Humana Inc. $HUM Shares Acquired by OMERS ADMINISTRATION Corp

OMERS ADMINISTRATION Corp grew its stake in Humana Inc. (NYSE:HUM) by 31.2% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 5,738 shares of the insurance provider’s stock after purchasing an additional 1,364 shares during the period. OMERS ADMINISTRATION Corp’s holdings in Humana were worth $995,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also recently added to or reduced their stakes in the company. Capital International Investors boosted its stake 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 buying an additional 3,097,571 shares during the last quarter. Norges Bank acquired a new stake in shares of Humana in the 4th quarter worth $456,632,000. Pzena Investment Management LLC raised its holdings in shares of Humana by 34.3% during the 1st quarter. Pzena Investment Management LLC now owns 5,470,982 shares of the insurance provider’s stock worth $948,614,000 after acquiring an additional 1,398,774 shares during the period. Wellington Management Group LLP raised its holdings in shares of Humana by 4,481.7% during the 4th quarter. Wellington Management Group LLP now owns 1,196,502 shares of the insurance provider’s stock worth $306,460,000 after acquiring an additional 1,170,387 shares during the period. Finally, Franklin Resources Inc. boosted its position in shares of Humana by 914.5% during the 4th quarter. Franklin Resources Inc. now owns 1,255,665 shares of the insurance provider’s stock valued at $321,613,000 after acquiring an additional 1,131,893 shares during the last quarter. Hedge funds and other institutional investors own 92.38% of the company’s stock.

Humana Price Performance

Shares of HUM opened at $366.66 on Friday. The firm has a 50-day simple moving average of $369.66 and a two-hundred day simple moving average of $267.69. The stock has a market cap of $44.02 billion, a PE ratio of 34.69, a P/E/G ratio of 2.08 and a beta of 0.71. Humana Inc. has a 1-year low of $163.11 and a 1-year high of $428.88. The company has a debt-to-equity ratio of 0.62, a current ratio of 1.74 and a quick ratio of 1.77.

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

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

Analyst Ratings Changes

A number of equities research analysts recently issued reports on the stock. Barclays upped their price objective on shares of Humana from $180.00 to $344.00 and gave the company an “equal weight” rating in a report on Tuesday, May 26th. Needham & Company LLC initiated coverage on shares of Humana in a report on Wednesday, May 20th. They issued a “buy” rating on the stock. Cantor Fitzgerald boosted their target price on shares of Humana from $264.00 to $300.00 and gave the company a “neutral” rating in a report on Tuesday, July 7th. Zacks Research raised shares of Humana from a “hold” rating to a “strong-buy” rating in a research note on Monday, July 13th. Finally, UBS Group began coverage on shares of Humana in a report on Thursday. They set a “buy” rating for the company. One analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating, thirteen have given a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $383.00.

Humana 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.