Humana (NYSE:HUM) Price Target Raised to $195.00 at The Goldman Sachs Group

Key Points

• The Goldman Sachs Group raised its price target on Humana to $195 from $158 but kept a sell rating, implying roughly a 17% downside from the prior close.
• Consensus across analysts remains a Hold with an average target of $243.17 (7 Buys, 15 Holds, 4 Sells), reflecting mixed views on growth versus near‑term margin risks.
• Humana beat Q1 revenue ($39.65B) and EPS ($10.31) with revenue up 23.5% YoY, but management left 2026 guidance largely unchanged and cited Medicare payment and MA Star rating pressures, prompting a negative stock reaction.

Humana (NYSE:HUM - Get Free Report) had its target price boosted by equities researchers at The Goldman Sachs Group from $158.00 to $195.00 in a note issued to investors on Thursday,MarketScreener reports. The firm presently has a "sell" rating on the insurance provider's stock. The Goldman Sachs Group's price objective would indicate a potential downside of 17.14% from the company's previous close.

Several other research analysts also recently weighed in on HUM. Raymond James Financial reissued an "outperform" rating on shares of Humana in a research report on Friday. Jefferies Financial Group reduced their price target on shares of Humana from $310.00 to $235.00 and set a "buy" rating for the company in a research report on Thursday, February 12th. Oppenheimer reiterated an "outperform" rating and set a $260.00 price objective on shares of Humana in a research report on Thursday. Deutsche Bank Aktiengesellschaft boosted their target price on shares of Humana from $180.00 to $235.00 and gave the company a "hold" rating in a research note on Thursday. Finally, Zacks Research lowered Humana from a "hold" rating to a "strong sell" rating in a report on Tuesday, April 14th. Seven equities 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. Based on data from MarketBeat.com, the company presently has a consensus rating of "Hold" and an average target price of $243.17.

Humana Trading Down 0.5%

Shares of NYSE HUM opened at $235.33 on Thursday. The company has a quick ratio of 2.00, a current ratio of 1.77 and a debt-to-equity ratio of 0.66. Humana has a 12 month low of $163.11 and a 12 month high of $315.35. The company has a market cap of $28.25 billion, a price-to-earnings ratio of 25.17, a P/E/G ratio of 2.61 and a beta of 0.44. The business has a fifty day simple moving average of $188.41 and a 200-day simple moving average of $227.52.

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

Insider Transactions at Humana

In related news, insider Sanjay K. Shetty bought 810 shares of the firm's stock in a transaction on Monday, February 23rd. The stock was bought at an average price of $185.21 per share, with a total value of $150,020.10. Following the purchase, the insider directly owned 11,657 shares of the company's stock, valued at approximately $2,158,992.97. This represents a 7.47% increase in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. 0.20% of the stock is currently owned by insiders.

Institutional Trading of Humana

Several hedge funds and other institutional investors have recently modified their holdings of the company. Capital International Investors boosted its position in Humana by 113.9% during the fourth quarter. Capital International Investors now owns 5,818,008 shares of the insurance provider's stock valued at $1,490,239,000 after purchasing an additional 3,097,571 shares during the last quarter. Massachusetts Financial Services Co. MA increased its position in Humana by 273.2% in the 3rd quarter. Massachusetts Financial Services Co. MA now owns 3,488,261 shares of the insurance provider's stock worth $907,541,000 after purchasing an additional 2,553,509 shares during the last quarter. Norges Bank purchased a new stake in shares of Humana during the 4th quarter worth about $456,632,000. Pzena Investment Management LLC raised its stake in shares of Humana by 34.3% during the 1st quarter. Pzena Investment Management LLC now owns 5,470,982 shares of the insurance provider's stock worth $948,614,000 after purchasing an additional 1,398,774 shares in the last quarter. Finally, Wellington Management Group LLP lifted its holdings in shares of Humana by 4,481.7% during the 4th quarter. Wellington Management Group LLP now owns 1,196,502 shares of the insurance provider's stock valued at $306,460,000 after buying an additional 1,170,387 shares during the last quarter. 92.38% of the stock is currently owned by hedge funds and other institutional investors.

More Humana News

Here are the key news stories impacting Humana this week:

• Positive Sentiment: Management set a public target of at least a 3% MA margin by 2028 and is aligning bids for 2027 while integrating the MaxHealth acquisition — a clear longer‑term margin and scale objective. Humana targets at least 3% MA margin in 2028
• Positive Sentiment: Q1 results beat estimates (revenue and EPS) and membership growth remains strong — proof of top‑line momentum that supports longer‑term MA scale. Humana earnings beat estimates
• Positive Sentiment: Humana reports profit exceeding $1 billion for the quarter and is on track for ~25% MA membership growth — supporting revenue diversification and longer-term earnings potential. Humana Profits Eclipse $1 Billion
• Positive Sentiment: Analyst moves include a Truist price target raise to $270 and Deutsche Bank issuing a positive forecast — incremental analyst support that can underpin the stock if margins show recovery. Deutsche Bank Issues Positive Forecast
• Neutral Sentiment: Management emphasized “profit recovery” as priority No.1 and outlined planning for 2027 MA bids — signals of active cost/margin management but not immediate fixes. Profit recovery is ‘priority No. 1,’ Humana promises
• Neutral Sentiment: Several outlets note Humana is banking on future CMS rate relief while admitting cost pressures persist — potential upside if CMS moves, but uncertain timing. Humana Bets On CMS Rate Relief
• Neutral Sentiment: Consensus analyst rating remains around “Hold,” reflecting mixed views: growth and scale vs. near‑term margin/headwind risks. Humana Given Consensus Rating of Hold
• Negative Sentiment: Management left 2026 guidance largely unchanged and flagged a decline in MA Star ratings, which reduces expected quality bonuses and pressured investor sentiment. Humana 2026 outlook unchanged due to Star ratings decline
• Negative Sentiment: Humana warned Medicare payment updates are not keeping pace with costs, underscoring margin headwinds that can depress near‑term profitability. Humana Warns Medicare Payments Won’t Keep Up With Costs
• Negative Sentiment: Market reaction: shares fell after the earnings release despite the beat — investors punished the stock for unchanged guidance and Star rating risk. Humana stock tumbles despite Q1 beat

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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