Fjarde AP Fonden Fourth Swedish National Pension Fund Has $7.57 Million Stake in Humana Inc. $HUM

Fjarde AP Fonden Fourth Swedish National Pension Fund raised its stake in shares of Humana Inc. (NYSE:HUM) by 71.7% during the 1st quarter, according to the company in its most recent filing with the SEC. The firm owned 43,636 shares of the insurance provider’s stock after purchasing an additional 18,220 shares during the quarter. Fjarde AP Fonden Fourth Swedish National Pension Fund’s holdings in Humana were worth $7,566,000 as of its most recent filing with the SEC.

Other large investors have also made changes to their positions in the company. Sound View Wealth Advisors Group LLC lifted its stake in shares of Humana by 3.5% in the fourth quarter. Sound View Wealth Advisors Group LLC now owns 1,060 shares of the insurance provider’s stock valued at $272,000 after buying an additional 36 shares during the period. CoreCap Advisors LLC raised its holdings in Humana by 54.4% in the 4th quarter. CoreCap Advisors LLC now owns 105 shares of the insurance provider’s stock valued at $27,000 after acquiring an additional 37 shares in the last quarter. Columbus Macro LLC raised its holdings in Humana by 5.5% in the 4th quarter. Columbus Macro LLC now owns 821 shares of the insurance provider’s stock valued at $210,000 after acquiring an additional 43 shares in the last quarter. Fiduciary Alliance LLC lifted its position in shares of Humana by 0.9% in the 1st quarter. Fiduciary Alliance LLC now owns 5,628 shares of the insurance provider’s stock worth $976,000 after acquiring an additional 49 shares during the period. Finally, Sanctuary Advisors LLC grew its holdings in shares of Humana by 1.6% during the 4th quarter. Sanctuary Advisors LLC now owns 3,389 shares of the insurance provider’s stock worth $868,000 after purchasing an additional 52 shares in the last quarter. Institutional investors and hedge funds own 92.38% of the company’s stock.

Analyst Ratings Changes

A number of research firms have recently issued reports on HUM. Cantor Fitzgerald restated a “neutral” rating on shares of Humana in a research report on Thursday, June 11th. Piper Sandler reiterated a “neutral” rating and set a $254.00 price target (up from $182.00) on shares of Humana in a research note on Wednesday, May 13th. Zacks Research raised shares of Humana from a “strong sell” rating to a “hold” rating in a report on Wednesday, May 13th. Guggenheim increased their price objective on shares of Humana from $252.00 to $269.00 and gave the company a “buy” rating in a research note on Thursday, April 30th. Finally, Royal Bank Of Canada reaffirmed a “sector perform” rating on shares of Humana in a report on Monday, June 1st. One analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, sixteen have assigned a Hold rating and three have assigned a Sell rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Hold” and an average target price of $293.09.

Humana Trading Down 0.1%

Shares of HUM opened at $396.38 on Monday. The company has a current ratio of 1.77, a quick ratio of 1.77 and a debt-to-equity ratio of 0.66. The stock has a market cap of $47.59 billion, a PE ratio of 42.39, a PEG ratio of 2.26 and a beta of 0.71. Humana Inc. has a 1 year low of $163.11 and a 1 year high of $415.00. The stock has a 50 day simple moving average of $321.87 and a 200-day simple moving average of $250.40.

Humana (NYSE:HUM) last announced its quarterly earnings results on Wednesday, April 29th. The insurance provider reported $10.31 EPS for the quarter, beating the consensus estimate of $9.97 by $0.34. Humana had a return on equity of 10.45% and a net margin of 0.82%.The business had revenue of $39.65 billion for the quarter, compared to analyst estimates of $39.37 billion. During the same quarter in the previous year, the firm earned $11.58 EPS. Humana’s quarterly revenue was up 23.5% on a year-over-year basis. Humana has set its FY 2026 guidance at 9.000- EPS. On average, sell-side analysts predict that Humana Inc. will post 9.03 EPS 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 paid a $0.885 dividend. This represents a $3.54 annualized dividend and a dividend yield of 0.9%. The ex-dividend date is Friday, June 26th. Humana’s 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.