Banque Cantonale Vaudoise Lowers Stock Position in Humana Inc. $HUM

Banque Cantonale Vaudoise cut its stake in shares of Humana Inc. (NYSE:HUM) by 64.6% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 8,157 shares of the insurance provider’s stock after selling 14,865 shares during the quarter. Banque Cantonale Vaudoise’s holdings in Humana were worth $1,414,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also bought and sold shares of the company. Cidel Asset Management Inc. boosted its stake in Humana by 35.7% in the first quarter. Cidel Asset Management Inc. now owns 3,842 shares of the insurance provider’s stock worth $666,000 after buying an additional 1,011 shares in the last quarter. PKO Investment Management Joint Stock Co boosted its stake in shares of Humana by 57.1% in the 1st quarter. PKO Investment Management Joint Stock Co now owns 2,200 shares of the insurance provider’s stock valued at $381,000 after purchasing an additional 800 shares in the last quarter. FFG Partners LLC bought a new position in shares of Humana during the 1st quarter valued at $300,000. SG Americas Securities LLC raised its position in Humana by 434.4% in the 1st quarter. SG Americas Securities LLC now owns 410,634 shares of the insurance provider’s stock worth $71,200,000 after purchasing an additional 333,794 shares during the period. Finally, Pullen Investment Management LLC bought a new stake in Humana in the first quarter worth $348,000. Hedge funds and other institutional investors own 92.38% of the company’s stock.

Humana Price Performance

Shares of HUM opened at $384.19 on Friday. The firm has a fifty day simple moving average of $303.11 and a two-hundred day simple moving average of $245.73. The firm has a market cap of $46.13 billion, a PE ratio of 41.09, a P/E/G ratio of 2.14 and a beta of 0.76. The company has a current ratio of 1.77, a quick ratio of 1.77 and a debt-to-equity ratio of 0.66. Humana Inc. has a 1-year low of $163.11 and a 1-year high of $385.49.

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, topping analysts’ consensus estimates of $9.97 by $0.34. The firm had revenue of $39.65 billion for 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 revenue for the quarter was up 23.5% on a year-over-year basis. During the same period last year, the business posted $11.58 EPS. Humana has set its FY 2026 guidance at 9.000- EPS. On average, equities analysts anticipate that Humana Inc. will post 9.04 EPS for the current year.

Humana Announces Dividend

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

Analyst Ratings Changes

Several analysts have issued reports on the stock. Truist Financial upped their price target on shares of Humana from $270.00 to $320.00 and gave the company a “hold” rating in a research report on Monday, June 1st. Piper Sandler reissued a “neutral” rating and issued a $254.00 target price (up from $182.00) on shares of Humana in a research note on Wednesday, May 13th. UBS Group restated a “neutral” rating on shares of Humana in a report on Monday, June 15th. Robert W. Baird reduced their price target on Humana from $264.00 to $205.00 and set a “neutral” rating on the stock in a research report on Wednesday, April 15th. Finally, Sanford C. Bernstein reaffirmed an “outperform” rating and issued a $425.00 price target on shares of Humana in a research note on Wednesday, June 3rd. One investment analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating, sixteen have assigned a Hold rating and three have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, Humana currently has an average rating of “Hold” and a consensus price target of $293.09.

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.