Humana (NYSE:HUM – Get Free Report) was upgraded by equities research analysts at Zacks Research from a “hold” rating to a “strong-buy” rating in a report released on Tuesday, Zacks reports.
Several other analysts have also recently issued reports on HUM. Weiss Ratings raised shares of Humana from a “hold (c-)” rating to a “hold (c)” rating in a research report on Friday, August 14th. Robert W. Baird raised shares of Humana from a “neutral” rating to an “outperform” rating and raised their price objective for the company from $390.00 to $596.00 in a research note on Friday, October 9th. Bank of America upgraded shares of Humana from a “neutral” rating to a “buy” rating and set a $500.00 price objective for the company in a report on Wednesday, July 29th. Oppenheimer upped their target price on shares of Humana from $475.00 to $525.00 and gave the stock an “outperform” rating in a research note on Monday, October 12th. Finally, Wells Fargo & Company upgraded shares of Humana from an “equal weight” rating to an “overweight” rating and increased their target price for the stock from $227.00 to $502.00 in a report on Monday, July 13th. One analyst has rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, nine have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, Humana currently has a consensus rating of “Moderate Buy” and an average target price of $472.17.
Get Our Latest Report on Humana
Humana Stock Up 1.9%
NYSE:HUM opened at $446.33 on Tuesday. The company has a quick ratio of 1.74, a current ratio of 1.65 and a debt-to-equity ratio of 0.61. The stock’s fifty day moving average is $406.79 and its two-hundred day moving average is $314.80. Humana has a 52 week low of $163.11 and a 52 week high of $456.50. The stock has a market capitalization of $53.60 billion, a price-to-earnings ratio of 43.42, a price-to-earnings-growth ratio of 2.30 and a beta of 0.65.
Humana (NYSE:HUM – Get Free Report) last released its quarterly earnings results on Friday, November 6th. The insurance provider reported ($0.70) EPS for the quarter, topping the consensus estimate of ($1.00) by $0.30. Humana had a return on equity of 8.50% and a net margin of 0.81%. The business had revenue of $41.16 billion during the quarter, compared to analyst estimates of $40.87 billion. During the same period last year, the business posted $3.24 earnings per share. The company’s quarterly revenue was up 26.1% on a year-over-year basis. Humana has set its FY 2026 guidance at 9.500- EPS. Research analysts anticipate that Humana will post 9.56 EPS for the current year.
Hedge Funds Weigh In On Humana
A number of institutional investors and hedge funds have recently made changes to their positions in the stock. BlackRock Inc. purchased a new position in Humana in the second quarter worth approximately $4,138,160,000. Pzena Investment Management LLC acquired a new position in Humana during the 2nd quarter worth approximately $1,749,014,000. Assenagon Asset Management S.A. grew its holdings in Humana by 20,126.8% during the 3rd quarter. Assenagon Asset Management S.A. now owns 1,255,479 shares of the insurance provider’s stock worth $479,053,000 after acquiring an additional 1,249,272 shares in the last quarter. Legal & General Group Plc purchased a new stake in shares of Humana in the 2nd quarter valued at approximately $329,760,000. Finally, Barrow Hanley Mewhinney & Strauss LLC purchased a new stake in shares of Humana in the 2nd quarter valued at approximately $314,922,000. 92.38% of the stock is owned by institutional investors and hedge funds.
Humana News Summary
These are some of the HUM news items that stood out recently:
- Positive Sentiment: Humana’s new oncology model, developed with Evolent and American Oncology Network, aims to reduce prior-authorization delays and administrative work while using data analytics to support value-based care. Investors may see the initiative as a way to improve care coordination and control costs. Article: New oncology model from Humana, Evolent and American Oncology Network
- Positive Sentiment: Humana’s stronger earnings outlook has bolstered optimism: the company raised its 2026 adjusted EPS floor to $9.50 from $9.00 after reporting favorable insurance-benefit metrics. A Zacks upgrade to Rank #1 (Strong Buy) adds to the positive earnings sentiment. Article: Humana Upgraded to Strong Buy
- Negative Sentiment: TD Cowen’s $430 target remains below the cited share price, and its Hold rating suggests the firm sees limited near-term upside at current levels. Article: TD Cowen raises Humana price target
Humana Company Profile
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.
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