Humana (NYSE:HUM) Price Target Raised to $220.00

Key Points

• Truist raised its price target on Humana to $220 (from $200) while keeping a hold rating, implying about a 15.6% upside from the current price.
• MarketBeat's consensus rating for Humana is Hold with a consensus target of $224.65, reflecting mixed analyst sentiment (7 Buy, 16 Hold, 3 Sell).
• Humana slightly beat the quarter's expectations with EPS of ($3.96) vs. ($4.01) expected and revenue of $32.64B, and has set FY2026 EPS guidance at 9.00.

Humana (NYSE:HUM - Get Free Report) had its price objective upped by Truist Financial from $200.00 to $220.00 in a research report issued on Monday,MarketScreener reports. The firm currently has a "hold" rating on the insurance provider's stock. Truist Financial's price objective would indicate a potential upside of 15.59% from the company's current price.

Several other research firms have also issued reports on HUM. Zacks Research upgraded shares of Humana from a "strong sell" rating to a "hold" rating in a research report on Thursday, March 5th. UBS Group reissued a "neutral" rating on shares of Humana in a research note on Wednesday, February 25th. Cantor Fitzgerald decreased their target price on shares of Humana from $290.00 to $201.00 and set a "neutral" rating on the stock in a research note on Thursday, February 12th. Sanford C. Bernstein reiterated an "outperform" rating and issued a $344.00 price target on shares of Humana in a research note on Tuesday, January 6th. Finally, Royal Bank Of Canada lowered Humana from an "outperform" rating to a "sector perform" rating and reduced their price objective for the stock from $322.00 to $189.00 in a research report on Thursday, February 12th. Seven analysts have rated the stock with a Buy rating, sixteen have issued a Hold rating and three have assigned a Sell rating to the company. According to MarketBeat, Humana presently has a consensus rating of "Hold" and a consensus target price of $224.65.

Humana Price Performance

Shares of HUM opened at $190.34 on Monday. The firm has a market capitalization of $22.85 billion, a PE ratio of 19.42, a PEG ratio of 2.06 and a beta of 0.44. The company has a debt-to-equity ratio of 0.70, a current ratio of 2.00 and a quick ratio of 2.00. The company's 50-day moving average is $180.55 and its 200-day moving average is $232.58. Humana has a fifty-two week low of $163.11 and a fifty-two week high of $315.35.

Humana (NYSE:HUM - Get Free Report) last posted its quarterly earnings data on Wednesday, February 11th. The insurance provider reported ($3.96) earnings per share for the quarter, topping the consensus estimate of ($4.01) by $0.05. Humana had a return on equity of 11.43% and a net margin of 0.92%.The firm had revenue of $32.64 billion for the quarter, compared to analysts' expectations of $32.08 billion. During the same quarter last year, the business earned ($2.16) EPS. The company's quarterly revenue was up 11.3% compared to the same quarter last year. Humana has set its FY 2026 guidance at 9.000-9.000 EPS. Equities analysts forecast that Humana will post 16.47 EPS for the current year.

Insiders Place Their Bets

In other Humana news, insider Sanjay K. Shetty acquired 810 shares of the company's stock in a transaction dated Monday, February 23rd. The shares were bought at an average cost 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 $2,158,992.97. This trade represents a 7.47% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Insiders own 0.20% of the company's stock.

Institutional Investors Weigh In On Humana

A number of hedge funds have recently added to or reduced their stakes in HUM. Sound View Wealth Advisors Group LLC boosted its holdings in shares of Humana by 3.5% during the 4th quarter. Sound View Wealth Advisors Group LLC now owns 1,060 shares of the insurance provider's stock worth $272,000 after buying an additional 36 shares in the last quarter. Unison Advisors LLC increased its stake in shares of Humana by 0.4% in the 3rd quarter. Unison Advisors LLC now owns 10,137 shares of the insurance provider's stock valued at $2,646,000 after acquiring an additional 37 shares in the last quarter. CoreCap Advisors LLC lifted its position in shares of Humana by 54.4% during the 4th quarter. CoreCap Advisors LLC now owns 105 shares of the insurance provider's stock valued at $27,000 after acquiring an additional 37 shares during the period. Insigneo Advisory Services LLC lifted its position in shares of Humana by 3.0% during the 3rd quarter. Insigneo Advisory Services LLC now owns 1,484 shares of the insurance provider's stock valued at $386,000 after acquiring an additional 43 shares during the period. Finally, Columbus Macro LLC boosted its stake in Humana by 5.5% during the fourth quarter. Columbus Macro LLC now owns 821 shares of the insurance provider's stock worth $210,000 after acquiring an additional 43 shares in the last quarter. 92.38% of the stock is currently owned by institutional investors.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.