Dec 31, 2025 • MarketBeat
NEUTRAL
Humana Inc. $HUM Shares Purchased by VIRGINIA RETIREMENT SYSTEMS ET Al
VIRGINIA RETIREMENT SYSTEMS ET Al significantly increased its stake in Humana Inc. (NYSE:HUM) by 63.8% in the third quarter, now owning 188,664 shares valued at approximately $49.1 million. Humana exceeded Q3 earnings estimates with $3.24 EPS and reported $32.65 billion in revenue, an 11.1% year-over-year increase. Despite analyst consensus being a "Hold" rating with an average target price of $294.32, the company declared a quarterly dividend of $0.885 per share.
Dec 30, 2025 • Austin American-Statesman
BEARISH
Oracle facing possible class action over data breaches impacting millions
Oracle, the Austin-based tech giant, is facing a potential class-action lawsuit following multiple data breaches this year that impacted millions of people. A federal judge in Austin is considering consolidating over 30 related cases into one. These lawsuits stem from at least two data breaches of Oracle's E-Business Suite by the cybercriminal group Cl0p, which harvested sensitive personal information and is now attempting to extort payments from affected companies.
Dec 30, 2025 • The Globe and Mail
NEUTRAL
Why Humana Deserves Patience Now: Too Early to Buy, Too Risky to Sell
Humana Inc. has faced investor scrutiny due to rising medical costs and Medicare Advantage uncertainties but has shown relative resilience compared to its peers. While near-term buying isn't compelling due to valuation and ongoing pressures, its long-term investment case is supported by its strong market position and demographic tailwinds. Current investors are advised patience, and new investors to monitor cost trends and reimbursement clarity.
Dec 30, 2025 • Finviz
NEUTRAL
Why Humana Deserves Patience Now: Too Early to Buy, Too Risky to Sell
Humana Inc. (HUM) has faced investor scrutiny due to rising medical costs and regulatory uncertainties, yet its stock has shown relative resilience compared to peers. While the company is not an immediate "buy" given its valuation and near-term pressures, its long-term prospects in Medicare Advantage, coupled with an aging U.S. population, suggest that abandoning the stock outright would be premature. Investors currently holding HUM should exercise patience as margin initiatives and normalized utilization trends could lead to a gradual recovery.
Dec 30, 2025 • Benzinga
SOMEWHAT-BULLISH
Looking Into Centene Corp's Recent Short Interest
Centene Corp's (NYSE: CNC) short interest has decreased by 6.98% since its last report, with 12.59 million shares currently sold short, representing 2.93% of available shares. It would take traders an average of 1.97 days to cover their short positions. Compared to its peers, Centene Corp has less short interest, indicating a potentially more bullish sentiment from investors.
Dec 30, 2025 • Yahoo Finance
NEUTRAL
Why Humana Deserves Patience Now: Too Early to Buy, Too Risky to Sell
Humana Inc. has navigated increasing medical costs and regulatory uncertainties, causing its stock to fluctuate. While immediate buying opportunities are limited due to valuation and ongoing pressures, the company's strong position in the Medicare Advantage market and long-term tailwinds suggest patience for current investors is warranted. New investors are advised to monitor trends before committing.