Mirae Asset Global Investments Co. Ltd. Has $11.67 Million Stake in Humana Inc. $HUM

Mirae Asset Global Investments Co. Ltd. grew its position in Humana Inc. (NYSE:HUM) by 14.5% during the second quarter, HoldingsChannel.com reports. The firm owned 29,374 shares of the insurance provider’s stock after buying an additional 3,726 shares during the quarter. Mirae Asset Global Investments Co. Ltd.’s holdings in Humana were worth $11,668,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently modified their holdings of HUM. Vanguard Group Inc. raised its position in Humana by 0.7% in the 4th quarter. Vanguard Group Inc. now owns 14,261,860 shares of the insurance provider’s stock valued at $3,652,890,000 after buying an additional 106,030 shares during the last quarter. Capital International Investors boosted its position in Humana by 113.9% during the 4th quarter. Capital International Investors now owns 5,818,008 shares of the insurance provider’s stock worth $1,490,239,000 after acquiring an additional 3,097,571 shares during the last quarter. Pzena Investment Management LLC grew its stake in shares of Humana by 34.3% during the 1st quarter. Pzena Investment Management LLC now owns 5,470,982 shares of the insurance provider’s stock worth $948,614,000 after acquiring an additional 1,398,774 shares in the last quarter. State Street Corp grew its stake in shares of Humana by 1.8% during the 4th quarter. State Street Corp now owns 5,462,549 shares of the insurance provider’s stock worth $1,403,877,000 after acquiring an additional 97,211 shares in the last quarter. Finally, Geode Capital Management LLC raised its holdings in shares of Humana by 0.8% in the fourth quarter. Geode Capital Management LLC now owns 3,184,569 shares of the insurance provider’s stock valued at $812,540,000 after purchasing an additional 23,732 shares during the last quarter. 92.38% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Humana

Here are the key news stories impacting Humana this week:

• Positive Sentiment: Higher earnings outlook: Zacks Research raised its Q1 2027 EPS estimate to $9.04 from $8.70, suggesting improved expectations for Humana’s near-term profitability. The firm nonetheless maintained a Hold rating. Humana earnings estimate article
• Positive Sentiment: Medicaid and underserved-member expansion: Humana is partnering with Cityblock Health to support low-income and dual-eligible Medicare Advantage members. The move could strengthen care coordination and support growth in Medicaid and Medicare-related services. Humana Cityblock partnership article
• Positive Sentiment: Caregiver-retention initiative: A HealthStream agreement will fund 1,000 caregiver scholarships and provide recruitment and retention tools in Indiana, potentially supporting staffing at Humana’s CenterWell operations. Humana HealthStream deal article
• Positive Sentiment: Brokerage price-target support: JPMorgan raised its price target for HUM to $393, indicating modest upside relative to the referenced trading level. JPMorgan Humana price target article
• Neutral Sentiment: Leadership change: Humana appointed James Holland as president of its Medicaid business, underscoring the company’s focus on Medicaid but creating an execution milestone for investors. Humana Medicaid leadership article
• Neutral Sentiment: Legal proceeding: Humana agreed not to reference Teva’s Israeli identity during an upcoming U.S. drug-price-fixing trial. The agreement is procedural and does not indicate a new financial liability for Humana. Humana Teva trial article
• Negative Sentiment: Medicare Advantage membership reduction: Humana reportedly plans to drop approximately 600,000 Medicare Advantage members in 2027. Although the move may improve plan economics, investors may view the lost membership and related revenue as a near-term headwind. Humana Medicare Advantage membership article
• Negative Sentiment: More cautious rating: Zacks Research downgraded Humana from Strong Buy to Hold, limiting the positive impact from the firm’s higher EPS forecast. Zacks Humana rating

Wall Street Analysts Forecast Growth

Several brokerages recently commented on HUM. Weiss Ratings cut shares of Humana from a “hold (c)” rating to a “hold (c-)” rating in a report on Thursday, July 30th. Cantor Fitzgerald boosted their price target on shares of Humana from $264.00 to $300.00 and gave the stock a “neutral” rating in a research report on Tuesday, July 7th. Seaport Research Partners downgraded shares of Humana to a “neutral” rating in a research note on Wednesday, May 20th. Barclays raised their price objective on Humana from $344.00 to $407.00 and gave the company an “equal weight” rating in a report on Friday, July 31st. Finally, The Goldman Sachs Group upped their target price on Humana from $158.00 to $195.00 and gave the stock a “sell” rating in a report on Thursday, April 30th. Fourteen equities research analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Hold” and an average target price of $395.22.

Humana Price Performance

Shares of HUM opened at $384.50 on Friday. The company has a market cap of $46.17 billion, a price-to-earnings ratio of 36.38, a PEG ratio of 2.22 and a beta of 0.72. Humana Inc. has a 1-year low of $163.11 and a 1-year high of $428.88. The company’s fifty day simple moving average is $381.25 and its 200 day simple moving average is $274.88. The company has a current ratio of 1.74, a quick ratio of 1.74 and a debt-to-equity ratio of 0.62.

Humana (NYSE:HUM) last posted its quarterly earnings results on Wednesday, July 29th. The insurance provider reported $7.61 earnings per share (EPS) for the quarter, topping the consensus estimate of $7.27 by $0.34. The firm had revenue of $40.89 billion for the quarter, compared to analyst estimates of $40.58 billion. Humana had a net margin of 0.88% and a return on equity of 11.20%. The company’s quarterly revenue was up 26.2% compared to the same quarter last year. During the same period in the prior year, the firm posted $6.27 earnings per share. On average, research analysts forecast that Humana Inc. will post 9.09 earnings per share for the current fiscal year.

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.