Humana (NYSE:HUM) Price Target Cut to $173.00 by Analysts at TD Cowen

Humana (NYSE:HUM) had its price objective cut by TD Cowen from $260.00 to $173.00 in a research note published on Friday morning, Marketbeat.com reports. They currently have a hold rating on the insurance provider’s stock.

HUM has been the subject of a number of other research reports. Sanford C. Bernstein reaffirmed an “outperform” rating and set a $344.00 price objective on shares of Humana in a research note on Tuesday, January 6th. Wolfe Research boosted their target price on shares of Humana from $300.00 to $325.00 and gave the company an “outperform” rating in a report on Thursday, January 8th. JPMorgan Chase & Co. dropped their price target on shares of Humana from $274.00 to $180.00 and set a “neutral” rating for the company in a research report on Friday. Cantor Fitzgerald decreased their price target on shares of Humana from $290.00 to $201.00 and set a “neutral” rating on the stock in a report on Thursday. Finally, The Goldman Sachs Group lowered their price objective on shares of Humana from $235.00 to $215.00 and set a “sell” rating for the company in a research note on Monday, November 24th. Seven analysts have rated the stock with a Buy rating, fourteen have given a Hold rating and five have given a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus price target of $239.46.

Humana Stock Up 2.8%

Shares of NYSE HUM opened at $183.92 on Friday. The firm has a market cap of $22.12 billion, a P/E ratio of 18.73, a price-to-earnings-growth ratio of 1.99 and a beta of 0.44. The company has a debt-to-equity ratio of 0.70, a quick ratio of 2.02 and a current ratio of 2.00. Humana has a 1 year low of $169.61 and a 1 year high of $315.35. The firm’s 50 day moving average price is $244.65 and its 200 day moving average price is $260.85.

Humana (NYSE:HUM) last issued its quarterly earnings results on Wednesday, February 11th. The insurance provider reported ($3.96) earnings per share for the quarter, topping analysts’ consensus estimates of ($4.01) by $0.05. Humana had a return on equity of 11.43% and a net margin of 0.92%.The company had revenue of $32.64 billion for the quarter, compared to analyst estimates of $32.08 billion. During the same quarter in the prior year, the company posted ($2.16) EPS. The business’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, sell-side analysts anticipate that Humana will post 16.47 earnings per share for the current year.

Hedge Funds Weigh In On Humana

Several hedge funds and other institutional investors have recently made changes to their positions in the business. Sound View Wealth Advisors Group LLC raised its position in Humana by 3.5% in the fourth quarter. Sound View Wealth Advisors Group LLC now owns 1,060 shares of the insurance provider’s stock valued at $272,000 after purchasing an additional 36 shares during the period. Unison Advisors LLC raised its holdings in shares of Humana by 0.4% during the 3rd quarter. Unison Advisors LLC now owns 10,137 shares of the insurance provider’s stock valued at $2,646,000 after buying an additional 37 shares during the period. CoreCap Advisors LLC lifted its position in Humana by 54.4% during the 4th quarter. CoreCap Advisors LLC now owns 105 shares of the insurance provider’s stock worth $27,000 after acquiring an additional 37 shares in the last quarter. Insigneo Advisory Services LLC boosted its holdings in Humana by 3.0% in the 3rd quarter. Insigneo Advisory Services LLC now owns 1,484 shares of the insurance provider’s stock worth $386,000 after acquiring an additional 43 shares during the period. Finally, Columbus Macro LLC boosted its holdings in Humana by 5.5% in the 4th quarter. Columbus Macro LLC now owns 821 shares of the insurance provider’s stock worth $210,000 after acquiring an additional 43 shares during the period. Institutional investors and hedge funds own 92.38% of the company’s stock.

Key Stories Impacting Humana

Here are the key news stories impacting Humana this week:

• Positive Sentiment: CenterWell (Humana’s healthcare services unit) closed the acquisition of MaxHealth, adding a sizable Florida primary?care network (~82 owned/affiliated clinics and >80,000 patients in value?based programs) which expands Humana’s senior-focused, value?based primary care footprint and accelerates revenue and membership growth in higher-value care. CenterWell Completes Acquisition of MaxHealth
• Positive Sentiment: Management signals more primary?care deals may be coming (CEO remarks and media reports about a potential ~$1B strategic push), reinforcing the company’s strategy to grow value?based care capacity — a long?term growth catalyst if Humana can scale clinics and convert MA members to higher?margin care. Humana CEO hints at upcoming primary care deal
• Neutral Sentiment: Jefferies cut its price target (from $310 to $235) but kept a Buy rating, reflecting disagreement among analysts on Humana’s growth vs. margin tradeoff — some firms still see upside despite lower near?term earnings visibility. Jefferies price target change
• Negative Sentiment: Several major analysts materially lowered price targets and trimmed estimates (TD Cowen to $173 Hold; JPMorgan to $180 Neutral; Evercore, Cantor, Leerink also cut targets), reflecting concern that Medicare Advantage cost pressures, lower quality (STAR) ratings, and a cautious 2026 earnings guide will weigh on near?term profitability. TD Cowen PT cut
• Negative Sentiment: Humana reported a fourth?quarter loss and issued a cautious 2026 outlook (management flagged sharply lower near?term earnings as Medicare Advantage membership surges but margins remain under pressure), which prompted analysts to slash forecasts and is the primary fundamental reason for downward pressure on the stock. Humana stock falls on disappointing earnings forecast

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.