Humana Inc. (NYSE:HUM) Stock Has Consensus Target Price of $469.57 According to Brokerages

Key Points

• Analyst sentiment is moderately bullish: 21 of 32 analysts rate Humana a buy, 10 a hold and one a sell; the average one-year price target is $469.57.
• Humana beat third-quarter earnings and revenue expectations, and raised its 2026 adjusted EPS outlook to at least $9.50 from at least $9.00.
• Several brokerages increased their price targets after the results, including Guggenheim to $521, while ratings varied from buy to neutral.

Humana Inc. (NYSE:HUM - Get Free Report) has been given an average rating of "Moderate Buy" by the thirty-two research firms that are covering the company, MarketBeat.com reports. One investment analyst has rated the stock with a sell rating, ten have issued a hold rating and twenty-one have assigned a buy rating to the company. The average 1-year price objective among brokerages that have issued ratings on the stock in the last year is $469.57.

Several equities research analysts have issued reports on HUM shares. Truist Financial lifted their target price on shares of Humana from $415.00 to $475.00 and gave the stock a "hold" rating in a research note on Monday, October 12th. Guggenheim increased their target price on shares of Humana from $471.00 to $521.00 and gave the company a "buy" rating in a research report on Monday. UBS Group increased their target price on shares of Humana from $405.00 to $495.00 and gave the company a "neutral" rating in a research report on Monday, October 12th. JPMorgan Chase & Co. raised their price target on shares of Humana from $393.00 to $484.00 and gave the stock a "neutral" rating in a research note on Tuesday. Finally, Leerink Partners upgraded shares of Humana from a "market perform" rating to an "outperform" rating and set a $513.00 price target on the stock in a research report on Thursday, July 30th.

Humana News Roundup

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

Humana Stock Performance

HUM opened at $437.69 on Wednesday. The company has a debt-to-equity ratio of 0.61, a current ratio of 1.65 and a quick ratio of 1.74. The firm has a fifty day moving average price of $405.76 and a 200 day moving average price of $313.90. Humana has a 1 year low of $163.11 and a 1 year high of $456.50. The stock has a market cap of $52.57 billion, a P/E ratio of 42.58, a P/E/G ratio of 2.46 and a beta of 0.65.

Humana (NYSE:HUM - Get Free Report) last posted its earnings results on Friday, November 6th. The insurance provider reported ($0.70) earnings per share (EPS) for the quarter, topping the consensus estimate of ($1.00) by $0.30. Humana had a net margin of 0.81% and a return on equity of 8.50%. The business had revenue of $41.16 billion for the quarter, compared to analyst estimates of $40.87 billion. During the same period in the prior year, the company posted $3.24 EPS. The company's revenue for the quarter was up 26.1% on a year-over-year basis. Humana has set its FY 2026 guidance at 9.500- EPS. Equities research analysts anticipate that Humana will post 9.57 earnings per share for the current year.

Humana Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, January 29th. Stockholders of record on Thursday, December 24th will be paid a $0.8850 dividend. The ex-dividend date of this dividend is Thursday, December 24th. This represents a $3.54 annualized dividend and a dividend yield of 0.8%. Humana's dividend payout ratio is 34.44%.

Institutional Trading of Humana

A number of hedge funds and other institutional investors have recently modified their holdings of HUM. Johnson Financial Group Inc. purchased a new position in Humana during the second quarter worth about $26,000. Trust Co. of Vermont acquired a new stake in shares of Humana during the second quarter valued at about $28,000. Bogart Wealth LLC increased its position 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 during the last quarter. MidFirst Bank purchased a new stake in shares of Humana in the 2nd quarter valued at approximately $35,000. Finally, Highland Investment Advisors LLC purchased a new stake in shares of Humana in the 2nd quarter valued at approximately $43,000. 92.38% of the stock is owned by institutional investors and hedge funds.

About Humana

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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