Jefferies Financial Group Boosts Humana (NYSE:HUM) Price Target to $290.00

Humana (NYSE:HUM) had its price objective boosted by investment analysts at Jefferies Financial Group from $235.00 to $290.00 in a research note issued on Thursday,MarketScreener reports. Jefferies Financial Group’s price objective indicates a potential upside of 24.00% from the company’s current price.

A number of other equities analysts have also recently weighed in on HUM. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of Humana in a research report on Tuesday, April 21st. Morgan Stanley set a $146.00 price objective on Humana in a research report on Thursday, February 12th. UBS Group boosted their target price on shares of Humana from $195.00 to $262.00 and gave the stock a “neutral” rating in a research note on Thursday. Raymond James Financial reaffirmed an “outperform” rating and issued a $260.00 price target on shares of Humana in a report on Friday. Finally, JPMorgan Chase & Co. dropped their price objective on Humana from $274.00 to $180.00 and set a “neutral” rating on the stock in a report on Friday, February 13th. Seven investment analysts have rated the stock with a Buy rating, fifteen have issued a Hold rating and four have assigned a Sell rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Hold” and an average price target of $247.61.

Humana Trading Down 1.1%

Shares of HUM opened at $233.87 on Thursday. The firm has a 50-day moving average price of $188.41 and a 200 day moving average price of $227.52. Humana has a 12-month low of $163.11 and a 12-month high of $315.35. The company has a current ratio of 1.77, a quick ratio of 2.00 and a debt-to-equity ratio of 0.66. The firm has a market capitalization of $28.08 billion, a P/E ratio of 25.01, a P/E/G ratio of 2.53 and a beta of 0.44.

Humana (NYSE:HUM) last announced its quarterly earnings results on Wednesday, April 29th. The insurance provider reported $10.31 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $9.97 by $0.34. The business had revenue of $39.65 billion during the quarter, compared to the consensus estimate of $39.37 billion. Humana had a net margin of 0.82% and a return on equity of 10.45%. The business’s revenue was up 23.5% compared to the same quarter last year. During the same quarter last year, the firm earned $11.58 EPS. Humana has set its FY 2026 guidance at 9.000- EPS. Sell-side analysts forecast that Humana will post 9.07 EPS for the current year.

Insider Transactions at Humana

In related news, insider Sanjay K. Shetty purchased 810 shares of Humana stock in a transaction dated Monday, February 23rd. The stock was bought at an average cost of $185.21 per share, for a total transaction of $150,020.10. Following the transaction, the insider owned 11,657 shares in the company, valued at approximately $2,158,992.97. The trade was a 7.47% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Company insiders own 0.20% of the company’s stock.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in the company. Montag A & Associates Inc. raised its position in Humana by 1,880.0% during the fourth quarter. Montag A & Associates Inc. now owns 99 shares of the insurance provider’s stock worth $25,000 after acquiring an additional 94 shares during the last quarter. CoreCap Advisors LLC raised 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 acquiring an additional 37 shares during the last quarter. Fideuram Asset Management Ireland dac purchased a new position in Humana during the fourth quarter worth about $27,000. Reflection Asset Management purchased a new position in shares of Humana during the 4th quarter worth about $29,000. Finally, Rosenberg Matthew Hamilton raised its stake in Humana by 136.0% during the fourth quarter. Rosenberg Matthew Hamilton now owns 118 shares of the insurance provider’s stock worth $30,000 after purchasing an additional 68 shares during the period. Institutional investors and hedge funds own 92.38% of the company’s stock.

Trending Headlines about Humana

Here are the key news stories impacting Humana this week:

• Positive Sentiment: Multiple brokers lifted price targets sharply (Jefferies, Mizuho, Cantor, Evercore, Truist, Leerink, Deutsche Bank), signaling renewed upside expectations and analyst confidence after the quarter. Jefferies PT to $290 Mizuho PT to $290 Cantor PT to $264
• Positive Sentiment: Company aims for at least a 3% Medicare Advantage margin by 2028 while preparing 2027 bids and integrating MaxHealth — a clear operational target that can support future margin recovery. MA margin target article
• Positive Sentiment: Deutsche Bank and other shops issued constructive commentary/forecasts supporting the stock after Q1, reinforcing buy-side interest. Deutsche Bank positive forecast
• Neutral Sentiment: Sector context: Humana was one of the top performers in April (≈+36%), nearly neck-and-neck with UnitedHealth; market rotation and sector momentum are lifting valuation comparisons. April returns piece
• Neutral Sentiment: Analyst consensus remains around “Hold”/”Market Perform” despite PT changes, so expectations are mixed rather than uniformly bullish. Consensus Hold report
• Negative Sentiment: Goldman raised its target to $195 but kept a sell rating — signaling conviction that the current price is rich versus fundamentals and creating downside pressure. Goldman sell rating
• Negative Sentiment: JPMorgan raised its target to $214 but kept a neutral rating — the PT implies downside from current levels and highlights lingering skepticism about sustainability of margins. JPMorgan PT to $214
• Negative Sentiment: Despite beating Q1 estimates, Humana warned Medicare payments may not keep pace with costs and reported a decline in Medicare Advantage Star ratings; those operational/framing issues are cited by multiple outlets as reasons the stock is under pressure. Q1 beat but Star ratings concern Bloomberg Law

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.