20,738 Shares in Humana Inc. $HUM Bought by Munich Reinsurance Co Stock Corp in Munich

Key Points

• Munich Re purchased a new stake of 20,738 shares in Humana during Q3, valued at about $5.395 million.
• Humana beat expectations for the most recent quarter (EPS ($3.96) vs. ($4.01) est.) with revenue of $32.64B and set FY2026 guidance at 9.00 EPS; the stock carries a consensus "Hold" rating and a $225.48 price target from analysts.
• Humana announced a quarterly dividend of $0.885 (annualized $3.54, ~2.0% yield; ex-dividend March 27, pay April 24), and insider Sanjay K. Shetty recently bought 810 shares.

Munich Reinsurance Co Stock Corp in Munich purchased a new stake in Humana Inc. (NYSE:HUM - Free Report) during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 20,738 shares of the insurance provider's stock, valued at approximately $5,395,000.

A number of other large investors have also recently added to or reduced their stakes in the stock. Elevation Point Wealth Partners LLC acquired a new position in Humana during the 2nd quarter worth $32,000. Mather Group LLC. acquired a new stake in shares of Humana in the 3rd quarter valued at about $34,000. AlphaCore Capital LLC bought a new position in shares of Humana during the second quarter worth about $39,000. Private Wealth Management Group LLC lifted its position in shares of Humana by 47.5% during the third quarter. Private Wealth Management Group LLC now owns 149 shares of the insurance provider's stock worth $39,000 after purchasing an additional 48 shares during the last quarter. Finally, SJS Investment Consulting Inc. grew its stake in Humana by 19,300.0% in the third quarter. SJS Investment Consulting Inc. now owns 194 shares of the insurance provider's stock worth $50,000 after purchasing an additional 193 shares in the last quarter. 92.38% of the stock is currently owned by institutional investors.

Humana Stock Performance

Shares of HUM stock opened at $179.27 on Friday. The company has a market cap of $21.62 billion, a P/E ratio of 18.26, a PEG ratio of 1.93 and a beta of 0.44. The business has a 50 day moving average of $221.75 and a two-hundred day moving average of $252.27. Humana Inc. has a 52 week low of $169.61 and a 52 week high of $315.35. The company has a quick ratio of 2.00, a current ratio of 2.00 and a debt-to-equity ratio of 0.70.

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

Humana Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, April 24th. Shareholders of record on Friday, March 27th will be given a $0.885 dividend. The ex-dividend date of this dividend is Friday, March 27th. This represents a $3.54 annualized dividend and a yield of 2.0%. Humana's dividend payout ratio (DPR) is currently 36.05%.

Insider Transactions at Humana

In related news, insider Sanjay K. Shetty bought 810 shares of the business'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 completion of the purchase, the insider owned 11,657 shares of the company's stock, valued at $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 accessible through the SEC website. Insiders own 0.37% of the company's stock.

Wall Street Analyst Weigh In

Several analysts have issued reports on HUM shares. Barclays cut their price objective on Humana from $245.00 to $176.00 and set an "equal weight" rating on the stock in a research note on Tuesday, February 24th. Wells Fargo & Company decreased their target price on Humana from $290.00 to $206.00 and set an "equal weight" rating for the company in a research report on Wednesday, February 18th. Oppenheimer set a $250.00 price target on Humana in a report on Thursday, February 12th. Guggenheim dropped their price target on Humana from $312.00 to $252.00 and set a "buy" rating on the stock in a research report on Thursday, February 12th. Finally, TD Cowen reduced their price objective on Humana from $260.00 to $173.00 and set a "hold" rating on the stock in a research note on Friday, February 13th. Seven investment analysts have rated the stock with a Buy rating, sixteen have assigned a Hold rating and three have assigned a Sell rating to the company's stock. According to data from MarketBeat.com, the company presently has a consensus rating of "Hold" and a consensus price target 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.

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