Barclays Lowers Humana (NYSE:HUM) Price Target to $176.00

Humana (NYSE:HUM) had its target price cut by stock analysts at Barclays from $245.00 to $176.00 in a research note issued on Tuesday, Marketbeat.com reports. The brokerage currently has an “equal weight” rating on the insurance provider’s stock. Barclays‘s price target suggests a potential downside of 0.07% from the company’s previous close.

Several other equities analysts have also recently issued reports on the stock. Morgan Stanley set a $146.00 price objective on shares of Humana in a research note on Thursday, February 12th. Robert W. Baird lowered their target price on shares of Humana from $280.00 to $264.00 and set a “neutral” rating on the stock in a report on Thursday, December 11th. Wells Fargo & Company dropped their price target on shares of Humana from $290.00 to $206.00 and set an “equal weight” rating on the stock in a research note on Wednesday, February 18th. KeyCorp reissued a “sector weight” rating on shares of Humana in a report on Friday, December 12th. Finally, Truist Financial lowered their price objective on Humana from $285.00 to $200.00 and set a “hold” rating on the stock in a report on Tuesday, February 17th. Seven investment analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and four have given a Sell rating to the company’s stock. According to data from MarketBeat.com, Humana currently has an average rating of “Hold” and a consensus price target of $225.48.

Humana Price Performance

Shares of HUM opened at $176.12 on Tuesday. The company has a market capitalization of $21.24 billion, a price-to-earnings ratio of 17.94, a price-to-earnings-growth ratio of 1.87 and a beta of 0.44. Humana has a fifty-two week low of $169.61 and a fifty-two week high of $315.35. The firm has a 50-day simple moving average of $232.20 and a 200-day simple moving average of $257.02. The company has a debt-to-equity ratio of 0.70, a quick ratio of 2.00 and a current ratio of 2.00.

Humana (NYSE:HUM) last posted its quarterly earnings data on Wednesday, February 11th. The insurance provider reported ($3.96) earnings per share for the quarter, topping analysts’ consensus estimates of ($4.01) by $0.05. Humana had a return on equity of 11.43% and a net margin of 0.92%.The company had revenue of $32.64 billion during the quarter, compared to analysts’ expectations of $32.08 billion. During the same period last year, the firm earned ($2.16) EPS. The firm’s revenue for the quarter was up 11.3% on a year-over-year basis. Humana has set its FY 2026 guidance at 9.000-9.000 EPS. On average, equities research analysts anticipate that Humana will post 16.47 earnings per share for the current year.

Insider Transactions at Humana

In other Humana news, insider Sanjay K. Shetty purchased 810 shares of the firm’s stock in a transaction on Monday, February 23rd. The shares were purchased at an average cost of $185.21 per share, with a total value of $150,020.10. Following the purchase, the insider owned 11,657 shares in the company, valued at approximately $2,158,992.97. This represents a 7.47% increase in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. Company insiders own 0.37% of the company’s stock.

Hedge Funds Weigh In On Humana

A number of large investors have recently modified their holdings of the company. Revolve Wealth Partners LLC acquired a new position in Humana during the 4th quarter worth approximately $202,000. Woodline Partners LP raised its stake in shares of Humana by 460.0% during the first quarter. Woodline Partners LP now owns 10,192 shares of the insurance provider’s stock valued at $2,697,000 after purchasing an additional 8,372 shares during the period. Sivia Capital Partners LLC raised its stake in shares of Humana by 53.7% during the second quarter. Sivia Capital Partners LLC now owns 1,293 shares of the insurance provider’s stock valued at $316,000 after purchasing an additional 452 shares during the period. D.A. Davidson & CO. lifted its position in shares of Humana by 37.6% during the second quarter. D.A. Davidson & CO. now owns 2,658 shares of the insurance provider’s stock worth $650,000 after purchasing an additional 726 shares in the last quarter. Finally, AlphaQuest LLC boosted its stake in shares of Humana by 35.4% in the second quarter. AlphaQuest LLC now owns 1,925 shares of the insurance provider’s stock valued at $471,000 after purchasing an additional 503 shares during the period. 92.38% of the stock is currently owned by hedge funds and other institutional investors.

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.