Insider Buying: Humana (NYSE:HUM) Insider Buys $150,020.10 in Stock

Humana Inc. (NYSE:HUM) insider Sanjay Shetty bought 810 shares of the company’s stock in a transaction on Monday, February 23rd. The shares were bought at an average cost of $185.21 per share, for a total transaction of $150,020.10. Following the transaction, the insider directly owned 11,657 shares in the company, valued at approximately $2,158,992.97. This represents a 7.47% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link.

Humana Stock Performance

HUM stock opened at $190.28 on Friday. Humana Inc. has a one year low of $169.61 and a one year high of $315.35. The firm has a market cap of $22.95 billion, a price-to-earnings ratio of 19.38, a PEG ratio of 1.89 and a beta of 0.44. The company has a debt-to-equity ratio of 0.70, a quick ratio of 2.00 and a current ratio of 2.00. The firm has a 50-day simple moving average of $229.33 and a two-hundred day simple moving average of $256.00.

Humana (NYSE:HUM) last announced its earnings results on Wednesday, February 11th. The insurance provider reported ($3.96) earnings per share for the quarter, topping the consensus estimate of ($4.01) by $0.05. Humana had a return on equity of 11.43% and a net margin of 0.92%.The firm had revenue of $32.64 billion for the quarter, compared to the consensus estimate of $32.08 billion. During the same period in the previous year, the business earned ($2.16) EPS. The firm’s revenue for the quarter was up 11.3% on a year-over-year basis. Humana has set its FY 2026 guidance at 9.000-9.000 EPS. On average, equities analysts forecast that Humana Inc. will post 16.47 EPS for the current fiscal year.

Humana Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, April 24th. Shareholders of record on Friday, March 27th will be paid a dividend of $0.885 per share. This represents a $3.54 annualized dividend and a yield of 1.9%. The ex-dividend date is Friday, March 27th. Humana’s payout ratio is presently 36.05%.

Key Headlines Impacting Humana

Here are the key news stories impacting Humana this week:

• Positive Sentiment: Insider buying — Humana director/insider Sanjay Shetty purchased 810 shares (~$150k), increasing his stake; insider purchases often signal management confidence. Insider Buying: Humana
• Positive Sentiment: Heavy institutional accumulation — multiple large managers (Capital International, Massachusetts Financial, Wellington, Franklin, Norges) materially increased positions in the latest quarter, a bullish demand signal for the stock. MarketBeat Humana Profile
• Positive Sentiment: Dividend confirmed — Humana declared a quarterly dividend of $0.885 (annualized $3.54, ~2.0% yield); the dividend supports income-oriented buyers and reduces downside for yield-seeking investors. Dividend Announcement
• Neutral Sentiment: Upcoming investor presentation — CEO Jim Rechtin and CFO Celeste Mellet will present at the Leerink Partners Global Healthcare Conference on March 10; could provide clarity on margin initiatives and 2026 execution. Leerink Presentation
• Neutral Sentiment: Real‑estate update — Humana Tower in Louisville is slated for conversion to a convention hotel; largely a corporate real-estate development with limited near-term EPS impact but worth monitoring for asset-monetization implications. Humana Tower Conversion
• Negative Sentiment: Zacks Research cuts multiple EPS estimates and issues a “Strong Sell” — Zacks trimmed Q2/Q3/Q4 2026 and 2027 quarter and full‑year forecasts and reduced FY2026/FY2027/PT outlooks, flagging weaker near‑term EPS visibility. This raises downside risk to consensus and investor sentiment (no link provided for the Zacks note).
• Negative Sentiment: Barclays lowers price target and flags margin concerns — Barclays cut its HUM price target (to $176) and cited uncertainty around Humana’s margin expansion outlook, adding pressure to the share price. Barclays Lowers Price Target

Institutional Trading of Humana

Several large investors have recently made changes to their positions in the company. Vanguard Group Inc. boosted its stake in Humana by 0.7% during the 4th quarter. Vanguard Group Inc. now owns 14,261,860 shares of the insurance provider’s stock worth $3,652,890,000 after purchasing an additional 106,030 shares during the last quarter. Dodge & Cox lifted its stake in shares of Humana by 5.6% in the second quarter. Dodge & Cox now owns 11,352,920 shares of the insurance provider’s stock worth $2,775,562,000 after buying an additional 597,705 shares in the last quarter. Capital International Investors boosted its position in Humana by 113.9% during the fourth quarter. Capital International Investors now owns 5,818,008 shares of the insurance provider’s stock worth $1,490,239,000 after acquiring an additional 3,097,571 shares during the last quarter. State Street Corp grew its stake in Humana by 1.8% during the 4th quarter. State Street Corp now owns 5,462,549 shares of the insurance provider’s stock valued at $1,403,877,000 after acquiring an additional 97,211 shares in the last quarter. Finally, Massachusetts Financial Services Co. MA raised its holdings in Humana by 28.9% in the 4th quarter. Massachusetts Financial Services Co. MA now owns 4,496,775 shares of the insurance provider’s stock valued at $1,151,759,000 after acquiring an additional 1,008,514 shares during the last quarter. 92.38% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of equities analysts have weighed in on HUM shares. Sanford C. Bernstein reiterated an “outperform” rating and set a $344.00 price objective on shares of Humana in a research note on Tuesday, January 6th. Wells Fargo & Company decreased their price target on Humana from $290.00 to $206.00 and set an “equal weight” rating for the company in a report on Wednesday, February 18th. Jefferies Financial Group lowered their price objective on Humana from $310.00 to $235.00 and set a “buy” rating on the stock in a research report on Thursday, February 12th. Raymond James Financial dropped their price objective on shares of Humana from $340.00 to $230.00 and set an “outperform” rating on the stock in a research note on Friday, February 13th. Finally, Truist Financial decreased their target price on shares of Humana from $285.00 to $200.00 and set a “hold” rating for the company in a research note on Tuesday, February 17th. Seven research analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and four have assigned a Sell rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Hold” and a consensus target price of $225.48.

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.