Humana
About: Humana is one of the largest private health insurers in the US, and the firm has built a niche specializing in government-sponsored programs, with nearly all its medical membership stemming from Medicare, Medicaid, and the military's Tricare program. Beyond medical insurance, the company provides other healthcare services, including primary-care services, at-home services, and pharmacy benefit management.
Employees: 65,680
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
48% more call options, than puts
Call options by funds: $2.39B | Put options by funds: $1.62B
42% more funds holding in top 10
Funds holding in top 10: 12 [Q4 2024] → 17 (+5) [Q1 2025]
36% more first-time investments, than exits
New positions opened: 139 | Existing positions closed: 102
2% more funds holding
Funds holding: 861 [Q4 2024] → 880 (+19) [Q1 2025]
5% more repeat investments, than reductions
Existing positions increased: 318 | Existing positions reduced: 303
1% less capital invested
Capital invested by funds: $29.8B [Q4 2024] → $29.6B (-$160M) [Q1 2025]
3.45% less ownership
Funds ownership: 96.29% [Q4 2024] → 92.83% (-3.45%) [Q1 2025]
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
7 analyst ratings
Barclays Andrew Mok | 14%upside $268 | Equal-Weight Maintained | 12 Jun 2025 |
Truist Securities David Macdonald | 30%upside $305 | Hold Maintained | 12 May 2025 |
Cantor Fitzgerald Sarah James | 23%upside $290 | Neutral Reiterated | 1 May 2025 |
Oppenheimer Michael Wiederhorn | 32%upside $310 | Outperform Maintained | 1 May 2025 |
Baird Michael Ha | 28%upside $300 | Neutral Maintained | 15 Apr 2025 |
Financial journalist opinion
Based on 37 articles about HUM published over the past 30 days









