Humana (NYSE:HUM) Price Target Raised to $495.00

Humana (NYSE:HUM) had its price objective increased by Cantor Fitzgerald from $460.00 to $495.00 in a research report released on Monday morning,Benzinga reports. The brokerage currently has an overweight rating on the insurance provider’s stock.

A number of other equities research analysts also recently commented on HUM. Deutsche Bank initiated coverage on Humana in a research report on Thursday, July 30th. They issued a “hold” rating for the company. Oppenheimer upped their target price on Humana from $475.00 to $525.00 and gave the company an “outperform” rating in a research note on Monday, October 12th. Bank of America upgraded Humana from a “neutral” rating to a “buy” rating and set a $500.00 target price on the stock in a research report on Wednesday, July 29th. Piper Sandler raised Humana from a “hold” rating to an “overweight” rating and set a $463.00 price target on the stock in a research note on Thursday, July 30th. Finally, Citigroup assumed coverage on Humana in a report on Friday, October 9th. They issued a “buy” rating for the company. Twenty-one analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, Humana presently has a consensus rating of “Moderate Buy” and a consensus target price of $472.17.

Humana Stock Up 1.9%

Shares of NYSE HUM opened at $446.33 on Monday. The firm has a market cap of $53.60 billion, a P/E ratio of 33.04, a price-to-earnings-growth ratio of 2.30 and a beta of 0.65. The company has a debt-to-equity ratio of 0.61, a quick ratio of 1.74 and a current ratio of 1.65. Humana has a 1 year low of $163.11 and a 1 year high of $456.50. The firm’s 50 day moving average price is $406.79 and its 200 day moving average price is $314.80.

Humana (NYSE:HUM) last issued its quarterly earnings results on Friday, November 6th. The insurance provider reported ($0.70) earnings per share for the quarter, beating the consensus estimate of ($1.00) by $0.30. The company had revenue of $41.16 billion during the quarter, compared to the consensus estimate of $40.87 billion. Humana had a return on equity of 8.50% and a net margin of 0.81%. Humana’s revenue was up 26.1% on a year-over-year basis. During the same period in the previous year, the firm posted $3.24 EPS. Humana has set its FY 2026 guidance at 9.500- EPS. As a group, sell-side analysts anticipate that Humana will post 9.56 earnings per share for the current year.

Humana Dividend Announcement

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

Institutional Trading of Humana

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

More Humana News

These are some of the HUM news items that stood out recently:

• Positive Sentiment: Humana’s new oncology model, developed with Evolent and American Oncology Network, aims to reduce prior-authorization delays and administrative work while using data analytics to support value-based care. Investors may see the initiative as a way to improve care coordination and control costs. Article: New oncology model from Humana, Evolent and American Oncology Network
• Positive Sentiment: Humana’s stronger earnings outlook has bolstered optimism: the company raised its 2026 adjusted EPS floor to $9.50 from $9.00 after reporting favorable insurance-benefit metrics. A Zacks upgrade to Rank #1 (Strong Buy) adds to the positive earnings sentiment. Article: Humana Upgraded to Strong Buy
• Negative Sentiment: TD Cowen’s $430 target remains below the cited share price, and its Hold rating suggests the firm sees limited near-term upside at current levels. Article: TD Cowen raises Humana price target

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.