Humana (NYSE:HUM) Price Target Raised to $370.00 at TD Cowen

Humana (NYSE:HUM) had its target price increased by TD Cowen from $350.00 to $370.00 in a report published on Friday morning,Benzinga reports. TD Cowen currently has a hold rating on the insurance provider’s stock.

A number of other research analysts have also recently issued reports on HUM. William Blair assumed coverage on Humana in a report on Wednesday, May 20th. They set an “outperform” rating for the company. Wolfe Research raised shares of Humana from a “peer perform” rating to an “outperform” rating in a report on Thursday. Oppenheimer reiterated an “outperform” rating and set a $405.00 target price on shares of Humana in a research report on Thursday. Jefferies Financial Group raised shares of Humana from a “buy” rating to a “buy” rating in a report on Wednesday, May 20th. Finally, Guggenheim boosted their price target on shares of Humana from $269.00 to $471.00 and gave the company a “buy” rating in a research report on Thursday. One investment analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, thirteen have issued a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat, the company has an average rating of “Hold” and an average price target of $386.61.

Humana Trading Down 0.6%

HUM stock opened at $364.54 on Friday. Humana has a 1-year low of $163.11 and a 1-year high of $428.88. The firm has a market cap of $43.77 billion, a P/E ratio of 34.49, a P/E/G ratio of 2.07 and a beta of 0.71. The business’s 50 day moving average is $370.79 and its 200-day moving average is $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 (NYSE:HUM) last issued its earnings results on Wednesday, July 29th. The insurance provider reported $7.61 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $7.27 by $0.34. The business had revenue of $40.89 billion during the quarter, compared to analysts’ expectations of $40.58 billion. Humana had a return on equity of 11.20% and a net margin of 0.88%.Humana’s quarterly revenue was up 26.2% compared to the same quarter last year. During the same period in the prior year, the firm posted $6.27 EPS. Equities analysts anticipate that Humana will post 9.1 earnings per share for the current fiscal year.

Institutional Trading of Humana

A number of hedge funds and other institutional investors have recently made changes to their positions in HUM. Aberdeen Group plc increased its position in Humana by 18.1% in the 4th quarter. Aberdeen Group plc now owns 283,778 shares of the insurance provider’s stock valued at $72,684,000 after acquiring an additional 43,442 shares in the last quarter. Mitsubishi UFJ Asset Management Co. Ltd. lifted its position in shares of Humana by 4.1% during the fourth quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 250,330 shares of the insurance provider’s stock worth $66,207,000 after purchasing an additional 9,960 shares in the last quarter. Ninety One UK Ltd lifted its position in shares of Humana by 57.2% during the fourth quarter. Ninety One UK Ltd now owns 112,501 shares of the insurance provider’s stock worth $28,815,000 after purchasing an additional 40,958 shares in the last quarter. Sustainable Insight Capital Management LLC grew its stake in shares of Humana by 23.7% during the fourth quarter. Sustainable Insight Capital Management LLC now owns 24,757 shares of the insurance provider’s stock valued at $6,341,000 after purchasing an additional 4,740 shares during the last quarter. Finally, Swedbank AB grew its stake in shares of Humana by 6.2% during the fourth quarter. Swedbank AB now owns 111,803 shares of the insurance provider’s stock valued at $28,636,000 after purchasing an additional 6,534 shares during the last quarter. 92.38% of the stock is currently owned by institutional investors and hedge funds.

Key Stories 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

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.