Jefferies Financial Group Increases Humana (NYSE:HUM) Price Target to $290.00

Humana (NYSE:HUM) had its price objective hoisted by investment analysts at Jefferies Financial Group from $235.00 to $290.00 in a research note issued to investors on Thursday,MarketScreener reports. Jefferies Financial Group’s target price points to a potential upside of 23.23% from the stock’s current price.

A number of other analysts have also weighed in on the stock. UBS Group increased their price objective on shares of Humana from $195.00 to $262.00 and gave the stock a “neutral” rating in a research report on Thursday. Wolfe Research dropped their target price on Humana from $325.00 to $250.00 and set an “outperform” rating for the company in a research report on Monday, April 6th. Leerink Partners upped their target price on Humana from $185.00 to $255.00 and gave the company a “market perform” rating in a research note on Thursday. Royal Bank Of Canada increased their price target on Humana from $189.00 to $246.00 and gave the stock a “sector perform” rating in a report on Thursday. Finally, Weiss Ratings reissued a “sell (d+)” rating on shares of Humana in a research note on Tuesday, April 21st. Seven equities research analysts have rated the stock with a Buy rating, fifteen have issued a Hold rating and four have assigned a Sell rating to the company. According to data from MarketBeat, Humana has a consensus rating of “Hold” and a consensus price target of $243.17.

Humana Price Performance

NYSE:HUM opened at $235.33 on Thursday. The firm has a market capitalization of $28.25 billion, a price-to-earnings ratio of 25.17, a PEG ratio of 2.61 and a beta of 0.44. The company has a debt-to-equity ratio of 0.66, a current ratio of 1.77 and a quick ratio of 2.00. The business has a 50 day simple moving average of $188.41 and a 200-day simple moving average of $227.52. Humana has a 1 year low of $163.11 and a 1 year high of $315.35.

Humana (NYSE:HUM) last released its earnings results on Wednesday, April 29th. The insurance provider reported $10.31 earnings per share for the quarter, beating the consensus estimate of $9.97 by $0.34. The firm had revenue of $39.65 billion for the quarter, compared to the consensus estimate of $39.37 billion. Humana had a return on equity of 10.45% and a net margin of 0.82%.The company’s revenue for the quarter was up 23.5% compared to the same quarter last year. During the same quarter in the previous year, the company posted $11.58 EPS. Humana has set its FY 2026 guidance at 9.000- EPS. Equities analysts forecast that Humana will post 9.03 EPS for the current year.

Insider Activity

In other Humana news, insider Sanjay K. Shetty acquired 810 shares of the business’s stock in a transaction that occurred on Monday, February 23rd. The shares were bought at an average cost of $185.21 per share, with a total value of $150,020.10. Following the completion of the acquisition, the insider directly owned 11,657 shares in the company, valued at $2,158,992.97. This represents a 7.47% increase in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Corporate insiders own 0.20% of the company’s stock.

Institutional Trading of Humana

Hedge funds and other institutional investors have recently bought and sold shares of the stock. Vanguard Group Inc. increased its holdings in shares of Humana by 0.7% in the 4th quarter. Vanguard Group Inc. now owns 14,261,860 shares of the insurance provider’s stock valued at $3,652,890,000 after acquiring an additional 106,030 shares during the period. Capital International Investors lifted its stake in shares of Humana by 113.9% during the 4th quarter. Capital International Investors now owns 5,818,008 shares of the insurance provider’s stock worth $1,490,239,000 after purchasing an additional 3,097,571 shares during the last quarter. Pzena Investment Management LLC boosted its position in Humana by 34.3% during the first quarter. Pzena Investment Management LLC now owns 5,470,982 shares of the insurance provider’s stock valued at $948,614,000 after purchasing an additional 1,398,774 shares in the last quarter. State Street Corp boosted its position in Humana by 1.8% during the fourth quarter. State Street Corp now owns 5,462,549 shares of the insurance provider’s stock valued at $1,403,877,000 after purchasing an additional 97,211 shares in the last quarter. Finally, Massachusetts Financial Services Co. MA grew its stake in Humana by 28.9% in the fourth quarter. Massachusetts Financial Services Co. MA now owns 4,496,775 shares of the insurance provider’s stock valued at $1,151,759,000 after purchasing an additional 1,008,514 shares during the last quarter. 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: Management set a public target of at least a 3% MA margin by 2028 and is aligning bids for 2027 while integrating the MaxHealth acquisition — a clear longer‑term margin and scale objective. Humana targets at least 3% MA margin in 2028
• Positive Sentiment: Q1 results beat estimates (revenue and EPS) and membership growth remains strong — proof of top‑line momentum that supports longer‑term MA scale. Humana earnings beat estimates
• Positive Sentiment: Humana reports profit exceeding $1 billion for the quarter and is on track for ~25% MA membership growth — supporting revenue diversification and longer-term earnings potential. Humana Profits Eclipse $1 Billion
• Positive Sentiment: Analyst moves include a Truist price target raise to $270 and Deutsche Bank issuing a positive forecast — incremental analyst support that can underpin the stock if margins show recovery. Deutsche Bank Issues Positive Forecast
• Neutral Sentiment: Management emphasized “profit recovery” as priority No.1 and outlined planning for 2027 MA bids — signals of active cost/margin management but not immediate fixes. Profit recovery is ‘priority No. 1,’ Humana promises
• Neutral Sentiment: Several outlets note Humana is banking on future CMS rate relief while admitting cost pressures persist — potential upside if CMS moves, but uncertain timing. Humana Bets On CMS Rate Relief
• Neutral Sentiment: Consensus analyst rating remains around “Hold,” reflecting mixed views: growth and scale vs. near‑term margin/headwind risks. Humana Given Consensus Rating of Hold
• Negative Sentiment: Management left 2026 guidance largely unchanged and flagged a decline in MA Star ratings, which reduces expected quality bonuses and pressured investor sentiment. Humana 2026 outlook unchanged due to Star ratings decline
• Negative Sentiment: Humana warned Medicare payment updates are not keeping pace with costs, underscoring margin headwinds that can depress near‑term profitability. Humana Warns Medicare Payments Won’t Keep Up With Costs
• Negative Sentiment: Market reaction: shares fell after the earnings release despite the beat — investors punished the stock for unchanged guidance and Star rating risk. Humana stock tumbles despite Q1 beat

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.