Humana (NYSE:HUM – Free Report) had its price objective upped by Evercore from $195.00 to $250.00 in a research report report published on Thursday morning,MarketScreener reports.
HUM has been the subject of several other reports. The Goldman Sachs Group increased their price objective on Humana from $158.00 to $195.00 and gave the company a “sell” rating in a research note on Thursday. Guggenheim upped their target price on shares of Humana from $252.00 to $269.00 and gave the stock a “buy” rating in a report on Thursday. Jefferies Financial Group increased their target price on shares of Humana from $235.00 to $290.00 in a research report on Thursday. Raymond James Financial reissued an “outperform” rating and issued a $260.00 price target on shares of Humana in a research note on Friday. Finally, Wolfe Research dropped their price objective on shares of Humana from $325.00 to $250.00 and set an “outperform” rating for the company in a research note on Monday, April 6th. Seven equities research analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and four have assigned a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and an average target price of $244.48.
Check Out Our Latest Report on Humana
Humana Price Performance
Humana (NYSE:HUM – Get Free Report) last posted its quarterly earnings data on Wednesday, April 29th. The insurance provider reported $10.31 EPS for the quarter, topping the consensus estimate of $9.97 by $0.34. Humana had a return on equity of 10.45% and a net margin of 0.82%.The company had revenue of $39.65 billion during the quarter, compared to analyst estimates of $39.37 billion. During the same period in the previous year, the business earned $11.58 EPS. Humana’s quarterly revenue was up 23.5% on a year-over-year basis. Humana has set its FY 2026 guidance at 9.000- EPS. Analysts expect that Humana will post 9.03 EPS for the current fiscal year.
Humana Dividend Announcement
The business also recently announced a quarterly dividend, which will be paid on Friday, July 31st. Shareholders of record on Friday, June 26th will be paid a $0.885 dividend. The ex-dividend date of this dividend is Friday, June 26th. This represents a $3.54 dividend on an annualized basis and a dividend yield of 1.5%. Humana’s dividend payout ratio (DPR) is 36.05%.
Insider Activity at Humana
In related news, insider Sanjay K. Shetty purchased 810 shares of Humana stock in a transaction dated Monday, February 23rd. The shares were acquired at an average price of $185.21 per share, for a total transaction of $150,020.10. Following the acquisition, the insider directly owned 11,657 shares in the company, valued at approximately $2,158,992.97. The trade was a 7.47% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.20% of the stock is currently owned by corporate insiders.
Institutional Investors Weigh In On Humana
Several hedge funds and other institutional investors have recently bought and sold shares of the company. Illinois Municipal Retirement Fund grew its stake in shares of Humana by 9.6% in the 3rd quarter. Illinois Municipal Retirement Fund now owns 49,658 shares of the insurance provider’s stock valued at $12,920,000 after buying an additional 4,351 shares during the period. Bank of New York Mellon Corp raised its position in shares of Humana by 161.5% during the 3rd quarter. Bank of New York Mellon Corp now owns 1,717,767 shares of the insurance provider’s stock valued at $446,911,000 after buying an additional 1,060,767 shares during the period. National Pension Service raised its position in shares of Humana by 2.8% during the 3rd quarter. National Pension Service now owns 189,601 shares of the insurance provider’s stock valued at $49,328,000 after buying an additional 5,150 shares during the period. Long Focus Capital Management LLC acquired a new position in Humana in the third quarter valued at approximately $34,212,000. Finally, Tejara Capital Ltd purchased a new position in Humana in the third quarter worth approximately $1,873,000. 92.38% of the stock is currently owned by institutional investors and hedge funds.
More Humana News
Here are the key news stories impacting Humana this week:
- Positive Sentiment: Management set a public target of at least a 3% MA margin by 2028 and is aligning bids for 2027 while integrating the MaxHealth acquisition — a clear longer‑term margin and scale objective. Humana targets at least 3% MA margin in 2028
- Positive Sentiment: Q1 results beat estimates (revenue and EPS) and membership growth remains strong — proof of top‑line momentum that supports longer‑term MA scale. Humana earnings beat estimates
- Positive Sentiment: Humana reports profit exceeding $1 billion for the quarter and is on track for ~25% MA membership growth — supporting revenue diversification and longer-term earnings potential. Humana Profits Eclipse $1 Billion
- Positive Sentiment: Analyst moves include a Truist price target raise to $270 and Deutsche Bank issuing a positive forecast — incremental analyst support that can underpin the stock if margins show recovery. Deutsche Bank Issues Positive Forecast
- Neutral Sentiment: Management emphasized “profit recovery” as priority No.1 and outlined planning for 2027 MA bids — signals of active cost/margin management but not immediate fixes. Profit recovery is ‘priority No. 1,’ Humana promises
- Neutral Sentiment: Several outlets note Humana is banking on future CMS rate relief while admitting cost pressures persist — potential upside if CMS moves, but uncertain timing. Humana Bets On CMS Rate Relief
- Neutral Sentiment: Consensus analyst rating remains around “Hold,” reflecting mixed views: growth and scale vs. near‑term margin/headwind risks. Humana Given Consensus Rating of Hold
- Negative Sentiment: Management left 2026 guidance largely unchanged and flagged a decline in MA Star ratings, which reduces expected quality bonuses and pressured investor sentiment. Humana 2026 outlook unchanged due to Star ratings decline
- Negative Sentiment: Humana warned Medicare payment updates are not keeping pace with costs, underscoring margin headwinds that can depress near‑term profitability. Humana Warns Medicare Payments Won’t Keep Up With Costs
- Negative Sentiment: Market reaction: shares fell after the earnings release despite the beat — investors punished the stock for unchanged guidance and Star rating risk. Humana stock tumbles despite Q1 beat
Humana Company Profile
Humana Inc (NYSE: HUM) is a health insurance company headquartered in Louisville, Kentucky, that primarily serves individuals and groups across the United States. The company is best known for its Medicare business, offering Medicare Advantage plans and prescription drug (Part D) coverage, alongside a range of commercial and employer-sponsored group health plans. Humana’s products are designed to cover medical, behavioral health and pharmacy needs for members, with particular emphasis on seniors and Medicare-eligible populations.
In addition to traditional insurance products, Humana provides care-management and wellness services intended to support chronic-condition management, preventive care and care coordination.
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