PNC Financial Services Group Inc. Trims Stock Position in Humana Inc. $HUM

PNC Financial Services Group Inc. trimmed its stake in shares of Humana Inc. (NYSE:HUM) by 2.2% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 64,665 shares of the insurance provider’s stock after selling 1,460 shares during the quarter. PNC Financial Services Group Inc. owned about 0.05% of Humana worth $11,212,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors also recently modified their holdings of the stock. Vanguard Group Inc. raised its stake in shares of Humana by 0.7% during the fourth quarter. Vanguard Group Inc. now owns 14,261,860 shares of the insurance provider’s stock worth $3,652,890,000 after purchasing an additional 106,030 shares during the last quarter. Capital International Investors grew its position in Humana by 113.9% in the 4th quarter. Capital International Investors now owns 5,818,008 shares of the insurance provider’s stock valued at $1,490,239,000 after buying an additional 3,097,571 shares during the last quarter. Pzena Investment Management LLC increased its stake in Humana by 34.3% in the 1st quarter. Pzena Investment Management LLC now owns 5,470,982 shares of the insurance provider’s stock valued at $948,614,000 after buying an additional 1,398,774 shares during the period. State Street Corp increased its stake in Humana by 1.8% in the 4th quarter. State Street Corp now owns 5,462,549 shares of the insurance provider’s stock valued at $1,403,877,000 after buying an additional 97,211 shares during the period. Finally, Massachusetts Financial Services Co. MA raised its position in Humana by 28.9% during the 4th quarter. Massachusetts Financial Services Co. MA now owns 4,496,775 shares of the insurance provider’s stock worth $1,151,759,000 after buying an additional 1,008,514 shares during the last quarter. 92.38% of the stock is currently owned by hedge funds and other institutional investors.

Humana Price Performance

Shares of NYSE HUM opened at $388.56 on Friday. The company has a debt-to-equity ratio of 0.66, a quick ratio of 1.77 and a current ratio of 1.77. Humana Inc. has a one year low of $163.11 and a one year high of $428.88. The firm has a market capitalization of $46.65 billion, a P/E ratio of 41.56, a PEG ratio of 2.12 and a beta of 0.71. The company’s fifty day moving average is $364.10 and its two-hundred day moving average is $265.01.

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, 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 business had revenue of $39.65 billion during the quarter, compared to the consensus estimate of $39.37 billion. During the same quarter last year, the firm posted $11.58 EPS. The business’s revenue was up 23.5% compared to the same quarter last year. Humana has set its FY 2026 guidance at 9.000- EPS. Analysts forecast that Humana Inc. will post 9.46 EPS for the current fiscal year.

Analyst Ratings Changes

Several research firms have recently commented on HUM. Raymond James Financial set a $300.00 target price on shares of Humana in a research note on Tuesday, July 7th. Seaport Research Partners lowered shares of Humana to a “neutral” rating in a research note on Wednesday, May 20th. Morgan Stanley increased their price target on shares of Humana from $217.00 to $249.00 and gave the stock an “underweight” rating in a report on Thursday, June 4th. Sanford C. Bernstein restated an “outperform” rating and issued a $425.00 price objective on shares of Humana in a research report on Wednesday, June 3rd. Finally, Zacks Research raised Humana from a “hold” rating to a “strong-buy” rating in a report on Monday, July 13th. Two research analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating, fifteen have given a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus price target of $327.17.

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.