In its first-quarter 2026 investor letter, Artisan Value Fund highlighted stocks like Humana Inc. (NYSE:HUM).
Humana Inc. (NYSE:HUM) is an American insurance company that provides medical and specialty insurance products
On May 22, 2026, Humana Inc. (NYSE:HUM) closed at $307.95 per share. One-month return of Humana Inc. (NYSE:HUM) was 37.71%, and its shares gained 36.91% over the past 52 weeks. Humana Inc. (NYSE:HUM) has a market capitalization of $36.97 billion.
Artisan Value Fund stated the following regarding Humana Inc. (NYSE:HUM) in its Q1 2026 investor letter: “Among the portfolio’s biggest decliners were Salesforce, Accenture, Humana Inc. (NYSE:HUM) and PayPal Holdings, each of which dropped by 20% or more during the quarter. Managed care stocks, including Humana, also declined during the quarter. The sector came under pressure after the Centers for Medicare & Medicaid Services (CMS) released a preliminary 2027 Medicare Advantage rate update that was significantly below expectations.