Geode Capital Management LLC Purchases 23,732 Shares of Humana Inc. $HUM

Posted by Geri Gentry on May 30th, 2026

Geode Capital Management LLC increased its position in Humana Inc. (NYSE:HUM – Free Report) by 0.8% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 3,184,569 shares of the insurance provider’s stock after purchasing an additional 23,732 shares during the quarter. Geode Capital Management LLC owned approximately 2.65% of Humana worth $812,540,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently modified their holdings of the company. Sound View Wealth Advisors Group LLC increased its holdings in shares of Humana by 3.5% during the 4th quarter. Sound View Wealth Advisors Group LLC now owns 1,060 shares of the insurance provider’s stock worth $272,000 after acquiring an additional 36 shares during the last quarter. Unison Advisors LLC boosted its holdings in shares of Humana by 0.4% during the 3rd quarter. Unison Advisors LLC now owns 10,137 shares of the insurance provider’s stock worth $2,646,000 after buying an additional 37 shares during the period. CoreCap Advisors LLC boosted its holdings in shares of Humana by 54.4% during the 4th quarter. CoreCap Advisors LLC now owns 105 shares of the insurance provider’s stock worth $27,000 after buying an additional 37 shares during the period. Insigneo Advisory Services LLC boosted its holdings in shares of Humana by 3.0% during the 3rd quarter. Insigneo Advisory Services LLC now owns 1,484 shares of the insurance provider’s stock worth $386,000 after buying an additional 43 shares during the period. Finally, Columbus Macro LLC boosted its holdings in shares of Humana by 5.5% during the 4th quarter. Columbus Macro LLC now owns 821 shares of the insurance provider’s stock worth $210,000 after buying an additional 43 shares during the period. 92.38% of the stock is owned by institutional investors.

Analysts Set New Price Targets

Several analysts recently commented on the stock. Piper Sandler reaffirmed a “neutral” rating and set a $254.00 target price (up from $182.00) on shares of Humana in a report on Wednesday, May 13th. Robert W. Baird dropped their price target on Humana from $264.00 to $205.00 and set a “neutral” rating for the company in a report on Wednesday, April 15th. Wells Fargo & Company cut Humana from a “cautious” rating to a “reduce” rating in a report on Wednesday, May 20th. Raymond James Financial reissued an “outperform” rating and set a $260.00 price target on shares of Humana in a report on Friday, May 1st. Finally, Weiss Ratings reissued a “sell (d+)” rating on shares of Humana in a report on Tuesday, April 21st. Nine analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and four have given a Sell rating to the company. Based on data from MarketBeat, the company has an average rating of “Hold” and a consensus price target of $270.48.

View Our Latest Report on Humana

Humana Trading Down 0.9%

HUM opened at $305.97 on Friday. Humana Inc. has a twelve month low of $163.11 and a twelve month high of $315.66. The company has a 50-day simple moving average of $231.96 and a 200 day simple moving average of $229.04. The company has a quick ratio of 1.77, a current ratio of 1.77 and a debt-to-equity ratio of 0.66. The stock has a market capitalization of $36.74 billion, a price-to-earnings ratio of 32.72, a P/E/G ratio of 2.24 and a beta of 0.68.

Humana (NYSE:HUM – Get Free Report) last posted its quarterly earnings data on Wednesday, April 29th. The insurance provider reported $10.31 earnings per share for the quarter, topping the consensus estimate of $9.97 by $0.34. Humana had a net margin of 0.82% and a return on equity of 10.45%. The business had revenue of $39.65 billion during the quarter, compared to analysts’ expectations of $39.37 billion. During the same quarter in the prior year, the business posted $11.58 earnings per share. Humana’s revenue was up 23.5% compared to the same quarter last year. Humana has set its FY 2026 guidance at 9.000- EPS. Analysts predict that Humana Inc. will post 9.01 EPS for the current fiscal year.

Humana Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, July 31st. Shareholders of record on Friday, June 26th will be given a dividend of $0.885 per share. This represents a $3.54 annualized dividend and a yield of 1.2%. The ex-dividend date is Friday, June 26th. Humana’s payout ratio is currently 37.86%.

About Humana

(Free Report)

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.