Humana (NYSE:HUM) Upgraded at Wall Street Zen

Wall Street Zen upgraded shares of Humana (NYSE:HUM) from a hold rating to a buy rating in a report published on Monday,Wall Street Zen reports.

Several other equities research analysts also recently weighed in on the stock. Guggenheim raised their target price on shares of Humana from $269.00 to $471.00 and gave the company a “buy” rating in a research note on Thursday, July 30th. Jefferies Financial Group reaffirmed a “buy” rating and set a $420.00 price target on shares of Humana in a research report on Friday, November 6th. Wolfe Research reiterated an “outperform” rating and set a $450.00 price objective on shares of Humana in a report on Monday, August 24th. Raymond James Financial reissued an “outperform” rating on shares of Humana in a research report on Friday, November 6th. Finally, UBS Group boosted their target price on Humana from $405.00 to $495.00 and gave the stock a “neutral” rating in a research note on Monday, October 12th. Twenty-one investment analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $472.17.

Humana Trading Up 1.9%

Shares of HUM opened at $446.33 on Monday. The company’s fifty day simple moving average is $406.79 and its 200-day simple moving average is $314.80. The company has a market cap of $53.60 billion, a P/E ratio of 33.04, a P/E/G ratio of 2.30 and a beta of 0.65. The company has a current ratio of 1.65, a quick ratio of 1.74 and a debt-to-equity ratio of 0.61. Humana has a twelve month low of $163.11 and a twelve month high of $456.50.

Humana (NYSE:HUM) last posted 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 net margin of 0.81% and a return on equity of 8.50%. The firm had revenue of $41.16 billion for the quarter, compared to analysts’ expectations of $40.87 billion. During the same period in the prior year, the business posted $3.24 earnings per share. The business’s revenue for the quarter was up 26.1% on a year-over-year basis. Humana has set its FY 2026 guidance at 9.500- EPS. As a group, analysts expect that Humana will post 9.56 EPS for the current year.

Humana Dividend Announcement

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

Institutional Trading of Humana

A number of hedge funds and other institutional investors have recently made changes to their positions in the business. Vista Investment Partners LLC purchased a new stake in shares of Humana in the third quarter worth about $3,254,000. Manning & Napier Advisors LLC acquired a new stake in Humana during the second quarter worth about $1,412,000. The Manufacturers Life Insurance Company grew its holdings in Humana by 10.5% during the second 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 during the period. Ameritas Advisory Services LLC purchased a new position in Humana during the second quarter valued at approximately $1,709,000. Finally, Pzena Investment Management LLC purchased a new position in Humana during the second quarter valued at approximately $1,749,014,000. Institutional investors and hedge funds own 92.38% of the company’s stock.

Humana News Summary

Investors following HUM have been watching these news items:

• 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
• 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

Humana Company Profile

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.