Humana (NYSE:HUM) Reaches New 1-Year High – Should You Buy?

Humana Inc. (NYSE:HUM)’s stock price hit a new 52-week high during mid-day trading on Thursday . The stock traded as high as $428.88 and last traded at $411.2380, with a volume of 194111 shares. The stock had previously closed at $407.78.

Key Stories Impacting Humana

Here are the key news stories impacting Humana this week:

• Positive Sentiment: Zacks Research upgraded Humana to Strong-Buy, which can boost investor sentiment and suggests analysts see meaningful upside ahead. Zacks upgrade
• Positive Sentiment: Analysts raised earnings expectations across several periods, including FY2026, FY2027, FY2028, and multiple quarterly estimates, pointing to improving profitability expectations for Humana.
• Positive Sentiment: Truist Financial increased its price target to $415 from $320, signaling stronger valuation support for Humana Inc. (NYSE: HUM). Truist price target raise
• Neutral Sentiment: Recent articles also focused on whether Humana is fully valued after its rally, indicating some debate among investors even as the stock has risen. Yahoo Finance valuation article
• Neutral Sentiment: Seeking Alpha published a commentary arguing that second-quarter earnings need to catch up with the stock’s recent move, highlighting valuation concerns rather than a new fundamental event. Seeking Alpha article
• Negative Sentiment: An agreement between Wexner Medical Center and Humana is set to end in October, which could create some uncertainty around future business relationships. Agreement ending article

Wall Street Analyst Weigh In

A number of equities research analysts recently commented on HUM shares. Mizuho upped their target price on Humana from $335.00 to $390.00 and gave the company an “outperform” rating in a research report on Monday, June 8th. Robert W. Baird reduced their price target on shares of Humana from $264.00 to $205.00 and set a “neutral” rating for the company in a research report on Wednesday, April 15th. Truist Financial lifted their price objective on shares of Humana from $320.00 to $415.00 and gave the company a “hold” rating in a research note on Tuesday. Needham & Company LLC began coverage on shares of Humana in a report on Wednesday, May 20th. They issued a “buy” rating on the stock. Finally, Wells Fargo & Company upgraded shares of Humana from an “equal weight” rating to an “overweight” rating and increased their price objective for the stock from $227.00 to $502.00 in a research note on Monday. Two equities research analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating, fifteen have given a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat, Humana has an average rating of “Hold” and an average price target of $325.87.

Humana Stock Down 1.0%

The company has a quick ratio of 1.77, a current ratio of 1.77 and a debt-to-equity ratio of 0.66. The stock has a market cap of $48.47 billion, a PE ratio of 43.29, a P/E/G ratio of 2.32 and a beta of 0.71. The business has a 50 day moving average price of $348.73 and a 200 day moving average price of $258.30.

Humana (NYSE:HUM) last announced its quarterly earnings results on Wednesday, April 29th. The insurance provider reported $10.31 earnings per share for the quarter, beating the consensus estimate of $9.97 by $0.34. Humana had a return on equity of 10.45% and a net margin of 0.82%.The company had revenue of $39.65 billion during the quarter, compared to analysts’ expectations of $39.37 billion. During the same period last year, the business earned $11.58 earnings per share. Humana’s quarterly revenue was up 23.5% on a year-over-year basis. Humana has set its FY 2026 guidance at 9.000- EPS. Equities research analysts expect that Humana Inc. will post 9.04 EPS for the current fiscal year.

Hedge Funds Weigh In On Humana

Several large investors have recently made changes to their positions in the company. Tema ETFs LLC lifted its stake in shares of Humana by 7.5% in the 2nd quarter. Tema ETFs LLC now owns 2,071 shares of the insurance provider’s stock valued at $823,000 after purchasing an additional 145 shares during the period. Harrell Investment Partners LLC acquired a new stake in Humana during the second quarter valued at $224,000. Revolve Wealth Partners LLC acquired a new stake in Humana during the second quarter valued at $442,000. Centurion Wealth Management LLC purchased a new position in Humana in the second quarter valued at $321,000. Finally, Valeo Financial Advisors LLC purchased a new position in Humana in the second quarter valued at $281,000. 92.38% of the stock is currently owned by institutional investors and hedge funds.

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.