Humana Inc.

(New York Stock Exchange)

Top News rankings and signal summaries are processed using AI and may contain errors.

1
Bullish +75

Humana Jumps 6%, UnitedHealth Climbs 5%, Cigna Rises 4% as Analysts Cheer Softer Medical Cost Trends

AI-generated analysis

Health insurers rallied on Thursday afternoon following a wave of bullish analyst notes highlighting softer medical cost trends and potential AI efficiency gains within the managed-care sector. Humana led the advance with a 6% jump to $348, while UnitedHealth Group rose 5% to $396 and...

Bullish Signals

  • Humana stock surged 6% to $348, leading sector rally.
  • UnitedHealth Group climbed 5% to $396 on analyst upgrades.
  • AI efficiencies could deliver 45% EPS upside for managed care.
  • UnitedHealth Q1 revenue hit $111.7B with earnings beating estimates.
  • UnitedHealth medical cost ratio improved to 84% after 2025.
  • CVS Health medical benefit ratio improved to 85% in Q1.
  • Cigna raised full-year income outlook to at least $30.35.
  • UnitedHealth authorized $2.32 dividend payable June 23.
  • Retail sentiment for UnitedHealth improved to neutral from bearish.

Bearish Signals

  • Humana stock up 37% monthly faces unsustainable correction risks.
  • Strong rally may reverse due to potential profit-taking pressure.
  • Improving metrics could deteriorate, reversing recent gains.
  • AI efficiency optimism depends on successful industry scaling.
2
Very Bullish +85

What Humana (HUM) Said on Its Q3 Earnings Call - Yahoo Finance

Earnings report Guidance raised Joint venture AI-generated analysis

Humana Inc. (HUM) raised its full-year 2026 adjusted earnings forecast to at least $9.50 per share, up from a prior expectation of $9, driven by favorable Medicare Part D performance and medical costs that met or exceeded expectations. CEO Jim Rechtin stated the company's recovery...

Bullish Signals

  • Raised 2026 EPS forecast to $9.50 from $9.
3
Very Bullish +85

Humana Surges as Star Ratings Reset Beats Fears | AVALW

Analyst upgrade Company update Earnings report AI-generated analysis

Humana stock surged approximately 16 percent after hours and closed up 11.47 percent following the release of better-than-expected 2027 Medicare Advantage Star ratings by the Centers for Medicare and Medicaid Services on October 9, 2026. The positive surprise in the ratings removed a significant overhang...

Bullish Signals

  • Stock surged 16% after hours on better-than-expected 2027 Medicare Advantage Star ratings.
  • Barclays upgraded to Overweight with $515 price target on contract bonus recovery.
  • Cantor Fitzgerald raised rating to Overweight with $460 target citing margin growth.
  • Generated $40.9B revenue and $694M net income proving core business profitability.
  • Robust balance sheet with 0.12 debt-to-equity ratio handles economic shocks well.
4
Bullish +75

Piper Sandler Just Hiked Humana Price Target to $254: Medicare Advantage Beat Powers the Bull Case

AI-generated analysis

Piper Sandler analyst John Furukawa raised his price target on Humana stock to $254 from $182, a significant increase of roughly $72, though he maintained a Neutral rating. The upgrade is driven by a strong first-quarter 2026 earnings beat where the company adjusted EPS reached...

Bullish Signals

  • Piper Sandler raised price target to $254 for Humana.
  • Q1 2026 EPS beat consensus at $10.31 versus $10.20.
  • Revenue surged 24% year-over-year to $39.65 billion.
  • Individual MA membership grew 1,144,000 members year-to-date.
  • Full-year adjusted EPS guidance stands at least $9.
  • Stock rallied from $230.15 to near $305 levels.

