Humana (NYSE:HUM) Upgraded at Robert W. Baird

Humana (NYSE:HUM - Get Free Report) was upgraded by stock analysts at Robert W. Baird from a "hold" rating to an "outperform" rating in a research report issued to clients and investors on Friday, Marketbeat reports. The firm presently has a $596.00 target price on the insurance provider's stock. Robert W. Baird's target price points to a potential upside of 38.34% from the company's previous close.

Other equities analysts also recently issued research reports about the company. TD Cowen boosted their price target on Humana from $350.00 to $370.00 and gave the stock a "hold" rating in a research report on Friday, July 31st. UBS Group set a $596.00 target price on Humana in a report on Friday. Deutsche Bank Aktiengesellschaft started coverage on Humana in a report on Thursday, July 30th. They set a "hold" rating for the company. Truist Financial upped their price objective on shares of Humana from $320.00 to $415.00 and gave the company a "hold" rating in a report on Tuesday, July 14th. Finally, Royal Bank Of Canada lifted their target price on shares of Humana from $246.00 to $415.00 and gave the stock a "sector perform" rating in a report on Thursday, July 9th. One investment analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the company's stock. According to MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus target price of $445.74.

Humana Price Performance

NYSE:HUM opened at $430.84 on Friday. The stock has a market capitalization of $51.74 billion, a PE ratio of 40.76, a P/E/G ratio of 2.39 and a beta of 0.74. Humana has a 1-year low of $163.11 and a 1-year high of $456.50. The firm has a fifty day simple moving average of $388.59 and a 200 day simple moving average of $333.55. The company has a current ratio of 1.74, a quick ratio of 1.74 and a debt-to-equity ratio of 0.62.

Humana (NYSE:HUM - Get Free Report) last announced its quarterly earnings results on Wednesday, July 29th. The insurance provider reported $7.61 EPS for the quarter, beating analysts' consensus estimates of $7.27 by $0.34. The firm had revenue of $40.89 billion during the quarter, compared to analysts' expectations of $40.58 billion. Humana had a net margin of 0.88% and a return on equity of 11.20%. The company's revenue for the quarter was up 26.2% compared to the same quarter last year. During the same quarter last year, the company posted $6.27 earnings per share. On average, research analysts expect that Humana will post 9.02 EPS for the current fiscal year.

Institutional Investors Weigh In On Humana

Large investors have recently added to or reduced their stakes in the stock. BlackRock Inc. acquired a new stake in shares of Humana during the 2nd quarter worth $4,138,160,000. Pzena Investment Management LLC acquired a new position in Humana in the second quarter valued at about $1,749,014,000. Legal & General Group Plc bought a new stake in Humana during the second quarter worth about $329,760,000. Barrow Hanley Mewhinney & Strauss LLC bought a new stake in Humana during the second quarter worth about $314,922,000. Finally, Wellington Management Group LLP grew its stake in Humana by 7.3% during the second quarter. Wellington Management Group LLP now owns 765,355 shares of the insurance provider's stock worth $304,014,000 after buying an additional 52,004 shares in the last quarter. Institutional investors and hedge funds own 92.38% of the company's stock.

More Humana News

Here are the key news stories impacting Humana this week:

• Positive Sentiment: Improved Medicare Advantage ratings: Humana reported that approximately 95% of its Medicare Advantage members are enrolled in plans rated four stars or higher for 2027, including 42% in 4.5-star plans. Six contracts received 4.5 stars and 12 received four stars, making Humana one of the clearest beneficiaries of the CMS release. Humana Announces Improved CMS Star Ratings
• Positive Sentiment: Potential earnings benefit: The higher ratings could improve Humana’s access to quality bonus payments and support enrollment during the annual Medicare Advantage enrollment period. Analysts described the company as the largest beneficiary of the 2027 ratings and Baird upgraded the stock to Buy. Reuters Medicare Star Ratings Report
• Positive Sentiment: Guidance maintained: Humana reaffirmed its full-year 2026 adjusted earnings outlook and raised its outlook for 2028 Stars-related revenue, reducing concerns that the ratings recovery would not translate into financial improvement. Humana Reaffirms 2026 Earnings Outlook
• Neutral Sentiment: Valuation and competition remain considerations: The rally has pushed HUM close to its 52-week high, while one comparison said UnitedHealth offers a more diversified business, better Medicare Advantage profitability and a lower valuation. Investors may therefore focus on whether the ratings improvement produces sustainable margin expansion.
• Negative Sentiment: Member benefit reductions: Humana reportedly plans to cut or eliminate Part B premium givebacks for 62% of affected members in 2027. That could disappoint some enrollees and create competitive or retention risks, even though the overall CMS ratings news was favorable. Humana Part B Giveback Report

Humana Company Profile

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.