Humana (NYSE:HUM) Upgraded to “Buy” at Bank of America

Humana (NYSE:HUM) was upgraded by stock analysts at Bank of America from a “neutral” rating to a “buy” rating in a research note issued on Wednesday, Marketbeat Ratings reports. The firm presently has a $500.00 target price on the insurance provider’s stock. Bank of America‘s target price indicates a potential upside of 37.90% from the company’s previous close.

HUM has been the topic of a number of other reports. Mizuho boosted their price objective on Humana from $335.00 to $390.00 and gave the company an “outperform” rating in a research note on Monday, June 8th. Wells Fargo & Company raised Humana from an “equal weight” rating to an “overweight” rating and boosted their price target for the company from $227.00 to $502.00 in a research note on Monday, July 13th. Wolfe Research upgraded shares of Humana from a “hold” rating to a “strong-buy” rating in a report on Thursday, June 4th. Raymond James Financial set a $300.00 price target on Humana in a research note on Tuesday, July 7th. Finally, Morgan Stanley boosted their price target on shares of Humana from $217.00 to $249.00 and gave the company an “underweight” rating in a research note on Thursday, June 4th. Two analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, fourteen have given a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, Humana has a consensus rating of “Hold” and an average target price of $331.09.

Humana Price Performance

HUM stock traded down $26.12 during trading on Wednesday, reaching $362.59. 549,101 shares of the company were exchanged, compared to its average volume of 1,789,312. The company has a 50-day moving average of $367.16 and a two-hundred day moving average of $266.44. The company has a market capitalization of $43.53 billion, a price-to-earnings ratio of 38.87, a P/E/G ratio of 2.07 and a beta of 0.71. Humana has a twelve month low of $163.11 and a twelve month high of $428.88. The company has a debt-to-equity ratio of 0.66, a current ratio of 1.77 and a quick ratio of 1.77.

Humana (NYSE:HUM) last issued its quarterly earnings results on Wednesday, July 29th. The insurance provider reported $7.61 EPS for the quarter, topping analysts’ consensus estimates of $7.26 by $0.35. The company had revenue of $40.89 billion for the quarter, compared to analyst estimates of $40.57 billion. Humana had a net margin of 0.82% and a return on equity of 10.45%. Humana’s revenue was up 26.2% compared to the same quarter last year. During the same quarter in the previous year, the business earned $6.27 earnings per share. As a group, equities analysts predict that Humana will post 9.46 earnings per share for the current fiscal year.

Institutional Trading of Humana

Several institutional investors and hedge funds have recently made changes to their positions in HUM. Wilkerson Advisory Group LLC lifted its stake in Humana by 24.6% in the second quarter. Wilkerson Advisory Group LLC now owns 167 shares of the insurance provider’s stock worth $66,000 after acquiring an additional 33 shares during the period. CoreCap Advisors LLC lifted its position in Humana by 54.4% during the 4th quarter. CoreCap Advisors LLC now owns 105 shares of the insurance provider’s stock valued at $27,000 after acquiring an additional 37 shares during the period. Bogart Wealth LLC boosted its stake in Humana by 192.0% during the second quarter. Bogart Wealth LLC now owns 73 shares of the insurance provider’s stock worth $29,000 after acquiring an additional 48 shares in the last quarter. Fiduciary Alliance LLC grew its holdings in Humana by 0.9% in the first quarter. Fiduciary Alliance LLC now owns 5,628 shares of the insurance provider’s stock worth $976,000 after purchasing an additional 49 shares during the period. Finally, Sanctuary Advisors LLC lifted its holdings in shares of Humana by 1.6% during the fourth quarter. Sanctuary Advisors LLC now owns 3,389 shares of the insurance provider’s stock valued at $868,000 after purchasing an additional 52 shares during the last quarter. Hedge funds and other institutional investors own 92.38% of the company’s stock.

Humana News Roundup

Here are the key news stories impacting Humana this week:

• Positive Sentiment: Q2 results exceeded expectations: Adjusted earnings were $7.61 per share, above the $7.26 analyst consensus, while revenue reached $40.89 billion versus estimates of $40.57 billion. Earnings increased from $6.27 per share a year earlier, and revenue rose 26.2%. Humana Q2 Earnings and Revenues Top Estimates
• Positive Sentiment: Medical costs remained controlled: Humana reported a 91.2% Insurance segment benefit ratio, while consolidated pretax income increased to $952 million from $741 million in the prior-year quarter. The company also affirmed approximately 25% individual Medicare Advantage membership growth for 2026 and reported 27% year-to-date patient growth at CenterWell Senior Primary Care. Humana Beats Quarterly Profit Estimates
• Neutral Sentiment: 2026 adjusted outlook maintained: Humana affirmed adjusted EPS guidance of at least $9.00 and reiterated its Insurance segment benefit-ratio and Medicare Advantage membership-growth expectations. The board also expanded from 11 to 13 directors, adding technology and finance expertise. Humana Affirms 2026 Outlook
• Negative Sentiment: GAAP outlook was cut: Humana reduced its 2026 GAAP EPS guidance to at least $6.52 from at least $8.36, citing ongoing pressure from lower 2026 Medicare Advantage Star Ratings. This signals that regulatory plan ratings and benefit costs remain important risks despite the quarterly beat. Humana Cuts Outlook Again on Lower Medicare Ratings

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.