Bearish Signals

  • Stock rallied to $305, outpacing Piper Sandler's $254 target.
  • Neutral rating due to doubts over 2026 MLR and EPS guidance.
  • Regulatory pressure on Medicare Advantage reimbursement rates creates downside risk.
  • Star Ratings headwinds could impact financial performance.
  • History of cutting guidance undermines margin recovery thesis execution.
  • Operational volatility threatens realization of long-term earnings power.
5
Bullish +65

Humana's $2.8 bn BlackRock deal follows Medicare Advantage ratings recovery

Acquisition Business restructuring AI-generated analysis

Humana (NYSE: HUM) has agreed to a $2.8 billion transaction with BlackRock to restructure ownership of nearly 150 CenterWell Senior Primary Care clinics. This deal replaces Welsh, Carson, Anderson & Stowe as Humana's private equity partner, allowing the insurer to retain operational control while reducing...

Bullish Signals

  • Quality ratings hit 95% four-star or higher in 2027.
  • Estimated $4.8 billion federal bonus payments start in 2028.
  • BlackRock deal lowers capital costs and aids CenterWell expansion.
  • Shares surged 15% on Oct 9 after ratings news.

Bearish Signals

  • Restructuring creates derivative liability affecting GAAP earnings.
  • Earnings depend on reinvestment in member benefits.
6
Bullish +65

Humana, private-equity firms buy Kindred Healthcare for $4 billion

AI-generated analysis

U.S. health insurer Humana has agreed to acquire home health-care and long-term care operator Kindred Healthcare for approximately $4 billion in a deal finalized on Tuesday. The transaction involves private-equity firms TPG Capital and Welsh, Carson, Anderson & Stowe, who will join Humana as co-buyers....

Bullish Signals

  • Expands home health-care footprint to improve member outcomes.
  • Acquires 40% stake in Kindred with 40,000 caregivers.
  • Serves 130,000 daily patients through lower-cost care settings.
7
Bullish +62

Zacks Research Weighs in on Humana's Q4 Earnings (NYSE:HUM)

AI-generated analysis

Zacks Research has raised its Q4 2026 earnings per share (EPS) estimate for Humana Inc. to $6.07, up from a previous forecast of $6.08, maintaining a 'Strong-Buy' rating. The consensus full-year EPS estimate stands at $9.53, with Zacks also projecting Q4 2027 earnings at $1.91....

Bullish Signals

  • Zacks upgraded Q4 2026 EPS forecast to $6.07.
  • Humana beat earnings by $0.34 and revenue by $280M.
  • Revenue grew 23.5% YoY to $39.65 billion.
  • Major investors like Vanguard increased stakes significantly in Q4.
  • JPMorgan raised price target to $316 with confidence.
  • ROE reached 10.45% with quick and current ratios at 1.77.

Bearish Signals

  • Goldman Sachs maintains a sell rating on Humana.
  • High P/E ratio of 42.84 suggests overvaluation risks.
  • Mixed analyst sentiment with 15 holds and 2 sells.
8
Somewhat Bullish +50

Humana stock jumps 5% following quarterly results

AI-generated analysis

Humana stock jumped 5% on Wednesday, April 29, 2026, after the health insurer reported strong quarterly results and reaffirmed its adjusted full-year profit outlook. The company expects adjusted earnings per share of at least $9 for the full year, a figure that exceeded expectations for...

Bullish Signals

  • Humana stock gained 5% on Wednesday.
  • Reaffirmed full-year profit outlook of at least $9/share.
  • First quarter revenue jumped 23%.
  • Earnings per share beat expectations.

Bearish Signals

  • Lowered earnings forecast from $8.89 to $8.36 per share.
  • Incurring charges for multiyear transformation program costs.
  • Stock down 8% year to date despite quarterly gain.
  • Rising medical costs drag on healthcare insurance industry.
  • Medicare Advantage profits reduced by stricter government oversight.
9
Slightly Bullish +25

Humana Beats Q1 Earnings Estimates on Increasing Premiums

AI-generated analysis

Humana Inc. reported first-quarter 2026 adjusted earnings of $10.31 per share, which exceeded the Zacks Consensus Estimate by 3.5%, despite a year-over-year decline in the bottom line of 11%. Revenues demonstrated strong growth, increasing 23.5% year over year to reach $39.6 billion and surpassing the...

