Oppenheimer Asset Management Inc. Makes New Investment in Humana Inc. $HUM

Oppenheimer Asset Management Inc. acquired a new stake in Humana Inc. (NYSE:HUM) during the 2nd quarter, HoldingsChannel.com reports. The institutional investor acquired 22,793 shares of the insurance provider’s stock, valued at approximately $9,054,000.

Several other large investors also recently modified their holdings of HUM. Bogart Wealth LLC lifted its stake in shares of Humana by 192.0% during the 2nd 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. Montag A & Associates Inc. grew its stake in Humana by 1,880.0% in the 4th quarter. Montag A & Associates Inc. now owns 99 shares of the insurance provider’s stock valued at $25,000 after buying an additional 94 shares during the last quarter. Fideuram Asset Management Ireland dac acquired a new position in Humana in the 4th quarter valued at about $27,000. Reflection Asset Management bought a new position in Humana in the 4th quarter valued at about $29,000. Finally, Larson Financial Group LLC raised its holdings in Humana by 114.1% in the 3rd quarter. Larson Financial Group LLC now owns 152 shares of the insurance provider’s stock valued at $40,000 after acquiring an additional 81 shares during the period. 92.38% of the stock is owned by institutional investors.

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

Humana Stock Performance

NYSE HUM opened at $388.16 on Friday. The company has a quick ratio of 1.74, a current ratio of 1.74 and a debt-to-equity ratio of 0.62. The company has a market capitalization of $46.61 billion, a P/E ratio of 36.72, a P/E/G ratio of 2.20 and a beta of 0.72. Humana Inc. has a 12-month low of $163.11 and a 12-month high of $428.88. The firm has a 50-day moving average price of $382.02 and a two-hundred day moving average price of $275.67.

Humana (NYSE:HUM) last announced its earnings results on Wednesday, July 29th. The insurance provider reported $7.61 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $7.27 by $0.34. Humana had a net margin of 0.88% and a return on equity of 11.20%. The firm had revenue of $40.89 billion for the quarter, compared to analyst estimates of $40.58 billion. During the same quarter in the prior year, the business posted $6.27 EPS. The business’s revenue was up 26.2% compared to the same quarter last year. Analysts anticipate that Humana Inc. will post 9.08 earnings per share for the current year.

Analyst Ratings Changes

A number of brokerages have recently issued reports on HUM. Wells Fargo & Company upgraded Humana from an “equal weight” rating to an “overweight” rating and boosted their price objective for the stock from $227.00 to $502.00 in a report on Monday, July 13th. William Blair assumed coverage on Humana in a research note on Wednesday, May 20th. They set an “outperform” rating on the stock. Royal Bank Of Canada lifted their price target on Humana from $246.00 to $415.00 and gave the stock a “sector perform” rating in a report on Thursday, July 9th. Leerink Partners upgraded Humana from a “market perform” rating to an “outperform” rating and set a $513.00 price target for the company in a research note on Thursday, July 30th. Finally, JPMorgan Chase & Co. boosted their price target on Humana from $316.00 to $393.00 and gave the company a “neutral” rating in a research note on Monday, August 10th. Fourteen investment analysts have rated the stock with a Buy rating, fifteen have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Hold” and an average target price of $395.22.

Humana 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.