Humana (NYSE:HUM) Given New $214.00 Price Target at JPMorgan Chase & Co.

Key Points

• JPMorgan raised its price target on Humana to $214 (from $180) but kept a "neutral" rating, with the new target implying about a 9.7% downside from the stock's prior close.
• Other brokers have pushed targets higher (Jefferies/Mizuho/Cantor among them), but analysts remain mixed — the MarketBeat consensus is a "Hold" with a consensus price target of $245.96.
• Humana beat Q1 estimates (EPS $10.31 vs. $9.97; revenue $39.65B vs. $39.37B), yet management warned of margin pressures and a decline in Medicare Advantage Star ratings, leaving near‑term outlook and profit recovery uncertain.

Humana (NYSE:HUM - Get Free Report) had its price target boosted by equities researchers at JPMorgan Chase & Co. from $180.00 to $214.00 in a research report issued to clients and investors on Friday,Benzinga reports. The firm currently has a "neutral" rating on the insurance provider's stock. JPMorgan Chase & Co.'s target price suggests a potential downside of 9.74% from the stock's previous close.

A number of other equities analysts have also recently issued reports on HUM. Wolfe Research reduced their target price on Humana from $325.00 to $250.00 and set an "outperform" rating on the stock in a report on Monday, April 6th. Cantor Fitzgerald boosted their price target on shares of Humana from $201.00 to $264.00 in a research report on Thursday. Sanford C. Bernstein reissued an "outperform" rating and set a $344.00 price target on shares of Humana in a research report on Tuesday, January 6th. Wells Fargo & Company boosted their price target on shares of Humana from $206.00 to $227.00 and gave the stock an "equal weight" rating in a research report on Tuesday, April 7th. Finally, Jefferies Financial Group raised their price target on Humana from $235.00 to $290.00 in a research note on Thursday. Seven research analysts have rated the stock with a Buy rating, fifteen have issued a Hold rating and four have issued a Sell rating to the company's stock. According to data from MarketBeat.com, the company has a consensus rating of "Hold" and a consensus price target of $245.96.

Humana Trading Up 0.3%

HUM traded up $0.64 during midday trading on Friday, reaching $237.08. 561,252 shares of the company were exchanged, compared to its average volume of 1,999,579. The company has a debt-to-equity ratio of 0.66, a quick ratio of 2.00 and a current ratio of 1.77. Humana has a one year low of $163.11 and a one year high of $315.35. The stock has a market capitalization of $28.46 billion, a P/E ratio of 25.36, a PEG ratio of 2.61 and a beta of 0.44. The stock's 50-day simple moving average is $188.41 and its 200 day simple moving average is $227.52.

Humana (NYSE:HUM - Get Free Report) last issued its earnings results on Wednesday, April 29th. The insurance provider reported $10.31 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $9.97 by $0.34. Humana had a return on equity of 10.45% and a net margin of 0.82%.The firm had revenue of $39.65 billion for the quarter, compared to analysts' expectations of $39.37 billion. During the same quarter last year, the business earned $11.58 earnings per share. The company's revenue was up 23.5% compared to the same quarter last year. Humana has set its FY 2026 guidance at 9.000- EPS. As a group, analysts forecast that Humana will post 9.03 earnings per share for the current fiscal year.

Insider Activity at Humana

In other Humana news, insider Sanjay K. Shetty bought 810 shares of Humana stock in a transaction dated Monday, February 23rd. The stock was bought at an average cost of $185.21 per share, for a total transaction of $150,020.10. Following the purchase, the insider owned 11,657 shares of the company's stock, valued at $2,158,992.97. The trade was a 7.47% increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Corporate insiders own 0.20% of the company's stock.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently made changes to their positions in the business. Montag A & Associates Inc. boosted its stake in shares of Humana by 1,880.0% during the 4th quarter. Montag A & Associates Inc. now owns 99 shares of the insurance provider's stock worth $25,000 after acquiring an additional 94 shares during the period. CoreCap Advisors LLC boosted its stake in shares of Humana by 54.4% during the 4th quarter. CoreCap Advisors LLC now owns 105 shares of the insurance provider's stock worth $27,000 after acquiring an additional 37 shares during the period. Fideuram Asset Management Ireland dac bought a new position in shares of Humana during the 4th quarter worth approximately $27,000. Reflection Asset Management bought a new position in shares of Humana during the 4th quarter worth approximately $29,000. Finally, Rosenberg Matthew Hamilton boosted its stake in shares of Humana by 136.0% during the 4th quarter. Rosenberg Matthew Hamilton now owns 118 shares of the insurance provider's stock worth $30,000 after acquiring an additional 68 shares during the period. 92.38% of the stock is currently owned by institutional investors.

Key Stories Impacting Humana

Here are the key news stories impacting Humana this week:

• Positive Sentiment: Several brokers raised Humana price targets — signals of renewed analyst confidence and upside potential (Mizuho/Jefferies to $290, Cantor to $264, Evercore to $250, Truist to $270, Leerink to $255). Mizuho raises HUM PT to $290 Jefferies raises HUM PT to $290 Cantor Fitzgerald raises HUM PT to $264 Evercore raises HUM PT to $250
• Neutral Sentiment: Q1 2026 results beat estimates on higher premiums and membership growth — revenue and EPS surprised, but management flagged profit recovery as a priority, leaving near‑term outlook mixed. Humana Q1 beat (Zacks)
• Neutral Sentiment: Sector context: Humana posted one of the strongest April returns among managed‑care names, nearly matching UnitedHealth — supportive market momentum but also shows sector rotation/broader healthcare rally dynamics. April returns: UNH vs HUM
• Negative Sentiment: Humana flagged a decline in Medicare Advantage Star ratings — management left 2026 outlook largely unchanged and said Star headwinds are affecting 2027 bid planning, which has dampened investor confidence. Star ratings decline impacts outlook (Seeking Alpha)
• Negative Sentiment: Management warned Medicare payments may not keep pace with costs and emphasized margin recovery as top priority — an ongoing earnings‑quality risk that can pressure valuation until margins stabilize. Medicare payment pressure (Bloomberg Law)
• Negative Sentiment: Goldman raised its PT but retained a "sell" rating — a reminder there is still skeptical analyst capital on the sidelines and divergent views can limit short‑term upside. Goldman keeps HUM sell rating

Humana Company Profile

Humana Inc NYSE: HUM is a health insurance company headquartered in Louisville, Kentucky, that primarily serves individuals and groups across the United States. The company is best known for its Medicare business, offering Medicare Advantage plans and prescription drug (Part D) coverage, alongside a range of commercial and employer-sponsored group health plans. Humana's products are designed to cover medical, behavioral health and pharmacy needs for members, with particular emphasis on seniors and Medicare-eligible populations.

In addition to traditional insurance products, Humana provides care-management and wellness services intended to support chronic-condition management, preventive care and care coordination.

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