Bullish Signals

  • Adjusted EPS beat consensus at $10.31.
  • Revenues surged 23.5% to $39.6 billion.
  • CenterWell revenue jumped via primary care growth.
  • Medical membership rose 19.4% to 17.7 million.
  • Cash grew 17.9% to $5 billion.
  • Net cash from operations up nearly fourfold.
  • $107M buyback and dividends executed in Q1.
  • Full-year revenue projected minimum of $160 billion.
  • Individual Medicare Advantage expected growth near 25%.
  • Insurance benefits from improved benchmark funding.

Bearish Signals

  • Bottom line fell 11% YoY despite beating estimates.
  • Operating expenses surged 25.9% YoY to $37.9 billion.
  • Benefit ratio worsened 240 bps YoY to 89.4%.
  • CenterWell adjusted income plummeted 25.1% YoY.
  • CenterWell cost ratio hit 94.5% due to model risks.
  • EPS projection shows 47.5% decline from 2025 figure.
  • Zacks Rank #5 signals significant downside risk.
  • Leverage ratio rose 190 bps YoY to 43%.
10
Somewhat Bearish -25

Humana Reports Third-Quarter Earnings Nov. 6, in the Middle of Open Enrollment. Members Got Their Plan-Change Letters Weeks Earlier. Wall Street Got the Numbers in July

Company update Earnings report AI-generated analysis

Humana (HUM) is set to report its third-quarter earnings on November 6, amidst the critical window of Medicare Open Enrollment which closes December 7. The company previously disclosed in July that it anticipates approximately 600,000 Medicare Advantage members will lose their plans in 2027, representing...

Bullish Signals

  • Recapturing ~40% of departing members (~240k).
  • Targeting sustainable margins of at least 3% by 2028.

Bearish Signals

  • Anticipates losing 600k members by 2027 (8% of base).
  • Plans face 8% higher out-of-pocket max and 30% higher Part D deductibles in 2027.
  • Cutting 2,400 plan options due to low CMS star ratings.
11
Very Bullish +78

Humana (HUM) Stock Trades Up, Here Is Why

Analyst upgrade AI-generated analysis

Shares of Humana (NYSE:HUM) surged 16.8% in pre-market trading following an upgrade from Robert W. Baird, which changed the rating to Outperform and raised the price target to $596 from $390. The upgrade is driven by a significant operational recovery in federal quality ratings, with...

Bullish Signals

  • Baird upgraded to Outperform with $596 price target.
  • 95% MA members in 4.0+ star plans by 2027.
  • EPS projected above $35 in 2028 per Ha.
  • Restored stars unlock federal bonuses and margins.
  • Stock up 63.3% YTD, hitting $431.95 high.
12
Bearish -65

Humana Inc. (NYSE: HUM) Investor Alert: Securities Fraud Case Moves Forward Following 22% Stock Drop; Schubert Jonckheer Investigating

Class action AI-generated analysis

A securities fraud lawsuit against Humana Inc. (NYSE: HUM) and its former leadership has moved forward following a ruling by U.S. District Judge Jennifer L. Hall, who found that defendants acted with intent to defraud investors between July 2022 and October 2024. The core allegations...

Bearish Signals

  • Judge found intent to defraud investors with false statements.
  • Misled shareholders on rising post-pandemic patient care costs.
  • Insiders sold $104M stock during alleged misleading period.
  • Stock dropped 22% after revelation and Star rating declines.
13
Bullish +65

Humana Just Ripped 48% in a Month. Is It Outperforming Other Healthcare Stocks Like UnitedHealth and Cigna?

AI-generated analysis

Humana (NYSE:HUM) shares have surged approximately 48% over the past month, significantly outperforming peers UnitedHealth Group (UNH) and Cigna Group (CI). The rally is primarily driven by a favorable Medicare Advantage rate decision that lifted regulatory overhangs, combined with strong Q1 2026 financial results. Humana...

