Humana (NYSE:HUM) Upgraded at Bank of America

Bank of America upgraded shares of Humana (NYSE:HUM) from a neutral rating to a buy rating in a research note published on Wednesday, MarketBeat Ratings reports. Bank of America currently has $500.00 price target on the insurance provider’s stock.

Other equities analysts have also issued reports about the stock. TD Cowen raised their price objective on shares of Humana from $211.00 to $350.00 and gave the company a “hold” rating in a research report on Tuesday, July 14th. Weiss Ratings upgraded shares of Humana from a “hold (c-)” rating to a “hold (c)” rating in a research note on Monday, June 29th. JPMorgan Chase & Co. raised their price target on shares of Humana from $214.00 to $316.00 and gave the company a “neutral” rating in a report on Monday, June 8th. Oppenheimer raised Humana from an “outperform” rating to an “outperform” rating in a report on Wednesday, May 20th. Finally, Cantor Fitzgerald lifted their price target on Humana from $264.00 to $300.00 and gave the company a “neutral” rating in a research report on Tuesday, July 7th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating, thirteen have assigned a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus price target of $386.61.

Humana Stock Down 0.6%

Humana stock opened at $364.54 on Wednesday. The firm has a 50 day simple moving average of $370.79 and a 200 day simple moving average of $268.37. The company has a current ratio of 1.74, a quick ratio of 1.77 and a debt-to-equity ratio of 0.62. Humana has a 1-year low of $163.11 and a 1-year high of $428.88. The firm has a market capitalization of $43.77 billion, a price-to-earnings ratio of 34.49, a P/E/G ratio of 2.07 and a beta of 0.71.

Humana (NYSE:HUM) last posted its earnings results on Wednesday, July 29th. The insurance provider reported $7.61 earnings per share (EPS) for the quarter, topping the consensus estimate of $7.27 by $0.34. Humana had a return on equity of 11.20% and a net margin of 0.88%.The firm had revenue of $40.89 billion for the quarter, compared to the consensus estimate of $40.58 billion. During the same quarter in the prior year, the business posted $6.27 earnings per share. The business’s quarterly revenue was up 26.2% on a year-over-year basis. On average, analysts predict that Humana will post 9.1 earnings per share for the current year.

Hedge Funds Weigh In On Humana

Several institutional investors and hedge funds have recently bought and sold shares of HUM. Bogart Wealth LLC boosted its stake in Humana by 192.0% in the 2nd quarter. Bogart Wealth LLC now owns 73 shares of the insurance provider’s stock worth $29,000 after purchasing an additional 48 shares during the period. Montag A & Associates Inc. raised its position in shares of Humana by 1,880.0% during the fourth quarter. Montag A & Associates Inc. now owns 99 shares of the insurance provider’s stock valued at $25,000 after buying an additional 94 shares during the last quarter. CoreCap Advisors LLC lifted its holdings in shares of Humana by 54.4% in the fourth quarter. CoreCap Advisors LLC now owns 105 shares of the insurance provider’s stock worth $27,000 after buying an additional 37 shares in the last quarter. Fideuram Asset Management Ireland dac bought a new position in shares of Humana during the fourth quarter worth $27,000. Finally, Reflection Asset Management purchased a new position in Humana during the fourth quarter valued at $29,000. 92.38% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting Humana

Here are the key news stories impacting Humana this week:

• Positive Sentiment: Analyst upgrades: Leerink Partners raised Humana from “market perform” to “outperform” and set a $513 price target, implying substantial upside. Bank of America also upgraded the stock to “Buy.” Leerink Partners upgrade Bank of America upgrade
• Positive Sentiment: Second-quarter beat: Humana reported adjusted EPS of $7.61, above the $7.27 consensus estimate, while revenue reached $40.89 billion versus expectations of $40.58 billion. Revenue increased 26.2% year over year, and reported profit was approximately $694 million. Humana second-quarter profit report
• Neutral Sentiment: TD Cowen raised its target from $350 to $370 but maintained a “Hold” rating, indicating only modest expected upside and signaling limited conviction despite the higher valuation estimate. TD Cowen price target update
• Negative Sentiment: Unchanged guidance disappointed investors: Humana affirmed its full-year 2026 adjusted earnings outlook rather than raising it after the quarterly beat. Reports also cited pressure from lower Medicare Advantage quality ratings, tempering optimism about near-term earnings growth. Humana stock and second-quarter outlook
• Negative Sentiment: Medicare Advantage exits: Humana plans to withdraw from additional Medicare Advantage markets and plans in 2027 as it targets a 3% margin. The portfolio reshaping may improve profitability over time, but it could reduce membership and revenue growth in the near term. Humana Medicare Advantage plan exits

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.