Rep. Lisa C. McClain Buys Humana Inc. (NYSE:HUM) Shares

Key Points

• Representative Lisa C. McClain purchased shares of Humana Inc. (NYSE:HUM) worth between $1,001 and $15,000 on June 24th, as disclosed in a filing on August 13th.
• Humana's recent trading performance shows its shares increased to $286.73, with a market cap of $34.49 billion, yet it reported a missed earnings estimate for the last quarter.
• Several institutional investors have significantly increased their positions in Humana, with 92.38% of the stock now owned by institutional investors like Dodge & Cox and Vanguard Group Inc.

Representative Lisa C. McClain (R-Michigan) recently bought shares of Humana Inc. NYSE: HUM. In a filing disclosed on August 13th, the Representative disclosed that they had bought between $1,001 and $15,000 in Humana stock on June 24th. The trade occurred in the Representative's "CHARLES SCHWAB BROKERAGE ACCOUNT 924" account.

Representative Lisa C. McClain also recently made the following trade(s):

• Sold $1,001 - $15,000 in shares of Autoliv NYSE: ALV on 8/4/2025.
• Sold $1,001 - $15,000 in shares of Amazon.com NASDAQ: AMZN on 8/4/2025.
• Sold $1,001 - $15,000 in shares of Applied Materials NASDAQ: AMAT on 8/4/2025.
• Sold $1,001 - $15,000 in shares of Arthur J. Gallagher & Co. NYSE: AJG on 8/4/2025.
• Sold $1,001 - $15,000 in shares of SAP NYSE: SAP on 7/22/2025.
• Purchased $1,001 - $15,000 in shares of XPO NYSE: XPO on 7/22/2025.
• Purchased $1,001 - $15,000 in shares of Lithia Motors NYSE: LAD on 7/22/2025.
• Sold $1,001 - $15,000 in shares of Sanofi NASDAQ: SNY on 7/22/2025.
• Sold $1,001 - $15,000 in shares of Waters NYSE: WAT on 7/22/2025.
• Purchased $1,001 - $15,000 in shares of Group 1 Automotive NYSE: GPI on 7/22/2025.

Humana Price Performance

Shares of Humana stock traded up $5.39 during midday trading on Friday, hitting $286.73. 1,738,591 shares of the company were exchanged, compared to its average volume of 2,075,797. The company has a debt-to-equity ratio of 0.69, a current ratio of 1.95 and a quick ratio of 1.95. The firm has a market cap of $34.49 billion, a P/E ratio of 22.01, a PEG ratio of 1.68 and a beta of 0.44. Humana Inc. has a 52 week low of $206.87 and a 52 week high of $382.72. The firm has a 50 day simple moving average of $242.70 and a 200-day simple moving average of $253.54.

Humana (NYSE:HUM - Get Free Report) last posted its earnings results on Wednesday, July 30th. The insurance provider reported $6.27 EPS for the quarter, missing the consensus estimate of $6.32 by ($0.05). The company had revenue of $32.39 billion for the quarter, compared to the consensus estimate of $31.85 billion. Humana had a return on equity of 13.67% and a net margin of 1.28%. Humana's quarterly revenue was up 9.6% compared to the same quarter last year. During the same quarter last year, the business earned $6.96 EPS. Research analysts forecast that Humana Inc. will post 16.47 earnings per share for the current year.

Institutional Investors Weigh In On Humana

A number of institutional investors and hedge funds have recently added to or reduced their stakes in HUM. Dodge & Cox increased its holdings in Humana by 106.7% in the fourth quarter. Dodge & Cox now owns 10,198,040 shares of the insurance provider's stock valued at $2,587,345,000 after purchasing an additional 5,264,045 shares during the last quarter. Norges Bank bought a new stake in Humana in the second quarter valued at about $397,079,000. Vanguard Group Inc. increased its holdings in Humana by 8.9% in the first quarter. Vanguard Group Inc. now owns 13,972,872 shares of the insurance provider's stock valued at $3,697,222,000 after purchasing an additional 1,143,662 shares during the last quarter. AQR Capital Management LLC increased its holdings in Humana by 3,257.5% in the first quarter. AQR Capital Management LLC now owns 1,162,600 shares of the insurance provider's stock valued at $307,624,000 after purchasing an additional 1,127,973 shares during the last quarter. Finally, Leith Wheeler Investment Counsel Ltd. grew its stake in Humana by 661.7% in the second quarter. Leith Wheeler Investment Counsel Ltd. now owns 1,038,703 shares of the insurance provider's stock valued at $253,942,000 after acquiring an additional 902,340 shares during the period. Institutional investors own 92.38% of the company's stock.

Analysts Set New Price Targets

Several research firms recently commented on HUM. Piper Sandler cut their target price on Humana from $288.00 to $272.00 and set a "neutral" rating for the company in a research report on Thursday, July 31st. Cantor Fitzgerald restated a "neutral" rating and set a $290.00 target price on shares of Humana in a research report on Thursday, May 1st. Truist Financial cut their price objective on Humana from $280.00 to $260.00 and set a "hold" rating for the company in a research report on Wednesday, July 16th. Barclays set a $275.00 price objective on Humana and gave the company an "equal weight" rating in a research report on Thursday, July 31st. Finally, Wall Street Zen downgraded Humana from a "buy" rating to a "hold" rating in a research report on Saturday, August 2nd. Seventeen research analysts have rated the stock with a hold rating and seven have given a buy rating to the stock. According to MarketBeat.com, the stock has a consensus rating of "Hold" and a consensus target price of $281.43.

About Representative McClain

Lisa McClain (Republican Party) is a member of the U.S. House, representing Michigan's 9th Congressional District. She assumed office on January 3, 2023. Her current term ends on January 3, 2027. McClain (Republican Party) is running for re-election to the U.S. House to represent Michigan's 9th Congressional District. She declared candidacy for the 2026 election. Lisa McClain lives in Romeo, Michigan. McClain earned a bachelor's degree in business administration from Northwood University. Her career experience includes founding and working as the president of North End Support Team.

Humana Company Profile

Humana Inc, together with its subsidiaries, provides medical and specialty insurance products in the United States. It operates through two segments, Insurance and CenterWell. The company offers medical and supplemental benefit plans to individuals. It has a contract with Centers for Medicare and Medicaid Services to administer the Limited Income Newly Eligible Transition prescription drug plan program; and contracts with various states to provide Medicaid, dual eligible, and long-term support services benefits.

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