Wolfe Research Lowers Humana (NYSE:HUM) Price Target to $250.00

Humana (NYSE:HUM) had its price target dropped by stock analysts at Wolfe Research from $325.00 to $250.00 in a report released on Monday,MarketScreener reports. The firm presently has an “outperform” rating on the insurance provider’s stock. Wolfe Research’s target price would suggest a potential upside of 26.79% from the stock’s previous close.

Several other brokerages have also recently weighed in on HUM. Cantor Fitzgerald dropped their price target on shares of Humana from $290.00 to $201.00 and set a “neutral” rating for the company in a research report on Thursday, February 12th. Truist Financial dropped their price target on shares of Humana from $285.00 to $200.00 and set a “hold” rating for the company in a research report on Tuesday, February 17th. Deutsche Bank Aktiengesellschaft set a $180.00 price target on shares of Humana and gave the company a “hold” rating in a research report on Friday, February 13th. Raymond James Financial dropped their price target on shares of Humana from $340.00 to $230.00 and set an “outperform” rating for the company in a research report on Friday, February 13th. Finally, The Goldman Sachs Group dropped their price target on shares of Humana from $215.00 to $158.00 and set a “sell” rating for the company in a research report on Friday, February 13th. Seven analysts have rated the stock with a Buy rating, sixteen have assigned a Hold rating and three have assigned a Sell rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Hold” and an average target price of $223.13.

Humana Price Performance

HUM stock opened at $197.17 on Monday. 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 has a 52 week low of $163.11 and a 52 week high of $315.35. The firm’s fifty day moving average is $180.49 and its 200 day moving average is $233.91. The firm has a market cap of $23.67 billion, a P/E ratio of 20.08, a P/E/G ratio of 1.90 and a beta of 0.44.

Humana (NYSE:HUM) last released its earnings results on Wednesday, February 11th. The insurance provider reported ($3.96) EPS for the quarter, beating the consensus estimate of ($4.01) by $0.05. The company had revenue of $32.64 billion for the quarter, compared to analyst estimates of $32.08 billion. Humana had a net margin of 0.92% and a return on equity of 11.43%. The firm’s quarterly revenue was up 11.3% compared to the same quarter last year. During the same quarter last year, the firm earned ($2.16) EPS. Humana has set its FY 2026 guidance at 9.000-9.000 EPS. Research analysts predict 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 stock in a transaction that occurred on Monday, February 23rd. The stock was bought at an average cost of $185.21 per share, with a total value of $150,020.10. Following the transaction, the insider directly owned 11,657 shares in the company, valued at approximately $2,158,992.97. The trade was a 7.47% increase in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. 0.20% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

A number of large investors have recently bought and sold shares of HUM. Revolve Wealth Partners LLC purchased a new position in Humana during the 4th quarter valued at about $202,000. Woodline Partners LP lifted its position in Humana by 460.0% during the 1st quarter. Woodline Partners LP now owns 10,192 shares of the insurance provider’s stock valued at $2,697,000 after acquiring an additional 8,372 shares during the period. Sivia Capital Partners LLC lifted its position in Humana by 53.7% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,293 shares of the insurance provider’s stock valued at $316,000 after acquiring an additional 452 shares during the period. Beacon Pointe Advisors LLC lifted its position in Humana by 26.8% during the 2nd quarter. Beacon Pointe Advisors LLC now owns 1,568 shares of the insurance provider’s stock valued at $383,000 after acquiring an additional 331 shares during the period. Finally, EverSource Wealth Advisors LLC lifted its position in Humana by 84.2% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 1,350 shares of the insurance provider’s stock valued at $330,000 after acquiring an additional 617 shares during the period. 92.38% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Humana

Here are the key news stories impacting Humana this week:

• Positive Sentiment: CMS finalized a 2.48% net average increase to 2027 Medicare Advantage payments — far above the 0.09% proposed in January — reducing reimbursement risk and adding an estimated multi-billion-dollar tailwind for private MA plans, directly benefiting Humana’s core Medicare Advantage business. Trump administration finalizes better-than-feared Medicare Advantage payment rate in boost to health insurers
• Positive Sentiment: Sector-wide relief rally led by major peers (UnitedHealth, CVS, Elevance) lifted Humana as markets priced in stronger 2027 reimbursement and lower regulatory uncertainty for managed-care operators. UnitedHealth Rockets 11%, Humana Climbs 9% as Medicare Advantage Rate Decision Crushes Regulatory Fears
• Positive Sentiment: Unusually large call-option activity: traders bought ~10,990 HUM calls (≈18% above typical volume), signaling short-term bullish positioning that can amplify upside and intraday momentum.
• Neutral Sentiment: Wells Fargo raised its Humana price target from $206 to $227 but kept an “equal weight” rating — a modest positive to the target but not a catalyst of a stronger buy recommendation. Wells Fargo raises Humana price target to $227
• Negative Sentiment: Wolfe Research trimmed its price target from $325 to $250 while maintaining an “outperform” rating — a mixed signal that reduces some upside expectations from prior, higher forecasts. Wolfe adjusts price target on Humana to $250 from $325, maintains outperform

Humana Company Profile

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.