Jefferies Financial Group Issues Positive Forecast for Humana (NYSE:HUM) Stock Price

01 May 2026, 11:15 by Amy Steele · The Cerbat Gem

Humana (NYSE:HUM – Free Report) had its price target increased by Jefferies Financial Group from $235.00 to $290.00 in a research report released on Thursday,MarketScreener reports.

Other research analysts also recently issued research reports about the stock. Guggenheim boosted their target price on shares of Humana from $252.00 to $269.00 and gave the company a “buy” rating in a research report on Thursday. Deutsche Bank Aktiengesellschaft lifted their price target on shares of Humana from $180.00 to $235.00 and gave the company a “hold” rating in a research note on Thursday. Truist Financial upped their price objective on shares of Humana from $220.00 to $270.00 and gave the company a “hold” rating in a report on Thursday. Cantor Fitzgerald reduced their target price on Humana from $290.00 to $201.00 and set a “neutral” rating for the company in a research note on Thursday, February 12th. Finally, Oppenheimer reaffirmed an “outperform” rating and set a $260.00 price target on shares of Humana in a research note on Thursday. Seven research analysts have rated the stock with a Buy rating, fifteen have assigned a Hold rating and four have assigned a Sell rating to the stock. According to MarketBeat, Humana presently has a consensus rating of “Hold” and an average price target of $244.48.

Get Our Latest Analysis on HUM

Humana Trading Down 1.3%

NYSE HUM traded down $3.12 on Thursday, reaching $233.32. The company had a trading volume of 252,578 shares, compared to its average volume of 1,995,336. The firm has a market cap of $28.01 billion, a price-to-earnings ratio of 24.96, a P/E/G ratio of 2.61 and a beta of 0.44. The company has a debt-to-equity ratio of 0.66, a current ratio of 1.77 and a quick ratio of 2.00. Humana has a fifty-two week low of $163.11 and a fifty-two week high of $315.35. The business has a 50 day moving average of $188.41 and a two-hundred day moving average of $227.52.

Humana (NYSE:HUM – Get Free Report) last released its quarterly earnings results on Wednesday, April 29th. The insurance provider reported $10.31 EPS for the quarter, beating analysts’ consensus estimates of $9.97 by $0.34. The firm had revenue of $39.65 billion for the quarter, compared to analyst estimates of $39.37 billion. Humana had a return on equity of 10.45% and a net margin of 0.82%.The business’s revenue was up 23.5% on a year-over-year basis. During the same quarter in the previous year, the company posted $11.58 EPS. Humana has set its FY 2026 guidance at 9.000- EPS. Analysts forecast that Humana will post 9.03 EPS for the current year.

Humana Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, July 31st. Stockholders of record on Friday, June 26th will be given a dividend of $0.885 per share. The ex-dividend date of this dividend is Friday, June 26th. This represents a $3.54 annualized dividend and a dividend yield of 1.5%. Humana’s payout ratio is presently 36.05%.

Insider Buying and Selling at Humana

In other Humana news, insider Sanjay K. Shetty purchased 810 shares of the company’s stock in a transaction that occurred on Monday, February 23rd. The shares were acquired at an average price of $185.21 per share, with a total value of $150,020.10. Following the transaction, the insider owned 11,657 shares in the company, valued at $2,158,992.97. The trade was a 7.47% increase in their ownership of the stock. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 0.20% of the stock is owned by corporate insiders.

Institutional Trading of Humana

Several institutional investors and hedge funds have recently modified their holdings of HUM. Montag A & Associates Inc. boosted its position in shares of Humana by 1,880.0% during the fourth quarter. Montag A & Associates Inc. now owns 99 shares of the insurance provider’s stock valued at $25,000 after buying an additional 94 shares during the last quarter. CoreCap Advisors LLC raised its position in Humana by 54.4% in the 4th quarter. CoreCap Advisors LLC now owns 105 shares of the insurance provider’s stock valued at $27,000 after buying an additional 37 shares during the last quarter. Fideuram Asset Management Ireland dac bought a new position in Humana during the 4th quarter valued at $27,000. Reflection Asset Management purchased a new position in Humana during the 4th quarter worth $29,000. Finally, Rosenberg Matthew Hamilton boosted its holdings in Humana by 136.0% during the 4th quarter. Rosenberg Matthew Hamilton now owns 118 shares of the insurance provider’s stock worth $30,000 after acquiring an additional 68 shares during the last quarter. 92.38% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Humana

Here are the key news stories impacting Humana this week:

Positive Sentiment: Management set a public target of at least a 3% MA margin by 2028 and is aligning bids for 2027 while integrating the MaxHealth acquisition — a clear longer‑term margin and scale objective. Humana targets at least 3% MA margin in 2028
Positive Sentiment: Q1 results beat estimates (revenue and EPS) and membership growth remains strong — proof of top‑line momentum that supports longer‑term MA scale. Humana earnings beat estimates
Positive Sentiment: Humana reports profit exceeding $1 billion for the quarter and is on track for ~25% MA membership growth — supporting revenue diversification and longer-term earnings potential. Humana Profits Eclipse $1 Billion
Positive Sentiment: Analyst moves include a Truist price target raise to $270 and Deutsche Bank issuing a positive forecast — incremental analyst support that can underpin the stock if margins show recovery. Deutsche Bank Issues Positive Forecast
Neutral Sentiment: Management emphasized “profit recovery” as priority No.1 and outlined planning for 2027 MA bids — signals of active cost/margin management but not immediate fixes. Profit recovery is ‘priority No. 1,’ Humana promises
Neutral Sentiment: Several outlets note Humana is banking on future CMS rate relief while admitting cost pressures persist — potential upside if CMS moves, but uncertain timing. Humana Bets On CMS Rate Relief
Neutral Sentiment: Consensus analyst rating remains around “Hold,” reflecting mixed views: growth and scale vs. near‑term margin/headwind risks. Humana Given Consensus Rating of Hold
Negative Sentiment: Management left 2026 guidance largely unchanged and flagged a decline in MA Star ratings, which reduces expected quality bonuses and pressured investor sentiment. Humana 2026 outlook unchanged due to Star ratings decline
Negative Sentiment: Humana warned Medicare payment updates are not keeping pace with costs, underscoring margin headwinds that can depress near‑term profitability. Humana Warns Medicare Payments Won’t Keep Up With Costs
Negative Sentiment: Market reaction: shares fell after the earnings release despite the beat — investors punished the stock for unchanged guidance and Star rating risk. Humana stock tumbles despite Q1 beat

About Humana

(Get Free Report)

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.