Retireful LLC Takes Position in Humana Inc. $HUM

Retireful LLC purchased a new position in Humana Inc. (NYSE:HUM) in the second quarter, Holdings Channel.com reports. The firm purchased 3,146 shares of the insurance provider’s stock, valued at approximately $1,250,000.

Several other hedge funds have also recently made changes to their positions in HUM. Montag A & Associates Inc. lifted its position in Humana by 1,880.0% during the fourth quarter. Montag A & Associates Inc. now owns 99 shares of the insurance provider’s stock valued at $25,000 after purchasing an additional 94 shares during the period. Fideuram Asset Management Ireland dac bought a new stake in Humana in the 4th quarter worth approximately $27,000. Reflection Asset Management purchased a new stake in Humana during the 4th quarter valued at $29,000. Larson Financial Group LLC raised its stake in Humana by 114.1% during the 3rd quarter. Larson Financial Group LLC now owns 152 shares of the insurance provider’s stock valued at $40,000 after buying an additional 81 shares during the last quarter. Finally, CoreCap Advisors LLC lifted its holdings in shares of Humana by 74.7% during the 2nd quarter. CoreCap Advisors LLC now owns 159 shares of the insurance provider’s stock valued at $63,000 after buying an additional 68 shares during the period. 92.38% of the stock is owned by hedge funds and other institutional investors.

Humana Trading Down 1.1%

Shares of HUM stock opened at $384.50 on Friday. Humana Inc. has a 1 year low of $163.11 and a 1 year high of $428.88. The firm has a fifty day moving average price of $381.25 and a 200-day moving average price of $274.88. 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 company has a market cap of $46.17 billion, a price-to-earnings ratio of 36.38, a PEG ratio of 2.22 and a beta of 0.72.

Humana (NYSE:HUM) last announced its earnings results on Wednesday, July 29th. The insurance provider reported $7.61 EPS for the quarter, topping analysts’ consensus estimates of $7.27 by $0.34. The company had revenue of $40.89 billion for the quarter, compared to analysts’ expectations of $40.58 billion. Humana had a return on equity of 11.20% and a net margin of 0.88%.Humana’s revenue for the quarter was up 26.2% compared to the same quarter last year. During the same period last year, the firm earned $6.27 EPS. As a group, equities analysts predict that Humana Inc. will post 9.09 earnings per share for the current year.

Wall Street Analyst Weigh In

A number of equities analysts have recently issued reports on HUM shares. Jefferies Financial Group upgraded Humana from a “buy” rating to a “buy” rating in a research note on Wednesday, May 20th. Wells Fargo & Company upgraded Humana from an “equal weight” rating to an “overweight” rating and upped their price objective for the company from $227.00 to $502.00 in a research report on Monday, July 13th. HSBC downgraded Humana to a “hold” rating in a report on Thursday, July 30th. Deutsche Bank Aktiengesellschaft started coverage on Humana in a research note on Thursday, July 30th. They set a “hold” rating for the company. Finally, Sanford C. Bernstein reaffirmed an “outperform” rating and set a $425.00 price target on shares of Humana in a research report on Wednesday, June 3rd. Fourteen research analysts have rated the stock with a Buy rating, fifteen have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, Humana has a consensus rating of “Hold” and a consensus price target of $395.22.

Trending Headlines about Humana

Here are the key news stories impacting Humana this week:

• Positive Sentiment: Higher earnings outlook: Zacks Research raised its Q1 2027 EPS estimate to $9.04 from $8.70, suggesting improved expectations for Humana’s near-term profitability. The firm nonetheless maintained a Hold rating. Humana earnings estimate article
• Positive Sentiment: Medicaid and underserved-member expansion: Humana is partnering with Cityblock Health to support low-income and dual-eligible Medicare Advantage members. The move could strengthen care coordination and support growth in Medicaid and Medicare-related services. Humana Cityblock partnership article
• Positive Sentiment: Caregiver-retention initiative: A HealthStream agreement will fund 1,000 caregiver scholarships and provide recruitment and retention tools in Indiana, potentially supporting staffing at Humana’s CenterWell operations. Humana HealthStream deal article
• Positive Sentiment: Brokerage price-target support: JPMorgan raised its price target for HUM to $393, indicating modest upside relative to the referenced trading level. JPMorgan Humana price target article
• Neutral Sentiment: Leadership change: Humana appointed James Holland as president of its Medicaid business, underscoring the company’s focus on Medicaid but creating an execution milestone for investors. Humana Medicaid leadership article
• Neutral Sentiment: Legal proceeding: Humana agreed not to reference Teva’s Israeli identity during an upcoming U.S. drug-price-fixing trial. The agreement is procedural and does not indicate a new financial liability for Humana. Humana Teva trial article
• Negative Sentiment: Medicare Advantage membership reduction: Humana reportedly plans to drop approximately 600,000 Medicare Advantage members in 2027. Although the move may improve plan economics, investors may view the lost membership and related revenue as a near-term headwind. Humana Medicare Advantage membership article
• Negative Sentiment: More cautious rating: Zacks Research downgraded Humana from Strong Buy to Hold, limiting the positive impact from the firm’s higher EPS forecast. Zacks Humana rating

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.