Exploring Humana Inc. (HUM) Investor Profile: Who’s Buying and Why?

Have you ever wondered who exactly is investing in Humana Inc. (HUM) and what's driving their decisions? As of December 31, 2024, institutional investors held a significant stake, with a total of 146,470,767 shares. The largest shareholders include prominent names like Vanguard Group Inc, holding 12.83 million shares valued at $3.15 billion, and BlackRock, Inc., with 11.69 million shares. But what makes Humana an attractive prospect for these major players, and how might their investment strategies influence the company's future? Let's delve into the investor profile of Humana to uncover the motivations and trends shaping its ownership.

Humana Inc. (HUM) Who Invests in Humana Inc. (HUM) and Why?

Understanding the investor profile of Humana Inc. (HUM) involves examining the diverse range of entities and individuals who hold the company's stock. These investors are typically categorized into retail investors, institutional investors, and hedge funds, each with distinct investment motivations and strategies.

Key Investor Types:

The investor base of Humana Inc. (HUM) can be broken down into several key types:

• Retail Investors: These are individual investors who buy shares of Humana Inc. (HUM) for their personal accounts. Retail investors may be attracted to Humana Inc. (HUM) due to its dividend payouts or perceived stability in the healthcare sector.
• Institutional Investors: This category includes mutual funds, pension funds, insurance companies, and other large financial institutions. These investors often hold a significant portion of Humana Inc. (HUM)'s outstanding shares.
• Hedge Funds: Hedge funds are investment partnerships that use various strategies, including short-term trading and arbitrage, to generate returns. Their investment in Humana Inc. (HUM) may be driven by specific market opportunities or strategic considerations.

Investment Motivations:

Investors are drawn to Humana Inc. (HUM) for several reasons:

• Growth Prospects: The aging population and increasing demand for healthcare services drive Humana Inc. (HUM)'s growth prospects. Investors anticipate that Humana Inc. (HUM) will benefit from these trends through increased membership and revenue.
• Dividends: Humana Inc. (HUM) has a history of paying dividends, which attracts income-seeking investors. Consistent dividend payouts can make Humana Inc. (HUM) an attractive investment, especially in a low-interest-rate environment.
• Market Position: Humana Inc. (HUM) is a major player in the health insurance industry, with a strong market presence and brand recognition. Its established position provides a competitive advantage and reduces investment risk.

Investment Strategies:

Different investors employ various strategies when investing in Humana Inc. (HUM):

• Long-Term Holding: Many institutional investors adopt a long-term holding strategy, viewing Humana Inc. (HUM) as a stable, long-term investment. They focus on the company's fundamentals and growth potential over an extended period.
• Short-Term Trading: Hedge funds and some retail investors may engage in short-term trading, seeking to profit from short-term price fluctuations. This strategy involves buying and selling shares within a shorter timeframe to capitalize on market volatility.
• Value Investing: Value investors look for companies that they believe are undervalued by the market. They may invest in Humana Inc. (HUM) if they believe its stock price does not reflect its intrinsic value, based on factors such as its assets, earnings, and growth prospects.

Institutional investors, such as mutual funds and pension funds, often hold substantial shares in Humana Inc. (HUM). Their investment decisions are influenced by factors like the company's financial performance, industry trends, and regulatory environment. These institutions conduct thorough research and analysis before making investment decisions, impacting Humana Inc. (HUM)'s stock performance.

For more in-depth information about Humana Inc. (HUM), you can explore: Humana Inc. (HUM): History, Ownership, Mission, How It Works & Makes Money

Humana Inc. (HUM) Institutional Ownership and Major Shareholders of Humana Inc. (HUM)

Institutional ownership in Humana Inc. (HUM) provides insight into the stability and investor confidence in the company. Large institutional investors often have significant influence on a company's stock price and strategic decisions. Let's explore the major players and their recent activities.

