Humana (NYSE:HUM) Upgraded at Zacks Research

Humana (NYSE:HUM) was upgraded by analysts at Zacks Research from a “hold” rating to a “strong-buy” rating in a note issued to investors on Tuesday, Zacks reports.

A number of other equities analysts have also commented on the stock. JPMorgan Chase & Co. increased their price target on shares of Humana from $393.00 to $484.00 and gave the stock a “neutral” rating in a report on Tuesday. Robert W. Baird raised shares of Humana from a “neutral” rating to an “outperform” rating and lifted their price objective for the stock from $390.00 to $596.00 in a report on Friday, October 9th. UBS Group upped their target price on shares of Humana from $405.00 to $495.00 and gave the stock a “neutral” rating in a research report on Monday, October 12th. Cantor Fitzgerald upped their target price on shares of Humana from $460.00 to $495.00 and gave the stock an “overweight” rating in a research report on Monday. Finally, Jefferies Financial Group reissued a “buy” rating and issued a $420.00 target price on shares of Humana in a research note on Friday, November 6th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, nine have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $472.17.

Humana Stock Up 1.9%

Shares of NYSE HUM opened at $446.33 on Tuesday. The company has a current ratio of 1.65, a quick ratio of 1.74 and a debt-to-equity ratio of 0.61. The business has a 50-day moving average of $406.79 and a 200-day moving average of $314.80. The firm has a market capitalization of $53.60 billion, a price-to-earnings ratio of 43.42, a PEG ratio of 2.30 and a beta of 0.65. Humana has a 12 month low of $163.11 and a 12 month high of $456.50.

Humana (NYSE:HUM) last announced its earnings results on Friday, November 6th. The insurance provider reported ($0.70) earnings per share for the quarter, beating analysts’ consensus estimates of ($1.00) by $0.30. Humana had a net margin of 0.81% and a return on equity of 8.50%. The business had revenue of $41.16 billion for the quarter, compared to the consensus estimate of $40.87 billion. During the same period last year, the firm posted $3.24 earnings per share. Humana’s quarterly revenue was up 26.1% on a year-over-year basis. Humana has set its FY 2026 guidance at 9.500- EPS. Sell-side analysts expect that Humana will post 9.56 earnings per share for the current fiscal year.

Institutional Inflows and Outflows

Several hedge funds have recently made changes to their positions in the company. Johnson Financial Group Inc. bought a new stake in Humana in the 2nd quarter worth $26,000. Trust Co. of Vermont bought a new position in shares of Humana during the second quarter valued at about $28,000. Bogart Wealth LLC raised its stake in shares of Humana by 192.0% during the second quarter. Bogart Wealth LLC now owns 73 shares of the insurance provider’s stock valued at $29,000 after acquiring an additional 48 shares during the last quarter. MidFirst Bank purchased a new stake in shares of Humana during the second quarter worth about $35,000. Finally, Highland Investment Advisors LLC purchased a new stake in shares of Humana during the second quarter worth about $43,000. 92.38% of the stock is owned by hedge funds and other institutional investors.

Key Humana News

Investors following HUM have been watching these news items:

• Positive Sentiment: Humana’s stronger earnings outlook has bolstered optimism: the company raised its 2026 adjusted EPS floor to $9.50 from $9.00 after reporting favorable insurance-benefit metrics. A Zacks upgrade to Rank #1 (Strong Buy) adds to the positive earnings sentiment. Article: Humana Upgraded to Strong Buy
• Neutral Sentiment: Humana also launched cash tender offers for up to $1.5 billion of senior notes. The move signals active debt management, though its effect on the stock may depend on the terms and impact on the company’s balance sheet. Article: Humana shares gain as investors digest outlook and debt tender
• Negative Sentiment: TD Cowen’s $430 target remains below the cited share price, and its Hold rating suggests the firm sees limited near-term upside at current levels. Article: TD Cowen raises Humana price target

About Humana

Humana Inc. is a U.S. health and wellness company that provides health insurance and healthcare services. Its insurance offerings include Medicare Advantage, Medicare Supplement and prescription drug plans, as well as Medicaid and employer-sponsored plans. The company also provides care through CenterWell, its healthcare services brand, which includes primary care, home health and pharmacy services. Its insurance and care offerings are available in markets across the United States, with availability varying by product and location.