Humana Inc. $HUM Shares Bought by Fore Capital LLC

Fore Capital LLC grew its position in Humana Inc. (NYSE:HUM) by 119.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 4,600 shares of the insurance provider’s stock after buying an additional 2,500 shares during the quarter. Humana accounts for 0.4% of Fore Capital LLC’s holdings, making the stock its 19th largest holding. Fore Capital LLC’s holdings in Humana were worth $1,178,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of HUM. Revolve Wealth Partners LLC acquired a new stake in shares of Humana in the fourth quarter valued at $202,000. Woodline Partners LP grew its stake in shares of Humana by 460.0% in the first quarter. Woodline Partners LP now owns 10,192 shares of the insurance provider’s stock valued at $2,697,000 after buying an additional 8,372 shares in the last quarter. Sivia Capital Partners LLC grew its stake in shares of Humana by 53.7% in the second quarter. Sivia Capital Partners LLC now owns 1,293 shares of the insurance provider’s stock valued at $316,000 after buying an additional 452 shares in the last quarter. Cresset Asset Management LLC grew its stake in shares of Humana by 10.3% in the second quarter. Cresset Asset Management LLC now owns 2,369 shares of the insurance provider’s stock valued at $581,000 after buying an additional 222 shares in the last quarter. Finally, WINTON GROUP Ltd grew its stake in shares of Humana by 58.5% in the second quarter. WINTON GROUP Ltd now owns 2,381 shares of the insurance provider’s stock valued at $582,000 after buying an additional 879 shares in the last quarter. 92.38% of the stock is owned by institutional investors and hedge funds.

Humana Stock Up 6.8%

Shares of NYSE HUM opened at $349.87 on Friday. The company has a market capitalization of $42.01 billion, a price-to-earnings ratio of 37.42, a price-to-earnings-growth ratio of 1.87 and a beta of 0.76. The company has a debt-to-equity ratio of 0.66, a current ratio of 1.77 and a quick ratio of 1.77. The business has a 50-day moving average of $244.92 and a two-hundred day moving average of $231.58. Humana Inc. has a 1 year low of $163.11 and a 1 year high of $351.88.

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, topping analysts’ consensus estimates of $9.97 by $0.34. The company had revenue of $39.65 billion during the quarter, compared to the consensus estimate of $39.37 billion. Humana had a return on equity of 10.45% and a net margin of 0.82%.Humana’s revenue for the quarter was up 23.5% on a year-over-year basis. During the same period in the previous year, the business earned $11.58 EPS. Humana has set its FY 2026 guidance at 9.000- EPS. On average, analysts forecast that Humana Inc. will post 9 earnings per share for the current fiscal year.

Humana Announces Dividend

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

Wall Street Analysts Forecast Growth

HUM has been the subject of several analyst reports. William Blair initiated coverage on Humana in a research note on Wednesday, May 20th. They set an “outperform” rating for the company. Seaport Research Partners cut Humana to a “neutral” rating in a research note on Wednesday, May 20th. Piper Sandler reissued a “neutral” rating and set a $254.00 target price (up from $182.00) on shares of Humana in a research note on Wednesday, May 13th. JPMorgan Chase & Co. boosted their target price on Humana from $180.00 to $214.00 and gave the stock a “neutral” rating in a research note on Friday, May 1st. Finally, Mizuho boosted their target price on Humana from $290.00 to $335.00 and gave the stock an “outperform” rating in a research note on Wednesday, May 20th. Nine analysts have rated the stock with a Buy rating, fifteen have issued a Hold rating and four have issued a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus target price of $279.30.

Humana 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.