Brokerages Set Humana Inc. (NYSE:HUM) Target Price at $293.21

Shares of Humana Inc. (NYSE:HUM) have earned an average recommendation of “Hold” from the twenty-two ratings firms that are currently covering the firm, Marketbeat Ratings reports. Five equities research analysts have rated the stock with a sell rating, nine have assigned a hold rating and eight have given a buy rating to the company. The average 1 year price objective among brokerages that have covered the stock in the last year is $293.2105.

Several analysts recently weighed in on HUM shares. Morgan Stanley reiterated an “underperform” rating on shares of Humana in a report on Thursday, December 18th. KeyCorp reiterated a “sector weight” rating on shares of Humana in a report on Friday, December 12th. Wells Fargo & Company downgraded shares of Humana from an “overweight” rating to a “cautious” rating in a research report on Wednesday, January 7th. Sanford C. Bernstein reiterated an “outperform” rating and set a $344.00 price target on shares of Humana in a research report on Tuesday, January 6th. Finally, Wolfe Research upped their price objective on shares of Humana from $300.00 to $325.00 and gave the company an “outperform” rating in a research note on Thursday, January 8th.

More Humana News

Here are the key news stories impacting Humana this week:

• Positive Sentiment: Q4 revenue and core performance: Humana reported revenue of $32.64B (up ~11% YoY) and slightly beat the EPS consensus on the adjusted quarter (-$3.96 vs. -$4.01 estimate). Management cited strength at its CenterWell provider unit as a growth contributor, which supports revenue momentum. Humana Incurs Q4 Loss, Revenues Up Y/Y on CenterWell Unit Strength
• Positive Sentiment: Earnings beat on revenue and narrow miss on adjusted EPS: Several coverage pieces note Humana topped revenue estimates and posted a narrower-than-expected operating loss, which tempers the near-term shock. Humana (HUM) Reports Q4 Loss, Tops Revenue Estimates
• Neutral Sentiment: Earnings call and full transcript available: Management discussed details on cost dynamics, Stars impact and CenterWell; transcripts provide color but contain both mitigating actions and acknowledged headwinds. Useful for investors doing deeper diligence. Humana Inc. (HUM) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Non-core real estate news: Plans to convert a Humana building into a hotel are unlikely to meaningfully affect core earnings; noted here for completeness. Downtown Louisville’s Humana building to become dual-tower 1,000-room hotel
• Negative Sentiment: 2026 guidance cut: Humana issued FY2026 EPS guidance of $9.00, well below the Street (~$12.03), citing an expected earnings hit from lower Medicare Advantage Star ratings. That guidance miss is the primary negative catalyst. Humana forecasts 2026 profit below estimates
• Negative Sentiment: Star-ratings and margin pressure: Management warned that lower quality (Star) ratings for Medicare Advantage will reduce revenue/bonus flows and hurt 2026 profitability. That structural headwind is driving multiple compression. Humana Issues 2026 Guidance Amid Medicare Advantage Headwinds
• Negative Sentiment: Rising medical costs and wider GAAP loss: Reports highlight rising medical costs and weaker investment income that widened the GAAP loss and pressured margins in Q4. These operational trends increase uncertainty about near-term profitability. Humana Loss Widens Amid Surging Medical Costs
• Negative Sentiment: Market reaction & outlook concerns: Analysts and headlines note the stock hit a 52-week low and investors are pricing in ongoing pressure from reimbursement policy and Stars; sentiment among analysts is cautious. Humana Hits 52-Week Low After Weak Profit Outlook

Humana Stock Down 3.3%

Humana stock opened at $175.35 on Monday. The firm has a 50 day moving average price of $247.61 and a 200-day moving average price of $261.75. The company has a market capitalization of $21.09 billion, a P/E ratio of 16.43, a P/E/G ratio of 1.50 and a beta of 0.44. The company has a quick ratio of 2.02, a current ratio of 2.02 and a debt-to-equity ratio of 0.68. Humana has a twelve month low of $169.61 and a twelve month high of $315.35.

Humana (NYSE:HUM) last announced its earnings results 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. Humana had a net margin of 1.02% and a return on equity of 12.86%. The firm had revenue of $32.64 billion for the quarter, compared to analyst estimates of $32.08 billion. During the same quarter in the previous year, the firm posted ($2.16) EPS. The company’s revenue for the quarter was up 11.3% compared to the same quarter last year. Humana has set its FY 2026 guidance at 9.000-9.000 EPS. As a group, equities analysts predict that Humana will post 16.47 EPS for the current year.

Institutional Inflows and Outflows

Institutional investors have recently made changes to their positions in the stock. Capital International Investors boosted its position in shares of Humana by 113.9% during 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. Massachusetts Financial Services Co. MA raised its holdings in shares of Humana by 273.2% during the 3rd quarter. Massachusetts Financial Services Co. MA now owns 3,488,261 shares of the insurance provider’s stock valued at $907,541,000 after buying an additional 2,553,509 shares in the last quarter. Norges Bank purchased a new stake in Humana in the fourth quarter worth $456,632,000. Franklin Resources Inc. grew its position in Humana by 914.5% during the 4th quarter. Franklin Resources Inc. now owns 1,255,665 shares of the insurance provider’s stock valued at $321,613,000 after purchasing an additional 1,131,893 shares during the last quarter. Finally, Bank of New York Mellon Corp increased its position in shares of Humana by 161.5% during the 3rd quarter. Bank of New York Mellon Corp now owns 1,717,767 shares of the insurance provider’s stock valued at $446,911,000 after purchasing an additional 1,060,767 shares during the last quarter. Institutional investors and hedge funds own 92.38% of the company’s stock.

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.