Humana
HUM

$357.86

2.05%

Market Cap: $43.1B

About: Humana is one of the largest private health insurers in the us with a focus on administering Medicare Advantage plans. The firm has built a niche specializing in government-sponsored programs, with nearly all its medical membership stemming from individual and group Medicare Advantage, Medicaid, and the military's Tricare program. The firm is also a leader in stand-alone prescription drug plans for seniors enrolled in traditional fee-for-service Medicare. Beyond medical insurance, the company provides other healthcare services, including primary-care services, at-home services, and pharmacy benefit management.

Employees: 67,600

Financials Hospital & Medical Service Plans

0

Funds holding %

of 6,686 funds

0

Analysts bullish %

of 11 analysts

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

33% more funds holding in top 10

Funds holding in top 10: 18 [Q1] → 24 (+6) [Q2]

19% more call options, than puts

Call options by funds: $1.83B | Put options by funds: $1.55B

11% more capital invested

Capital invested by funds: $38.1B [Q1] → $42.5B (+$4.37B) [Q2]

3.21% more ownership

Funds ownership: 91.11% [Q1] → 94.32% (+3.21%) [Q2]

5% less funds holding

Funds holding: 1,001 [Q1] → 950 (-51) [Q2]

13% less repeat investments, than reductions

Existing positions increased: 329 | Existing positions reduced: 377

30% less first-time investments, than exits

New positions opened: 121 | Existing positions closed: 172

See Fund Rankings

Research analyst outlook

11 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$349

2%

downside

Avg. target

$385

8%

upside

High target

$407

14%

upside

11 analyst ratings

4 positive

36%

7 neutral

64%

0 negative

0%

RBC Capital Ben Hendrix 80% 1-year accuracy 47 / 59 met price target	12%upside $400	Outperform Maintained	5 Sept 2024
JP Morgan Lisa Gill 67% 1-year accuracy 16 / 24 met price target	11%upside $396	Neutral Maintained	21 Aug 2024
Cantor Fitzgerald Sarah James 67% 1-year accuracy 84 / 125 met price target	10%upside $395	Neutral Reiterated	19 Aug 2024
Deutsche Bank George Hill 100% 1-year accuracy 6 / 6 met price target	2%downside $349	Hold Maintained	2 Aug 2024
Oppenheimer Michael Wiederhorn 76% 1-year accuracy 25 / 33 met price target	12%upside $400	Outperform Maintained	1 Aug 2024

See Analyst Rankings

Financial journalist opinion

Based on 9 articles about HUM published over the past 30 days

Zacks Investment Research

Humana (HUM), Evergreen Nephrology Partner to Improve Health Outcomes

HUM collaborates with Evergreen Nephrology to introduce a specialized care program for chronic kidney disease patients.

Humana (HUM), Evergreen Nephrology Partner to Improve Health Outcomes

Zacks Investment Research

Why Is Humana (HUM) Down 2.1% Since Last Earnings Report?

Humana (HUM) reported earnings 30 days ago. What's next for the stock?

Why Is Humana (HUM) Down 2.1% Since Last Earnings Report?

Can Humana Stock Return To $500 From Its Current Level Of $350?

Humana (NYSE: HUM) currently trades around $355 per share, nearly 30% below its peak level of $495 seen in September 2022. In comparison, UnitedHealth stock (NYSE: UNH) saw its stock rise 13% over the same period.

Can Humana Stock Return To $500 From Its Current Level Of $350?

PEOPLE Magazine Recognizes Humana as one of the Top “100 Companies That Care”

LOUISVILLE, Ky.--(BUSINESS WIRE)--Humana Inc. (NYSE: HUM), a leading health and well-being company, is proud to announce that it has been named to PEOPLE's “100 Companies That Care list” for 2024, ranking Humana in the top 50 (46th place). The annual list honors companies that “go the extra mile to honor their customers, empower their employees, and make the world a better place.” The rankings are also based on over one million employee survey responses and data from companies representing 7.5.

PEOPLE Magazine Recognizes Humana as one of the Top “100 Companies That Care”

Humana Inc. to Present at 2024 Wells Fargo Healthcare Conference

LOUISVILLE, Ky.--(BUSINESS WIRE)--Humana Inc. (NYSE: HUM) announced today that Susan M. Diamond, Chief Financial Officer, will make a presentation to investors at the Wells Fargo Healthcare Conference on Wednesday, September 4, 2024, at 8:00 a.m. Eastern time. A live audio webcast of the presentation will be available via Humana's Investor Relations page at humana.com. The company suggests webcast participants sign on approximately 15 minutes in advance of the presentation to allow time to run.

Humana Inc. to Present at 2024 Wells Fargo Healthcare Conference

Inaugural Humana Community Day Promotes Health Benefits of Volunteerism

LOUISVILLE, Ky.--(BUSINESS WIRE)--Inaugural Humana Community Day Promotes Health Benefits of Volunteerism.

Inaugural Humana Community Day Promotes Health Benefits of Volunteerism

Humana Announces New Veteran Hiring Strategy and Recognition as Top Veteran-Friendly Company

LOUISVILLE, Ky.--(BUSINESS WIRE)--Humana Inc. (NYSE: HUM), a leading health and well-being company, launches a refreshed military-connected hiring strategy and earns recognition by U.S. Veterans Magazine as a Top Veteran-Friendly Employer and Top Veteran-Friendly Supplier Diversity Program. Humana administers health benefits for nearly 6 million active-duty military and retirees nationwide and understands the importance of a workforce that reflects the diversity of the military and veteran comm.

Humana Announces New Veteran Hiring Strategy and Recognition as Top Veteran-Friendly Company

Humana Board Declares Payment of Quarterly Dividend to Stockholders

LOUISVILLE, Ky.--(BUSINESS WIRE)--Humana Inc. (NYSE: HUM) announced today that its Board of Directors has declared a cash dividend to stockholders of $0.885 per share payable on October 25, 2024 to stockholders of record as of the close of business on September 30, 2024. About Humana Humana Inc. is committed to putting health first – for our teammates, our customers, and our company. Through our Humana insurance services, and our CenterWell health care services, we make it easier for the millio.

Humana Board Declares Payment of Quarterly Dividend to Stockholders

Seth Klarman's Baupost Group cuts stake in Alphabet and snaps up Humana

Seth Klarman's hedge fund, Baupost Group, cut its position in Google-owner Alphabet in the second-quarter of 2024 while also snapping up a stake in health insurance company Humana, new 13-f filings shows.

Seth Klarman's Baupost Group cuts stake in Alphabet and snaps up Humana

The Trust for the National Mall and Humana Announce New Programming and Advance Court Reservation Sign-up Date for National Mall of Pickleball 2024

WASHINGTON--(BUSINESS WIRE)--The Trust for the National Mall and Humana Announce New Programming and Advance Court Reservation Sign-up Date for National Mall of Pickleball 2024.

The Trust for the National Mall and Humana Announce New Programming and Advance Court Reservation Sign-up Date for National Mall of Pickleball 2024

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