of Humana by 671.0% in the second quarter. 8 Knots Management LLC now owns 441,623 shares of the insurance provider’s stock worth $107,968,000 after purchasing an additional 384,345 shares during the last quarter. Finally, Bank of New York Mellon Corp grew its stake in shares of Humana by 21.9% in the fourth quarter. Bank of New York Mellon Corp now owns 2,094,570 shares of the insurance provider’s stock worth $536,482,000 after purchasing an additional 376,803 shares during the last quarter. 92.38% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

Several analysts recently weighed in on HUM shares. Morgan Stanley boosted their price objective on shares of Humana from $217.00 to $249.00 and gave the stock an “underweight” rating in a research note on Thursday. Cantor Fitzgerald started coverage on shares of Humana in a research note on Wednesday, May 20th. They issued an “overweight” rating on the stock. Guggenheim boosted their price objective on shares of Humana from $252.00 to $269.00 and gave the stock a “buy” rating in a research note on Thursday, April 30th. Bank of America raised their price target on shares of Humana from $267.00 to $340.00 and gave the stock a “neutral” rating in a report on Thursday. Finally, Deutsche Bank Aktiengesellschaft lowered shares of Humana from a “buy” rating to a “hold” rating in a report on Wednesday, May 20th. One research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, fourteen have assigned a Hold rating and four have issued a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average price target of $279.30.

Humana Price Performance

HUM stock opened at $349.85 on Friday. The firm has a market cap of $42.00 billion, a price-to-earnings ratio of 37.42, a PEG ratio of 2.00 and a beta of 0.76. The company has a quick ratio of 1.77, a current ratio of 1.77 and a debt-to-equity ratio of 0.66. Humana Inc. has a 12-month low of $163.11 and a 12-month high of $351.88. The company’s fifty day simple moving average is $248.43 and its 200 day simple moving average is $232.40.

Humana (NYSE:HUM) last released its earnings results on Wednesday, April 29th. The insurance provider reported $10.31 earnings per share (EPS) for the quarter, beating the consensus estimate of $9.97 by $0.34. The business had revenue of $39.65 billion for 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% on a year-over-year basis. During the same quarter in the previous year, the business earned $11.58 earnings per share. Humana has set its FY 2026 guidance at 9.000- EPS. On average, analysts expect that Humana Inc. will post 9 earnings per share 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 issued a $0.885 dividend. The ex-dividend date is Friday, June 26th. This represents a $3.54 annualized dividend and a yield of 1.0%. Humana’s payout ratio is presently 37.86%.

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.