William Blair Investment Management LLC Acquires 5,382 Shares of Humana Inc. $HUM

William Blair Investment Management LLC increased its holdings in shares of Humana Inc. (NYSE:HUM) by 14.0% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 43,877 shares of the insurance provider’s stock after acquiring an additional 5,382 shares during the period. William Blair Investment Management LLC’s holdings in Humana were worth $11,238,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in the business. Montag A & Associates Inc. lifted its stake in Humana by 1,880.0% during the fourth quarter. Montag A & Associates Inc. now owns 99 shares of the insurance provider’s stock worth $25,000 after purchasing an additional 94 shares during the period. CoreCap Advisors LLC grew its stake in shares of Humana by 54.4% in the 4th quarter. CoreCap Advisors LLC now owns 105 shares of the insurance provider’s stock valued at $27,000 after purchasing an additional 37 shares during the period. Rosenberg Matthew Hamilton raised its holdings in shares of Humana by 136.0% in the 4th quarter. Rosenberg Matthew Hamilton now owns 118 shares of the insurance provider’s stock worth $30,000 after buying an additional 68 shares in the last quarter. Larson Financial Group LLC raised its holdings in shares of Humana by 114.1% in the 3rd quarter. Larson Financial Group LLC now owns 152 shares of the insurance provider’s stock worth $40,000 after buying an additional 81 shares in the last quarter. Finally, Fulcrum Asset Management LLP bought a new position in shares of Humana during the 3rd quarter worth approximately $42,000. Institutional investors own 92.38% of the company’s stock.

Humana Stock Down 0.1%

NYSE:HUM opened at $307.79 on Tuesday. The company has a market cap of $36.95 billion, a price-to-earnings ratio of 32.92, a P/E/G ratio of 2.86 and a beta of 0.68. The company has a debt-to-equity ratio of 0.66, a quick ratio of 1.77 and a current ratio of 1.77. The stock’s fifty day moving average price is $221.01 and its two-hundred day moving average price is $227.45. Humana Inc. has a 52-week low of $163.11 and a 52-week high of $315.66.

Humana (NYSE:HUM) last released its earnings results on Wednesday, April 29th. The insurance provider reported $10.31 EPS 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%.The business’s revenue for the quarter was up 23.5% on a year-over-year basis. During the same period last year, the firm earned $11.58 EPS. Humana has set its FY 2026 guidance at 9.000- EPS. On average, analysts anticipate that Humana Inc. will post 9.01 EPS for the current year.

Humana Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, July 31st. Investors of record on Friday, June 26th will be given a $0.885 dividend. This represents a $3.54 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date is Friday, June 26th. Humana’s dividend payout ratio (DPR) is presently 37.86%.

Wall Street Analyst Weigh In

HUM has been the topic of several recent analyst reports. UBS Group boosted their price target on Humana from $262.00 to $320.00 and gave the company a “neutral” rating in a research note on Friday. Wolfe Research lowered Humana from a “strong-buy” rating to a “peer perform” rating in a research note on Wednesday, May 20th. 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. The Goldman Sachs Group boosted their target price on shares of Humana from $158.00 to $195.00 and gave the company a “sell” rating in a research note on Thursday, April 30th. Finally, Zacks Research raised shares of Humana from a “strong sell” rating to a “hold” rating in a report on Wednesday, May 13th. Nine analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and four have issued a Sell rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus target price of $263.35.

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.