Artisan Partners Limited Partnership Cuts Stock Holdings in Humana Inc. $HUM

Artisan Partners Limited Partnership lowered its stake in shares of Humana Inc. (NYSE:HUM) by 2.5% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 684,778 shares of the insurance provider’s stock after selling 17,859 shares during the quarter. Artisan Partners Limited Partnership’s holdings in Humana were worth $175,392,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also modified their holdings of HUM. Montag A & Associates Inc. increased its holdings in Humana by 1,880.0% in the fourth quarter. Montag A & Associates Inc. now owns 99 shares of the insurance provider’s stock valued at $25,000 after buying an additional 94 shares during the last quarter. CoreCap Advisors LLC increased its holdings in Humana by 54.4% in the fourth quarter. CoreCap Advisors LLC now owns 105 shares of the insurance provider’s stock valued at $27,000 after buying an additional 37 shares during the last quarter. Fideuram Asset Management Ireland dac purchased a new position in Humana in the fourth quarter valued at $27,000. Rosenberg Matthew Hamilton increased its holdings in Humana by 136.0% in the fourth quarter. Rosenberg Matthew Hamilton now owns 118 shares of the insurance provider’s stock valued at $30,000 after buying an additional 68 shares during the last quarter. Finally, Larson Financial Group LLC increased its holdings in Humana by 114.1% in the third quarter. Larson Financial Group LLC now owns 152 shares of the insurance provider’s stock valued at $40,000 after buying an additional 81 shares during the last quarter. Hedge funds and other institutional investors own 92.38% of the company’s stock.

Wall Street Analysts Forecast Growth

HUM has been the topic of several recent analyst reports. UBS Group reissued a “neutral” rating on shares of Humana in a report on Monday. Morgan Stanley increased their target price on Humana from $217.00 to $249.00 and gave the company an “underweight” rating in a report on Thursday, June 4th. Leerink Partners upped their price objective on shares of Humana from $185.00 to $255.00 and gave the company a “market perform” rating in a research note on Thursday, April 30th. Royal Bank Of Canada restated a “sector perform” rating on shares of Humana in a research note on Monday, June 1st. Finally, Zacks Research upgraded shares of Humana from a “strong sell” rating to a “hold” rating in a research note on Wednesday, May 13th. One analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, sixteen have assigned a Hold rating and three have given a Sell rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold” and an average target price of $291.35.

Humana Price Performance

Shares of HUM opened at $369.78 on Wednesday. Humana Inc. has a fifty-two week low of $163.11 and a fifty-two week high of $380.86. The company has a market capitalization of $44.40 billion, a price-to-earnings ratio of 39.55, a price-to-earnings-growth ratio of 2.17 and a beta of 0.76. The firm has a 50-day simple moving average of $275.78 and a 200-day simple moving average of $239.13. 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 (NYSE:HUM) last announced its earnings results on Wednesday, April 29th. The insurance provider reported $10.31 earnings per share for the quarter, topping the consensus estimate 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 in the prior year, the firm earned $11.58 earnings per share. The business’s quarterly revenue was up 23.5% compared to the same quarter last year. Humana has set its FY 2026 guidance at 9.000- EPS. On average, equities research analysts anticipate that Humana Inc. will post 9.04 earnings per share for the current year.

Humana Dividend Announcement

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

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.