FY2025 EPS Estimates for Humana Boosted by Cantor Fitzgerald

Humana Inc. (NYSE:HUM) – Equities researchers at Cantor Fitzgerald raised their FY2025 earnings per share estimates for Humana in a note issued to investors on Wednesday, February 12th. Cantor Fitzgerald analyst S. James now expects that the insurance provider will earn $16.27 per share for the year, up from their previous forecast of $16.17. Cantor Fitzgerald has a “Neutral” rating and a $290.00 price objective on the stock. The consensus estimate for Humana’s current full-year earnings is $16.11 per share.

Humana (NYSE:HUM) last posted its quarterly earnings results on Tuesday, February 11th. The insurance provider reported ($2.16) earnings per share for the quarter, beating analysts’ consensus estimates of ($2.26) by $0.10. Humana had a return on equity of 13.20% and a net margin of 1.18%.

A number of other research analysts have also commented on HUM. Barclays upped their price target on shares of Humana from $253.00 to $255.00 and gave the company an “equal weight” rating in a research note on Wednesday, January 22nd. Piper Sandler increased their target price on Humana from $270.00 to $288.00 and gave the stock a “neutral” rating in a research note on Wednesday, January 15th. Royal Bank of Canada reissued an “outperform” rating and set a $283.00 price target on shares of Humana in a report on Wednesday. TD Cowen upped their price objective on Humana from $261.00 to $268.00 and gave the company a “hold” rating in a report on Monday, November 4th. Finally, Truist Financial increased their price objective on Humana from $260.00 to $290.00 and gave the stock a “hold” rating in a research report on Monday, January 6th. Nineteen analysts have rated the stock with a hold rating and five have assigned a buy rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average target price of $292.26.

Humana Price Performance

Shares of HUM opened at $259.93 on Thursday. The company’s 50-day moving average is $272.44 and its 200-day moving average is $295.47. The company has a debt-to-equity ratio of 0.67, a current ratio of 1.76 and a quick ratio of 1.76. The firm has a market capitalization of $31.30 billion, a PE ratio of 23.02, a PEG ratio of 2.11 and a beta of 0.56. Humana has a fifty-two week low of $213.31 and a fifty-two week high of $406.46.

Institutional Trading of Humana

Several institutional investors and hedge funds have recently modified their holdings of HUM. MIG Capital LLC bought a new position in shares of Humana in the fourth quarter worth about $37,844,000. Columbus Hill Capital Management L.P. increased its position in Humana by 36.5% during the 4th quarter. Columbus Hill Capital Management L.P. now owns 112,622 shares of the insurance provider’s stock worth $28,573,000 after purchasing an additional 30,132 shares in the last quarter. Ilmarinen Mutual Pension Insurance Co lifted its stake in Humana by 46.2% in the 4th quarter. Ilmarinen Mutual Pension Insurance Co now owns 9,500 shares of the insurance provider’s stock valued at $2,410,000 after purchasing an additional 3,000 shares during the last quarter. Russell Investments Group Ltd. boosted its position in Humana by 43.2% in the fourth quarter. Russell Investments Group Ltd. now owns 454,072 shares of the insurance provider’s stock valued at $115,210,000 after buying an additional 137,039 shares in the last quarter. Finally, Grantham Mayo Van Otterloo & Co. LLC boosted its position in Humana by 144.5% in the fourth quarter. Grantham Mayo Van Otterloo & Co. LLC now owns 40,365 shares of the insurance provider’s stock valued at $10,241,000 after buying an additional 23,853 shares in the last quarter. 92.38% of the stock is currently owned by institutional investors.

Insider Activity at Humana

In other Humana news, insider Timothy S. Huval sold 3,703 shares of the firm’s stock in a transaction on Tuesday, December 31st. The stock was sold at an average price of $256.26, for a total value of $948,930.78. Following the sale, the insider now owns 8,181 shares of the company’s stock, valued at approximately $2,096,463.06. This trade represents a 31.16 % decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. 0.32% of the stock is currently owned by insiders.

About Humana

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.