Humana (NYSE:HUM) Given New $264.00 Price Target at Cantor Fitzgerald

Humana (NYSE:HUM) had its price objective raised by equities research analysts at Cantor Fitzgerald from $201.00 to $264.00 in a note issued to investors on Thursday,MarketScreener reports. Cantor Fitzgerald’s target price would indicate a potential upside of 12.18% from the company’s previous close.

A number of other analysts also recently issued reports on the company. Jefferies Financial Group lifted their target price on Humana from $235.00 to $290.00 in a research report on Thursday. Wells Fargo & Company increased their price target on Humana from $206.00 to $227.00 and gave the company an “equal weight” rating in a research report on Tuesday, April 7th. Deutsche Bank Aktiengesellschaft boosted their price target on Humana from $180.00 to $235.00 and gave the stock a “hold” rating in a research report on Thursday. Oppenheimer reiterated an “outperform” rating and set a $260.00 price objective on shares of Humana in a research note on Thursday. Finally, UBS Group increased their price objective on Humana from $195.00 to $262.00 and gave the company a “neutral” rating in a report on Thursday. Seven analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and four have issued a Sell rating to the stock. According to MarketBeat, Humana has a consensus rating of “Hold” and an average target price of $243.17.

Humana Stock Performance

Shares of HUM opened at $235.33 on Thursday. The stock has a market capitalization of $28.25 billion, a price-to-earnings ratio of 25.17, a PEG ratio of 2.61 and a beta of 0.44. Humana has a 12 month low of $163.11 and a 12 month high of $315.35. The firm has a fifty day simple moving average of $188.41 and a 200 day simple moving average of $227.52. The company has a current ratio of 1.77, a quick ratio of 2.00 and a debt-to-equity ratio of 0.66.

Humana (NYSE:HUM) last issued its quarterly earnings results on Wednesday, April 29th. The insurance provider reported $10.31 earnings per share (EPS) for the quarter, beating the consensus estimate of $9.97 by $0.34. Humana had a net margin of 0.82% and a return on equity of 10.45%. The firm had revenue of $39.65 billion for the quarter, compared to analyst estimates of $39.37 billion. During the same period in the previous year, the business earned $11.58 EPS. The company’s revenue was up 23.5% compared to the same quarter last year. Humana has set its FY 2026 guidance at 9.000- EPS. Research analysts forecast that Humana will post 9.03 EPS for the current fiscal year.

Insiders Place Their Bets

In other news, insider Sanjay K. Shetty acquired 810 shares of the stock in a transaction on Monday, February 23rd. The shares were purchased at an average price of $185.21 per share, for a total transaction of $150,020.10. Following the transaction, the insider directly owned 11,657 shares of the company’s stock, valued at approximately $2,158,992.97. This represents a 7.47% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. 0.20% of the stock is owned by insiders.

Hedge Funds Weigh In On Humana

Hedge funds have recently bought and sold shares of the business. Sound View Wealth Advisors Group LLC raised its stake 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 in the last quarter. Unison Advisors LLC grew its stake in Humana by 0.4% during the third quarter. Unison Advisors LLC now owns 10,137 shares of the insurance provider’s stock worth $2,646,000 after buying an additional 37 shares in the last quarter. CoreCap Advisors LLC increased its holdings in Humana by 54.4% in the 4th quarter. CoreCap Advisors LLC now owns 105 shares of the insurance provider’s stock valued at $27,000 after buying an additional 37 shares during the period. Insigneo Advisory Services LLC increased 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 valued at $386,000 after buying an additional 43 shares during the period. Finally, Columbus Macro LLC raised its position in shares of Humana by 5.5% in the 4th quarter. Columbus Macro LLC now owns 821 shares of the insurance provider’s stock valued at $210,000 after buying an additional 43 shares in the last quarter. 92.38% of the stock is owned by institutional investors.

Key Stories Impacting Humana

Here are the key news stories impacting Humana this week:

• Positive Sentiment: Management set a public target of at least a 3% MA margin by 2028 and is aligning bids for 2027 while integrating the MaxHealth acquisition — a clear longer?term margin and scale objective. Humana targets at least 3% MA margin in 2028
• Positive Sentiment: Q1 results beat estimates (revenue and EPS) and membership growth remains strong — proof of top?line momentum that supports longer?term MA scale. Humana earnings beat estimates
• Positive Sentiment: Humana reports profit exceeding $1 billion for the quarter and is on track for ~25% MA membership growth — supporting revenue diversification and longer-term earnings potential. Humana Profits Eclipse $1 Billion
• Positive Sentiment: Analyst moves include a Truist price target raise to $270 and Deutsche Bank issuing a positive forecast — incremental analyst support that can underpin the stock if margins show recovery. Deutsche Bank Issues Positive Forecast
• Neutral Sentiment: Management emphasized “profit recovery” as priority No.1 and outlined planning for 2027 MA bids — signals of active cost/margin management but not immediate fixes. Profit recovery is ‘priority No. 1,’ Humana promises
• Neutral Sentiment: Several outlets note Humana is banking on future CMS rate relief while admitting cost pressures persist — potential upside if CMS moves, but uncertain timing. Humana Bets On CMS Rate Relief
• Neutral Sentiment: Consensus analyst rating remains around “Hold,” reflecting mixed views: growth and scale vs. near?term margin/headwind risks. Humana Given Consensus Rating of Hold
• Negative Sentiment: Management left 2026 guidance largely unchanged and flagged a decline in MA Star ratings, which reduces expected quality bonuses and pressured investor sentiment. Humana 2026 outlook unchanged due to Star ratings decline
• Negative Sentiment: Humana warned Medicare payment updates are not keeping pace with costs, underscoring margin headwinds that can depress near?term profitability. Humana Warns Medicare Payments Won’t Keep Up With Costs
• Negative Sentiment: Market reaction: shares fell after the earnings release despite the beat — investors punished the stock for unchanged guidance and Star rating risk. Humana stock tumbles despite Q1 beat

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.