Humana (NYSE:HUM) Raised to “Overweight” at Cantor Fitzgerald

Humana (NYSE:HUM) was upgraded by research analysts at Cantor Fitzgerald from a “neutral” rating to an “overweight” rating in a research report issued on Wednesday, Marketbeat.com reports. The firm currently has a $460.00 price objective on the insurance provider’s stock, up from their previous price objective of $300.00. Cantor Fitzgerald’s price target suggests a potential upside of 18.65% from the stock’s previous close.

Several other research analysts also recently weighed in on HUM. Oppenheimer restated an “outperform” rating and set a $405.00 price target on shares of Humana in a research report on Thursday, July 30th. Leerink Partners upgraded Humana from a “market perform” rating to an “outperform” rating and set a $513.00 price objective on the stock in a report on Thursday, July 30th. TD Cowen boosted their price objective on Humana from $350.00 to $370.00 and gave the stock a “hold” rating in a research note on Friday, July 31st. Wolfe Research reissued an “outperform” rating and set a $450.00 target price on shares of Humana in a report on Monday, August 24th. Finally, UBS Group began coverage on Humana in a research report on Thursday, July 30th. They issued a “buy” rating on the stock. Sixteen investment analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $422.52.

Humana Stock Down 2.2%

Humana stock opened at $387.68 on Wednesday. The company has a debt-to-equity ratio of 0.62, a current ratio of 1.74 and a quick ratio of 1.74. The stock has a market capitalization of $46.55 billion, a PE ratio of 36.68, a price-to-earnings-growth ratio of 2.45 and a beta of 0.74. The business has a 50 day simple moving average of $387.26 and a 200-day simple moving average of $332.87. Humana has a 12 month low of $163.11 and a 12 month high of $428.88.

Humana (NYSE:HUM) last announced its earnings results on Wednesday, July 29th. The insurance provider reported $7.61 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $7.27 by $0.34. The firm had revenue of $40.89 billion for the quarter, compared to analyst estimates of $40.58 billion. Humana had a return on equity of 11.20% and a net margin of 0.88%.The business’s revenue was up 26.2% on a year-over-year basis. During the same quarter last year, the firm posted $6.27 EPS. On average, analysts anticipate that Humana will post 9.01 EPS for the current fiscal year.

Institutional Trading of Humana

Hedge funds have recently bought and sold shares of the business. GAMMA Investing LLC lifted its stake in Humana by 27.4% in the 3rd quarter. GAMMA Investing LLC now owns 1,996 shares of the insurance provider’s stock worth $762,000 after purchasing an additional 429 shares in the last quarter. Gradient Investments LLC boosted its holdings in shares of Humana by 2.5% during the 3rd quarter. Gradient Investments LLC now owns 13,738 shares of the insurance provider’s stock worth $5,242,000 after purchasing an additional 330 shares during the last quarter. Valeo Financial Advisors LLC grew its position in shares of Humana by 15.3% in the third quarter. Valeo Financial Advisors LLC now owns 814 shares of the insurance provider’s stock valued at $310,000 after purchasing an additional 108 shares in the last quarter. Vista Investment Partners LLC purchased a new stake in shares of Humana in the third quarter valued at approximately $3,254,000. Finally, Lake Hills Wealth Management LLC increased its holdings in shares of Humana by 6.3% in the third quarter. Lake Hills Wealth Management LLC now owns 2,312 shares of the insurance provider’s stock valued at $882,000 after purchasing an additional 138 shares during the last quarter. Institutional investors and hedge funds own 92.38% of the company’s stock.

More Humana News

Here are the key news stories impacting Humana this week:

• Positive Sentiment: Improved 2027 Medicare Advantage Star Ratings support the bullish case. Humana reportedly received a boost in its 2027 ratings, potentially improving bonus economics and Medicare Advantage margins. The news prompted a sharp post-market reaction as investors reassessed the company’s earnings outlook. Humana surges post-market on boost in 2027 Medicare Advantage star ratings
• Positive Sentiment: Analyst upgrade adds support. Cantor Fitzgerald raised Humana to “Overweight” from “Neutral” and lifted its price target to $460 from $300, citing improving prospects for the insurer. Humana stock rating raised to Overweight at Cantor Fitzgerald
• Neutral Sentiment: Upcoming earnings remain a major catalyst. Humana is scheduled to report its third-quarter 2026 results, giving investors an opportunity to assess medical-cost trends and whether improved Star Ratings are translating into stronger financial performance. Humana sets date for third-quarter 2026 interim report
• Neutral Sentiment: A report highlighting Humana’s roughly $13 billion economic impact in Louisville reinforces the company’s local significance but is unlikely to materially affect near-term valuation. Report highlights Humana’s $13B impact in Louisville
• Negative Sentiment: Volatility and elevated expectations remain risks. HUM had recently rallied on expectations for better Medicare margins and ratings, so the earlier decline likely reflected profit-taking and uncertainty ahead of CMS’s announcement. The stock also trades above several published analyst targets, increasing sensitivity to any disappointment in the ratings or upcoming earnings.

About Humana

Humana Inc is a health and well-being company headquartered in Louisville, Kentucky. Founded in 1961, the company began as a nursing home operator before expanding into hospitals and health insurance. Today, Humana primarily provides health insurance products and healthcare services for older adults, individuals, military families and other members in the United States.

Humana’s insurance business offers Medicare Advantage, Medicare Supplement and prescription drug plans, as well as Medicaid coverage in select markets.