Mutual of America Capital Management 13F: Cuts HCA Stake by $2.6M

Mutual of America Capital Management cut its stake in HCA Healthcare, Inc. HCA by 29.1% during the quarter, according to a Form 13F filing with the SEC on October 23, 2026. The fund sold 6,150 shares of the hospital operator, leaving it with 15,017 shares. Those remaining shares had a reported value of $6,408,355 at the time of the filing. HCA Healthcare closed at $469.03 on the filing date.

HCA HCA Healthcare, Inc.

$469.03 ▲ +0.24% year to date

1M 3M YTD

Daily close · Oct 23, 2026

What Changed in Mutual of America Capital Management's HCA Healthcare, Inc. Position

The fund held 21,167 shares of HCA Healthcare prior to the filing. By cutting the position by 6,150 shares, the fund brought its total down to 15,017 shares. The remaining holdings carry a multi-million-dollar value of roughly $6.4 million.

Other Institutional Activity in HCA Healthcare, Inc.

Other large funds made adjustments to their own positions in the healthcare provider. Sanders Capital, LLC trimmed its holdings by 128,985 shares, ending the period with 8,828,287 shares worth about $4,140,731,440. First Eagle Investment Management, LLC grew its holdings by 41,007 shares, ending with 3,295,565 shares worth about $1,545,718,847.

HCA Healthcare, Inc. Stock Up 2.1%

HCA Healthcare shares recently traded at $469.03. The stock sits about 9.0% above its 50-day moving average of $430.37 and 5.5% above its 200-day moving average of $444.67. The shares are down about 15.7% from their 52-week high of $556.52 while staying well above their 52-week low of $353.99.

Recent Earnings

The hospital operator generates $78,012,997,632 in trailing twelve month revenue with earnings of $29.83 per share. The company operates with a net profit margin of 8.8%. Its next quarterly financial update is scheduled for October 27, 2026.

Dividend

The company pays an annual dividend of $3.12 per share, which translates to a dividend yield of 0.67%. The payout ratio sits at 10.1%.

Insider Buying and Selling at HCA Healthcare, Inc.

Company insiders completed several transactions earlier in the year. Chief Executive Officer Samuel N Hazen disposed of 42,877 shares valued at $21,483,275 on February 3, 2026. Other officers also trimmed their holdings, including Jennifer Berres selling 8,020 shares for $4,126,950 on February 11, 2026, and Christopher F Wyatt selling 4,000 shares at $505.00 per share on the same day.

Analysts Set New Price Targets

Analyst firms adjusted their views on the stock ahead of the filing. RBC Capital maintained an Outperform rating with a $496.00 target on October 7, 2026. TD Cowen maintained a Buy rating and raised its target to $460.00 on October 12, 2026. The stock carries a consensus buy rating across 22 analysts with a mean price target of $460.59.

About HCA Healthcare, Inc.

HCA Healthcare operates a massive network of acute care hospitals, surgery centers, and emergency facilities across the United States. Based in Nashville, Tennessee, the company plays a central role in the private healthcare delivery system. Institutional portfolio adjustments often reflect broader portfolio rebalancing across the healthcare sector as hospital operators navigate patient volume trends and labor costs.

Bottom Line

Investors will look to the upcoming earnings report on October 27, 2026 for fresh operational updates. Additional institutional filings will show whether other major funds followed similar rebalancing strategies.