Humana (NYSE:HUM) Given New $250.00 Price Target at Wolfe Research

Humana (NYSE:HUM) had its price objective lowered by Wolfe Research from $325.00 to $250.00 in a research report released on Monday morning,MarketScreener reports. The brokerage currently has an outperform rating on the insurance provider’s stock.

A number of other brokerages have also weighed in on HUM. Oppenheimer set a $250.00 price objective on Humana in a report on Thursday, February 12th. KeyCorp reaffirmed a “sector weight” rating on shares of Humana in a report on Friday, December 12th. Truist Financial dropped their target price on Humana from $285.00 to $200.00 and set a “hold” rating on the stock in a report on Tuesday, February 17th. Raymond James Financial dropped their target price on Humana from $340.00 to $230.00 and set an “outperform” rating on the stock in a report on Friday, February 13th. Finally, Weiss Ratings reaffirmed a “sell (d+)” rating on shares of Humana in a report on Thursday, January 22nd. Seven investment analysts have rated the stock with a Buy rating, sixteen have given a Hold rating and three have issued a Sell rating to the company. According to data from MarketBeat, the company currently has an average rating of “Hold” and a consensus target price of $222.22.

Humana Stock Up 6.6%

Shares of HUM stock opened at $194.74 on Monday. The stock’s 50-day simple moving average is $180.71 and its 200-day simple moving average is $234.30. The company has a debt-to-equity ratio of 0.70, a quick ratio of 2.00 and a current ratio of 2.00. The firm has a market capitalization of $23.38 billion, a PE ratio of 19.91, a P/E/G ratio of 1.90 and a beta of 0.44. Humana has a fifty-two week low of $163.11 and a fifty-two week high of $315.35.

Humana (NYSE:HUM) last announced its quarterly earnings data 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 for 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%.The company’s revenue was up 11.3% on a year-over-year basis. During the same period in the prior year, the company earned ($2.16) earnings per share. Humana has set its FY 2026 guidance at 9.000-9.000 EPS. Equities analysts expect that Humana will post 16.47 earnings per share for the current year.

Humana Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, April 24th. Shareholders of record on Friday, March 27th will be given a dividend of $0.885 per share. The ex-dividend date is Friday, March 27th. This represents a $3.54 dividend on an annualized basis and a yield of 1.8%. Humana’s dividend payout ratio is currently 36.05%.

Insider Transactions at Humana

In other Humana news, insider Sanjay K. Shetty purchased 810 shares of the stock in a transaction on Monday, February 23rd. The shares were bought 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 link. Corporate insiders own 0.20% of the company’s stock.

Hedge Funds Weigh In On Humana

A number of hedge funds have recently bought and sold shares of the business. Sound View Wealth Advisors Group LLC boosted its position in Humana by 3.5% during the fourth quarter. Sound View Wealth Advisors Group LLC now owns 1,060 shares of the insurance provider’s stock worth $272,000 after purchasing an additional 36 shares in the last quarter. Unison Advisors LLC boosted its position in Humana by 0.4% during the third quarter. Unison Advisors LLC now owns 10,137 shares of the insurance provider’s stock worth $2,646,000 after purchasing an additional 37 shares in the last quarter. CoreCap Advisors LLC boosted its position in 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 purchasing an additional 37 shares in the last quarter. Insigneo Advisory Services LLC boosted its position in Humana by 3.0% during the third quarter. Insigneo Advisory Services LLC now owns 1,484 shares of the insurance provider’s stock worth $386,000 after purchasing an additional 43 shares in the last quarter. Finally, Columbus Macro LLC boosted its position in Humana by 5.5% during the fourth quarter. Columbus Macro LLC now owns 821 shares of the insurance provider’s stock worth $210,000 after purchasing an additional 43 shares in the last quarter. Hedge funds and other institutional investors own 92.38% of the company’s stock.

Humana News Summary

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.