Humana (NYSE:HUM) Given New $195.00 Price Target at Evercore

Humana (NYSE:HUM) had its price objective boosted by Evercore from $180.00 to $195.00 in a report published on Wednesday morning,MarketScreener reports.

Several other research firms have also commented on HUM. Royal Bank Of Canada lowered Humana from an “outperform” rating to a “sector perform” rating and lowered their price target for the stock from $322.00 to $189.00 in a research report on Thursday, February 12th. Morgan Stanley set a $146.00 price objective on Humana in a research note on Thursday, February 12th. The Goldman Sachs Group cut their price target on Humana from $215.00 to $158.00 and set a “sell” rating on the stock in a research note on Friday, February 13th. Zacks Research upgraded Humana from a “strong sell” rating to a “hold” rating in a research note on Thursday, March 5th. Finally, Robert W. Baird cut their target price on Humana from $280.00 to $264.00 and set a “neutral” rating on the stock in a research report on Thursday, December 11th. Seven equities research analysts have rated the stock with a Buy rating, sixteen have issued a Hold rating and three have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $223.78.

Humana Price Performance

HUM stock opened at $198.44 on Wednesday. The firm has a market capitalization of $23.82 billion, a PE ratio of 20.21, a price-to-earnings-growth ratio of 1.90 and a beta of 0.44. Humana has a 1 year low of $163.11 and a 1 year high of $315.35. The company has a debt-to-equity ratio of 0.70, a current ratio of 2.00 and a quick ratio of 2.00. The business has a 50 day simple moving average of $180.58 and a 200-day simple moving average of $233.67.

Humana (NYSE:HUM) last issued its quarterly earnings data on Wednesday, February 11th. The insurance provider reported ($3.96) earnings per share for the quarter, topping the consensus estimate of ($4.01) by $0.05. The company had revenue of $32.64 billion during the quarter, compared to analyst estimates 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 period in the prior year, the business posted ($2.16) earnings per share. Humana has set its FY 2026 guidance at 9.000-9.000 EPS. Equities research analysts anticipate that Humana will post 16.47 earnings per share for the current fiscal year.

Humana Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, April 24th. Shareholders of record on Friday, March 27th will be issued a $0.885 dividend. This represents a $3.54 dividend on an annualized basis and a yield of 1.8%. The ex-dividend date of this dividend is Friday, March 27th. Humana’s payout ratio is currently 36.05%.

Insiders Place Their Bets

In other Humana news, insider Sanjay K. Shetty acquired 810 shares of the stock in a transaction on Monday, February 23rd. The shares were bought at an average price of $185.21 per share, with a total value of $150,020.10. Following the acquisition, the insider owned 11,657 shares of the company’s stock, valued at $2,158,992.97. This trade represents a 7.47% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Corporate insiders own 0.20% of the company’s stock.

Institutional Investors Weigh In On Humana

Several institutional investors have recently modified their holdings of HUM. Revolve Wealth Partners LLC purchased a new stake in shares of Humana during the 4th quarter worth approximately $202,000. Woodline Partners LP raised its position in shares of Humana by 460.0% during the 1st quarter. Woodline Partners LP now owns 10,192 shares of the insurance provider’s stock worth $2,697,000 after purchasing an additional 8,372 shares during the last quarter. Sivia Capital Partners LLC raised its holdings in Humana by 53.7% in the 2nd quarter. Sivia Capital Partners LLC now owns 1,293 shares of the insurance provider’s stock valued at $316,000 after acquiring an additional 452 shares during the last quarter. Baird Financial Group Inc. raised its holdings in Humana by 22.7% in the 2nd quarter. Baird Financial Group Inc. now owns 13,508 shares of the insurance provider’s stock valued at $3,303,000 after acquiring an additional 2,501 shares during the last quarter. Finally, Cresset Asset Management LLC raised its holdings in Humana by 10.3% in the 2nd quarter. Cresset Asset Management LLC now owns 2,369 shares of the insurance provider’s stock valued at $581,000 after acquiring an additional 222 shares during the last quarter. Hedge funds and other 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: CMS finalized a stronger-than-expected 2027 Medicare Advantage payment increase (about +2.48%), removing a major regulatory overhang and triggering a broad rally in managed-care names that lifted Humana. This is the primary catalyst for today’s gains. UnitedHealth Rockets 11%, Humana Climbs 9% as Medicare Advantage Rate Decision Crushes Regulatory Fears
• Positive Sentiment: Analysts are lifting targets: Wells Fargo raised its price target to $227 (equal-weight), supporting upside sentiment among investors and traders. Benzinga coverage of Wells Fargo PT raise
• Positive Sentiment: Unusual options and heavy volume: elevated call buying and higher-than-average trading volume suggest speculative/institutional positioning ahead of earnings and on the CMS news, adding momentum to the move. Zacks on Humana’s recent volume and move
• Neutral Sentiment: Evercore raised its target to $195 (from $180) — a raise but still below the recent market price, so the impact is mixed. MarketScreener on Evercore update
• Neutral Sentiment: Humana announced a value-based pharmacist rewards program in Ohio (partnership with CPESN USA) — positive for local care management and quality metrics but unlikely to move stock materially near term. BusinessWire on pharmacist quality rewards program
• Neutral Sentiment: Wolfe Research cut its target from $325 to $250 but kept an outperform rating — still implies significant upside versus pre-news levels, making this a mixed signal. MarketScreener on Wolfe Research update
• Negative Sentiment: Near-term earnings risk: Humana is due to report Q1 soon and analysts are penciling in a double-digit EPS decline, which keeps downside risk if results or forward commentary disappoint. Barchart preview of upcoming earnings

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.