Humana (NYSE:HUM) Shares Acquired Rep. Gilbert Ray Cisneros, Jr.

Representative Gilbert Ray Cisneros, Jr. (D-California) recently bought shares of Humana Inc. (NYSE:HUM). In a filing disclosed on March 06th, the Representative disclosed that they had bought between $1,001 and $15,000 in Humana stock on February 26th. The trade occurred in the Representative’s “150 MAIN STREET TRUST > BANK OF AMERICA” account.

Representative Gilbert Ray Cisneros, Jr. also recently made the following trade(s):

• Purchased $1,001 – $15,000 in shares of Sterling Infrastructure (NASDAQ:STRL) on 3/3/2025.
• Purchased $1,001 – $15,000 in shares of Hillman Solutions (NASDAQ:HLMN) on 3/3/2025.
• Sold $1,001 – $15,000 in shares of Ford Motor (NYSE:F) on 2/26/2025.
• Purchased $1,001 – $15,000 in shares of Uber Technologies (NYSE:UBER) on 2/26/2025.
• Sold $15,001 – $50,000 in shares of UnitedHealth Group (NYSE:UNH) on 2/26/2025.
• Purchased $15,001 – $50,000 in shares of Microsoft (NASDAQ:MSFT) on 2/26/2025.
• Sold $1,001 – $15,000 in shares of General Motors (NYSE:GM) on 2/26/2025.
• Purchased $1,001 – $15,000 in shares of Tesla (NASDAQ:TSLA) on 2/26/2025.
• Sold $1,001 – $15,000 in shares of Akamai Technologies (NASDAQ:AKAM) on 2/26/2025.
• Sold $1,001 – $15,000 in shares of Danaher (NYSE:DHR) on 2/26/2025.

Humana Price Performance

Shares of NYSE HUM traded down $5.90 during trading on Friday, reaching $259.86. The company had a trading volume of 1,552,919 shares, compared to its average volume of 1,673,380. Humana Inc. has a twelve month low of $213.31 and a twelve month high of $406.46. The stock has a market capitalization of $31.35 billion, a PE ratio of 26.12, a price-to-earnings-growth ratio of 2.05 and a beta of 0.57. The stock has a 50-day moving average price of $271.80 and a two-hundred day moving average price of $284.13. The company has a current ratio of 1.76, a quick ratio of 1.76 and a debt-to-equity ratio of 0.68.

Humana (NYSE:HUM) last released its quarterly earnings results on Tuesday, February 11th. The insurance provider reported ($2.16) earnings per share for the quarter, topping analysts’ consensus estimates of ($2.26) by $0.10. Humana had a return on equity of 11.70% and a net margin of 1.02%. As a group, sell-side analysts predict that Humana Inc. will post 16.47 earnings per share for the current year.

Humana Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, April 25th. Stockholders of record on Friday, March 28th will be issued a $0.885 dividend. The ex-dividend date of this dividend is Friday, March 28th. This represents a $3.54 dividend on an annualized basis and a dividend yield of 1.36%. Humana’s dividend payout ratio (DPR) is 35.58%.

Insider Activity at Humana

In related news, insider Timothy S. Huval sold 3,703 shares of the company’s stock in a transaction on Tuesday, December 31st. The shares were sold at an average price of $256.26, for a total value of $948,930.78. Following the sale, the insider now directly owns 8,181 shares of the company’s stock, valued at $2,096,463.06. This represents a 31.16 % decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. 0.32% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

A number of institutional investors have recently made changes to their positions in the company. Vanguard Group Inc. lifted its position in shares of Humana by 15.8% during the fourth quarter. Vanguard Group Inc. now owns 12,829,210 shares of the insurance provider’s stock worth $3,254,899,000 after purchasing an additional 1,751,857 shares in the last quarter. Dodge & Cox raised its holdings in Humana by 106.7% in the fourth quarter. Dodge & Cox now owns 10,198,040 shares of the insurance provider’s stock valued at $2,587,345,000 after acquiring an additional 5,264,045 shares in the last quarter. State Street Corp raised its holdings in Humana by 1.0% in the third quarter. State Street Corp now owns 5,357,420 shares of the insurance provider’s stock valued at $1,701,582,000 after acquiring an additional 53,272 shares in the last quarter. Pzena Investment Management LLC raised its holdings in Humana by 44.0% in the fourth quarter. Pzena Investment Management LLC now owns 3,609,382 shares of the insurance provider’s stock valued at $915,736,000 after acquiring an additional 1,103,132 shares in the last quarter. Finally, FMR LLC raised its holdings in Humana by 23.4% in the third quarter. FMR LLC now owns 3,388,859 shares of the insurance provider’s stock valued at $1,073,387,000 after acquiring an additional 643,291 shares in the last quarter. 92.38% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of research firms have recently weighed in on HUM. Morgan Stanley cut their price target on Humana from $301.00 to $285.00 and set an “equal weight” rating for the company in a report on Wednesday, February 12th. Cantor Fitzgerald reaffirmed a “neutral” rating and issued a $290.00 price objective on shares of Humana in a research report on Wednesday, February 12th. Truist Financial lifted their price objective on Humana from $260.00 to $290.00 and gave the company a “hold” rating in a research report on Monday, January 6th. Royal Bank of Canada reaffirmed an “outperform” rating and issued a $283.00 price objective on shares of Humana in a research report on Wednesday, February 12th. Finally, StockNews.com downgraded Humana from a “buy” rating to a “hold” rating in a research report on Wednesday. Twenty research analysts have rated the stock with a hold rating and five have given a buy rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus price target of $285.68.

About Representative Cisneros

Gil Cisneros (Democratic Party) is a member of the U.S. House, representing California’s 31st Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027.

Cisneros (Democratic Party) is running for re-election to the U.S. House to represent California’s 31st Congressional District. He declared candidacy for the 2026 election.

Gil Cisneros served in the U.S. Navy as a supply officer from 1994 to 2004. Cisneros earned a bachelor’s degree in political science from George Washington University in 1994, a master’s in business administration from Regis University in 2002, and a master’s degree in urban education policy from Brown University in 2015. His career experience includes working as a logistics manager for Frito-Lay. In 2010, Cisneros won the lottery and became involved in activism and philanthropy, founding a scholarship program for local high school students. In 2021, President Joe Biden (D) appointed Cisneros as under secretary of defense for personnel and readiness.

Humana Company Profile

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.