Schroder Investment Management Group Boosts Stake in Humana Inc. $HUM

Schroder Investment Management Group increased its holdings in shares of Humana Inc. (NYSE:HUM) by 578.9% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 82,969 shares of the insurance provider’s stock after purchasing an additional 70,748 shares during the quarter. Schroder Investment Management Group’s holdings in Humana were worth $21,586,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors also recently modified their holdings of the business. Elevation Point Wealth Partners LLC bought a new stake in Humana in the 2nd quarter worth about $32,000. Mather Group LLC. bought a new position in Humana during the 3rd quarter valued at about $34,000. AlphaCore Capital LLC purchased a new stake in shares of Humana during the 2nd quarter valued at about $39,000. Private Wealth Management Group LLC boosted its holdings in shares of Humana by 47.5% during the 3rd quarter. Private Wealth Management Group LLC now owns 149 shares of the insurance provider’s stock valued at $39,000 after acquiring an additional 48 shares during the last quarter. Finally, SJS Investment Consulting Inc. grew its stake in shares of Humana by 19,300.0% in the third quarter. SJS Investment Consulting Inc. now owns 194 shares of the insurance provider’s stock worth $50,000 after acquiring an additional 193 shares during the period. 92.38% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In related news, insider Sanjay K. Shetty bought 810 shares of the stock in a transaction that occurred on Monday, February 23rd. The shares were bought at an average cost of $185.21 per share, for a total transaction of $150,020.10. Following the completion of the transaction, the insider owned 11,657 shares of the company’s stock, valued at approximately $2,158,992.97. This trade represents a 7.47% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Company insiders own 0.37% of the company’s stock.

Humana Stock Performance

Shares of NYSE HUM opened at $163.80 on Friday. The firm has a 50 day moving average of $214.88 and a 200 day moving average of $249.14. The company has a current ratio of 2.00, a quick ratio of 2.00 and a debt-to-equity ratio of 0.70. The firm has a market capitalization of $19.66 billion, a price-to-earnings ratio of 16.68, a price-to-earnings-growth ratio of 1.75 and a beta of 0.44. Humana Inc. has a 12-month low of $163.60 and a 12-month high of $315.35.

Humana (NYSE:HUM) last released its quarterly earnings results on Wednesday, February 11th. The insurance provider reported ($3.96) earnings per share for the quarter, topping the consensus estimate of ($4.01) by $0.05. The business had revenue of $32.64 billion for the quarter, compared to the consensus estimate of $32.08 billion. Humana had a net margin of 0.92% and a return on equity of 11.43%. The company’s quarterly revenue was up 11.3% on a year-over-year basis. During the same period last year, the firm earned ($2.16) earnings per share. Humana has set its FY 2026 guidance at 9.000-9.000 EPS. On average, research analysts anticipate that Humana Inc. will post 16.47 earnings per share for the current year.

Humana Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, April 24th. Investors of record on Friday, March 27th will be issued a $0.885 dividend. This represents a $3.54 dividend on an annualized basis and a yield of 2.2%. The ex-dividend date of this dividend is Friday, March 27th. Humana’s dividend payout ratio (DPR) is currently 36.05%.

Wall Street Analysts Forecast Growth

Several research firms have recently weighed in on HUM. Truist Financial decreased their price objective on shares of Humana from $285.00 to $200.00 and set a “hold” rating for the company in a report on Tuesday, February 17th. JPMorgan Chase & Co. cut their target price on shares of Humana from $274.00 to $180.00 and set a “neutral” rating for the company in a research report on Friday, February 13th. Wells Fargo & Company decreased their target price on shares of Humana from $290.00 to $206.00 and set an “equal weight” rating for the company in a research note on Wednesday, February 18th. KeyCorp reissued a “sector weight” rating on shares of Humana in a report on Friday, December 12th. Finally, The Goldman Sachs Group dropped their price target on Humana from $215.00 to $158.00 and set a “sell” rating on the stock in a research note on Friday, February 13th. Seven investment analysts have rated the stock with a Buy rating, sixteen have issued a Hold rating and three have given a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus target price of $225.48.

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.