Fieldview Capital Management LLC Makes New $1.08 Million Investment in Humana Inc. $HUM

Fieldview Capital Management LLC purchased a new position in shares of Humana Inc. (NYSE:HUM) in the fourth quarter, according to its most recent filing with the SEC. The firm purchased 4,224 shares of the insurance provider’s stock, valued at approximately $1,082,000.

Several other large investors also recently made changes to their positions in HUM. Revolve Wealth Partners LLC acquired a new stake in shares of Humana in the 4th quarter valued at about $202,000. Woodline Partners LP grew its stake in shares of Humana by 460.0% in the 1st 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 during the period. Sivia Capital Partners LLC grew its stake in shares of Humana by 53.7% in the 2nd 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 during the period. Cresset Asset Management LLC grew its stake in shares of Humana by 10.3% in the 2nd 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 during the period. Finally, WINTON GROUP Ltd grew its stake in shares of Humana by 58.5% in the 2nd 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 during the period. 92.38% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

HUM has been the subject of several research reports. Weiss Ratings restated a “sell (d+)” rating on shares of Humana in a research note on Tuesday, April 21st. Jefferies Financial Group upgraded Humana from a “buy” rating to a “buy” rating in a research note on Wednesday, May 20th. UBS Group raised their target price on Humana from $262.00 to $320.00 and gave the company a “neutral” rating in a research note on Friday, May 22nd. Guggenheim raised their target price on Humana from $252.00 to $269.00 and gave the company a “buy” rating in a research note on Thursday, April 30th. Finally, JPMorgan Chase & Co. raised their target price on Humana from $214.00 to $316.00 and gave the company a “neutral” rating in a research note on Monday, June 8th. One investment analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, fifteen have assigned a Hold rating and four have issued a Sell rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and an average price target of $291.35.

Humana Price Performance

HUM stock opened at $379.42 on Monday. The company has a market capitalization of $45.55 billion, a P/E ratio of 40.58, a price-to-earnings-growth ratio of 2.16 and a beta of 0.76. 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 52-week low of $163.11 and a 52-week high of $379.50. The business has a 50-day simple moving average of $267.90 and a two-hundred day simple moving average of $237.26.

Humana (NYSE:HUM) last released 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. The business 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%.The company’s quarterly revenue was up 23.5% on a year-over-year basis. During the same quarter in the previous year, the business earned $11.58 EPS. Humana has set its FY 2026 guidance at 9.000- EPS. Research analysts expect that Humana Inc. will post 9.04 EPS for the current fiscal year.

Humana Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, July 31st. Shareholders of record on Friday, June 26th will be paid a dividend of $0.885 per share. The ex-dividend date is Friday, June 26th. This represents a $3.54 dividend on an annualized basis and a yield of 0.9%. Humana’s payout ratio is 37.86%.

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.