Humana Inc. (NYSE:HUM) Stock Has Average Target Price of $469.57 According to Brokerages

Shares of Humana Inc. (NYSE:HUM) have been given an average rating of “Moderate Buy” by the thirty-two analysts that are covering the company, MarketBeat.com reports. One research analyst has rated the stock with a sell recommendation, ten have issued a hold recommendation and twenty-one have given a buy recommendation to the company. The average 1-year price objective among analysts that have issued ratings on the stock in the last year is $469.57.

Several research firms have recently issued reports on HUM. HSBC cut shares of Humana to a “hold” rating in a research report on Thursday, July 30th. Oppenheimer lifted their price objective on Humana from $475.00 to $525.00 and gave the company an “outperform” rating in a report on Monday, October 12th. Deutsche Bank Aktiengesellschaft started coverage on shares of Humana in a research note on Thursday, July 30th. They set a “hold” rating on the stock. Lake Street Capital began coverage on Humana in a research report on Thursday, July 30th. They set a “buy” rating on the stock. Finally, Morgan Stanley raised Humana from an “underweight” rating to an “overweight” rating in a report on Friday, October 9th.

Institutional Investors Weigh In On Humana

Hedge funds have recently modified their holdings of the company. Private Advisor Group LLC boosted its stake in Humana by 60.8% in the 3rd quarter. Private Advisor Group LLC now owns 2,760 shares of the insurance provider’s stock worth $1,053,000 after buying an additional 1,044 shares during the last quarter. Focus Advisor Solutions LLC lifted its holdings in shares of Humana by 178.3% during the 3rd quarter. Focus Advisor Solutions LLC now owns 2,201 shares of the insurance provider’s stock valued at $840,000 after acquiring an additional 1,410 shares in the last quarter. Meeder Asset Management Inc. boosted its position in shares of Humana by 337.1% in the third quarter. Meeder Asset Management Inc. now owns 2,885 shares of the insurance provider’s stock worth $1,101,000 after buying an additional 2,225 shares during the period. Composition Wealth LLC grew its holdings in Humana by 20.7% during the 3rd quarter. Composition Wealth LLC now owns 1,086 shares of the insurance provider’s stock valued at $415,000 after purchasing an additional 186 shares in the last quarter. Finally, Rothschild Investment LLC raised its holdings in Humana by 9.4% in the third quarter. Rothschild Investment LLC now owns 279 shares of the insurance provider’s stock valued at $106,000 after acquiring an additional 24 shares in the last quarter. 92.38% of the stock is owned by institutional investors and hedge funds.

Humana Trading Up 3.4%

HUM opened at $437.69 on Wednesday. Humana has a 52 week low of $163.11 and a 52 week high of $456.50. The business has a fifty day simple moving average of $405.76 and a 200-day simple moving average of $313.90. The firm has a market cap of $52.57 billion, a P/E ratio of 42.58, a P/E/G ratio of 2.46 and a beta of 0.65. The company has a quick ratio of 1.74, a current ratio of 1.65 and a debt-to-equity ratio of 0.61.

Humana (NYSE:HUM) last announced its earnings results on Friday, November 6th. The insurance provider reported ($0.70) EPS for the quarter, beating analysts’ consensus estimates of ($1.00) by $0.30. The company had revenue of $41.16 billion during the quarter, compared to analysts’ expectations of $40.87 billion. Humana had a return on equity of 8.50% and a net margin of 0.81%. Humana’s revenue for the quarter was up 26.1% on a year-over-year basis. During the same period last year, the business posted $3.24 EPS. Humana has set its FY 2026 guidance at 9.500- EPS. On average, equities analysts expect that Humana will post 9.57 earnings per share for the current year.

Humana Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, January 29th. Investors of record on Thursday, December 24th will be paid a $0.8850 dividend. The ex-dividend date of this dividend is Thursday, December 24th. This represents a $3.54 dividend on an annualized basis and a yield of 0.8%. Humana’s dividend payout ratio is presently 34.44%.

Key Humana News

Here are the key news stories impacting Humana this week:

• Positive Sentiment: Humana’s raised 2026 adjusted EPS outlook—to at least $9.50 from at least $9.00—helped sustain optimism after third-quarter results beat expectations for a smaller loss and higher revenue. Its 93.7% insurance benefit ratio was also favorable to prior guidance. Why Is Humana Stock Trading Higher Tuesday?
• Positive Sentiment: Humana, Evolent and American Oncology Network introduced an oncology care model intended to eliminate prior-authorization requirements for participating cancer care. The change may reduce administrative burden, though its financial impact was not specified. New oncology model from Humana, Evolent and American Oncology Network
• Positive Sentiment: Analysts raised price targets following the results, adding support to the bullish outlook. Recent examples include Guggenheim at $521, Barclays at $587 and JPMorgan at $484, though JPMorgan maintained a neutral rating. Humana Analysts Raise Their Forecasts After Q3 Results
• Neutral Sentiment: Humana launched cash tender offers for eight series of senior notes, with an aggregate purchase cap of $1.5 billion. The move represents active debt management, but the announcement does not establish a direct earnings benefit. Humana Commences Offers to Purchase Certain Debt Securities

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.