5,521 Shares in Humana Inc. $HUM Bought by Delta Global Management LP

Delta Global Management LP acquired a new stake in Humana Inc. (NYSE:HUM) during the 1st quarter, Holdings Channel reports. The institutional investor acquired 5,521 shares of the insurance provider’s stock, valued at approximately $957,000.

Other hedge funds and other institutional investors also recently modified their holdings of the company. OMERS ADMINISTRATION Corp boosted its position in shares of Humana by 31.2% in the first quarter. OMERS ADMINISTRATION Corp now owns 5,738 shares of the insurance provider’s stock worth $995,000 after buying an additional 1,364 shares during the period. Lombard Odier Asset Management Switzerland SA purchased a new stake in shares of Humana during the 1st quarter valued at about $535,000. Sustainable Insight Capital Management LLC raised its holdings in shares of Humana by 24.4% during the 1st quarter. Sustainable Insight Capital Management LLC now owns 30,797 shares of the insurance provider’s stock valued at $5,340,000 after buying an additional 6,040 shares during the period. Healthcare of Ontario Pension Plan Trust Fund lifted its position in Humana by 3,350.6% during the 1st quarter. Healthcare of Ontario Pension Plan Trust Fund now owns 336,572 shares of the insurance provider’s stock worth $58,358,000 after acquiring an additional 326,818 shares in the last quarter. Finally, Arrowstreet Capital Limited Partnership lifted its position in Humana by 26.7% during the 1st quarter. Arrowstreet Capital Limited Partnership now owns 235,493 shares of the insurance provider’s stock worth $40,832,000 after acquiring an additional 49,578 shares in the last quarter. Institutional investors and hedge funds own 92.38% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts have issued reports on the stock. Zacks Research raised shares of Humana from a “hold” rating to a “strong-buy” rating in a research report on Monday, July 13th. The Goldman Sachs Group boosted their target price on shares of Humana from $158.00 to $195.00 and gave the stock a “sell” rating in a research report on Thursday, April 30th. Mizuho upped their target price on shares of Humana from $335.00 to $390.00 and gave the company an “outperform” rating in a research note on Monday, June 8th. Guggenheim lifted their price target on shares of Humana from $252.00 to $269.00 and gave the stock a “buy” rating in a research note on Thursday, April 30th. Finally, Morgan Stanley boosted their price objective on shares of Humana from $217.00 to $249.00 and gave the stock an “underweight” rating in a report on Thursday, June 4th. Two research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating, fifteen have assigned a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat, Humana presently has an average rating of “Hold” and an average target price of $327.17.

Humana Stock Performance

Shares of HUM opened at $388.56 on Monday. The firm has a market cap of $46.65 billion, a price-to-earnings ratio of 41.56, a PEG ratio of 2.12 and a beta of 0.71. 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 business’s 50 day moving average is $364.10 and its two-hundred day moving average is $264.93. Humana Inc. has a 52-week low of $163.11 and a 52-week high of $428.88.

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, topping analysts’ consensus estimates of $9.97 by $0.34. The business 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%. The business’s quarterly revenue was up 23.5% compared to the same quarter last year. During the same quarter last year, the company earned $11.58 earnings per share. Humana has set its FY 2026 guidance at 9.000- EPS. Analysts forecast that Humana Inc. will post 9.46 EPS for the current fiscal year.

Humana Company 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.