$2,550,000 of HUMANA INC lobbying was just disclosed, from Q1 of 2026, in a new Lobbying Disclosure Act filing.
This included lobbying on issues like:
"Medicare Advantage (MA) Policy and Reimbursement Medicare Part D Issues Medicaid Policy Issues Including Dual Eligibles Pharmacy Benefit Managers (PBM) and Pharmacy Policy and Reimbursement Issues Home Health Policy and Reimbursement Issues Implementation of Inflation Reduction Act of 2022 Public Law No. 117-169 H.R. 3514/S.1816, Improving Seniors' Timely Access to Care Act of 2025 (119th Congress) Prior Authorization Policy and Regulatory Issues CMS-4185-F2 Medicare Advantage Risk Adjustment Data Validation Final Rule Primary Care and Value-Based Care Policy and Reimbursement Clinical Policy Issues Including Workforce and Mental Health Hospital Outpatient Prospective Payment System (OPPS): Remedy for the 340B-Acquired Drug Payment Policy for Calendar Years 2018-2022 Final Rule (CMS 1793-F) Implementation of CMS Interoperability and Prior Authorization final rule (CMS-0057-F) Calendar Year (CY) 2025 Home Health Prospective Payment System Final Rule (CMS-1803-F) Contract Year 2025 Medicare Advantage and Part D Final Rule (CMS-4205-F) Announcement of Calendar Year (CY) 2025 Medicare Advantage (MA) Capitation Rates and Part C and Part D Payment Policies Final Calendar Year (CY) 2025 Part D Redesign Program Instructions Fiscal Year (FY) 2025 Hospice Payment Rate Update Final Rule (CMS-1810-F) PL 119-21, One Big Beautiful Bill Act S.1105, No Unreasonable Payments, Coding, or Diagnoses for the Elderly Act H.R. 3467, Medicare Advantage Reform Act Policy issues related to VA-eligible Medicare beneficiaries Final Calendar Year (CY) 2026 Part D Redesign Program Instructions Contract Year 2026 Policy and Technical Changes to the Medicare Advantage Program, Medicare Prescription Drug Benefit Program, Medicare Cost Plan Program, and Programs of All-Inclusive Care for the Elderly (CMS-4208-F) Fiscal Year (FY) 2026 Skilled Nursing Facility (SNF) Prospective Payment System Final Rule (CMS-1827-F) Final Guidance for Medicare Drug Price Negotiation Program guidance for initial price applicability year 2028 CMS Health Tech Ecosystem initiative H.R. 1732, GUARD VA Benefits Act H.R. 5454/S. 2789, Medicare Advantage Prompt Pay Act Calendar Year (CY) 2026 Home Health Prospective Payment System Final Rule (CMS-1828-F) Contract Year 2027 Policy and Technical Changes to the Medicare Advantage Program, Medicare Prescription Drug Benefit Program, and Medicare Cost Plan Program (CMS-4212-P) Calendar Year (CY) 2027 Advance Notice of Methodological Changes for Medicare Advantage (MA) Capitation Rates and Part C and Part D Payment Policies (the CY 2027 Advance Notice) TRICARE Policy Issues including Telehealth, Value-Based Care, and T-5 Transition NDAA Implementation Policy Issues Veterans Healthcare and Policy Issues PL 118-159, Servicemember Quality of Life Improvement and National Defense Authorization Act for Fiscal Year 2025 Tax Reform Implementation Issues PL 119-21, One Big Beautiful Bill Act Prescription drug pricing Pharmacy Benefit Managers (PBM) and Pharmacy Policy and Reimbursement Issues"
You can find more data on corporate lobbying on Quiver Quantitative.
HUM 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.
HUM Insider Trading Activity
HUM 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.
HUM Hedge Fund Activity
We have seen 329 institutional investors add shares of HUM stock to their portfolio, and 504 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
- 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
- EAGLE CAPITAL MANAGEMENT LLC removed 711,094 shares (-17.9%) from their portfolio in Q4 2025, for an estimated $182,132,506
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
HUM 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 HUM, check out Quiver Quantitative's $HUM forecast page.
HUM 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
This article is not financial advice. See Quiver Quantitative's disclaimers for more information.
