Humana (NYSE:HUM) Stock Price Target Raised at Mizuho

Humana (NYSE:HUM) had its price objective upped by stock analysts at Mizuho from $468.00 to $495.00 in a research report issued to clients and investors on Tuesday, Benzinga reports. The firm presently has an “outperform” rating on the insurance provider’s stock. Mizuho’s price objective indicates a potential upside of 14.52% from the stock’s current price.

Other equities analysts have also issued reports about the company. HSBC lowered Humana to a “hold” rating in a research note on Thursday, July 30th. Piper Sandler raised shares of Humana from a “hold” rating to an “overweight” rating and set a $463.00 price objective for the company in a research report on Thursday, July 30th. Evercore upgraded shares of Humana from an “in-line” rating to an “outperform” rating and set a $480.00 price objective for the company in a research note on Wednesday, July 29th. Weiss Ratings upgraded shares of Humana from a “hold (c-)” rating to a “hold (c)” rating in a research note on Friday, August 14th. Finally, Zacks Research downgraded shares of Humana from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, August 11th. Twenty-one research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $453.30.

Humana Stock Up 0.1%

Shares of NYSE:HUM opened at $432.24 on Tuesday. The company has a market capitalization of $51.90 billion, a price-to-earnings ratio of 40.89, a P/E/G ratio of 2.67 and a beta of 0.74. The company has a debt-to-equity ratio of 0.62, a current ratio of 1.74 and a quick ratio of 1.74. The business’s 50-day moving average is $389.75 and its 200-day moving average is $336.54. Humana has a 1 year low of $163.11 and a 1 year high of $456.50.

Humana (NYSE:HUM) last announced its earnings results on Wednesday, July 29th. The insurance provider reported $7.61 EPS for the quarter, beating the consensus estimate of $7.27 by $0.34. Humana had a return on equity of 11.20% and a net margin of 0.88%. The company had revenue of $40.89 billion for the quarter, compared to analyst estimates of $40.58 billion. During the same quarter in the prior year, the company earned $6.27 EPS. The firm’s revenue for the quarter was up 26.2% compared to the same quarter last year. Equities research analysts predict that Humana will post 9.00 earnings per share for the current year.

Institutional Inflows and Outflows

Institutional investors have recently added to or reduced their stakes in the company. Wilkerson Advisory Group LLC lifted its holdings in Humana by 24.6% during the second quarter. Wilkerson Advisory Group LLC now owns 167 shares of the insurance provider’s stock worth $66,000 after acquiring an additional 33 shares during the period. Cidel Asset Management Inc. boosted its position in Humana by 1.1% in the second quarter. Cidel Asset Management Inc. now owns 3,883 shares of the insurance provider’s stock worth $1,542,000 after purchasing an additional 41 shares during the last quarter. Bogart Wealth LLC grew its stake 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 purchasing an additional 48 shares during the period. Fiduciary Alliance LLC grew its stake in Humana by 0.9% in the 1st quarter. Fiduciary Alliance LLC now owns 5,628 shares of the insurance provider’s stock valued at $976,000 after purchasing an additional 49 shares during the period. Finally, Parkside Financial Bank & Trust grew its stake in Humana by 20.0% in the 2nd quarter. Parkside Financial Bank & Trust now owns 324 shares of the insurance provider’s stock valued at $129,000 after purchasing an additional 54 shares during the period. 92.38% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting Humana

Here are the key news stories impacting Humana this week:

• Positive Sentiment: New BlackRock joint venture: Humana announced a partnership with funds and accounts managed by HPS Investment Partners, part of BlackRock, to manage nearly 150 CenterWell Senior Primary Care clinics. BlackRock will hold the majority stake while CenterWell retains a minority interest. The arrangement could provide Humana with capital and operational support while allowing it to maintain exposure to its senior-care platform. Humana Announces New Strategic Joint Venture with BlackRock to Manage CenterWell Senior Primary Care Clinics
• Positive Sentiment: Medicare Advantage ratings improved: Humana said 95% of its members are enrolled in plans rated four stars or better for 2027, a significant rebound that may support future quality-bonus payments, plan benefits and member retention. Humana Hits 95% Four-Star Coverage
• Positive Sentiment: Analyst support strengthened: Raymond James upgraded HUM to “outperform” and assigned a $520 price target. Reports also highlighted an upgrade from Robert W. Baird, adding to bullish sentiment following the stock’s recent rally. Humana Raised to Outperform at Raymond James Financial
• Neutral Sentiment: Humana will release third-quarter 2026 results on November 6. Investors will focus on medical costs, Medicare Advantage performance and full-year guidance. Humana to Release Third Quarter 2026 Results
• Negative Sentiment: Commentary cautioned that HUM’s strong rally and elevated valuation may already reflect the improved ratings outlook, leaving the stock vulnerable if earnings or guidance disappoint. Humana’s Star Ratings Progress Doesn’t Erase Valuation Concerns

Humana Company Profile

Humana Inc is a health and well-being company headquartered in Louisville, Kentucky. Founded in 1961, the company began as a nursing home operator before expanding into hospitals and health insurance. Today, Humana primarily provides health insurance products and healthcare services for older adults, individuals, military families and other members in the United States.

Humana’s insurance business offers Medicare Advantage, Medicare Supplement and prescription drug plans, as well as Medicaid coverage in select markets.