FFG Partners LLC Invests $300,000 in Humana Inc. $HUM

FFG Partners LLC bought a new position in Humana Inc. (NYSE:HUM) during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 1,733 shares of the insurance provider’s stock, valued at approximately $300,000.

Several other institutional investors have also added to or reduced their stakes in the company. SG Americas Securities LLC grew its holdings in shares of Humana by 434.4% in the first quarter. SG Americas Securities LLC now owns 410,634 shares of the insurance provider’s stock valued at $71,200,000 after purchasing an additional 333,794 shares in the last quarter. Pullen Investment Management LLC bought a new stake in Humana in the first quarter worth $348,000. Hsbc Holdings PLC raised its stake in Humana by 9.1% during the fourth quarter. Hsbc Holdings PLC now owns 330,794 shares of the insurance provider’s stock valued at $85,107,000 after purchasing an additional 27,530 shares in the last quarter. Reflection Asset Management purchased a new stake in Humana during the fourth quarter valued at $29,000. Finally, Invesco Ltd. lifted its position in Humana by 9.3% during the fourth quarter. Invesco Ltd. now owns 2,233,130 shares of the insurance provider’s stock valued at $571,972,000 after purchasing an additional 189,670 shares during the last quarter. Hedge funds and other institutional investors own 92.38% of the company’s stock.

Humana Stock Performance

Shares of HUM stock opened at $360.78 on Tuesday. The firm has a market cap of $43.32 billion, a price-to-earnings ratio of 38.59, a PEG ratio of 2.05 and a beta of 0.76. The company’s 50 day moving average is $289.14 and its 200 day moving average is $242.42. The company has a quick ratio of 1.77, a current ratio of 1.77 and a debt-to-equity ratio of 0.66. Humana Inc. has a 52-week low of $163.11 and a 52-week high of $380.86.

Humana (NYSE:HUM) last issued its quarterly earnings data on Wednesday, April 29th. The insurance provider reported $10.31 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 net margin of 0.82% and a return on equity of 10.45%. Humana’s revenue for the quarter was up 23.5% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $11.58 earnings per share. Humana has set its FY 2026 guidance at 9.000- EPS. On average, sell-side analysts anticipate that Humana Inc. will post 9.04 EPS for the current fiscal year.

Humana Dividend Announcement

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

Analyst Upgrades and Downgrades

A number of equities analysts have commented on the stock. Mizuho lifted their price objective on shares of Humana from $335.00 to $390.00 and gave the stock an “outperform” rating in a research note on Monday, June 8th. UBS Group reaffirmed a “neutral” rating on shares of Humana in a report on Monday, June 15th. Evercore lifted their price target on Humana from $250.00 to $370.00 in a research report on Thursday, June 11th. William Blair assumed coverage on Humana in a research report on Wednesday, May 20th. They set an “outperform” rating on the stock. Finally, Raymond James Financial reissued an “outperform” rating and issued a $260.00 price objective on shares of Humana in a research report on Friday, May 1st. One analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, sixteen have issued a Hold rating and three have assigned a Sell rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average price target of $291.35.

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.