Humana (NYSE:HUM) Price Target Lowered to $180.00 at JPMorgan Chase & Co.

Humana (NYSE:HUM) had its price target trimmed by JPMorgan Chase & Co. from $274.00 to $180.00 in a research note released on Friday,MarketScreener reports. The brokerage currently has a neutral rating on the insurance provider’s stock.

Several other research firms also recently weighed in on HUM. Weiss Ratings reissued a “sell (d+)” rating on shares of Humana in a research report on Thursday, January 22nd. The Goldman Sachs Group lowered their price objective on shares of Humana from $235.00 to $215.00 and set a “sell” rating on the stock in a research report on Monday, November 24th. Truist Financial reduced their target price on Humana from $300.00 to $285.00 and set a “hold” rating for the company in a report on Monday, November 10th. Evercore ISI lowered their price target on Humana from $260.00 to $180.00 in a report on Thursday. Finally, Zacks Research lowered Humana from a “hold” rating to a “strong sell” rating in a research report on Thursday, January 1st. Seven analysts have rated the stock with a Buy rating, fourteen have given a Hold rating and five have issued a Sell rating to the stock. According to MarketBeat, Humana currently has a consensus rating of “Hold” and an average price target of $239.46.

Humana Stock Performance

Shares of NYSE HUM opened at $183.92 on Friday. The stock’s fifty day simple moving average is $244.65 and its 200 day simple moving average is $260.85. The stock has a market capitalization of $22.12 billion, a price-to-earnings ratio of 18.73, a PEG ratio of 1.99 and a beta of 0.44. The company has a quick ratio of 2.02, a current ratio of 2.00 and a debt-to-equity ratio of 0.70. Humana has a 52-week low of $169.61 and a 52-week high of $315.35.

Humana (NYSE:HUM) last released its quarterly earnings results on Wednesday, February 11th. The insurance provider reported ($3.96) earnings per share for the quarter, beating analysts’ consensus estimates of ($4.01) by $0.05. The business had revenue of $32.64 billion during the quarter, compared to analyst estimates of $32.08 billion. Humana had a return on equity of 11.43% and a net margin of 0.92%.Humana’s revenue for the quarter was up 11.3% on a year-over-year basis. During the same quarter last year, the company posted ($2.16) EPS. Humana has set its FY 2026 guidance at 9.000-9.000 EPS. As a group, sell-side analysts forecast that Humana will post 16.47 earnings per share for the current fiscal year.

Institutional Trading of Humana

A number of institutional investors have recently bought and sold shares of the company. Transamerica Financial Advisors LLC increased its position in Humana by 36.1% in the 4th quarter. Transamerica Financial Advisors LLC now owns 490 shares of the insurance provider’s stock worth $126,000 after purchasing an additional 130 shares during the last quarter. UMB Bank n.a. increased its holdings in Humana by 75.7% in the fourth quarter. UMB Bank n.a. now owns 1,304 shares of the insurance provider’s stock worth $334,000 after buying an additional 562 shares during the last quarter. Stifel Financial Corp increased its holdings in Humana by 14.4% in the fourth quarter. Stifel Financial Corp now owns 22,938 shares of the insurance provider’s stock worth $5,875,000 after buying an additional 2,879 shares during the last quarter. Smartleaf Asset Management LLC raised its position in Humana by 41.2% during the fourth quarter. Smartleaf Asset Management LLC now owns 1,995 shares of the insurance provider’s stock valued at $517,000 after acquiring an additional 582 shares in the last quarter. Finally, Bank of Nova Scotia lifted its stake in Humana by 366.8% in the fourth quarter. Bank of Nova Scotia now owns 360,793 shares of the insurance provider’s stock valued at $92,410,000 after acquiring an additional 283,505 shares during the last quarter. Institutional investors and hedge funds own 92.38% of the company’s stock.

Key Humana News

Here are the key news stories impacting Humana this week:

• Positive Sentiment: CenterWell (Humana’s healthcare services unit) closed the acquisition of MaxHealth, adding a sizable Florida primary‑care network (~82 owned/affiliated clinics and >80,000 patients in value‑based programs) which expands Humana’s senior-focused, value‑based primary care footprint and accelerates revenue and membership growth in higher-value care. CenterWell Completes Acquisition of MaxHealth
• Positive Sentiment: Management signals more primary‑care deals may be coming (CEO remarks and media reports about a potential ~$1B strategic push), reinforcing the company’s strategy to grow value‑based care capacity — a long‑term growth catalyst if Humana can scale clinics and convert MA members to higher‑margin care. Humana CEO hints at upcoming primary care deal
• Neutral Sentiment: Jefferies cut its price target (from $310 to $235) but kept a Buy rating, reflecting disagreement among analysts on Humana’s growth vs. margin tradeoff — some firms still see upside despite lower near‑term earnings visibility. Jefferies price target change
• Negative Sentiment: Several major analysts materially lowered price targets and trimmed estimates (TD Cowen to $173 Hold; JPMorgan to $180 Neutral; Evercore, Cantor, Leerink also cut targets), reflecting concern that Medicare Advantage cost pressures, lower quality (STAR) ratings, and a cautious 2026 earnings guide will weigh on near‑term profitability. TD Cowen PT cut
• Negative Sentiment: Humana reported a fourth‑quarter loss and issued a cautious 2026 outlook (management flagged sharply lower near‑term earnings as Medicare Advantage membership surges but margins remain under pressure), which prompted analysts to slash forecasts and is the primary fundamental reason for downward pressure on the stock. Humana stock falls on disappointing earnings forecast

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.