Humana (NYSE:HUM – Get Free Report) had its target price lifted by research analysts at Wells Fargo & Company from $206.00 to $227.00 in a report released on Tuesday,Benzinga reports. The firm presently has an “equal weight” rating on the insurance provider’s stock. Wells Fargo & Company‘s price objective indicates a potential upside of 18.26% from the stock’s current price.
Other research analysts have also issued research reports about the stock. Barclays reduced their target price on shares of Humana from $245.00 to $176.00 and set an “equal weight” rating on the stock in a research note on Tuesday, February 24th. Truist Financial reduced their target price on shares of Humana from $285.00 to $200.00 and set a “hold” rating on the stock in a research note on Tuesday, February 17th. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of Humana in a research note on Thursday, January 22nd. The Goldman Sachs Group reduced their target price on shares of Humana from $215.00 to $158.00 and set a “sell” rating on the stock in a research note on Friday, February 13th. Finally, Sanford C. Bernstein reaffirmed an “outperform” rating and issued a $344.00 target price on shares of Humana in a research note on Tuesday, January 6th. Seven investment analysts have rated the stock with a Buy rating, sixteen have issued a Hold rating and three have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus target price of $223.13.
Read Our Latest Stock Analysis on Humana
Humana Trading Up 5.1%
Humana (NYSE:HUM – Get Free Report) last issued its earnings results on Wednesday, February 11th. The insurance provider reported ($3.96) earnings per share (EPS) for the quarter, beating the consensus estimate of ($4.01) by $0.05. The company had revenue of $32.64 billion for the quarter, compared to analyst estimates of $32.08 billion. Humana had a net margin of 0.92% and a return on equity of 11.43%. The company’s revenue for the quarter was up 11.3% on a year-over-year basis. During the same quarter last year, the firm earned ($2.16) EPS. Humana has set its FY 2026 guidance at 9.000-9.000 EPS. On average, sell-side analysts anticipate that Humana will post 16.47 earnings per share for the current fiscal year.
Insider Buying and Selling
In other Humana news, insider Sanjay K. Shetty acquired 810 shares of the stock in a transaction dated Monday, February 23rd. The shares were bought 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 of the company’s stock, valued at approximately $2,158,992.97. This trade represents a 7.47% increase in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Company insiders own 0.20% of the company’s stock.
Institutional Trading of Humana
A number of hedge funds and other institutional investors have recently made changes to their positions in HUM. Capital International Investors raised its holdings in shares of Humana by 113.9% in the fourth quarter. Capital International Investors now owns 5,818,008 shares of the insurance provider’s stock valued at $1,490,239,000 after purchasing an additional 3,097,571 shares during the last quarter. Massachusetts Financial Services Co. MA raised its holdings in shares of Humana by 273.2% in the third quarter. Massachusetts Financial Services Co. MA now owns 3,488,261 shares of the insurance provider’s stock valued at $907,541,000 after purchasing an additional 2,553,509 shares during the last quarter. Norges Bank acquired a new stake in shares of Humana in the fourth quarter valued at approximately $456,632,000. Wellington Management Group LLP raised its holdings in shares of Humana by 4,481.7% in the fourth quarter. Wellington Management Group LLP now owns 1,196,502 shares of the insurance provider’s stock valued at $306,460,000 after purchasing an additional 1,170,387 shares during the last quarter. Finally, Franklin Resources Inc. raised its holdings in shares of Humana by 914.5% in the fourth quarter. Franklin Resources Inc. now owns 1,255,665 shares of the insurance provider’s stock valued at $321,613,000 after purchasing an additional 1,131,893 shares during the last quarter. 92.38% of the stock is currently owned by institutional investors and hedge funds.
Key Headlines Impacting Humana
Here are the key news stories impacting Humana this week:
- Positive Sentiment: CMS finalized a 2.48% increase to Medicare Advantage payments for 2027 (well above the 0.09% proposed figure), adding roughly $13B industrywide and improving Humana’s near‑term revenue and margin outlook for its Medicare Advantage business. Trump administration finalizes better-than-feared Medicare Advantage payment rate in boost to health insurers – CNBC
- Positive Sentiment: Market reaction: Humana shares jumped roughly 12% on the news as investors reprice the company for stronger 2027 MA revenues; peers (UnitedHealth, CVS, Elevance) also rallied, reflecting a sector‑wide re-rating. Humana (HUM) Stock Rockets 12% on Medicare Advantage Payment Rate Revelation
- Neutral Sentiment: Analyst and investor notes are comparing Humana to larger peers (UnitedHealth) to reassess which name offers better risk/reward after the CMS surprise; these analyses will influence flows but don’t change the underlying CMS-driven revenue boost. UnitedHealth (UNH) or Humana (HUM): Which Stock Is the Better Buy After CMS’ Surprise Rate Hike
- Neutral Sentiment: Company press: Humana released its 2025 Impact Report (corporate responsibility and care initiatives). Useful for brand/long-term positioning but unlikely to be the main driver of today’s move. Humana Releases 2025 Impact Report, Highlighting Progress Towards Simpler, More Affordable Care for People and Communities
- Neutral Sentiment: General market coverage and summaries (CNN/Yahoo/MSN/Benzinga) are amplifying the CMS decision and the stock move; they help momentum but don’t add new fundamental information. Humana shares surge 12% on 2027 Medicare rate boost; UNH, CVS rally – Yahoo Finance
About Humana
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.
Recommended Stories
Receive News & Ratings for Humana Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Humana and related companies with MarketBeat.com's FREE daily email newsletter.
