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

Humana (NYSE:HUM) had its price objective boosted by equities researchers at JPMorgan Chase & Co. from $180.00 to $214.00 in a research report issued on Friday,Benzinga reports. The firm currently has a “neutral” rating on the insurance provider’s stock. JPMorgan Chase & Co.‘s price target indicates a potential downside of 9.74% from the company’s current price.

Other equities analysts have also recently issued reports about the company. Guggenheim lifted their price objective on Humana from $252.00 to $269.00 and gave the company a “buy” rating in a report on Thursday. Wolfe Research dropped their price objective on Humana from $325.00 to $250.00 and set an “outperform” rating for the company in a report on Monday, April 6th. Cantor Fitzgerald lifted their price objective on Humana from $201.00 to $264.00 in a report on Thursday. Oppenheimer reaffirmed an “outperform” rating and issued a $260.00 price objective on shares of Humana in a report on Thursday. Finally, TD Cowen reaffirmed a “hold” rating on shares of Humana in a report on Friday. Seven investment analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and four have given a Sell rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus price target of $245.96.

Humana Stock Performance

NYSE:HUM traded up $0.64 during mid-day trading on Friday, hitting $237.08. 561,252 shares of the stock were exchanged, compared to its average volume of 1,999,579. The stock has a market capitalization of $28.46 billion, a price-to-earnings ratio of 25.36, a price-to-earnings-growth ratio of 2.61 and a beta of 0.44. The firm’s 50-day simple moving average is $188.41 and its 200 day simple moving average is $227.52. 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 fifty-two week low of $163.11 and a fifty-two week high of $315.35.

Humana (NYSE:HUM) last released its quarterly earnings results on Wednesday, April 29th. The insurance provider reported $10.31 earnings per share for the quarter, topping the consensus estimate of $9.97 by $0.34. The business had revenue of $39.65 billion during 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 firm’s revenue for the quarter was up 23.5% compared to the same quarter last year. During the same period last year, the firm posted $11.58 EPS. Humana has set its FY 2026 guidance at 9.000- EPS. As a group, equities analysts anticipate that Humana will post 9.03 EPS for the current fiscal year.

Insider Activity at Humana

In other news, insider Sanjay K. Shetty acquired 810 shares of Humana stock in a transaction that occurred on Monday, February 23rd. The shares were acquired at an average price of $185.21 per share, for a total transaction 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. The trade was a 7.47% increase in their position. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Company insiders own 0.20% of the company’s stock.

Institutional Trading of Humana

Several hedge funds and other institutional investors have recently made changes to their positions in HUM. Illinois Municipal Retirement Fund increased its stake in shares of Humana by 9.6% in the third quarter. Illinois Municipal Retirement Fund now owns 49,658 shares of the insurance provider’s stock valued at $12,920,000 after buying an additional 4,351 shares during the period. Bank of New York Mellon Corp increased its stake in shares of Humana by 161.5% in the third quarter. Bank of New York Mellon Corp now owns 1,717,767 shares of the insurance provider’s stock valued at $446,911,000 after buying an additional 1,060,767 shares during the period. National Pension Service increased its stake in shares of Humana by 2.8% in the third quarter. National Pension Service now owns 189,601 shares of the insurance provider’s stock valued at $49,328,000 after buying an additional 5,150 shares during the period. Long Focus Capital Management LLC acquired a new stake in shares of Humana in the third quarter valued at about $34,212,000. Finally, Tejara Capital Ltd acquired a new stake in shares of Humana in the third quarter valued at about $1,873,000. 92.38% of the stock is currently owned by institutional investors.

Trending Headlines about 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.