Humana Inc. $HUM Shares Acquired by OMERS ADMINISTRATION Corp

OMERS ADMINISTRATION Corp lifted its position in shares of Humana Inc. (NYSE:HUM) by 31.2% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 5,738 shares of the insurance provider’s stock after acquiring an additional 1,364 shares during the quarter. OMERS ADMINISTRATION Corp’s holdings in Humana were worth $995,000 as of its most recent SEC filing.

Other institutional investors have also recently modified their holdings of the company. Capital International Investors raised its holdings in Humana by 113.9% in the 4th quarter. Capital International Investors now owns 5,818,008 shares of the insurance provider’s stock worth $1,490,239,000 after purchasing an additional 3,097,571 shares during the period. Norges Bank acquired a new stake in Humana in the fourth quarter valued at approximately $456,632,000. Pzena Investment Management LLC grew its holdings in Humana by 34.3% in the first quarter. Pzena Investment Management LLC now owns 5,470,982 shares of the insurance provider’s stock valued at $948,614,000 after purchasing an additional 1,398,774 shares during the period. Wellington Management Group LLP increased its position in shares of Humana by 4,481.7% in the fourth quarter. Wellington Management Group LLP now owns 1,196,502 shares of the insurance provider’s stock valued at $306,460,000 after buying an additional 1,170,387 shares in the last quarter. Finally, Franklin Resources Inc. raised its stake in shares of Humana by 914.5% during the 4th quarter. Franklin Resources Inc. now owns 1,255,665 shares of the insurance provider’s stock worth $321,613,000 after buying an additional 1,131,893 shares during the period. 92.38% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of research analysts have recently issued reports on the company. William Blair started coverage on Humana in a research report on Wednesday, May 20th. They set an “outperform” rating on the stock. Zacks Research raised shares of Humana from a “hold” rating to a “strong-buy” rating in a report on Monday, July 13th. HSBC cut shares of Humana to a “hold” rating in a research report on Thursday. Wolfe Research raised shares of Humana from a “peer perform” rating to an “outperform” rating in a report on Thursday. Finally, Robert W. Baird set a $390.00 target price on shares of Humana in a research note on Thursday. One investment analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating, thirteen have given a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat, Humana presently has an average rating of “Hold” and an average price target of $383.00.

Key Humana News

Here are the key news stories impacting Humana this week:

• Positive Sentiment: Leerink Partners upgraded Humana from “Market Perform” to “Outperform” and assigned a $513 price target, implying substantial upside from recent trading levels. The Fly analyst upgrade
• Positive Sentiment: Humana exceeded second-quarter expectations, reporting adjusted EPS of $7.61 versus a $7.26 consensus estimate and revenue of approximately $40.9 billion versus expectations of $40.6 billion. Medical costs remained broadly in line with management’s projections, while CenterWell and membership growth supported results. CNBC earnings report
• Positive Sentiment: Bank of America also upgraded Humana to “Buy” and set a $500 price target, reflecting increased confidence that cost controls and portfolio changes can improve margins over time. Ticker Report analyst upgrade
• Neutral Sentiment: Management maintained its 2026 adjusted EPS outlook of at least $9.00 and reaffirmed its insurance benefit-ratio guidance. However, investors had expected stronger results to produce an upward revision, limiting the positive reaction to the earnings beat. Humana second-quarter results
• Negative Sentiment: Humana lowered its 2026 GAAP EPS outlook to at least $6.52 from $8.36, citing the continuing impact of lower Medicare Advantage Star Ratings. The company also plans to exit additional Medicare Advantage plans in 2027 to target a 3% margin, a move that may improve profitability but could reduce membership and revenue growth. Benzinga Medicare Advantage plan exits

Humana Stock Performance

Shares of NYSE:HUM opened at $366.66 on Friday. The company has a debt-to-equity ratio of 0.62, a current ratio of 1.74 and a quick ratio of 1.77. Humana Inc. has a 1 year low of $163.11 and a 1 year high of $428.88. The firm has a market capitalization of $44.02 billion, a PE ratio of 34.69, a P/E/G ratio of 2.08 and a beta of 0.71. The business’s 50 day moving average price is $369.66 and its 200-day moving average price is $267.69.

Humana (NYSE:HUM) last posted its quarterly earnings data on Wednesday, July 29th. The insurance provider reported $7.61 EPS for the quarter, beating the consensus estimate of $7.27 by $0.34. The firm had revenue of $40.89 billion during the quarter, compared to the consensus estimate of $40.58 billion. Humana had a return on equity of 11.20% and a net margin of 0.88%.The firm’s revenue was up 26.2% compared to the same quarter last year. During the same period in the prior year, the company earned $6.27 EPS. As a group, equities research analysts expect that Humana Inc. will post 9.03 earnings per share for the current fiscal year.

Humana 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.