Humana (NYSE:HUM) Stock Unloaded Rep. Gilbert Ray Cisneros, Jr.

Representative Gilbert Ray Cisneros, Jr. (D-California) recently sold shares of Humana Inc. (NYSE:HUM). In a filing disclosed on December 15th, the Representative disclosed that they had sold between $1,001 and $15,000 in Humana stock on November 12th. The trade occurred in the Representative’s “150 MAIN STREET TRUST > BANK OF AMERICA” account.

Representative Gilbert Ray Cisneros, Jr. also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Spotify Technology (NYSE:SPOT) on 11/26/2025.
• Sold $1,001 – $15,000 in shares of Alphabet (NASDAQ:GOOGL) on 11/26/2025.
• Purchased $1,001 – $15,000 in shares of First Watch Restaurant Group (NASDAQ:FWRG) on 11/26/2025.
• Purchased $1,001 – $15,000 in shares of TKO Group (NYSE:TKO) on 11/26/2025.
• Sold $1,001 – $15,000 in shares of RBC Bearings (NYSE:RBC) on 11/24/2025.
• Sold $1,001 – $15,000 in shares of Stifel Financial (NYSE:SF) on 11/24/2025.
• Purchased $1,001 – $15,000 in shares of Logan Energy (CVE:LGN) on 11/24/2025.
• Sold $1,001 – $15,000 in shares of Primoris Services (NASDAQ:PRIM) on 11/24/2025.
• Purchased $15,001 – $50,000 in shares of LandBridge (NYSE:LB) on 11/21/2025.
• Purchased $50,001 – $100,000 in shares of LandBridge (NYSE:LB) on 11/20/2025.

Humana Price Performance

HUM opened at $260.25 on Thursday. The stock’s 50 day moving average price is $260.48 and its 200-day moving average price is $259.01. Humana Inc. has a 52-week low of $206.87 and a 52-week high of $315.35. The stock has a market capitalization of $31.30 billion, a PE ratio of 24.39, a price-to-earnings-growth ratio of 1.51 and a beta of 0.46. The company has a debt-to-equity ratio of 0.68, a quick ratio of 2.02 and a current ratio of 2.02.

Humana (NYSE:HUM) last issued its quarterly earnings data on Wednesday, November 5th. The insurance provider reported $3.24 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.95 by $0.29. Humana had a net margin of 1.02% and a return on equity of 12.86%. The business had revenue of $32.65 billion for the quarter, compared to the consensus estimate of $31.99 billion. During the same period in the previous year, the firm earned $4.16 EPS. The company’s quarterly revenue was up 11.1% compared to the same quarter last year. On average, equities research analysts predict that Humana Inc. will post 16.47 EPS for the current year.

Humana Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, January 30th. Stockholders of record on Friday, December 26th will be paid a dividend of $0.885 per share. The ex-dividend date of this dividend is Friday, December 26th. This represents a $3.54 annualized dividend and a dividend yield of 1.4%. Humana’s payout ratio is 33.18%.

Wall Street Analyst Weigh In

HUM has been the topic of several research analyst reports. Wells Fargo & Company boosted their price target on shares of Humana from $344.00 to $347.00 and gave the company an “overweight” rating in a research report on Tuesday, October 7th. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of Humana in a research report on Wednesday, October 8th. Evercore ISI began coverage on Humana in a research report on Monday, September 22nd. They issued an “in-line” rating and a $295.00 target price for the company. The Goldman Sachs Group dropped their price target on Humana from $235.00 to $215.00 and set a “sell” rating on the stock in a research report on Monday, November 24th. Finally, Robert W. Baird decreased their price objective on Humana from $280.00 to $264.00 and set a “neutral” rating for the company in a report on Thursday, December 11th. Nine equities research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average target price of $294.32.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Revolve Wealth Partners LLC bought a new position in shares of Humana during the fourth quarter valued at $202,000. Townsquare Capital LLC grew its position in Humana by 2.8% during the 1st quarter. Townsquare Capital LLC now owns 2,255 shares of the insurance provider’s stock valued at $597,000 after purchasing an additional 61 shares during the last quarter. Public Sector Pension Investment Board increased its stake in Humana by 8.9% during the 1st quarter. Public Sector Pension Investment Board now owns 16,533 shares of the insurance provider’s stock valued at $4,375,000 after purchasing an additional 1,352 shares in the last quarter. HighTower Advisors LLC raised its holdings in Humana by 8.3% in the first quarter. HighTower Advisors LLC now owns 7,630 shares of the insurance provider’s stock worth $2,019,000 after buying an additional 583 shares during the last quarter. Finally, Horizon Investments LLC lifted its stake in shares of Humana by 4.7% in the first quarter. Horizon Investments LLC now owns 2,039 shares of the insurance provider’s stock worth $540,000 after buying an additional 92 shares in the last quarter. Institutional investors own 92.38% of the company’s stock.

About Representative Cisneros

Gil Cisneros (Democratic Party) is a member of the U.S. House, representing California’s 31st Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027.

Cisneros (Democratic Party) is running for re-election to the U.S. House to represent California’s 31st Congressional District. He declared candidacy for the 2026 election.

Gil Cisneros served in the U.S. Navy as a supply officer from 1994 to 2004. Cisneros earned a bachelor’s degree in political science from George Washington University in 1994, a master’s in business administration from Regis University in 2002, and a master’s degree in urban education policy from Brown University in 2015. His career experience includes working as a logistics manager for Frito-Lay. In 2010, Cisneros won the lottery and became involved in activism and philanthropy, founding a scholarship program for local high school students. In 2021, President Joe Biden (D) appointed Cisneros as under secretary of defense for personnel and readiness.

Humana Company Profile

Humana Inc, together with its subsidiaries, provides medical and specialty insurance products in the United States. It operates through two segments, Insurance and CenterWell. The company offers medical and supplemental benefit plans to individuals. It has a contract with Centers for Medicare and Medicaid Services to administer the Limited Income Newly Eligible Transition prescription drug plan program; and contracts with various states to provide Medicaid, dual eligible, and long-term support services benefits.