Mizuho Forecasts Strong Price Appreciation for Humana (NYSE:HUM) Stock

Posted by Geri Gentry on Oct 13th, 2026

Humana (NYSE:HUM – Get Free Report) had its price target increased by investment analysts at Mizuho from $468.00 to $495.00 in a research note issued to investors on Tuesday, Benzinga reports. The firm currently has an “outperform” rating on the insurance provider’s stock. Mizuho’s target price points to a potential upside of 14.52% from the stock’s previous close.

Several other brokerages have also recently issued reports on HUM. Cantor Fitzgerald upgraded shares of Humana from a “neutral” rating to an “overweight” rating and upped their price target for the company from $300.00 to $460.00 in a research report on Wednesday, October 7th. Morgan Stanley raised shares of Humana from an “underweight” rating to an “overweight” rating in a research note on Friday. Robert W. Baird set a $596.00 price target on shares of Humana and gave the stock an “outperform” rating in a report on Friday. Guggenheim boosted their price objective on shares of Humana from $269.00 to $471.00 and gave the stock a “buy” rating in a research note on Thursday, July 30th. Finally, Weiss Ratings raised shares of Humana from a “hold (c-)” rating to a “hold (c)” rating in a research note on Friday, August 14th. Twenty-one analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $453.30.

Check Out Our Latest Stock Analysis on HUM

Humana Stock Performance

NYSE:HUM opened at $432.24 on Tuesday. The stock’s 50-day moving average is $389.75 and its 200-day moving average is $336.54. Humana has a 1-year low of $163.11 and a 1-year high of $456.50. The company has a current ratio of 1.74, a quick ratio of 1.74 and a debt-to-equity ratio of 0.62. The stock has a market cap of $51.90 billion, a P/E ratio of 40.89, a price-to-earnings-growth ratio of 2.67 and a beta of 0.74.

Humana (NYSE:HUM – Get Free Report) last issued its quarterly earnings data on Wednesday, July 29th. The insurance provider reported $7.61 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $7.27 by $0.34. Humana had a net margin of 0.88% and a return on equity of 11.20%. The business had revenue of $40.89 billion during the quarter, compared to analyst estimates of $40.58 billion. During the same quarter last year, the business earned $6.27 EPS. The firm’s quarterly revenue was up 26.2% on a year-over-year basis. Equities research analysts anticipate that Humana will post 9.00 earnings per share for the current year.

Institutional Trading of Humana

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Chapin Davis Inc. bought a new position in Humana during the 3rd quarter worth approximately $12,323,000. GAMMA Investing LLC lifted its position in shares of Humana by 27.4% in the 3rd quarter. GAMMA Investing LLC now owns 1,996 shares of the insurance provider’s stock worth $762,000 after purchasing an additional 429 shares during the period. Gradient Investments LLC boosted its stake in shares of Humana by 2.5% in the 3rd quarter. Gradient Investments LLC now owns 13,738 shares of the insurance provider’s stock valued at $5,242,000 after purchasing an additional 330 shares during the last quarter. Valeo Financial Advisors LLC boosted its stake in shares of Humana by 15.3% in the 3rd quarter. Valeo Financial Advisors LLC now owns 814 shares of the insurance provider’s stock valued at $310,000 after purchasing an additional 108 shares during the last quarter. Finally, Vista Investment Partners LLC acquired a new stake in shares of Humana during the third quarter worth $3,254,000. Institutional investors and hedge funds own 92.38% of the company’s stock.

Key Stories Impacting Humana

Here are the key news stories impacting Humana this week:

Positive Sentiment: New BlackRock joint venture: Humana announced a partnership with funds and accounts managed by HPS Investment Partners, part of BlackRock, to manage nearly 150 CenterWell Senior Primary Care clinics. BlackRock will hold the majority stake while CenterWell retains a minority interest. The arrangement could provide Humana with capital and operational support while allowing it to maintain exposure to its senior-care platform. Humana Announces New Strategic Joint Venture with BlackRock to Manage CenterWell Senior Primary Care Clinics
Positive Sentiment: Medicare Advantage ratings improved: Humana said 95% of its members are enrolled in plans rated four stars or better for 2027, a significant rebound that may support future quality-bonus payments, plan benefits and member retention. Humana Hits 95% Four-Star Coverage
Positive Sentiment: Analyst support strengthened: Raymond James upgraded HUM to “outperform” and assigned a $520 price target. Reports also highlighted an upgrade from Robert W. Baird, adding to bullish sentiment following the stock’s recent rally. Humana Raised to Outperform at Raymond James Financial
Neutral Sentiment: Humana will release third-quarter 2026 results on November 6. Investors will focus on medical costs, Medicare Advantage performance and full-year guidance. Humana to Release Third Quarter 2026 Results
Negative Sentiment: Commentary cautioned that HUM’s strong rally and elevated valuation may already reflect the improved ratings outlook, leaving the stock vulnerable if earnings or guidance disappoint. Humana’s Star Ratings Progress Doesn’t Erase Valuation Concerns

Humana Company Profile

(Get Free Report)

Humana Inc is a health and well-being company headquartered in Louisville, Kentucky. Founded in 1961, the company began as a nursing home operator before expanding into hospitals and health insurance. Today, Humana primarily provides health insurance products and healthcare services for older adults, individuals, military families and other members in the United States.

Humana’s insurance business offers Medicare Advantage, Medicare Supplement and prescription drug plans, as well as Medicaid coverage in select markets.