Humana (NYSE:HUM) Stock Unloaded Rep. Julia Letlow

Representative Julia Letlow (Republican-Louisiana) recently sold shares of Humana Inc. (NYSE:HUM). In a filing disclosed on March 12th, the Representative disclosed that they had sold between $1,001 and $15,000 in Humana stock on February 10th. The trade occurred in the Representative’s “MERRILL LYNCH INVESTMENT ACCOUNT #025” account.

Representative Julia Letlow also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of HF Sinclair (NYSE:DINO) on 2/20/2026.
• Sold $1,001 – $15,000 in shares of BXP (NYSE:BXP) on 2/20/2026.
• Purchased $1,001 – $15,000 in shares of Travelers Companies (NYSE:TRV) on 2/20/2026.
• Sold $1,001 – $15,000 in shares of Expand Energy (NASDAQ:EXE) on 2/17/2026.
• Sold $1,001 – $15,000 in shares of Public Service Enterprise Group (NYSE:PEG) on 2/17/2026.
• Purchased $1,001 – $15,000 in shares of Vistra (NYSE:VST) on 2/17/2026.
• Purchased $1,001 – $15,000 in shares of Regeneron Pharmaceuticals (NASDAQ:REGN) on 2/12/2026.
• Sold $1,001 – $15,000 in shares of Icon (NASDAQ:ICLR) on 2/12/2026.
• Purchased $1,001 – $15,000 in shares of Extra Space Storage (NYSE:EXR) on 2/12/2026.
• Sold $1,001 – $15,000 in shares of AT&T (NYSE:T) on 2/12/2026.

Humana Stock Performance

HUM traded up $0.10 on Wednesday, reaching $172.33. The stock had a trading volume of 349,792 shares, compared to its average volume of 2,058,242. The business’s 50-day moving average price is $197.99 and its two-hundred day moving average price is $240.78. The company has a market cap of $20.69 billion, a P/E ratio of 17.59, a price-to-earnings-growth ratio of 1.82 and a beta of 0.44. Humana Inc. has a 12-month low of $163.11 and a 12-month high of $315.35. The company has a current ratio of 2.00, a quick ratio of 2.00 and a debt-to-equity ratio of 0.70.

Humana (NYSE:HUM) last posted its earnings results on Wednesday, February 11th. The insurance provider reported ($3.96) earnings per share (EPS) for the quarter, topping the consensus estimate of ($4.01) by $0.05. Humana had a net margin of 0.92% and a return on equity of 11.43%. The business had revenue of $32.64 billion for the quarter, compared to analyst estimates of $32.08 billion. During the same period in the prior year, the company posted ($2.16) EPS. The company’s revenue for the quarter was up 11.3% on a year-over-year basis. Humana has set its FY 2026 guidance at 9.000-9.000 EPS. Sell-side analysts forecast that Humana Inc. will post 16.47 earnings per share for the current year.

Humana Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, April 24th. Investors of record on Friday, March 27th will be given a dividend of $0.885 per share. This represents a $3.54 annualized dividend and a yield of 2.1%. The ex-dividend date is Friday, March 27th. Humana’s dividend payout ratio (DPR) is currently 36.05%.

Insiders Place Their Bets

In related news, insider Sanjay K. Shetty bought 810 shares of the company’s stock in a transaction 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 acquisition, the insider directly owned 11,657 shares in the company, valued at $2,158,992.97. This represents a 7.47% increase in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Company insiders own 0.20% of the company’s stock.

Hedge Funds Weigh In On Humana

Several hedge funds and other institutional investors have recently modified their holdings of the business. Montag A & Associates Inc. raised its holdings 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 acquiring an additional 94 shares during the last quarter. CoreCap Advisors LLC grew its position in shares of Humana by 54.4% in the fourth quarter. CoreCap Advisors LLC now owns 105 shares of the insurance provider’s stock valued at $27,000 after purchasing an additional 37 shares in the last quarter. Fideuram Asset Management Ireland dac purchased a new stake in shares of Humana in the fourth quarter valued at approximately $27,000. Reflection Asset Management acquired a new stake in shares of Humana in the fourth quarter valued at approximately $29,000. Finally, Rosenberg Matthew Hamilton lifted its position in Humana by 136.0% during the fourth quarter. Rosenberg Matthew Hamilton now owns 118 shares of the insurance provider’s stock worth $30,000 after buying an additional 68 shares in the last quarter. 92.38% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

HUM has been the subject of a number of recent analyst reports. KeyCorp restated a “sector weight” rating on shares of Humana in a research report on Friday, December 12th. Truist Financial dropped their price target on shares of Humana from $285.00 to $200.00 and set a “hold” rating on the stock in a research note on Tuesday, February 17th. Raymond James Financial decreased their price objective on shares of Humana from $340.00 to $230.00 and set an “outperform” rating on the stock in a report on Friday, February 13th. Jefferies Financial Group dropped their target price on shares of Humana from $310.00 to $235.00 and set a “buy” rating on the stock in a research report on Thursday, February 12th. Finally, Morgan Stanley set a $146.00 target price on shares of Humana in a research note on Thursday, February 12th. Seven analysts have rated the stock with a Buy rating, sixteen have issued a Hold rating and three have assigned a Sell rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus price target of $225.48.

About Representative Letlow

Julia Letlow (Republican Party) is a member of the U.S. House, representing Louisiana’s 5th Congressional District. She assumed office on April 14, 2021. Her current term ends on January 3, 2027.

Letlow (Republican Party) is running for re-election to the U.S. House to represent Louisiana’s 5th Congressional District. She declared candidacy for the primary scheduled on November 3, 2026.

Julia Letlow earned a doctorate. Letlow’s career experience includes working as a senior administrator with the University of Louisiana at Monroe.

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.