Investment Analysts’ Recent Ratings Updates for Humana (HUM)

Several brokerages have updated their recommendations and price targets on shares of Humana (NYSE: HUM) in the last few weeks:

• 5/15/2026 – Humana had its price target raised by Morgan Stanley from $146.00 to $217.00. They now have an “underweight” rating on the stock.
• 5/13/2026 – Humana had its “neutral” rating reaffirmed by Piper Sandler. They now have a $254.00 price target on the stock, up from $182.00.
• 5/13/2026 – Humana was upgraded by Zacks Research from “strong sell” to “hold”.
• 5/1/2026 – Humana had its price target raised by TD Cowen from $173.00 to $211.00. They now have a “hold” rating on the stock.
• 5/1/2026 – Humana had its “outperform” rating reaffirmed by Raymond James Financial, Inc.. They now have a $260.00 price target on the stock.
• 5/1/2026 – Humana had its price target raised by JPMorgan Chase & Co. from $180.00 to $214.00. They now have a “neutral” rating on the stock.
• 4/30/2026 – Humana had its price target raised by Royal Bank Of Canada from $189.00 to $246.00. They now have a “sector perform” rating on the stock.
• 4/30/2026 – Humana had its “outperform” rating reaffirmed by Oppenheimer Holdings, Inc.. They now have a $260.00 price target on the stock.
• 4/30/2026 – Humana had its price target raised by Guggenheim from $252.00 to $269.00. They now have a “buy” rating on the stock.
• 4/30/2026 – Humana had its price target raised by UBS Group AG from $195.00 to $262.00. They now have a “neutral” rating on the stock.
• 4/30/2026 – Humana had its price target raised by Barclays PLC from $176.00 to $180.00. They now have an “equal weight” rating on the stock.
• 4/30/2026 – Humana had its price target raised by Evercore Inc from $195.00 to $250.00.
• 4/30/2026 – Humana had its price target raised by Cantor Fitzgerald from $201.00 to $264.00.
• 4/30/2026 – Humana had its price target raised by Mizuho from $258.00 to $290.00.
• 4/30/2026 – Humana had its price target raised by Jefferies Financial Group Inc. from $235.00 to $290.00.
• 4/30/2026 – Humana had its price target raised by The Goldman Sachs Group, Inc. from $158.00 to $195.00. They now have a “sell” rating on the stock.
• 4/30/2026 – Humana had its price target raised by Leerink Partners from $185.00 to $255.00. They now have a “market perform” rating on the stock.
• 4/30/2026 – Humana had its price target raised by Truist Financial Corporation from $220.00 to $270.00. They now have a “hold” rating on the stock.
• 4/30/2026 – Humana had its price target raised by Deutsche Bank Aktiengesellschaft from $180.00 to $235.00. They now have a “hold” rating on the stock.
• 4/21/2026 – Humana had its “sell (d+)” rating reaffirmed by Weiss Ratings.
• 4/15/2026 – Humana had its price target lowered by Robert W. Baird from $264.00 to $205.00. They now have a “neutral” rating on the stock.
• 4/14/2026 – Humana was downgraded by Zacks Research from “hold” to “strong sell”.
• 4/13/2026 – Humana had its price target raised by Truist Financial Corporation from $200.00 to $220.00. They now have a “hold” rating on the stock.
• 4/8/2026 – Humana had its price target raised by Evercore Inc from $180.00 to $195.00.
• 4/7/2026 – Humana had its price target raised by Wells Fargo & Company from $206.00 to $227.00. They now have an “equal weight” rating on the stock.
• 4/6/2026 – Humana had its price target lowered by Wolfe Research from $325.00 to $250.00. They now have an “outperform” rating on the stock.

Humana Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, July 31st. Stockholders of record on Friday, June 26th will be paid a $0.885 dividend. This represents a $3.54 annualized dividend and a dividend yield of 1.2%. The ex-dividend date of this dividend is Friday, June 26th. Humana’s payout ratio is currently 37.86%.

Insider Buying and Selling at Humana

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

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.