AMF Tjanstepension AB Increases Stock Holdings in Humana Inc. $HUM

AMF Tjanstepension AB grew its position in shares of Humana Inc. (NYSE:HUM) by 2.9% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 155,989 shares of the insurance provider’s stock after acquiring an additional 4,433 shares during the quarter. AMF Tjanstepension AB’s holdings in Humana were worth $27,047,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds also recently made changes to their positions in the company. J. Safra Sarasin Holding AG increased its stake in Humana by 41.0% in the 1st quarter. J. Safra Sarasin Holding AG now owns 4,773 shares of the insurance provider’s stock valued at $827,000 after buying an additional 1,389 shares during the last quarter. Global Assets Advisory LLC purchased a new position in shares of Humana in the 1st quarter worth approximately $38,000. International Assets Investment Management LLC grew its holdings in shares of Humana by 28.7% in the first quarter. International Assets Investment Management LLC now owns 457 shares of the insurance provider’s stock valued at $81,000 after acquiring an additional 102 shares in the last quarter. 180 Wealth Advisors LLC grew its holdings in shares of Humana by 179.1% in the first quarter. 180 Wealth Advisors LLC now owns 3,893 shares of the insurance provider’s stock valued at $675,000 after acquiring an additional 2,498 shares in the last quarter. Finally, Commonwealth of Pennsylvania Public School Empls Retrmt SYS increased its position in shares of Humana by 0.4% during the first quarter. Commonwealth of Pennsylvania Public School Empls Retrmt SYS now owns 28,091 shares of the insurance provider’s stock valued at $4,871,000 after acquiring an additional 115 shares during the last quarter. Hedge funds and other institutional investors own 92.38% of the company’s stock.

Humana Price Performance

Humana stock opened at $392.76 on Monday. Humana Inc. has a 52 week low of $163.11 and a 52 week high of $415.00. The business has a 50-day simple moving average of $338.80 and a 200 day simple moving average of $255.17. The company has a quick ratio of 1.77, a current ratio of 1.77 and a debt-to-equity ratio of 0.66. The stock has a market cap of $47.15 billion, a price-to-earnings ratio of 42.01, a PEG ratio of 2.24 and a beta of 0.71.

Humana (NYSE:HUM) last released its quarterly earnings results on Wednesday, April 29th. The insurance provider reported $10.31 earnings per share for the quarter, beating the consensus estimate of $9.97 by $0.34. The firm had revenue of $39.65 billion for the quarter, compared to analysts’ expectations of $39.37 billion. Humana had a return on equity of 10.45% and a net margin of 0.82%.The company’s revenue was up 23.5% compared to the same quarter last year. During the same quarter last year, the firm posted $11.58 EPS. Humana has set its FY 2026 guidance at 9.000- EPS. On average, research analysts forecast that Humana Inc. will post 9.03 earnings per share for the current fiscal year.

Humana Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, July 31st. Shareholders of record on Friday, June 26th will be given 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 dividend payout ratio (DPR) is presently 37.86%.

Wall Street Analysts Forecast Growth

HUM has been the subject of a number of recent analyst reports. Jefferies Financial Group upgraded Humana from a “buy” rating to a “buy” rating in a research note on Wednesday, May 20th. Seaport Research Partners cut Humana to a “neutral” rating in a research note on Wednesday, May 20th. Wells Fargo & Company lowered shares of Humana from a “cautious” rating to a “reduce” rating in a research report on Wednesday, May 20th. Barclays raised their price objective on shares of Humana from $180.00 to $344.00 and gave the stock an “equal weight” rating in a report on Tuesday, May 26th. Finally, Guggenheim lifted their price objective on shares of Humana from $252.00 to $269.00 and gave the stock a “buy” rating in a research report on Thursday, April 30th. One analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, sixteen have issued a Hold rating and three have issued a Sell rating to the stock. Based on data from MarketBeat, Humana has a consensus rating of “Hold” and a consensus target price of $303.74.

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.