SummitTX Capital L.P. Invests $834,000 in Humana Inc. $HUM

SummitTX Capital L.P. purchased a new stake in shares of Humana Inc. (NYSE:HUM) in the first quarter, HoldingsChannel.com reports. The institutional investor purchased 4,809 shares of the insurance provider’s stock, valued at approximately $834,000.

Several other institutional investors have also added to or reduced their stakes in HUM. Montag A & Associates Inc. raised its holdings in shares of Humana by 1,880.0% during the 4th quarter. Montag A & Associates Inc. now owns 99 shares of the insurance provider’s stock worth $25,000 after acquiring an additional 94 shares in the last quarter. CoreCap Advisors LLC grew its holdings in shares of Humana by 54.4% in the fourth quarter. CoreCap Advisors LLC now owns 105 shares of the insurance provider’s stock valued at $27,000 after purchasing an additional 37 shares in the last quarter. Fideuram Asset Management Ireland dac bought a new stake in Humana in the fourth quarter worth $27,000. Reflection Asset Management bought a new stake in Humana in the fourth quarter worth $29,000. Finally, Global Assets Advisory LLC purchased a new stake in Humana during the first quarter valued at $38,000. Hedge funds and other institutional investors own 92.38% of the company’s stock.

Humana Trading Up 0.3%

Shares of HUM opened at $366.66 on Friday. The company’s fifty day simple moving average is $369.66 and its 200-day simple moving average is $267.69. The company has a market cap of $44.02 billion, a P/E ratio of 34.69, a P/E/G ratio of 2.08 and a beta of 0.71. The company has a current ratio of 1.74, a quick ratio of 1.77 and a debt-to-equity ratio of 0.62. Humana Inc. has a twelve month low of $163.11 and a twelve month high of $428.88.

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

Analyst Ratings Changes

HUM has been the topic of a number of research reports. Leerink Partners upgraded shares of Humana from a “market perform” rating to an “outperform” rating and set a $513.00 target price on the stock in a report on Thursday. Deutsche Bank Aktiengesellschaft assumed coverage on Humana in a research report on Thursday. They issued a “hold” rating for the company. Wolfe Research raised Humana from a “peer perform” rating to an “outperform” rating in a research note on Thursday. UBS Group started coverage on Humana in a research report on Thursday. They set a “buy” rating on the stock. Finally, Truist Financial raised their price objective on Humana from $320.00 to $415.00 and gave the company a “hold” rating in a research note on Tuesday, July 14th. One research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating, thirteen have issued a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus target price of $383.00.

Trending Headlines about Humana

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 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.