Rep. Julia Letlow Sells Humana Inc. (NYSE:HUM) Stock

Representative Julia Letlow (Republican-Louisiana) recently sold shares of Humana Inc. (NYSE:HUM). In a filing disclosed on March 12th, the Representative disclosed that they had sold between $1,001 and $15,000 in Humana stock on February 10th. The trade occurred in the Representative’s “MERRILL LYNCH INVESTMENT ACCOUNT #025” account.

Representative Julia Letlow also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of HF Sinclair (NYSE:DINO) on 2/20/2026.
• Sold $1,001 – $15,000 in shares of BXP (NYSE:BXP) on 2/20/2026.
• Purchased $1,001 – $15,000 in shares of Travelers Companies (NYSE:TRV) on 2/20/2026.
• Sold $1,001 – $15,000 in shares of Expand Energy (NASDAQ:EXE) on 2/17/2026.
• Sold $1,001 – $15,000 in shares of Public Service Enterprise Group (NYSE:PEG) on 2/17/2026.
• Purchased $1,001 – $15,000 in shares of Vistra (NYSE:VST) on 2/17/2026.
• Purchased $1,001 – $15,000 in shares of Regeneron Pharmaceuticals (NASDAQ:REGN) on 2/12/2026.
• Sold $1,001 – $15,000 in shares of Icon (NASDAQ:ICLR) on 2/12/2026.
• Purchased $1,001 – $15,000 in shares of Extra Space Storage (NYSE:EXR) on 2/12/2026.
• Sold $1,001 – $15,000 in shares of AT&T (NYSE:T) on 2/12/2026.

Humana Price Performance

Humana stock traded up $1.82 during trading hours on Wednesday, hitting $174.05. 1,113,788 shares of the stock were exchanged, compared to its average volume of 2,071,978. The stock has a market capitalization of $20.90 billion, a P/E ratio of 17.72, a P/E/G ratio of 1.82 and a beta of 0.44. The business’s 50-day moving average is $197.99 and its two-hundred day moving average is $240.78. The company has a debt-to-equity ratio of 0.70, a quick ratio of 2.00 and a current ratio of 2.00. Humana Inc. has a 12 month low of $163.11 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) EPS for the quarter, topping analysts’ consensus estimates of ($4.01) by $0.05. Humana had a return on equity of 11.43% and a net margin of 0.92%.The business had revenue of $32.64 billion for the quarter, compared to analyst estimates of $32.08 billion. During the same period in the prior year, the company earned ($2.16) EPS. Humana’s revenue for the quarter was up 11.3% on a year-over-year basis. Humana has set its FY 2026 guidance at 9.000-9.000 EPS. Equities research analysts expect that Humana Inc. will post 16.47 EPS for the current fiscal year.

Humana Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, April 24th. Shareholders of record on Friday, March 27th will be given a $0.885 dividend. The ex-dividend date is Friday, March 27th. This represents a $3.54 dividend on an annualized basis and a yield of 2.0%. Humana’s payout ratio is 36.05%.

Insider Transactions at Humana

In other news, insider Sanjay K. Shetty purchased 810 shares of the business’s stock in a transaction on Monday, February 23rd. The stock was purchased at an average price of $185.21 per share, for a total transaction of $150,020.10. Following the completion of the purchase, the insider directly owned 11,657 shares in the company, valued at $2,158,992.97. The trade was a 7.47% increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Company insiders own 0.20% of the company’s stock.

Analyst Ratings Changes

Several brokerages recently issued reports on HUM. The Goldman Sachs Group reduced their price target on shares of Humana from $215.00 to $158.00 and set a “sell” rating on the stock in a research report on Friday, February 13th. Deutsche Bank Aktiengesellschaft set a $180.00 target price on shares of Humana and gave the stock a “hold” rating in a research note on Friday, February 13th. Oppenheimer set a $250.00 price target on shares of Humana in a research note on Thursday, February 12th. Robert W. Baird lowered their price target on shares of Humana from $280.00 to $264.00 and set a “neutral” rating for the company in a report on Thursday, December 11th. Finally, UBS Group reaffirmed a “neutral” rating on shares of Humana in a report on Wednesday, February 25th. Seven equities research analysts have rated the stock with a Buy rating, sixteen have issued a Hold rating and three have assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average target price of $225.48.

Institutional Investors Weigh In On Humana

Several institutional investors have recently modified their holdings of HUM. Illinois Municipal Retirement Fund increased its position in shares of Humana by 9.6% during the 3rd quarter. Illinois Municipal Retirement Fund now owns 49,658 shares of the insurance provider’s stock worth $12,920,000 after purchasing an additional 4,351 shares during the last quarter. Bank of New York Mellon Corp boosted its holdings in shares of Humana by 161.5% in the 3rd quarter. Bank of New York Mellon Corp now owns 1,717,767 shares of the insurance provider’s stock valued at $446,911,000 after buying an additional 1,060,767 shares during the last quarter. National Pension Service grew its stake in shares of Humana by 2.8% in the third quarter. National Pension Service now owns 189,601 shares of the insurance provider’s stock valued at $49,328,000 after buying an additional 5,150 shares in the last quarter. Long Focus Capital Management LLC bought a new position in shares of Humana in the third quarter valued at $34,212,000. Finally, Tejara Capital Ltd acquired a new position in Humana during the third quarter worth $1,873,000. Institutional investors and hedge funds own 92.38% of the company’s stock.

About Representative Letlow

Julia Letlow (Republican Party) is a member of the U.S. House, representing Louisiana’s 5th Congressional District. She assumed office on April 14, 2021. Her current term ends on January 3, 2027.

Letlow (Republican Party) is running for re-election to the U.S. House to represent Louisiana’s 5th Congressional District. She declared candidacy for the primary scheduled on November 3, 2026.

Julia Letlow earned a doctorate. Letlow’s career experience includes working as a senior administrator with the University of Louisiana at Monroe.

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.