Humana (NYSE:HUM) Price Target Cut to $180.00 by Analysts at JPMorgan Chase & Co.

Humana (NYSE:HUM) had its target price dropped by investment analysts at JPMorgan Chase & Co. from $274.00 to $180.00 in a report released on Friday,MarketScreener reports. The firm presently has a “neutral” rating on the insurance provider’s stock. JPMorgan Chase & Co.‘s price target points to a potential downside of 0.01% from the stock’s previous close.

Several other research firms have also commented on HUM. Oppenheimer set a $250.00 target price on shares of Humana in a report on Thursday. Morgan Stanley set a $146.00 price target on shares of Humana in a research report on Thursday. UBS Group decreased their price objective on Humana from $285.00 to $195.00 and set a “neutral” rating on the stock in a report on Thursday. Guggenheim lowered their target price on Humana from $312.00 to $252.00 and set a “buy” rating for the company in a research note on Thursday. Finally, Robert W. Baird reduced their price target 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 research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and five have given a Sell rating to the company. According to MarketBeat.com, Humana presently has a consensus rating of “Hold” and an average target price of $242.04.

Humana Trading Up 0.7%

Shares of HUM stock opened at $180.02 on Friday. The business has a 50-day moving average price of $246.13 and a two-hundred day moving average price of $261.18. Humana has a 12-month low of $169.61 and a 12-month high of $315.35. 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 market cap of $21.65 billion, a P/E ratio of 18.47, a price-to-earnings-growth ratio of 1.95 and a beta of 0.44.

Humana (NYSE:HUM) last announced its quarterly earnings data 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 company 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%.Humana’s revenue for the quarter was up 11.3% compared to the same quarter last year. During the same period last year, the firm posted ($2.16) EPS. Humana has set its FY 2026 guidance at 9.000-9.000 EPS. Equities analysts anticipate that Humana will post 16.47 EPS for the current fiscal year.

Institutional Inflows and Outflows

Several institutional investors have recently added to or reduced their stakes in the stock. Vanguard Group Inc. increased its position in shares of Humana by 0.7% during the fourth quarter. Vanguard Group Inc. now owns 14,261,860 shares of the insurance provider’s stock valued at $3,652,890,000 after buying an additional 106,030 shares during the period. Dodge & Cox grew its holdings in shares of Humana by 5.6% during the 2nd quarter. Dodge & Cox now owns 11,352,920 shares of the insurance provider’s stock worth $2,775,562,000 after acquiring an additional 597,705 shares during the period. Capital International Investors raised its position in shares of Humana by 113.9% in the 4th quarter. Capital International Investors now owns 5,818,008 shares of the insurance provider’s stock worth $1,490,239,000 after acquiring an additional 3,097,571 shares in the last quarter. State Street Corp raised its position in shares of Humana by 1.1% in the 2nd quarter. State Street Corp now owns 5,377,390 shares of the insurance provider’s stock worth $1,319,334,000 after acquiring an additional 58,094 shares in the last quarter. Finally, Massachusetts Financial Services Co. MA boosted its position in shares of Humana by 28.9% during the fourth quarter. Massachusetts Financial Services Co. MA now owns 4,496,775 shares of the insurance provider’s stock valued at $1,151,759,000 after purchasing an additional 1,008,514 shares in the last quarter. 92.38% of the stock is currently owned by institutional investors.

Humana News Summary

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.