Robert W. Baird Lowers Humana (NYSE:HUM) Price Target to $205.00

Humana (NYSE:HUM) had its price objective reduced by investment analysts at Robert W. Baird from $264.00 to $205.00 in a research note issued to investors on Wednesday,MarketScreener reports. The brokerage presently has a “neutral” rating on the insurance provider’s stock. Robert W. Baird’s target price would suggest a potential upside of 4.55% from the company’s previous close.

A number of other research analysts have also commented on HUM. The Goldman Sachs Group decreased 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. UBS Group reissued a “neutral” rating on shares of Humana in a report on Wednesday, February 25th. Leerink Partners cut their price objective on shares of Humana from $267.00 to $185.00 and set a “market perform” rating for the company in a report on Thursday, February 12th. Evercore boosted their price objective on shares of Humana from $180.00 to $195.00 in a report on Wednesday, April 8th. Finally, Jefferies Financial Group cut their price objective on shares of Humana from $310.00 to $235.00 and set a “buy” rating for the company in a report on Thursday, February 12th. Seven analysts have rated the stock with a Buy rating, sixteen have issued a Hold rating and three have given a Sell rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Hold” and a consensus target price of $222.09.

Humana Stock Down 0.1%

Shares of HUM opened at $196.08 on Wednesday. Humana has a 52 week low of $163.11 and a 52 week high of $315.35. The firm has a market cap of $23.54 billion, a P/E ratio of 20.08, a price-to-earnings-growth ratio of 2.12 and a beta of 0.44. The firm’s 50-day simple moving average is $180.83 and its 200 day simple moving average is $231.77. 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 announced its quarterly earnings results on Wednesday, February 11th. The insurance provider reported ($3.96) EPS for the quarter, beating analysts’ consensus estimates of ($4.01) by $0.05. Humana had a net margin of 0.92% and a return on equity of 11.43%. The business had revenue of $32.64 billion for the quarter, compared to analyst estimates of $32.08 billion. During the same quarter in the prior year, the business earned ($2.16) EPS. Humana’s quarterly revenue 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, analysts forecast that Humana will post 16.47 earnings per share for the current year.

Insider Buying and Selling

In related news, insider Sanjay K. Shetty acquired 810 shares of the company’s stock in a transaction that occurred on Monday, February 23rd. The stock was acquired at an average price of $185.21 per share, with a total value of $150,020.10. Following the purchase, the insider directly owned 11,657 shares in the company, valued at approximately $2,158,992.97. This trade represents a 7.47% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link. 0.20% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Humana

Several institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Hsbc Holdings PLC lifted its stake in Humana by 9.1% in the 4th quarter. Hsbc Holdings PLC now owns 330,794 shares of the insurance provider’s stock valued at $85,107,000 after purchasing an additional 27,530 shares during the last quarter. Reflection Asset Management bought a new position in Humana in the 4th quarter valued at approximately $29,000. Invesco Ltd. lifted its stake in Humana by 9.3% in the 4th quarter. Invesco Ltd. now owns 2,233,130 shares of the insurance provider’s stock valued at $571,972,000 after purchasing an additional 189,670 shares during the last quarter. Corient Private Wealth LLC lifted its stake in Humana by 329.3% in the 4th quarter. Corient Private Wealth LLC now owns 120,104 shares of the insurance provider’s stock valued at $30,762,000 after purchasing an additional 92,125 shares during the last quarter. Finally, Ameriflex Group Inc. bought a new position in shares of Humana during the fourth quarter valued at $128,000. Institutional investors own 92.38% of the company’s stock.

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.