Humana (NYSE:HUM) Stock Price Expected to Rise, Cantor Fitzgerald Analyst Says

Key Points

• Cantor Fitzgerald raised its price target to $264, implying about a 12.18% upside; analyst targets vary widely and the MarketBeat consensus price target is $243.17 with an average rating of “Hold.”
• Q1 results beat estimates (EPS $10.31 vs. $9.97; revenue $39.65B) and membership growth remains strong, but management left 2026 guidance largely unchanged and warned of lower MA Star ratings and Medicare payment headwinds, which pressured the stock.
• Insider Sanjay K. Shetty purchased 810 shares at about $185.21 in February, and institutional investors own roughly 92.38% of Humana’s stock.

Humana (NYSE:HUM - Get Free Report) had its target price raised by stock analysts at Cantor Fitzgerald from $201.00 to $264.00 in a report issued on Thursday,MarketScreener reports. Cantor Fitzgerald's price objective suggests a potential upside of 12.18% from the company's previous close.

Several other equities research analysts have also weighed in on HUM. Leerink Partners increased their target price on shares of Humana from $185.00 to $255.00 and gave the stock a "market perform" rating in a report on Thursday. Mizuho lifted their price target on shares of Humana from $258.00 to $290.00 in a research report on Thursday. Robert W. Baird lowered their price objective on shares of Humana from $264.00 to $205.00 and set a "neutral" rating for the company in a research report on Wednesday, April 15th. Morgan Stanley set a $146.00 price objective on Humana in a research note on Thursday, February 12th. Finally, Oppenheimer reiterated an "outperform" rating and set a $260.00 target price on shares of Humana in a report 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 stock. Based on data from MarketBeat.com, the company has an average rating of "Hold" and a consensus price target of $243.17.

Humana Price Performance

Shares of HUM opened at $235.33 on Thursday. The company has a current ratio of 1.77, a quick ratio of 2.00 and a debt-to-equity ratio of 0.66. The stock has a market cap of $28.25 billion, a P/E ratio of 25.17, a price-to-earnings-growth ratio of 2.61 and a beta of 0.44. The stock's 50-day moving average price is $188.41 and its two-hundred day moving average price is $227.52. Humana has a 1 year low of $163.11 and a 1 year high of $315.35.

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

Insider Activity

In related news, insider Sanjay K. Shetty acquired 810 shares of the company's stock in a transaction that occurred on Monday, February 23rd. The shares were acquired at an average cost of $185.21 per share, for a total transaction of $150,020.10. Following the completion of the acquisition, the insider directly owned 11,657 shares in the company, valued at approximately $2,158,992.97. The trade was a 7.47% increase in their position. The purchase was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. 0.20% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Humana

A number of large investors have recently added to or reduced their stakes in HUM. Montag A & Associates Inc. raised its stake in shares of Humana by 1,880.0% in the 4th quarter. Montag A & Associates Inc. now owns 99 shares of the insurance provider's stock valued at $25,000 after purchasing an additional 94 shares during the period. CoreCap Advisors LLC boosted its position in shares of Humana by 54.4% during the fourth quarter. CoreCap Advisors LLC now owns 105 shares of the insurance provider's stock worth $27,000 after buying an additional 37 shares during the period. Fideuram Asset Management Ireland dac acquired a new position in shares of Humana during the fourth quarter worth about $27,000. Reflection Asset Management bought a new position in shares of Humana during the fourth quarter worth about $29,000. Finally, Rosenberg Matthew Hamilton raised its position in Humana by 136.0% in the 4th quarter. Rosenberg Matthew Hamilton now owns 118 shares of the insurance provider's stock valued at $30,000 after buying an additional 68 shares during the last quarter. Institutional investors own 92.38% of the company's stock.

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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