Humana (NYSE:HUM) Price Target Cut to $185.00 by Analysts at Leerink Partners

Humana (NYSE:HUM) had its price target decreased by Leerink Partners from $267.00 to $185.00 in a research report released on Thursday morning,MarketScreener reports. Leerink Partners currently has a market perform rating on the insurance provider’s stock.

A number of other research firms have also weighed in on HUM. Evercore ISI decreased their price target on Humana from $260.00 to $180.00 in a research report on Thursday. KeyCorp reiterated a “sector weight” rating on shares of Humana in a report on Friday, December 12th. Jefferies Financial Group cut their price target on shares of Humana from $313.00 to $310.00 and set a “buy” rating on the stock in a report on Monday, January 26th. Royal Bank Of Canada lowered shares of Humana from an “outperform” rating to a “sector perform” rating and decreased their price objective for the stock from $322.00 to $189.00 in a research note on Thursday. Finally, Wells Fargo & Company downgraded shares of Humana from an “overweight” rating to a “cautious” rating in a research note on Wednesday, January 7th. Seven investment analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and five have given a Sell rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Hold” and an average price target of $248.64.

Humana Stock Up 2.0%

NYSE HUM opened at $178.99 on Thursday. Humana has a 12 month low of $169.61 and a 12 month high of $315.35. The company has a market capitalization of $21.53 billion, a P/E ratio of 18.23, a PEG ratio of 1.95 and a beta of 0.44. The company’s 50 day simple moving average is $246.13 and its 200 day simple moving average is $261.18. The company has a debt-to-equity ratio of 0.70, a current ratio of 2.00 and a quick ratio of 2.02.

Humana (NYSE:HUM) last posted its quarterly earnings results on Wednesday, February 11th. The insurance provider reported ($3.96) earnings per share (EPS) for the quarter, topping the consensus estimate of ($4.01) by $0.05. The firm 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 in the previous year, the business posted ($2.16) earnings per share. Humana has set its FY 2026 guidance at 9.000-9.000 EPS. Equities research analysts expect that Humana will post 16.47 earnings per share for the current fiscal year.

Institutional Investors Weigh In On Humana

Institutional investors have recently modified their holdings of the stock. Sound View Wealth Advisors Group LLC increased its stake in shares of Humana by 3.5% in the fourth quarter. Sound View Wealth Advisors Group LLC now owns 1,060 shares of the insurance provider’s stock worth $272,000 after acquiring an additional 36 shares during the last quarter. Unison Advisors LLC grew its stake in Humana by 0.4% in the third quarter. Unison Advisors LLC now owns 10,137 shares of the insurance provider’s stock valued at $2,646,000 after purchasing an additional 37 shares in the last quarter. CoreCap Advisors LLC increased its position in 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 purchasing an additional 37 shares during the last quarter. Insigneo Advisory Services LLC raised its stake in shares of Humana by 3.0% during the 3rd quarter. Insigneo Advisory Services LLC now owns 1,484 shares of the insurance provider’s stock worth $386,000 after purchasing an additional 43 shares in the last quarter. Finally, Columbus Macro LLC raised its stake in shares of Humana by 5.5% during the 4th quarter. Columbus Macro LLC now owns 821 shares of the insurance provider’s stock worth $210,000 after purchasing an additional 43 shares in the last quarter. Institutional investors and hedge funds own 92.38% of the company’s stock.

More Humana News

Here are the key news stories impacting Humana this week:

• Positive Sentiment: Q4 results marginally beat expectations: Humana reported EPS of ($3.96) vs. consensus ($4.01) and revenue of $32.64B, with revenue up ~11% year/year — evidence the business still has top‑line momentum. Humana Reports Fourth Quarter 2025 Financial Results
• Positive Sentiment: Medicare Advantage membership is growing fast and CenterWell continued to drive revenue — management flagged a ~25% MA membership increase for 2026, which supports medium‑term growth expectations even as margins recover. Humana outlines 25% Medicare Advantage membership growth
• Neutral Sentiment: Some analysts remain constructive or neutral after the print — Jefferies kept a Buy stance while lowering its target to $235 (still well above the current price), creating a counterbalance to the downgrades. Jefferies lowers price target to $235
• Neutral Sentiment: TD Cowen maintained a Hold with a $173 target, signaling cautious tone from some Street strategists even as views diverge. TD Cowen Hold rating
• Negative Sentiment: FY‑2026 guidance was cut materially: Humana set EPS guidance of 9.00 vs. the Street ~12.03, citing lower quality Star Ratings and margin pressure — the guidance shortfall is the principal driver of the recent selloff and investor concern. Humana forecasts 2026 profit below estimates (Reuters)
• Negative Sentiment: Q4 GAAP loss widened and margins are under stress from rising MA medical costs and Star Ratings pressure — investors are focused on near‑term profitability risk even as membership rises. Humana Reports $796 Million Loss (Forbes)
• Negative Sentiment: Multiple firms cut price targets and slashed forecasts after the results and outlook — Evercore, Leerink, Cantor and others trimmed targets (some now near or below the stock), increasing downside risk from analyst revisions. Analysts slash forecasts after Q4 (Benzinga)
• Negative Sentiment: Shares recently hit a 52‑week low after the weak outlook; today’s uptick appears to be a short‑term rebound as investors parse the offset between growth and profit risk. Humana hits 52-week low (Benzinga)

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.