Humana (NYSE:HUM) Stock Rating Upgraded by Zacks Research

Humana (NYSE:HUM) was upgraded by stock analysts at Zacks Research from a “hold” rating to a “strong-buy” rating in a note issued to investors on Tuesday, Zacks reports.

Several other research analysts have also commented on the stock. TD Cowen upped their price objective on shares of Humana from $370.00 to $430.00 and gave the stock a “hold” rating in a report on Wednesday. Monness Crespi & Hardt raised shares of Humana to a “buy” rating in a research report on Friday, October 9th. Oppenheimer lifted their target price on shares of Humana from $475.00 to $525.00 and gave the company an “outperform” rating in a research note on Monday, October 12th. Guggenheim boosted their price target on shares of Humana from $471.00 to $521.00 and gave the company a “buy” rating in a research report on Monday. Finally, HSBC downgraded shares of Humana to a “hold” rating in a research note on Thursday, July 30th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, nine have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $472.17.

Humana Price Performance

HUM opened at $446.33 on Tuesday. The company has a debt-to-equity ratio of 0.61, a quick ratio of 1.74 and a current ratio of 1.65. The stock has a market capitalization of $53.60 billion, a PE ratio of 43.42, a price-to-earnings-growth ratio of 2.30 and a beta of 0.65. The stock’s 50 day moving average price is $406.79 and its 200-day moving average price is $314.80. Humana has a 52-week low of $163.11 and a 52-week high of $456.50.

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

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently bought and sold shares of HUM. Vista Investment Partners LLC purchased a new position in shares of Humana during the 3rd quarter valued at about $3,254,000. Manning & Napier Advisors LLC purchased a new stake in Humana in the 2nd quarter worth approximately $1,412,000. The Manufacturers Life Insurance Company increased its holdings in Humana by 10.5% in the 2nd quarter. The Manufacturers Life Insurance Company now owns 70,185 shares of the insurance provider’s stock worth $27,879,000 after acquiring an additional 6,690 shares in the last quarter. Pzena Investment Management LLC bought a new stake in Humana during the 2nd quarter worth approximately $1,749,014,000. Finally, Ameritas Advisory Services LLC bought a new stake in Humana during the 2nd quarter worth approximately $1,709,000. 92.38% of the stock is owned by hedge funds and other institutional investors.

Top Humana Stories

Investors following HUM have been watching these stories:

• 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
• Positive Sentiment: Several analysts have lifted price targets following the earnings update. JPMorgan raised its target to $484, while TD Cowen increased its target to $430, reflecting improved expectations even as the firms retained neutral or hold ratings. Article: JPMorgan raises Humana price target
• Negative Sentiment: TD Cowen’s $430 target remains below the cited share price, and its Hold rating suggests the firm sees limited near-term upside at current levels. Article: TD Cowen raises Humana price target

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.