Eurizon Capital SGR S.p.A. Purchases Shares of 33,467 Humana Inc. $HUM

Eurizon Capital SGR S.p.A. bought a new position in shares of Humana Inc. (NYSE:HUM) during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm bought 33,467 shares of the insurance provider’s stock, valued at approximately $8,576,000.

Several other hedge funds also recently made changes to their positions in HUM. Revolve Wealth Partners LLC bought a new position in shares of Humana during the fourth quarter worth approximately $202,000. Woodline Partners LP increased its holdings in shares of Humana by 460.0% during the first quarter. Woodline Partners LP now owns 10,192 shares of the insurance provider’s stock worth $2,697,000 after purchasing an additional 8,372 shares during the period. Sivia Capital Partners LLC increased its holdings in shares of Humana by 53.7% during the second quarter. Sivia Capital Partners LLC now owns 1,293 shares of the insurance provider’s stock worth $316,000 after purchasing an additional 452 shares during the period. Cresset Asset Management LLC increased its holdings in shares of Humana by 10.3% during the second quarter. Cresset Asset Management LLC now owns 2,369 shares of the insurance provider’s stock worth $581,000 after purchasing an additional 222 shares during the period. Finally, WINTON GROUP Ltd increased its holdings in shares of Humana by 58.5% during the second quarter. WINTON GROUP Ltd now owns 2,381 shares of the insurance provider’s stock worth $582,000 after purchasing an additional 879 shares during the period. 92.38% of the stock is owned by institutional investors.

Humana Stock Performance

NYSE HUM opened at $305.97 on Monday. Humana Inc. has a 1 year low of $163.11 and a 1 year high of $315.66. The company has a current ratio of 1.77, a quick ratio of 1.77 and a debt-to-equity ratio of 0.66. The firm has a market capitalization of $36.73 billion, a price-to-earnings ratio of 32.72, a P/E/G ratio of 2.21 and a beta of 0.76. The firm’s 50 day simple moving average is $231.96 and its 200 day simple moving average is $228.98.

Humana (NYSE:HUM) last issued its earnings results on Wednesday, April 29th. The insurance provider reported $10.31 earnings per share 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 firm had revenue of $39.65 billion for the quarter, compared to analyst estimates of $39.37 billion. During the same quarter last year, the business posted $11.58 earnings per share. The company’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, research analysts expect that Humana Inc. will post 9.01 earnings per share for the current fiscal year.

Humana Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, July 31st. Shareholders of record on Friday, June 26th will be given a $0.885 dividend. The ex-dividend date is Friday, June 26th. This represents a $3.54 dividend on an annualized basis and a yield of 1.2%. Humana’s dividend payout ratio (DPR) is currently 37.86%.

Analyst Upgrades and Downgrades

Several research analysts have recently commented on the stock. TD Cowen raised their target price on shares of Humana from $173.00 to $211.00 and gave the stock a “hold” rating in a report on Friday, May 1st. Royal Bank Of Canada increased their price target on shares of Humana from $189.00 to $246.00 and gave the stock a “sector perform” rating in a research report on Thursday, April 30th. Truist Financial increased their price target on shares of Humana from $220.00 to $270.00 and gave the stock a “hold” rating in a research report on Thursday, April 30th. Zacks Research upgraded shares of Humana from a “strong sell” rating to a “hold” rating in a research report on Wednesday, May 13th. Finally, Wolfe Research lowered shares of Humana from a “strong-buy” rating to a “peer perform” rating in a research report on Wednesday, May 20th. Nine investment analysts have rated the stock with a Buy rating, fifteen have issued a Hold rating and four have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Hold” and a consensus target price of $270.48.

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.