Barclays Cuts Humana (NYSE:HUM) Price Target to $176.00

Humana (NYSE:HUM) had its price target reduced by Barclays from $245.00 to $176.00 in a research report sent to investors on Tuesday, Marketbeat reports. They currently have an equal weight rating on the insurance provider’s stock.

Other equities analysts also recently issued research reports about the company. UBS Group cut their target price on Humana from $285.00 to $195.00 and set a “neutral” rating on the stock in a research note on Thursday, February 12th. JPMorgan Chase & Co. cut their price objective on Humana from $274.00 to $180.00 and set a “neutral” rating on the stock in a research report on Friday, February 13th. Wells Fargo & Company decreased their target price on Humana from $290.00 to $206.00 and set an “equal weight” rating for the company in a research report on Wednesday, February 18th. Guggenheim lowered their target price on Humana from $312.00 to $252.00 and set a “buy” rating on the stock in a research note on Thursday, February 12th. Finally, Oppenheimer set a $250.00 price target on shares of Humana in a research report on Thursday, February 12th. Seven research analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and four have issued a Sell rating to the stock. According to MarketBeat, Humana currently has an average rating of “Hold” and a consensus target price of $225.48.

Humana Price Performance

HUM opened at $186.88 on Tuesday. Humana has a 1 year low of $169.61 and a 1 year high of $315.35. The company has a debt-to-equity ratio of 0.70, a current ratio of 2.00 and a quick ratio of 2.00. The company has a market capitalization of $22.54 billion, a price-to-earnings ratio of 19.03, a P/E/G ratio of 1.88 and a beta of 0.44. The firm’s fifty day moving average price is $230.72 and its two-hundred day moving average price is $256.54.

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

Humana Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, April 24th. Investors of record on Friday, March 27th will be issued a $0.885 dividend. The ex-dividend date of this dividend is Friday, March 27th. This represents a $3.54 annualized dividend and a yield of 1.9%. Humana’s dividend payout ratio (DPR) is 36.05%.

Insider Transactions at Humana

In other Humana news, insider Sanjay K. Shetty acquired 810 shares of the company’s stock in a transaction on 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 completion of the acquisition, the insider directly owned 11,657 shares in the company, valued at $2,158,992.97. This trade represents a 7.47% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Corporate insiders own 0.37% of the company’s stock.

Institutional Trading of Humana

A number of institutional investors have recently modified their holdings of the business. Revolve Wealth Partners LLC bought a new stake in Humana during the 4th quarter valued at $202,000. Woodline Partners LP grew its position in shares of Humana by 460.0% in the first quarter. Woodline Partners LP now owns 10,192 shares of the insurance provider’s stock valued at $2,697,000 after purchasing an additional 8,372 shares in the last quarter. Sivia Capital Partners LLC raised its stake in shares of Humana by 53.7% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,293 shares of the insurance provider’s stock valued at $316,000 after purchasing an additional 452 shares during the period. D.A. Davidson & CO. lifted its holdings in Humana by 37.6% during the 2nd quarter. D.A. Davidson & CO. now owns 2,658 shares of the insurance provider’s stock worth $650,000 after purchasing an additional 726 shares in the last quarter. Finally, AlphaQuest LLC boosted its stake in Humana by 35.4% in the 2nd quarter. AlphaQuest LLC now owns 1,925 shares of the insurance provider’s stock worth $471,000 after purchasing an additional 503 shares during the period. 92.38% of the stock is currently owned by hedge funds and other institutional investors.

More Humana News

Here are the key news stories impacting Humana this week:

• Positive Sentiment: Insider buying: Humana insider Sanjay Shetty purchased 810 shares at about $185.21, increasing his stake ~7.5% — a classic signal of insider confidence that can support near‑term sentiment. Insider Buying
• Positive Sentiment: CenterWell expansion: Humana’s CenterWell acquired a Florida primary-care network, expanding its direct-care footprint and supporting longer‑term membership and care‑coordination strategies that investors reward. Acquisition Article
• Positive Sentiment: Dividend + institutional inflows: The company declared a quarterly dividend (annualized ~$3.54, ~2.0% yield) and filings show large institutional buying from groups like Capital International, MFS and Norges Bank — both items support demand for the stock. MarketBeat Humana
• Neutral Sentiment: Investor presentation scheduled: CEO Jim Rechtin and CFO Celeste Mellet will present at the Leerink Partners Global Healthcare Conference on March 10; management commentary could move the shares depending on tone and new disclosures. Conference Notice
• Neutral Sentiment: Local operations/profile piece: A regional profile on Humana Group Benefits in San Antonio highlights relationship-driven growth but is unlikely to move the stock materially. Local Profile
• Negative Sentiment: Analyst downgrades and cuts: Barclays cut its price target to $176 and kept an equal‑weight rating; other shops (Zacks, Leerink, Weiss) have issued cautious or negative notes — analyst tone is pressuring sentiment and caps upside. Barclays PT Cut
• Negative Sentiment: Zacks / peer comparison: Zacks’ commentary and comparative pieces argue UnitedHealth (UNH) has better upside given scale versus Humana, and Zacks moved to a more bearish stance — a headwind for investors seeking sector winners. Zacks Comparison

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.