Humana (NYSE:HUM) Price Target Raised to $250.00

Key Points

• Evercore raised its price target on Humana to $250 (from $195), implying about a 6.2% upside, while the consensus rating remains “Hold” with an average target near $243.17.
• Humana beat Q1 estimates—EPS of $10.31 vs. $9.97 and revenue of $39.65B (up 23.5% YoY)—and set FY2026 guidance around $9.0 EPS (analysts expect ~9.03).
• Despite the beat, shares fell as management left guidance largely unchanged, flagged a decline in Medicare Advantage Star ratings, and warned Medicare payment updates aren’t keeping pace with costs, creating near‑term margin risks.

Humana (NYSE:HUM - Get Free Report) had its price objective upped by analysts at Evercore from $195.00 to $250.00 in a note issued to investors on Thursday,MarketScreener reports. Evercore's price target suggests a potential upside of 6.23% from the company's current price.

HUM has been the subject of several other reports. Raymond James Financial restated an "outperform" rating on shares of Humana in a report on Friday. Sanford C. Bernstein reiterated an "outperform" rating and issued a $344.00 price objective on shares of Humana in a research report on Tuesday, January 6th. Morgan Stanley set a $146.00 price objective on Humana in a research note on Thursday, February 12th. Weiss Ratings restated a "sell (d+)" rating on shares of Humana in a report on Tuesday, April 21st. Finally, Wolfe Research decreased their target price on shares of Humana from $325.00 to $250.00 and set an "outperform" rating on the stock in a research note on Monday, April 6th. Seven 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 MarketBeat.com, the stock presently has a consensus rating of "Hold" and an average target price of $243.17.

Humana Stock Performance

Humana stock opened at $235.33 on Thursday. The firm has a fifty day simple moving average of $188.41 and a two-hundred day simple moving average of $227.52. 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 twelve month low of $163.11 and a twelve month high of $315.35. The company has a market capitalization of $28.25 billion, a PE ratio of 25.17, a P/E/G ratio of 2.61 and a beta of 0.44.

Humana (NYSE:HUM - Get Free Report) last announced its quarterly earnings data on Wednesday, April 29th. The insurance provider reported $10.31 earnings per share (EPS) for the quarter, beating 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%.The company's revenue for the quarter was up 23.5% compared to the same quarter last year. During the same period last year, the firm earned $11.58 earnings per share. Humana has set its FY 2026 guidance at 9.000- EPS. Research analysts expect that Humana will post 9.03 EPS for the current year.

Insider Buying and Selling

In other Humana news, insider Sanjay K. Shetty purchased 810 shares of the stock in a transaction on Monday, February 23rd. The stock was acquired at an average price of $185.21 per share, with a total value of $150,020.10. Following the transaction, the insider directly owned 11,657 shares of the company's stock, valued at approximately $2,158,992.97. This trade represents a 7.47% increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link. 0.20% of the stock is owned by insiders.

Hedge Funds Weigh In On Humana

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

Key Headlines Impacting Humana

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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