Analysts Set Humana Inc. (NYSE:HUM) Target Price at $222.09

Shares of Humana Inc. (NYSE:HUM) have received an average rating of “Hold” from the twenty-six ratings firms that are covering the company, Marketbeat reports. Four equities research analysts have rated the stock with a sell recommendation, fifteen have assigned a hold recommendation and seven have assigned a buy recommendation to the company. The average twelve-month price target among analysts that have covered the stock in the last year is $247.6087.

Several analysts recently issued reports on the company. The Goldman Sachs Group increased their target price on Humana from $158.00 to $195.00 and gave the stock a “sell” rating in a research report on Thursday. Morgan Stanley set a $146.00 target price on Humana in a research report on Thursday, February 12th. Oppenheimer reiterated an “outperform” rating and set a $260.00 target price on shares of Humana in a research report on Thursday. Royal Bank Of Canada increased their target price on Humana from $189.00 to $246.00 and gave the stock a “sector perform” rating in a research report on Thursday. Finally, Mizuho increased their target price on Humana from $258.00 to $290.00 in a research report on Thursday.

Humana Stock Down 1.1%

NYSE HUM opened at $233.87 on Friday. The stock’s 50-day moving average price is $188.41 and its 200-day moving average price is $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 52 week low of $163.11 and a 52 week high of $315.35. The company has a market capitalization of $28.08 billion, a P/E ratio of 25.01, a price-to-earnings-growth ratio of 2.53 and a beta of 0.44.

Humana (NYSE:HUM) last posted its quarterly earnings data on Wednesday, April 29th. The insurance provider reported $10.31 EPS for the quarter, topping the consensus estimate of $9.97 by $0.34. Humana had a return on equity of 10.45% and a net margin of 0.82%.The firm had revenue of $39.65 billion for the quarter, compared to the consensus estimate of $39.37 billion. During the same quarter last year, the company earned $11.58 earnings per share. The business’s revenue for the quarter was up 23.5% compared to the same quarter last year. Humana has set its FY 2026 guidance at 9.000- EPS. On average, equities research analysts predict that Humana will post 9.07 earnings per share for the current year.

Humana Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, July 31st. Investors of record on Friday, June 26th will be given a dividend of $0.885 per share. The ex-dividend date is Friday, June 26th. This represents a $3.54 annualized dividend and a dividend yield of 1.5%. Humana’s dividend payout ratio (DPR) is currently 37.86%.

Key Humana News

Here are the key news stories impacting Humana this week:

• Positive Sentiment: Multiple brokers lifted price targets sharply (Jefferies, Mizuho, Cantor, Evercore, Truist, Leerink, Deutsche Bank), signaling renewed upside expectations and analyst confidence after the quarter. Jefferies PT to $290 Mizuho PT to $290 Cantor PT to $264
• Positive Sentiment: Company aims for at least a 3% Medicare Advantage margin by 2028 while preparing 2027 bids and integrating MaxHealth — a clear operational target that can support future margin recovery. MA margin target article
• Positive Sentiment: Deutsche Bank and other shops issued constructive commentary/forecasts supporting the stock after Q1, reinforcing buy-side interest. Deutsche Bank positive forecast
• Neutral Sentiment: Sector context: Humana was one of the top performers in April (≈+36%), nearly neck-and-neck with UnitedHealth; market rotation and sector momentum are lifting valuation comparisons. April returns piece
• Neutral Sentiment: Analyst consensus remains around “Hold”/”Market Perform” despite PT changes, so expectations are mixed rather than uniformly bullish. Consensus Hold report
• Negative Sentiment: Goldman raised its target to $195 but kept a sell rating — signaling conviction that the current price is rich versus fundamentals and creating downside pressure. Goldman sell rating
• Negative Sentiment: JPMorgan raised its target to $214 but kept a neutral rating — the PT implies downside from current levels and highlights lingering skepticism about sustainability of margins. JPMorgan PT to $214
• Negative Sentiment: Despite beating Q1 estimates, Humana warned Medicare payments may not keep pace with costs and reported a decline in Medicare Advantage Star ratings; those operational/framing issues are cited by multiple outlets as reasons the stock is under pressure. Q1 beat but Star ratings concern Bloomberg Law

Insider Activity

In other Humana news, insider Sanjay K. Shetty bought 810 shares of the business’s stock in a transaction that occurred on Monday, February 23rd. The stock was purchased at an average price of $185.21 per share, for a total transaction of $150,020.10. Following the completion of the transaction, the insider owned 11,657 shares of the company’s stock, valued at $2,158,992.97. This trade represents a 7.47% increase in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Corporate insiders own 0.20% of the company’s stock.

Hedge Funds Weigh In On Humana

Institutional investors have recently added to or reduced their stakes in the company. Illinois Municipal Retirement Fund grew its holdings in Humana by 9.6% during the 3rd 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 in the last quarter. Bank of New York Mellon Corp grew its holdings in Humana by 161.5% during the 3rd 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 in the last quarter. National Pension Service grew its holdings in Humana by 2.8% during the 3rd 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 in the last quarter. Long Focus Capital Management LLC purchased a new position in Humana during the 3rd quarter valued at approximately $34,212,000. Finally, Tejara Capital Ltd purchased a new position in Humana during the 3rd quarter valued at approximately $1,873,000. Hedge funds and other institutional investors own 92.38% of the company’s stock.

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.