Here’s a look at some of the top institutional investors in Humana Inc. (HUM) and their holdings:

• Vanguard Group Inc.: Holds approximately 10.7 million shares, representing about 9.08% ownership.
• BlackRock Fund Advisors: Holds approximately 6.8 million shares, representing about 5.78% ownership.
• State Street Global Advisors: Holds approximately 4.4 million shares, representing about 3.74% ownership.
• Geode Capital Management LLC: Holds approximately 1.8 million shares, representing about 1.57% ownership.
• Capital World Investors: Holds approximately 1.7 million shares, representing about 1.42% ownership.

These major institutional holders reflect a mix of investment strategies, from index tracking to active management, showcasing broad interest in Humana Inc. (HUM).

Recent changes in institutional ownership can signal shifts in sentiment and future stock performance. While specific recent changes (i.e., within the last few months) are not available, examining trends over the past year provides valuable insight.

Institutional investors play a crucial role in Humana Inc. (HUM)’s stock price and overall strategy:

• Price Stability: Large institutional holdings can reduce stock volatility due to the size and long-term investment horizons of these investors.
• Corporate Governance: Institutional investors often engage with company management on issues such as executive compensation, strategic direction, and environmental, social, and governance (ESG) matters.
• Market Perception: Significant increases or decreases in institutional ownership can influence market perception of a stock, potentially attracting or deterring other investors.

The substantial institutional ownership in Humana Inc. (HUM) underscores the company's importance in the healthcare sector and reflects confidence from major investment firms. Monitoring changes in these holdings can provide valuable insights into the company's future performance and strategic direction.

For more in-depth information, explore Humana Inc. (HUM): History, Ownership, Mission, How It Works & Makes Money.

Here is a detailed breakdown of institutional ownership in Humana Inc. (HUM):

These figures, based on the latest available data, highlight the significant stakes held by major institutional investors in Humana Inc. (HUM).

Humana Inc. (HUM) Key Investors and Their Impact on Humana Inc. (HUM)

Understanding who invests in Humana Inc. (HUM) and why can offer valuable insights into the company's stability, strategic direction, and potential for growth. Key investors can range from large institutional shareholders to influential individual investors, each wielding varying degrees of influence.

Institutional investors frequently hold significant stakes in Humana Inc. (HUM). These may include mutual funds, pension funds, hedge funds, and insurance companies. Their investment decisions are often driven by in-depth financial analysis, risk assessment, and long-term growth prospects. Monitoring these institutions' trading activity can provide clues about market sentiment toward Humana Inc. (HUM). Recent moves, such as increasing or decreasing their positions, can significantly impact stock prices and investor confidence.

Activist investors sometimes take positions in Humana Inc. (HUM) with the goal of influencing company policy or strategy. These investors may publicly advocate for changes such as:

• Operational improvements
• Capital allocation adjustments
• Strategic shifts

Their involvement can lead to significant short-term stock movements and potentially reshape the company's direction.

Examining the ownership structure of Humana Inc. (HUM) reveals the concentration of shares among top holders. Major shareholders can exert considerable influence on corporate governance, including decisions related to:

• Board composition
• Executive compensation
• Mergers and acquisitions

Analyzing shareholder composition helps assess the balance of power and potential alignment of interests between management and investors.

Recent trading activity by key investors provides real-time insights into market perceptions of Humana Inc. (HUM). Significant purchases may signal confidence in the company's future, while large sales could indicate concerns about performance or industry trends. Tracking these movements can help investors gauge prevailing sentiment and anticipate potential price fluctuations. Keep in mind that data from 2024 fiscal year is the most up to date information.

Here's a general example of what a major shareholders table might look like. Please note that the actual data can fluctuate frequently.

For deeper insights into Humana Inc. (HUM)'s financial standing, explore Breaking Down Humana Inc. (HUM) Financial Health: Key Insights for Investors.

Ultimately, understanding the Humana Inc. (HUM) investor profile is crucial for making informed investment decisions. By monitoring the actions and influence of key investors, stakeholders can gain a more comprehensive view of the company's prospects and navigate the complexities of the healthcare market.

Humana Inc. (HUM) Market Impact and Investor Sentiment

Investor sentiment and market reactions significantly influence Humana Inc.'s (HUM) stock. Recent activity reveals a mix of factors affecting investor perspectives.

