Humana (NYSE:HUM) Price Target Cut to $180.00 by Analysts at JPMorgan Chase & Co.

Humana (NYSE:HUM) had its price target decreased by analysts at JPMorgan Chase & Co. from $274.00 to $180.00 in a note issued to investors on Friday,MarketScreener reports. The firm currently has a “neutral” rating on the insurance provider’s stock. JPMorgan Chase & Co.‘s target price would indicate a potential downside of 0.01% from the company’s current price.

Several other equities analysts also recently weighed in on HUM. Sanford C. Bernstein restated an “outperform” rating and set a $344.00 price target on shares of Humana in a report on Tuesday, January 6th. Weiss Ratings restated a “sell (d+)” rating on shares of Humana in a research note on Thursday, January 22nd. Robert W. Baird dropped their target price on shares of Humana from $280.00 to $264.00 and set a “neutral” rating on the stock in a research note on Thursday, December 11th. Truist Financial reduced their price target on shares of Humana from $300.00 to $285.00 and set a “hold” rating for the company in a research report on Monday, November 10th. Finally, Raymond James Financial set a $201.00 price objective on Humana in a research report on Thursday. Seven analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and five have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and an average target price of $242.04.

Humana Price Performance

Shares of HUM opened at $180.02 on Friday. Humana has a fifty-two week low of $169.61 and a fifty-two week high of $315.35. The firm’s 50-day simple moving average is $246.13 and its two-hundred day simple moving average is $261.18. The stock has a market cap of $21.65 billion, a PE ratio of 18.47, a price-to-earnings-growth ratio of 1.95 and a beta of 0.44. The company has a debt-to-equity ratio of 0.70, a quick ratio of 2.02 and a current ratio of 2.00.

Humana (NYSE:HUM) last issued its quarterly earnings results on Wednesday, February 11th. The insurance provider reported ($3.96) EPS for the quarter, topping analysts’ consensus estimates of ($4.01) by $0.05. The firm had revenue of $32.64 billion for the quarter, compared to analysts’ expectations of $32.08 billion. Humana had a return on equity of 11.43% and a net margin of 0.92%.The business’s revenue for the quarter was up 11.3% compared to the same quarter last year. During the same period in the previous year, the firm posted ($2.16) EPS. Humana has set its FY 2026 guidance at 9.000-9.000 EPS. Analysts anticipate that Humana will post 16.47 earnings per share for the current fiscal year.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently modified their holdings of HUM. Vanguard Group Inc. raised its stake in shares of Humana by 0.7% in the fourth quarter. Vanguard Group Inc. now owns 14,261,860 shares of the insurance provider’s stock worth $3,652,890,000 after buying an additional 106,030 shares during the period. Dodge & Cox boosted its position in shares of Humana by 5.6% in the second quarter. Dodge & Cox now owns 11,352,920 shares of the insurance provider’s stock worth $2,775,562,000 after purchasing an additional 597,705 shares during the period. Capital International Investors raised its position in shares of Humana by 113.9% during the 4th 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. State Street Corp boosted its holdings in Humana by 1.1% in the 2nd quarter. State Street Corp now owns 5,377,390 shares of the insurance provider’s stock worth $1,319,334,000 after buying an additional 58,094 shares during the period. Finally, Massachusetts Financial Services Co. MA increased its stake in Humana by 28.9% in the 4th quarter. Massachusetts Financial Services Co. MA now owns 4,496,775 shares of the insurance provider’s stock worth $1,151,759,000 after buying an additional 1,008,514 shares in 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: Company outlook highlights aggressive Medicare Advantage membership expansion (management outlined ~25% MA membership growth for 2026), which supports longer‑term revenue scale and CenterWell unit growth. Humana outlines 25% Medicare Advantage membership growth for 2026
• Neutral Sentiment: Q4 results showed revenue growth (roughly +11–12% year‑over‑year) and CenterWell strength, while the company reported a larger GAAP loss; underlying revenue beats are supportive but offset by margin and investment headwinds. Humana Incurs Q4 Loss, Revenues Up Y/Y
• Negative Sentiment: Management warned of sharply lower 2026 earnings as lower Star Ratings and near‑term margin pressure weigh on profitability — the guidance disappointed investors and triggered much of the recent selloff. Humana projects sharply lower earnings as Medicare membership surges
• Negative Sentiment: Major firms have cut price targets and trimmed estimates after Q4 and the weak 2026 outlook — examples include Evercore ($260→$180), Cantor Fitzgerald ($290→$201), Leerink ($267→$185), Jefferies ($310→$235) and a TD Cowen Hold with a $173 target — pressuring sentiment and analyst consensus. Humana Analysts Slash Their Forecasts After Q4 Results TD Cowen Hold rating Evercore adjusts price target
• Negative Sentiment: Stock already hit a 52‑week low after the outlook — short‑term risk remains elevated as investors decide whether membership gains will offset Star Ratings and margin headwinds quickly enough. Humana Hits 52-Week Low After Weak Profit Outlook

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.