DNB Asset Management AS Has $13.45 Million Stock Position in Humana Inc. $HUM

DNB Asset Management AS grew its position in shares of Humana Inc. (NYSE:HUM) by 5.8% in the fourth quarter, HoldingsChannel reports. The fund owned 52,496 shares of the insurance provider’s stock after acquiring an additional 2,876 shares during the period. DNB Asset Management AS’s holdings in Humana were worth $13,446,000 as of its most recent SEC filing.

A number of other large investors have also recently bought and sold shares of the company. Northwestern Mutual Wealth Management Co. boosted its position in Humana by 10,277.6% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 324,403 shares of the insurance provider’s stock worth $92,045,000 after acquiring an additional 321,277 shares during the last quarter. Thrivent Financial for Lutherans boosted its holdings in shares of Humana by 7.6% in the 4th quarter. Thrivent Financial for Lutherans now owns 17,524 shares of the insurance provider’s stock valued at $4,489,000 after buying an additional 1,237 shares during the last quarter. Leeward Investments LLC MA boosted its holdings in shares of Humana by 15.5% in the 4th quarter. Leeward Investments LLC MA now owns 32,821 shares of the insurance provider’s stock valued at $8,407,000 after buying an additional 4,416 shares during the last quarter. Baader Bank Aktiengesellschaft boosted its holdings in shares of Humana by 10.8% in the 4th quarter. Baader Bank Aktiengesellschaft now owns 1,834 shares of the insurance provider’s stock valued at $464,000 after buying an additional 179 shares during the last quarter. Finally, Allworth Financial LP boosted its holdings in shares of Humana by 31.8% in the 4th quarter. Allworth Financial LP now owns 2,272 shares of the insurance provider’s stock valued at $582,000 after buying an additional 548 shares during the last quarter. Institutional investors and hedge funds own 92.38% of the company’s stock.

Humana Trading Down 0.1%

Shares of Humana stock opened at $304.95 on Monday. The business has a fifty day simple moving average of $205.16 and a two-hundred day simple moving average of $226.57. Humana Inc. has a 1 year low of $163.11 and a 1 year high of $315.35. The company has a market capitalization of $36.61 billion, a price-to-earnings ratio of 32.62, a P/E/G ratio of 2.84 and a beta of 0.68. The company has a debt-to-equity ratio of 0.66, a current ratio of 1.77 and a quick ratio of 1.77.

Humana (NYSE:HUM) last announced its quarterly earnings results on Wednesday, April 29th. The insurance provider reported $10.31 earnings per share (EPS) for the quarter, beating the consensus estimate of $9.97 by $0.34. Humana had a return on equity of 10.45% and a net margin of 0.82%.The business had revenue of $39.65 billion during the quarter, compared to the consensus estimate of $39.37 billion. During the same quarter last year, the firm posted $11.58 EPS. The company’s quarterly revenue was up 23.5% on a year-over-year basis. Humana has set its FY 2026 guidance at 9.000- EPS. Research analysts forecast that Humana Inc. will post 9 EPS for the current year.

Humana Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, July 31st. Shareholders of record on Friday, June 26th will be issued a dividend of $0.885 per share. The ex-dividend date of this dividend is Friday, June 26th. This represents a $3.54 annualized dividend and a yield of 1.2%. Humana’s dividend payout ratio (DPR) is currently 37.86%.

Wall Street Analyst Weigh In

Several equities research analysts have recently commented on HUM shares. Morgan Stanley increased their price objective on Humana from $146.00 to $217.00 and gave the company an “underweight” rating in a report on Friday. Robert W. Baird cut their price objective on Humana from $264.00 to $205.00 and set a “neutral” rating for the company in a report on Wednesday, April 15th. Oppenheimer reissued an “outperform” rating and issued a $260.00 price objective on shares of Humana in a report on Thursday, April 30th. Evercore increased their price objective on Humana from $195.00 to $250.00 in a report on Thursday, April 30th. Finally, Leerink Partners increased their price objective on Humana from $185.00 to $255.00 and gave the company a “market perform” rating in a report on Thursday, April 30th. Seven research 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 data from MarketBeat.com, Humana currently has an average rating of “Hold” and an average target price of $249.91.

Trending Headlines about Humana

Here are the key news stories impacting Humana this week:

• Positive Sentiment: Zacks Research upgraded Humana from “strong sell” to “hold”, which may be helping sentiment around the stock. Tickerreport.com
• Positive Sentiment: One report highlighted a higher price target for Humana (HUM), suggesting some analysts still see upside despite recent volatility. Article
• Neutral Sentiment: Humana, CenterWell and USAA partnered with the VFW on a national day of service supporting veterans experiencing homelessness, a positive brand event but not a direct earnings driver. Article
• Negative Sentiment: Zacks Research cut near-term and FY2026/FY2027 earnings estimates in several updates, including FY2026 to $9.01 from $9.90 and FY2027 to $13.26 from $14.16, signaling softer profitability expectations. MarketBeat HUM page
• Negative Sentiment: The same research house also projected a large loss in Q4 2026 and reduced estimates for several 2027 quarters, reinforcing concerns about earnings pressure ahead. MarketBeat HUM page

Insider Transactions at Humana

In other news, insider Sanjay K. Shetty acquired 810 shares of the stock in a transaction on Monday, February 23rd. The shares were purchased at an average price of $185.21 per share, for a total transaction of $150,020.10. Following the transaction, the insider directly owned 11,657 shares of the company’s stock, valued at approximately $2,158,992.97. This represents a 7.47% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. 0.20% of the stock is owned by corporate insiders.

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.