As of April 22, 2025, Humana Inc.'s stock price experienced a 7.02% dip, reaching $245.91. Despite this fluctuation, the year-to-date percentage change is -3.07%, indicating cautious market sentiment. The trading volume stood at 2.05 million Breaking Down Humana Inc. (HUM) Financial Health: Key Insights for Investors.

Recent Market Reactions:

• Stock Price Decline: Humana's shares have recently been down by 2.9%, despite an optimistic earnings outlook by Zacks Research.
• Dividend Announcement: The company announced a quarterly dividend of $0.89.
• Annual Stockholders Meeting: Results from the annual meeting have been released.

Key investors have been making moves that influence the stock price:

• Jump Financial LLC: Sold shares of Humana.
• Canada Pension Plan Investment Board: Decreased its holdings.
• Dodge & Cox and Adams Wealth Management: Increased their positions.
• Other entities: Canada Life Assurance Co, Guggenheim Capital LLC, and Raymond James Financial Inc. have also made moves involving Humana stock.

Institutional ownership in Humana Inc. is substantial. As of December 31, 2024:

• Total Institutional Shares: 146,470,767 shares held by 1904 institutional owners and shareholders.
• Vanguard Group Inc: Holds 12.83 million shares, representing 10.63% ownership, valued at $3,155,472,577.
• Blackrock Inc: Holds 11.69 million shares, representing 9.69% ownership, valued at $2,875,238,781.
• Dodge & Cox Inc: Holds 10.2 million shares, representing 8.45% ownership, valued at $2,508,309,986.
• State Street Corporation: Holds 5.28 million shares, representing 4.37% ownership, valued at $1,298,241,356.

Here's a summary of the top mutual fund holders as of December 31, 2024:

• Dodge & Cox Funds-Dodge & Cox Stock Fund: 6.82 million shares (5.65%), valued at $1,678,234,317.
• VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund: 3.77 million shares (3.12%), valued at $927,328,501.
• VANGUARD INDEX FUNDS-Vanguard 500 Index Fund: 3.26 million shares (2.70%), valued at $801,768,623.

Recent changes in institutional positions reveal:

• Increased Positions: 432 holders increased their positions by 20,860,756 shares.
• Decreased Positions: 538 holders decreased their positions by 17,298,379 shares.

Analyst Perspectives:

Analysts' opinions on Humana Inc. vary, with price targets and ratings reflecting different outlooks. As of April 2, 2025, the average one-year price target for Humana is $299.02 per share, with forecasts ranging from $243.41 to $422.34. This average price target represents a potential increase of 4.77% from the closing price of $285.41 per share.

Guggenheim initiated coverage of Humana on April 9, 2025, with a Buy recommendation.

Based on recent ratings from 7 analysts, the sentiment is mostly indifferent:

Several analysts have adjusted their price targets and ratings:

• RBC Capital (Ben Hendrix): Maintains Outperform rating with a price target of $283.00.
• Cantor Fitzgerald (Sarah James): Maintains Neutral rating with a price target of $290.00.
• Morgan Stanley (Erin Wright): Lowered rating to Equal-Weight, price target at $285.00, then raised to $301.00.
• Barclays (Andrew Mok): Raised rating to Equal-Weight with a price target of $255.00.
• Piper Sandler (Jessica Tassan): Raised rating to Neutral with a price target of $288.00.
• Truist Securities (David Macdonald): Raised rating to Hold with a price target of $290.00.

Other Factors and Considerations:

• Fund Sentiment: The put/call ratio for HUM is 0.64, suggesting a bullish outlook.
• Revenue Projections: The projected annual revenue for Humana is $116.769 billion, a decrease of 0.84%. The projected annual non-GAAP EPS is $36.17.
• Market Status: As of April 10, 2025, the price of HUM was down -0.22% at $284.9, with a volume of 528,338.
• Upside Potential: An analysis in late March 2025 suggested a potential upside of 9.17%, with an average target price of $296.65.