Humana (NYSE:HUM) Given New $173.00 Price Target at TD Cowen

Humana (NYSE:HUM) had its price target cut by investment analysts at TD Cowen from $260.00 to $173.00 in a research report issued on Friday,MarketScreener reports. The brokerage presently has a “hold” rating on the insurance provider’s stock. TD Cowen’s price objective points to a potential downside of 3.90% from the company’s current price.

HUM has been the topic of a number of other research reports. Evercore ISI cut their target price on shares of Humana from $260.00 to $180.00 in a research note on Thursday. Guggenheim cut their target price on Humana from $312.00 to $252.00 and set a “buy” rating on the stock in a research report on Thursday. Royal Bank Of Canada cut Humana from an “outperform” rating to a “sector perform” rating and cut their price objective for the company from $322.00 to $189.00 in a research note on Thursday. The Goldman Sachs Group lowered their price objective on shares of Humana from $235.00 to $215.00 and set a “sell” rating for the company in a research report on Monday, November 24th. Finally, Weiss Ratings restated a “sell (d+)” rating on shares of Humana in a research report on Thursday, January 22nd. Seven analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and five have assigned a Sell rating to the company’s stock. According to data from MarketBeat, Humana presently has a consensus rating of “Hold” and a consensus price target of $242.04.

Humana Stock Up 0.7%

Shares of NYSE HUM opened at $180.02 on Friday. The stock has a market capitalization of $21.65 billion, a PE ratio of 18.47, a P/E/G ratio of 1.95 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. The firm has a fifty day moving average of $246.13 and a 200-day moving average of $261.18. Humana has a 52-week low of $169.61 and a 52-week high of $315.35.

Humana (NYSE:HUM) last issued its 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 firm had revenue of $32.64 billion for the quarter, compared to analysts’ expectations of $32.08 billion. Humana had a return on equity of 11.43% and a net margin of 0.92%.The firm’s revenue for the quarter was up 11.3% compared to the same quarter last year. During the same quarter last year, the firm earned ($2.16) earnings per share. Humana has set its FY 2026 guidance at 9.000-9.000 EPS. On average, analysts anticipate that Humana will post 16.47 EPS for the current year.

Institutional Investors Weigh In On Humana

Institutional investors have recently bought and sold shares of the stock. Montag A & Associates Inc. raised its position in shares of Humana by 1,880.0% during the 4th quarter. Montag A & Associates Inc. now owns 99 shares of the insurance provider’s stock worth $25,000 after buying an additional 94 shares in the last quarter. CoreCap Advisors LLC increased its position in shares of Humana by 54.4% during the 4th quarter. CoreCap Advisors LLC now owns 105 shares of the insurance provider’s stock valued at $27,000 after purchasing an additional 37 shares during the period. Fideuram Asset Management Ireland dac acquired a new stake in shares of Humana in the fourth quarter valued at $27,000. Rosenberg Matthew Hamilton grew its holdings in Humana by 136.0% during the fourth quarter. Rosenberg Matthew Hamilton now owns 118 shares of the insurance provider’s stock worth $30,000 after acquiring an additional 68 shares during the period. Finally, Elevation Point Wealth Partners LLC acquired a new stake in Humana in the 2nd quarter valued at about $32,000. 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: Company outlook highlights aggressive Medicare Advantage membership expansion (management outlined ~25% MA membership growth for 2026), which supports longer‑term revenue scale and CenterWell unit growth. Humana outlines 25% Medicare Advantage membership growth for 2026
• Neutral Sentiment: Q4 results showed revenue growth (roughly +11–12% year‑over‑year) and CenterWell strength, while the company reported a larger GAAP loss; underlying revenue beats are supportive but offset by margin and investment headwinds. Humana Incurs Q4 Loss, Revenues Up Y/Y
• Negative Sentiment: Management warned of sharply lower 2026 earnings as lower Star Ratings and near‑term margin pressure weigh on profitability — the guidance disappointed investors and triggered much of the recent selloff. Humana projects sharply lower earnings as Medicare membership surges
• Negative Sentiment: Major firms have cut price targets and trimmed estimates after Q4 and the weak 2026 outlook — examples include Evercore ($260→$180), Cantor Fitzgerald ($290→$201), Leerink ($267→$185), Jefferies ($310→$235) and a TD Cowen Hold with a $173 target — pressuring sentiment and analyst consensus. Humana Analysts Slash Their Forecasts After Q4 Results TD Cowen Hold rating Evercore adjusts price target
• Negative Sentiment: Stock already hit a 52‑week low after the outlook — short‑term risk remains elevated as investors decide whether membership gains will offset Star Ratings and margin headwinds quickly enough. Humana Hits 52-Week Low After Weak Profit Outlook

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.