Edgestream Partners L.P. Makes New $5.89 Million Investment in Humana Inc. $HUM

Posted by Brenda Bartman on Jul 31st, 2026

Edgestream Partners L.P. purchased a new stake in Humana Inc. (NYSE:HUM – Free Report) in the first quarter, HoldingsChannel reports. The institutional investor purchased 33,957 shares of the insurance provider’s stock, valued at approximately $5,888,000.

Other institutional investors also recently modified their holdings of the company. Montag A & Associates Inc. increased its position in Humana by 1,880.0% during the fourth quarter. Montag A & Associates Inc. now owns 99 shares of the insurance provider’s stock worth $25,000 after buying an additional 94 shares during the last quarter. CoreCap Advisors LLC lifted its position in shares of Humana by 54.4% in the fourth quarter. CoreCap Advisors LLC now owns 105 shares of the insurance provider’s stock valued at $27,000 after buying an additional 37 shares during the last quarter. Fideuram Asset Management Ireland dac acquired a new stake in shares of Humana in the fourth quarter valued at approximately $27,000. Reflection Asset Management bought a new position in shares of Humana during the 4th quarter worth approximately $29,000. Finally, Larson Financial Group LLC boosted its stake in shares of Humana by 114.1% during the 3rd quarter. Larson Financial Group LLC now owns 152 shares of the insurance provider’s stock worth $40,000 after acquiring an additional 81 shares during the period. 92.38% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

HUM has been the topic of a number of research analyst reports. Royal Bank Of Canada increased their price target on Humana from $246.00 to $415.00 and gave the company a “sector perform” rating in a research note on Thursday, July 9th. Mizuho lifted their price objective on shares of Humana from $335.00 to $390.00 and gave the stock an “outperform” rating in a research report on Monday, June 8th. Cantor Fitzgerald upped their price objective on shares of Humana from $264.00 to $300.00 and gave the company a “neutral” rating in a report on Tuesday, July 7th. Evercore raised shares of Humana from an “in-line” rating to an “outperform” rating and set a $480.00 price objective on the stock in a research report on Wednesday. Finally, Oppenheimer restated an “outperform” rating and set a $405.00 target price on shares of Humana in a research note on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating, thirteen have issued a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat, the company has a consensus rating of “Hold” and an average target price of $383.00.

Read Our Latest Stock Analysis on Humana

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

Humana Stock Performance

NYSE:HUM opened at $366.66 on Friday. The stock has a market cap of $44.02 billion, a P/E ratio of 34.69, a PEG ratio of 2.08 and a beta of 0.71. The stock has a 50 day simple moving average of $369.66 and a 200 day simple moving average of $267.69. The company has a current ratio of 1.74, a quick ratio of 1.77 and a debt-to-equity ratio of 0.62. Humana Inc. has a 1-year low of $163.11 and a 1-year high of $428.88.

Humana (NYSE:HUM – Get Free Report) last released its quarterly earnings results on Wednesday, July 29th. The insurance provider reported $7.61 earnings per share (EPS) for the quarter, beating the consensus estimate of $7.27 by $0.34. The business had revenue of $40.89 billion during the quarter, compared to the consensus estimate of $40.58 billion. Humana had a return on equity of 11.20% and a net margin of 0.88%.The firm’s quarterly revenue was up 26.2% on a year-over-year basis. During the same period in the previous year, the company posted $6.27 EPS. Research analysts anticipate that Humana Inc. will post 9.03 earnings per share for the current year.

Humana Company Profile

(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.