University of Texas Texas AM Investment Management Co. Buys New Shares in Humana Inc. $HUM

University of Texas Texas AM Investment Management Co. purchased a new position in shares of Humana Inc. (NYSE:HUM) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 5,707 shares of the insurance provider’s stock, valued at approximately $1,462,000.

Other large investors also recently bought and sold shares of the company. Revolve Wealth Partners LLC purchased a new stake in shares of Humana during the 4th quarter valued at $202,000. Woodline Partners LP boosted its holdings in Humana by 460.0% in the first quarter. Woodline Partners LP now owns 10,192 shares of the insurance provider’s stock valued at $2,697,000 after acquiring an additional 8,372 shares during the last quarter. Sivia Capital Partners LLC grew its position in Humana by 53.7% during the second quarter. Sivia Capital Partners LLC now owns 1,293 shares of the insurance provider’s stock valued at $316,000 after acquiring an additional 452 shares during the period. Cresset Asset Management LLC increased its stake in Humana by 10.3% during the second quarter. Cresset Asset Management LLC now owns 2,369 shares of the insurance provider’s stock worth $581,000 after acquiring an additional 222 shares during the last quarter. Finally, WINTON GROUP Ltd increased its position in Humana by 58.5% during the 2nd quarter. WINTON GROUP Ltd now owns 2,381 shares of the insurance provider’s stock worth $582,000 after purchasing an additional 879 shares in the last quarter. Hedge funds and other institutional investors own 92.38% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms recently issued reports on HUM. TD Cowen upped their price target on Humana from $173.00 to $211.00 and gave the company a “hold” rating in a research report on Friday, May 1st. Needham & Company LLC assumed coverage on shares of Humana in a research report on Wednesday, May 20th. They set a “buy” rating on the stock. Oppenheimer raised Humana from an “outperform” rating to an “outperform” rating in a report on Wednesday, May 20th. Jefferies Financial Group upgraded Humana from a “buy” rating to a “buy” rating in a research report on Wednesday, May 20th. Finally, Guggenheim lifted their price target on shares of Humana from $252.00 to $269.00 and gave the stock a “buy” rating in a research report on Thursday, April 30th. One research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, sixteen have assigned a Hold rating and three have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus price target of $291.35.

Humana Stock Performance

HUM opened at $380.27 on Tuesday. The company has a quick ratio of 1.77, a current ratio of 1.77 and a debt-to-equity ratio of 0.66. The stock’s 50 day moving average price is $271.95 and its two-hundred day moving average price is $238.26. The firm has a market capitalization of $45.66 billion, a P/E ratio of 40.67, a price-to-earnings-growth ratio of 2.16 and a beta of 0.76. Humana Inc. has a 12-month low of $163.11 and a 12-month high of $380.79.

Humana (NYSE:HUM) last posted its quarterly earnings data on Wednesday, April 29th. The insurance provider reported $10.31 earnings per share for the quarter, beating the consensus estimate of $9.97 by $0.34. The company had revenue of $39.65 billion during the quarter, compared to analysts’ expectations of $39.37 billion. Humana had a return on equity of 10.45% and a net margin of 0.82%.Humana’s revenue for the quarter was up 23.5% compared to the same quarter last year. During the same period in the prior year, the business earned $11.58 earnings per share. Humana has set its FY 2026 guidance at 9.000- EPS. On average, equities analysts forecast that Humana Inc. will post 9.04 earnings per share for the current year.

Humana Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, July 31st. Shareholders of record on Friday, June 26th will be given a $0.885 dividend. This represents a $3.54 annualized dividend and a yield of 0.9%. The ex-dividend date is Friday, June 26th. Humana’s dividend payout ratio (DPR) is currently 37.86%.

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.