Savant Capital LLC Lowers Stock Holdings in Humana Inc. $HUM

Savant Capital LLC reduced its position in shares of Humana Inc. (NYSE:HUM) by 68.8% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 4,885 shares of the insurance provider’s stock after selling 10,786 shares during the period. Savant Capital LLC’s holdings in Humana were worth $1,251,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also modified their holdings of the company. Illinois Municipal Retirement Fund boosted its position in shares of Humana by 9.6% during the third quarter. Illinois Municipal Retirement Fund now owns 49,658 shares of the insurance provider’s stock worth $12,920,000 after buying an additional 4,351 shares during the period. National Pension Service boosted its position in shares of Humana by 2.8% during the third quarter. National Pension Service now owns 189,601 shares of the insurance provider’s stock worth $49,328,000 after buying an additional 5,150 shares during the period. Long Focus Capital Management LLC purchased a new position in shares of Humana during the third quarter worth $34,212,000. AMG National Trust Bank boosted its position in shares of Humana by 106.5% during the third quarter. AMG National Trust Bank now owns 16,953 shares of the insurance provider’s stock worth $4,411,000 after buying an additional 8,744 shares during the period. Finally, Aberdeen Group plc boosted its position in shares of Humana by 18.1% during the fourth quarter. Aberdeen Group plc now owns 283,778 shares of the insurance provider’s stock worth $72,684,000 after buying an additional 43,442 shares during the period. 92.38% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several research analysts have recently commented on the company. Morgan Stanley raised their price target on Humana from $146.00 to $217.00 and gave the stock an “underweight” rating in a research report on Friday, May 15th. Deutsche Bank Aktiengesellschaft lowered Humana from a “buy” rating to a “hold” rating in a report on Wednesday, May 20th. Wolfe Research lowered Humana from a “strong-buy” rating to a “peer perform” rating in a report on Wednesday, May 20th. Cantor Fitzgerald started coverage on Humana in a report on Wednesday, May 20th. They issued an “overweight” rating for the company. Finally, Needham & Company LLC started coverage on Humana in a report on Wednesday, May 20th. They issued a “buy” rating for the company. Nine equities research analysts have rated the stock with a Buy rating, fifteen have issued a Hold rating and four have issued a Sell rating to the company. According to data from MarketBeat, Humana presently has a consensus rating of “Hold” and a consensus target price of $272.65.

Humana Stock Up 7.5%

Shares of NYSE HUM opened at $328.19 on Tuesday. The company has a market capitalization of $39.40 billion, a price-to-earnings ratio of 35.10, a price-to-earnings-growth ratio of 2.21 and a beta of 0.68. 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 business has a 50-day moving average of $235.19 and a two-hundred day moving average of $229.58. Humana Inc. has a 1 year low of $163.11 and a 1 year high of $333.31.

Humana (NYSE:HUM) last announced its quarterly earnings results on Wednesday, April 29th. The insurance provider reported $10.31 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $9.97 by $0.34. The company had revenue of $39.65 billion during the quarter, compared to the consensus estimate of $39.37 billion. Humana had a return on equity of 10.45% and a net margin of 0.82%.Humana’s revenue for the quarter was up 23.5% on a year-over-year basis. During the same period in the previous year, the business earned $11.58 EPS. Humana has set its FY 2026 guidance at 9.000- EPS. On average, analysts forecast that Humana Inc. will post 9.01 earnings per share for the current fiscal year.

Humana Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, July 31st. Shareholders of record on Friday, June 26th will be issued a dividend of $0.885 per share. This represents a $3.54 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date of this dividend is Friday, June 26th. Humana’s payout ratio is 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.