Wall Street Zen Upgrades Humana (NYSE:HUM) to “Buy”

Humana (NYSE:HUM – Get Free Report) was upgraded by analysts at Wall Street Zen from a “hold” rating to a “buy” rating in a report issued on Monday, Wall Street Zen reports.

Other equities analysts also recently issued research reports about the stock. Truist Financial raised their target price on shares of Humana from $415.00 to $475.00 and gave the company a “hold” rating in a research note on Monday, October 12th. Piper Sandler raised shares of Humana from a “hold” rating to an “overweight” rating and set a $463.00 price target for the company in a research report on Thursday, July 30th. Wells Fargo & Company raised shares of Humana from an “equal weight” rating to an “overweight” rating and upped their price target for the stock from $227.00 to $502.00 in a research report on Monday, July 13th. Mizuho increased their price target on Humana from $468.00 to $495.00 and gave the company an “outperform” rating in a report on Tuesday, October 13th. Finally, Lake Street Capital started coverage on Humana in a research report on Thursday, July 30th. They issued a “buy” rating on the stock. Twenty-one equities research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $469.57.

Read Our Latest Analysis on Humana

Humana Stock Up 3.4%

HUM opened at $437.69 on Monday. The firm has a 50 day moving average price of $405.76 and a 200 day moving average price of $313.90. The company has a market cap of $52.57 billion, a PE ratio of 31.92, a price-to-earnings-growth ratio of 2.46 and a beta of 0.65. Humana has a 1 year low of $163.11 and a 1 year high of $456.50. The company has a debt-to-equity ratio of 0.61, a quick ratio of 1.74 and a current ratio of 1.65.

Humana (NYSE:HUM – Get Free Report) last posted its quarterly earnings results on Friday, November 6th. The insurance provider reported ($0.70) EPS for the quarter, beating the consensus estimate of ($1.00) by $0.30. The firm had revenue of $41.16 billion for the quarter, compared to analyst estimates of $40.87 billion. Humana had a net margin of 0.81% and a return on equity of 8.50%. Humana’s revenue for the quarter was up 26.1% compared to the same quarter last year. During the same quarter last year, the firm posted $3.24 earnings per share. Humana has set its FY 2026 guidance at 9.500- EPS. Sell-side analysts expect that Humana will post 9.57 earnings per share for the current year.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently made changes to their positions in the company. Johnson Financial Group Inc. acquired a new position in Humana in the 2nd quarter worth $26,000. Trust Co. of Vermont purchased a new position in Humana in the 2nd quarter valued at about $28,000. Bogart Wealth LLC grew its stake in shares of Humana by 192.0% during the second quarter. Bogart Wealth LLC now owns 73 shares of the insurance provider’s stock valued at $29,000 after acquiring an additional 48 shares in the last quarter. MidFirst Bank acquired a new stake in shares of Humana during the second quarter valued at about $35,000. Finally, Global Assets Advisory LLC acquired a new stake in shares of Humana during the first quarter valued at about $38,000. 92.38% of the stock is currently owned by hedge funds and other institutional investors.

Humana News Summary

Here are the key news stories impacting Humana this week:

  • Positive Sentiment: Humana’s raised 2026 adjusted EPS outlook—to at least $9.50 from at least $9.00—helped sustain optimism after third-quarter results beat expectations for a smaller loss and higher revenue. Its 93.7% insurance benefit ratio was also favorable to prior guidance. Why Is Humana Stock Trading Higher Tuesday?
  • Positive Sentiment: Humana, Evolent and American Oncology Network introduced an oncology care model intended to eliminate prior-authorization requirements for participating cancer care. The change may reduce administrative burden, though its financial impact was not specified. New oncology model from Humana, Evolent and American Oncology Network
  • Positive Sentiment: Analysts raised price targets following the results, adding support to the bullish outlook. Recent examples include Guggenheim at $521, Barclays at $587 and JPMorgan at $484, though JPMorgan maintained a neutral rating. Humana Analysts Raise Their Forecasts After Q3 Results
  • Neutral Sentiment: Humana launched cash tender offers for eight series of senior notes, with an aggregate purchase cap of $1.5 billion. The move represents active debt management, but the announcement does not establish a direct earnings benefit. Humana Commences Offers to Purchase Certain Debt Securities

About Humana

(Get Free Report)

Humana Inc. is a U.S. health and wellness company that provides health insurance and healthcare services. Its insurance offerings include Medicare Advantage, Medicare Supplement and prescription drug plans, as well as Medicaid and employer-sponsored plans. The company also provides care through CenterWell, its healthcare services brand, which includes primary care, home health and pharmacy services. Its insurance and care offerings are available in markets across the United States, with availability varying by product and location.

Further Reading

Analyst Recommendations for Humana (NYSE:HUM)

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