Cantor Fitzgerald Issues Positive Forecast for Humana (NYSE:HUM) Stock Price

Humana (NYSE:HUM) had its target price increased by Cantor Fitzgerald from $201.00 to $264.00 in a research note released on Thursday,MarketScreener reports.

HUM has been the subject of several other reports. Raymond James Financial reissued an “outperform” rating and issued a $260.00 price objective on shares of Humana in a research report on Friday. JPMorgan Chase & Co. reduced their target price on shares of Humana from $274.00 to $180.00 and set a “neutral” rating on the stock in a research report on Friday, February 13th. Leerink Partners lifted their price target on shares of Humana from $185.00 to $255.00 and gave the company a “market perform” rating in a research note on Thursday. Zacks Research lowered Humana from a “hold” rating to a “strong sell” rating in a report on Tuesday, April 14th. Finally, Mizuho raised their price objective on Humana from $258.00 to $290.00 in a report on Thursday. Seven analysts have rated the stock with a Buy rating, fifteen have assigned a Hold rating and four have assigned a Sell rating to the company. According to data from MarketBeat.com, Humana has an average rating of “Hold” and an average price target of $244.48.

Humana Trading Down 1.3%

Humana stock traded down $3.12 during mid-day trading on Thursday, hitting $233.32. The company’s stock had a trading volume of 252,578 shares, compared to its average volume of 1,995,336. The company has a debt-to-equity ratio of 0.66, a quick ratio of 2.00 and a current ratio of 1.77. The company has a 50 day moving average of $188.41 and a 200-day moving average of $227.52. Humana has a one year low of $163.11 and a one year high of $315.35. The stock has a market cap of $28.01 billion, a PE ratio of 24.96, a P/E/G ratio of 2.61 and a beta of 0.44.

Humana (NYSE:HUM) last released its earnings results on Wednesday, April 29th. The insurance provider reported $10.31 earnings per share for the quarter, topping the consensus estimate 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 return on equity of 10.45% and a net margin of 0.82%.The business’s revenue for the quarter was up 23.5% compared to the same quarter last year. During the same period last year, the company earned $11.58 earnings per share. Humana has set its FY 2026 guidance at 9.000- EPS. On average, research analysts anticipate that Humana will post 9.03 EPS for the current year.

Humana Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, July 31st. Stockholders of record on Friday, June 26th will be issued a $0.885 dividend. The ex-dividend date is Friday, June 26th. This represents a $3.54 annualized dividend and a dividend yield of 1.5%. Humana’s payout ratio is currently 36.05%.

Insider Buying and Selling at Humana

In other Humana news, insider Sanjay K. Shetty acquired 810 shares of the company’s stock in a transaction dated Monday, February 23rd. The shares were purchased at an average cost of $185.21 per share, for a total transaction of $150,020.10. Following the completion of the purchase, the insider owned 11,657 shares in the company, valued at approximately $2,158,992.97. This trade represents a 7.47% increase in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. Insiders own 0.20% of the company’s stock.

Institutional Trading of Humana

A number of hedge funds have recently bought and sold shares of the stock. Montag A & Associates Inc. boosted its position in Humana by 1,880.0% during the 4th quarter. Montag A & Associates Inc. now owns 99 shares of the insurance provider’s stock valued at $25,000 after acquiring an additional 94 shares in the last quarter. CoreCap Advisors LLC raised its position in shares of Humana by 54.4% in the 4th quarter. CoreCap Advisors LLC now owns 105 shares of the insurance provider’s stock worth $27,000 after acquiring an additional 37 shares in the last quarter. Fideuram Asset Management Ireland dac purchased a new stake in shares of Humana during the 4th quarter worth $27,000. Reflection Asset Management bought a new stake in Humana during the fourth quarter valued at about $29,000. Finally, Rosenberg Matthew Hamilton boosted its position in Humana by 136.0% during the fourth quarter. Rosenberg Matthew Hamilton now owns 118 shares of the insurance provider’s stock valued at $30,000 after purchasing an additional 68 shares in the last quarter. Hedge funds and other institutional investors own 92.38% of the company’s stock.

Humana News Summary

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.