Janus Henderson Group PLC Boosts Stock Position in Humana Inc. $HUM

Janus Henderson Group PLC increased its holdings in Humana Inc. (NYSE:HUM) by 8.8% during the 1st quarter, HoldingsChannel reports. The firm owned 219,065 shares of the insurance provider’s stock after buying an additional 17,629 shares during the period. Janus Henderson Group PLC’s holdings in Humana were worth $37,983,000 at the end of the most recent reporting period.

Other hedge funds also recently bought and sold shares of the company. Montag A & Associates Inc. grew its stake in shares of Humana by 1,880.0% in the 4th quarter. Montag A & Associates Inc. now owns 99 shares of the insurance provider’s stock worth $25,000 after buying an additional 94 shares in the last quarter. CoreCap Advisors LLC increased its holdings in shares of Humana by 54.4% in the 4th quarter. CoreCap Advisors LLC now owns 105 shares of the insurance provider’s stock worth $27,000 after buying an additional 37 shares during the last quarter. Fideuram Asset Management Ireland dac purchased a new stake in shares of Humana during the 4th quarter valued at about $27,000. Reflection Asset Management purchased a new stake in shares of Humana during the 4th quarter valued at about $29,000. Finally, Larson Financial Group LLC lifted its holdings in shares of 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 last quarter. Hedge funds and other institutional investors own 92.38% of the company’s stock.

Humana Stock Up 0.2%

Shares of NYSE:HUM opened at $364.54 on Monday. Humana Inc. has a 1 year low of $163.11 and a 1 year high of $428.88. The business has a 50 day simple moving average of $370.79 and a two-hundred day simple moving average of $268.31. The firm has a market capitalization of $43.77 billion, a PE ratio of 34.49, a price-to-earnings-growth ratio of 2.08 and a beta of 0.72. The company has a debt-to-equity ratio of 0.62, a current ratio of 1.74 and a quick ratio of 1.74.

Humana (NYSE:HUM) last released its earnings results on Wednesday, July 29th. The insurance provider reported $7.61 EPS for the quarter, beating analysts’ consensus estimates of $7.27 by $0.34. Humana had a return on equity of 11.20% and a net margin of 0.88%.The firm had revenue of $40.89 billion for the quarter, compared to analysts’ expectations of $40.58 billion. During the same quarter in the prior year, the firm posted $6.27 earnings per share. The company’s quarterly revenue was up 26.2% on a year-over-year basis. On average, equities analysts predict that Humana Inc. will post 9.08 EPS for the current year.

Humana News Roundup

Here are the key news stories impacting Humana this week:

• Positive Sentiment: Analyst upgrades: Leerink Partners raised Humana from “market perform” to “outperform” and set a $513 price target, implying substantial upside. Bank of America also upgraded the stock to “Buy.” Leerink Partners upgrade Bank of America upgrade
• Positive Sentiment: Second-quarter beat: Humana reported adjusted EPS of $7.61, above the $7.27 consensus estimate, while revenue reached $40.89 billion versus expectations of $40.58 billion. Revenue increased 26.2% year over year, and reported profit was approximately $694 million. Humana second-quarter profit report
• Neutral Sentiment: TD Cowen raised its target from $350 to $370 but maintained a “Hold” rating, indicating only modest expected upside and signaling limited conviction despite the higher valuation estimate. TD Cowen price target update
• Negative Sentiment: Unchanged guidance disappointed investors: Humana affirmed its full-year 2026 adjusted earnings outlook rather than raising it after the quarterly beat. Reports also cited pressure from lower Medicare Advantage quality ratings, tempering optimism about near-term earnings growth. Humana stock and second-quarter outlook
• Negative Sentiment: Medicare Advantage exits: Humana plans to withdraw from additional Medicare Advantage markets and plans in 2027 as it targets a 3% margin. The portfolio reshaping may improve profitability over time, but it could reduce membership and revenue growth in the near term. Humana Medicare Advantage plan exits

Analyst Ratings Changes

HUM has been the subject of several recent research reports. Evercore upgraded Humana from an “in-line” rating to an “outperform” rating and set a $480.00 price target for the company in a research report on Wednesday. William Blair assumed coverage on Humana in a research report on Wednesday, May 20th. They set an “outperform” rating on the stock. Cantor Fitzgerald raised their price objective on Humana from $264.00 to $300.00 and gave the company a “neutral” rating in a research note on Tuesday, July 7th. Wolfe Research upgraded Humana from a “peer perform” rating to an “outperform” rating in a report on Thursday. Finally, Lake Street Capital started coverage on Humana in a research report on Thursday. They set a “buy” rating on the stock. One analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating, thirteen have assigned a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Hold” and an average price target of $386.61.

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.