Humana (NYSE:HUM) Stock Price Target Raised at TD Cowen

Humana (NYSE:HUM) had its target price lifted by TD Cowen from $370.00 to $430.00 in a report issued on Wednesday morning,Benzinga reports. The brokerage currently has a hold rating on the insurance provider’s stock.

Several other analysts have also issued reports on HUM. Robert W. Baird upgraded Humana from a “neutral” rating to an “outperform” rating and upped their price objective for the company from $390.00 to $596.00 in a research note on Friday, October 9th. Piper Sandler lifted their target price on Humana from $463.00 to $526.00 and gave the stock an “overweight” rating in a research note on Monday. Leerink Partners raised Humana from a “market perform” rating to an “outperform” rating and set a $513.00 target price on the stock in a report on Thursday, July 30th. Guggenheim increased their price target on Humana from $471.00 to $521.00 and gave the company a “buy” rating in a research note on Monday. Finally, Barclays raised their price target on Humana from $582.00 to $587.00 and gave the company an “overweight” rating in a report on Monday. Twenty-one research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, Humana presently has an average rating of “Moderate Buy” and a consensus target price of $472.17.

Humana Trading Up 1.9%

Shares of Humana stock opened at $446.33 on Wednesday. The stock has a market cap of $53.60 billion, a P/E ratio of 43.42, a P/E/G ratio of 2.30 and a beta of 0.65. The company has a quick ratio of 1.74, a current ratio of 1.65 and a debt-to-equity ratio of 0.61. Humana has a 12-month low of $163.11 and a 12-month high of $456.50. The business’s 50 day moving average is $406.79 and its 200-day moving average is $314.80.

Humana (NYSE:HUM) last released its earnings results on Friday, November 6th. The insurance provider reported ($0.70) earnings per share for the quarter, beating the consensus estimate of ($1.00) by $0.30. The business had revenue of $41.16 billion during the quarter, compared to analysts’ expectations of $40.87 billion. Humana had a net margin of 0.81% and a return on equity of 8.50%. The firm’s revenue was up 26.1% on a year-over-year basis. During the same period last year, the business earned $3.24 earnings per share. Humana has set its FY 2026 guidance at 9.500- EPS. Equities research analysts predict that Humana will post 9.56 earnings per share for the current fiscal year.

Humana Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, January 29th. Investors of record on Thursday, December 24th will be paid a $0.8850 dividend. The ex-dividend date is Thursday, December 24th. This represents a $3.54 annualized dividend and a dividend yield of 0.8%. Humana’s dividend payout ratio is 34.44%.

Institutional Trading of Humana

Several hedge funds and other institutional investors have recently bought and sold shares of HUM. Johnson Financial Group Inc. acquired a new stake in Humana during the second quarter worth approximately $26,000. Trust Co. of Vermont acquired a new position in Humana in the 2nd quarter valued at $28,000. Bogart Wealth LLC raised its holdings in Humana by 192.0% in the 2nd quarter. Bogart Wealth LLC now owns 73 shares of the insurance provider’s stock valued at $29,000 after acquiring an additional 48 shares in the last quarter. MidFirst Bank acquired a new position in Humana in the 2nd quarter valued at $35,000. Finally, Global Assets Advisory LLC bought a new stake in shares of Humana during the 1st quarter valued at $38,000. Institutional investors and hedge funds own 92.38% of the company’s stock.

Recent Humana Headlines

Investors following HUM have been watching these headlines:

• Positive Sentiment: Humana’s new oncology model, developed with Evolent and American Oncology Network, aims to reduce prior-authorization delays and administrative work while using data analytics to support value-based care. Investors may see the initiative as a way to improve care coordination and control costs. Article: New oncology model from Humana, Evolent and American Oncology Network
• Positive Sentiment: Humana’s stronger earnings outlook has bolstered optimism: the company raised its 2026 adjusted EPS floor to $9.50 from $9.00 after reporting favorable insurance-benefit metrics. A Zacks upgrade to Rank #1 (Strong Buy) adds to the positive earnings sentiment. Article: Humana Upgraded to Strong Buy
• Neutral Sentiment: Humana also launched cash tender offers for up to $1.5 billion of senior notes. The move signals active debt management, though its effect on the stock may depend on the terms and impact on the company’s balance sheet. Article: Humana shares gain as investors digest outlook and debt tender

About Humana

Humana Inc. is a U.S. health and wellness company that provides health insurance and healthcare services. Its insurance offerings include Medicare Advantage, Medicare Supplement and prescription drug plans, as well as Medicaid and employer-sponsored plans. The company also provides care through CenterWell, its healthcare services brand, which includes primary care, home health and pharmacy services. Its insurance and care offerings are available in markets across the United States, with availability varying by product and location.