PZENA INVESTMENT MANAGEMENT LLC has added 1,398,774 shares of $HUM to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 03-31-2026 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $HUM.
HUMANA Hedge Fund Activity
We have seen 318 institutional investors add shares of HUMANA stock to their portfolio, and 522 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 3,514,521 shares (-74.8%) from their portfolio in Q4 2025, for an estimated $900,174,263
- CAPITAL INTERNATIONAL INVESTORS added 3,097,571 shares (+113.9%) to their portfolio in Q4 2025, for an estimated $793,380,860
- PZENA INVESTMENT MANAGEMENT LLC added 1,398,774 shares (+34.3%) to their portfolio in Q1 2026, for an estimated $242,533,423
- WELLINGTON MANAGEMENT GROUP LLP added 1,170,387 shares (+4481.7%) to their portfolio in Q4 2025, for an estimated $299,771,222
- FRANKLIN RESOURCES INC added 1,131,893 shares (+914.5%) to their portfolio in Q4 2025, for an estimated $289,911,754
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added 1,008,514 shares (+28.9%) to their portfolio in Q4 2025, for an estimated $258,310,690
- SLATE PATH CAPITAL LP added 953,000 shares (+inf%) to their portfolio in Q4 2025, for an estimated $244,091,890
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
HUMANA Insider Trading Activity
HUMANA insiders have traded $HUM stock on the open market 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $HUM stock by insiders over the last 6 months:
- SANJAY K SHETTY (President, CenterWell) purchased 810 shares for an estimated $150,016
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.
HUMANA Congressional Stock Trading
Members of Congress have traded $HUM stock 5 times in the past 6 months. Of those trades, 1 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $HUM stock by members of Congress over the last 6 months:
- REPRESENTATIVE JULIA LETLOW sold up to $15,000 on 02/10.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. sold up to $15,000 on 11/12.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 3 times. They made 1 purchase worth up to $15,000 on 10/30 and 2 sales worth up to $30,000 on 10/31, 10/30.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API.
HUMANA Analyst Ratings
Wall Street analysts have issued reports on $HUM in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Jefferies issued a "Buy" rating on 12/05/2025
To track analyst ratings and price targets for HUMANA , check out Quiver Quantitative's $HUM forecast page.
HUMANA Price Targets
Multiple analysts have issued price targets for $HUM recently. We have seen 12 analysts offer price targets for $HUM in the last 6 months, with a median target of $195.0.
Here are some recent targets:
- David Macdonald from Truist Securities set a target price of $220.0 on 04/13/2026
- Elizabeth Suzuki from Evercore ISI Group set a target price of $195.0 on 04/08/2026
- Stephen Baxter from Wells Fargo set a target price of $227.0 on 04/07/2026
- Andrew Mok from Barclays set a target price of $176.0 on 02/25/2026
- Nathan Rich from Goldman Sachs set a target price of $158.0 on 02/17/2026
- Ryan Langston from TD Cowen set a target price of $173.0 on 02/13/2026
- David Windley from Jefferies set a target price of $235.0 on 02/12/2026
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $HUM ticker page for more data.
