Humana Inc. (NYSE:HUM) Given Consensus Rating of “Hold” by Brokerages

Humana Inc. (NYSE:HUM) has earned a consensus recommendation of “Hold” from the twenty-six research firms that are currently covering the company, MarketBeat.com reports. Three research analysts have rated the stock with a sell recommendation, sixteen have issued a hold recommendation and seven have assigned a buy recommendation to the company. The average 1-year price objective among brokers that have updated their coverage on the stock in the last year is $225.4783.

Several analysts have commented on HUM shares. Wells Fargo & Company dropped their target price on shares of Humana from $290.00 to $206.00 and set an “equal weight” rating on the stock in a report on Wednesday, February 18th. Cantor Fitzgerald dropped their target price on shares of Humana from $290.00 to $201.00 and set a “neutral” rating on the stock in a report on Thursday, February 12th. Sanford C. Bernstein reiterated an “outperform” rating and issued a $344.00 price objective on shares of Humana in a report on Tuesday, January 6th. UBS Group restated a “neutral” rating on shares of Humana in a report on Wednesday, February 25th. Finally, Evercore decreased their target price on shares of Humana from $260.00 to $180.00 in a research report on Thursday, February 12th.

Humana Stock Performance

Shares of HUM stock opened at $182.85 on Tuesday. 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 company has a market capitalization of $21.95 billion, a P/E ratio of 18.62, a price-to-earnings-growth ratio of 1.90 and a beta of 0.44. The company’s 50 day moving average price is $180.71 and its two-hundred day moving average price is $234.30. Humana has a 52 week low of $163.11 and a 52 week high of $315.35.

Humana (NYSE:HUM) last announced its earnings results on Wednesday, February 11th. The insurance provider reported ($3.96) EPS for the quarter, topping the consensus estimate of ($4.01) by $0.05. The firm had revenue of $32.64 billion for the quarter, compared to the consensus estimate of $32.08 billion. Humana had a net margin of 0.92% and a return on equity of 11.43%. The business’s quarterly revenue was up 11.3% on a year-over-year basis. During the same period last year, the company posted ($2.16) EPS. Humana has set its FY 2026 guidance at 9.000-9.000 EPS. On average, analysts expect that Humana will post 16.47 earnings per share for the current fiscal 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 paid a $0.885 dividend. This represents a $3.54 annualized dividend and a yield of 1.9%. The ex-dividend date is Friday, March 27th. Humana’s payout ratio is presently 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 purchased at an average cost of $185.21 per share, for a total transaction of $150,020.10. Following the purchase, the insider owned 11,657 shares of the company’s stock, valued at approximately $2,158,992.97. This represents a 7.47% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Insiders own 0.20% of the company’s stock.

Institutional Investors Weigh In On Humana

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Sound View Wealth Advisors Group LLC increased its stake in Humana by 3.5% in the 4th quarter. Sound View Wealth Advisors Group LLC now owns 1,060 shares of the insurance provider’s stock valued at $272,000 after buying an additional 36 shares during the last quarter. Unison Advisors LLC increased its holdings 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 buying an additional 37 shares during the last quarter. CoreCap Advisors LLC increased its holdings 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 buying an additional 37 shares during the last quarter. Insigneo Advisory Services LLC increased its holdings 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 buying an additional 43 shares during the last quarter. Finally, Columbus Macro LLC increased its holdings 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 buying an additional 43 shares during the last quarter. 92.38% of the stock is currently owned by institutional investors and hedge funds.

More Humana News

Here are the key news stories impacting Humana this week:

• Positive Sentiment: CMS finalized a 2.48% increase to Medicare Advantage payments for 2027 (roughly $13B), far above the 0.09% proposal. That boosts expected revenue and margin outlook for MA-heavy carriers such as Humana. Trump administration finalizes better-than-feared Medicare Advantage payment rate in boost to health insurers – CNBC
• Positive Sentiment: Immediate market reaction: Humana shares jumped sharply in after-hours trading and into the next session as investors reprice the company’s Medicare Advantage earnings power; similar moves were seen across peers (UnitedHealth, CVS, Elevance). This increases the likelihood of positive near-term earnings revisions and fund flows into the sector. UnitedHealth (UNH) or Humana (HUM): Which Stock Is the Better Buy After CMS’ Surprise Rate Hike – TipRanks
• Neutral Sentiment: Analysts and commentators are re-evaluating relative valuations (UNH vs HUM) and likely to update models; that can amplify volatility as investors digest revised margin and membership assumptions. Humana shares surge 12% on 2027 Medicare rate boost; UNH, CVS rally – Yahoo Finance
• Neutral Sentiment: Humana also published its 2025 Impact Report (non-market-moving ESG/operational update)—useful for long-term investors but not the primary catalyst for today’s price action. Humana Releases 2025 Impact Report – Business Wire

Humana Company Profile

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.