Humana Inc. $HUM Shares Sold by Leeward Investments LLC MA

Leeward Investments LLC MA lessened its stake in Humana Inc. (NYSE:HUM) by 54.8% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 14,845 shares of the insurance provider’s stock after selling 17,976 shares during the quarter. Leeward Investments LLC MA’s holdings in Humana were worth $2,574,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also made changes to their positions in the company. PKO Investment Management Joint Stock Co boosted its holdings in Humana by 57.1% in the first quarter. PKO Investment Management Joint Stock Co now owns 2,200 shares of the insurance provider’s stock valued at $381,000 after acquiring an additional 800 shares during the last quarter. FFG Partners LLC acquired a new position in shares of Humana in the 1st quarter valued at about $300,000. SG Americas Securities LLC grew its holdings in shares of Humana by 434.4% during the 1st quarter. SG Americas Securities LLC now owns 410,634 shares of the insurance provider’s stock worth $71,200,000 after purchasing an additional 333,794 shares during the period. Pullen Investment Management LLC purchased a new stake in shares of Humana during the 1st quarter worth about $348,000. Finally, Hsbc Holdings PLC increased its position in Humana by 9.1% during the 4th quarter. Hsbc Holdings PLC now owns 330,794 shares of the insurance provider’s stock worth $85,107,000 after purchasing an additional 27,530 shares in the last quarter. 92.38% of the stock is currently owned by institutional investors and hedge funds.

Humana Stock Up 1.1%

NYSE HUM opened at $363.23 on Thursday. The company has a quick ratio of 1.77, a current ratio of 1.77 and a debt-to-equity ratio of 0.66. Humana Inc. has a fifty-two week low of $163.11 and a fifty-two week high of $380.86. The business has a 50 day moving average price of $295.80 and a two-hundred day moving average price of $243.92. The stock has a market cap of $43.61 billion, a PE ratio of 38.85, a P/E/G ratio of 2.05 and a beta of 0.76.

Humana (NYSE:HUM) last posted its quarterly earnings data on Wednesday, April 29th. The insurance provider reported $10.31 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $9.97 by $0.34. Humana had a net margin of 0.82% and a return on equity of 10.45%. The company had revenue of $39.65 billion for the quarter, compared to analyst estimates of $39.37 billion. During the same quarter last year, the firm posted $11.58 earnings per share. The business’s quarterly revenue was up 23.5% on a year-over-year basis. Humana has set its FY 2026 guidance at 9.000- EPS. As a group, sell-side analysts predict that Humana Inc. will post 9.04 EPS for the current fiscal year.

Humana Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, July 31st. Investors of record on Friday, June 26th will be paid a dividend of $0.885 per share. The ex-dividend date of this dividend is Friday, June 26th. This represents a $3.54 annualized dividend and a yield of 1.0%. Humana’s payout ratio is 37.86%.

Wall Street Analysts Forecast Growth

Several research firms recently commented on HUM. Sanford C. Bernstein restated an “outperform” rating and issued a $425.00 price target on shares of Humana in a report on Wednesday, June 3rd. Oppenheimer raised shares of Humana from an “outperform” rating to an “outperform” rating in a research report on Wednesday, May 20th. Zacks Research raised shares of Humana from a “strong sell” rating to a “hold” rating in a research note on Wednesday, May 13th. Mizuho lifted their target price on shares of Humana from $335.00 to $390.00 and gave the company an “outperform” rating in a report on Monday, June 8th. Finally, Needham & Company LLC began coverage on shares of Humana in a research report on Wednesday, May 20th. They set a “buy” rating for the company. One equities research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, sixteen have issued a Hold rating and three have issued a Sell rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus target price of $293.09.

Humana Company 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.