Wells Fargo & Company Issues Positive Forecast for Humana (NYSE:HUM) Stock Price

Humana (NYSE:HUM) had its price objective boosted by Wells Fargo & Company from $206.00 to $227.00 in a research note published on Tuesday morning,Benzinga reports. They currently have an equal weight rating on the insurance provider’s stock.

Other equities research analysts have also issued reports about the stock. The Goldman Sachs Group cut their price target on shares of Humana from $215.00 to $158.00 and set a “sell” rating on the stock in a research note on Friday, February 13th. Sanford C. Bernstein reiterated an “outperform” rating and set a $344.00 price target on shares of Humana in a research note on Tuesday, January 6th. UBS Group reiterated a “neutral” rating on shares of Humana in a research note on Wednesday, February 25th. Weiss Ratings reiterated a “sell (d+)” rating on shares of Humana in a research note on Thursday, January 22nd. Finally, Morgan Stanley set a $146.00 price target on shares of Humana in a research note on Thursday, February 12th. Seven research analysts have rated the stock with a Buy rating, sixteen have given a Hold rating and three have given a Sell rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Hold” and a consensus target price of $223.13.

Humana Price Performance

Humana stock opened at $197.17 on Tuesday. The stock has a market cap of $23.67 billion, a P/E ratio of 20.08, a price-to-earnings-growth ratio of 1.90 and a beta of 0.44. The company has a fifty day simple moving average of $180.49 and a 200-day simple moving average of $233.91. Humana has a 12-month low of $163.11 and a 12-month high of $315.35. The company has a current ratio of 2.00, a quick ratio of 2.00 and a debt-to-equity ratio of 0.70.

Humana (NYSE:HUM) last released its quarterly earnings data 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 business had revenue of $32.64 billion during the quarter, compared to analysts’ expectations of $32.08 billion. Humana had a net margin of 0.92% and a return on equity of 11.43%. The company’s revenue for the quarter was up 11.3% on a year-over-year basis. During the same period in the previous year, the company earned ($2.16) EPS. Humana has set its FY 2026 guidance at 9.000-9.000 EPS. Equities analysts expect that Humana will post 16.47 EPS for the current fiscal year.

Humana Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, April 24th. Shareholders of record on Friday, March 27th will be paid a $0.885 dividend. The ex-dividend date is Friday, March 27th. This represents a $3.54 dividend on an annualized basis and a yield of 1.8%. Humana’s payout ratio is currently 36.05%.

Insider Buying and Selling

In other Humana news, insider Sanjay K. Shetty acquired 810 shares of the company’s stock in a transaction on Monday, February 23rd. The shares were bought at an average cost of $185.21 per share, for a total transaction of $150,020.10. Following the completion of the purchase, the insider owned 11,657 shares in the company, valued at $2,158,992.97. This trade represents a 7.47% increase in their position. The purchase was disclosed in a filing with the SEC, which is accessible through this hyperlink. Corporate insiders own 0.20% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors have recently bought and sold shares of HUM. Capital International Investors increased its stake in Humana by 113.9% in the fourth quarter. Capital International Investors now owns 5,818,008 shares of the insurance provider’s stock valued at $1,490,239,000 after purchasing an additional 3,097,571 shares during the period. Massachusetts Financial Services Co. MA increased its stake in Humana by 273.2% in the third quarter. Massachusetts Financial Services Co. MA now owns 3,488,261 shares of the insurance provider’s stock valued at $907,541,000 after purchasing an additional 2,553,509 shares during the period. Norges Bank acquired a new position in Humana in the fourth quarter valued at $456,632,000. Wellington Management Group LLP increased its stake in Humana by 4,481.7% in the fourth quarter. Wellington Management Group LLP now owns 1,196,502 shares of the insurance provider’s stock valued at $306,460,000 after purchasing an additional 1,170,387 shares during the period. Finally, Franklin Resources Inc. increased its stake in Humana by 914.5% in the fourth quarter. Franklin Resources Inc. now owns 1,255,665 shares of the insurance provider’s stock valued at $321,613,000 after purchasing an additional 1,131,893 shares during the period. 92.38% of the stock is currently owned by institutional investors and hedge funds.

Key Humana News

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.