Bullish Signals

  • Stock surged 48% in one month.
  • Q1 2026 EPS beat consensus at $10.31.
  • Revenue grew 24% YoY to $39.65B.
  • Benefit ratio improved to 89%.
  • Medicare Advantage membership rose 22% YTD.

Bearish Signals

  • Analysts suggest Humana is overvalued by 16%.
  • Morgan Stanley maintains an Underweight rating.
  • Recent rally suggests investors are taking profits.
  • Regulatory relief may already be priced in.
  • Stock is down 32% over five years.
14
Somewhat Bullish +50

UnitedHealth and Humana Soar in April: Which Healthcare Stock Is Winning and Why

AI-generated analysis

UnitedHealth Group (UNH) and Humana (HUM) are leading a sector-wide rebound in April 2026, with both stocks rising approximately 4% to trade near $368 and $233 respectively. UnitedHealth has significantly outperformed Humana year-to-date, gaining 12% compared to Humana's decline of 9%, driven by strong fundamentals...

Bullish Signals

  • Stock rallied 4% to $233 reflecting recovery.
  • Medicare Advantage growth reached 25% in 2026.
  • Traders price 76% probability of beating Q1 2026.
  • Sector rally driven by softer hospital volumes.

Bearish Signals

  • Heavy Medicare Advantage concentration increases regulatory exposure.
  • FY2026 guidance cut to $9 due to Star Ratings.
  • Drug pricing reform threatens core business model.
15
Bearish -65

Humana Inc. (NYSE: HUM) Investor Alert: Possible False Statements and Insider Sales - Schubert Jonckheer & Kolbe

AI-generated analysis

Humana Inc. (NYSE: HUM) is the subject of a securities fraud lawsuit that has been allowed to proceed by U.S. District Judge Jennifer L. Hall. The legal action alleges that between July 2022 and October 2024, Humana misled investors regarding its exposure to increased post-pandemic...

Bearish Signals

  • Securities fraud lawsuit allowed to proceed over healthcare cost claims.
  • Judge found intent to defraud investors regarding financial exposure.
  • Insiders sold $104M stock during alleged misleading statement period.
  • Stock price dropped after June 2023 truth reveal and results.
  • Ongoing regulatory risks from investigation into directors and officers.
16
Slightly Bullish +25

What Humana gave up for a lighter balance sheet | AInvest

Business restructuring Joint venture AI-generated analysis

Humana announced a major restructuring of its CenterWell senior-care clinic network, selling majority stakes in approximately 150 clinics to HPS Investment Partners, a subsidiary of BlackRock, for $2.8 billion. The deal is expected to close in the fourth quarter and replaces a previous joint venture...

Bullish Signals

  • Sold CenterWell stakes, removing $2.8B debt-like obligation.
  • Reaffirmed $9 EPS guidance for 2026 after restructuring.
  • Projected $4.8B quality bonuses by 2028 from star ratings.

Bearish Signals

  • Majority ownership ceded to BlackRock.
  • Clinics may be forced sold by 2033.
  • Cost control success critical for future.
17
Somewhat Bullish +45

Is HealthStream (HSTM) a Better Healthcare Bet Than Humana (HUM) Right Now?

AI-generated analysis

Humana Inc. (NYSE: HUM) reported Q2 2026 GAAP EPS of $5.73 and adjusted EPS of $7.61, reaffirming full-year adjusted EPS guidance of at least $9.00 while lowering its FY 2026 GAAP EPS forecast to at least $6.52 due to non-cash adjustments and value creation charges....

Bullish Signals

  • Reaffirmed full-year adjusted EPS guidance of at least $9.00.
  • Individual Medicare Advantage membership expected to grow 25% in 2026.
  • CenterWell expansion and Illinois Medicaid win strengthen addressable market.

Bearish Signals

  • Lower star ratings drag profitability and squeeze margins.
  • Medical benefit ratios hit 91.2% in Q2, pressuring earnings.
  • Regulatory pressures and star rating headwinds hurt future performance.
18
Bearish -65

Do Wall Street Analysts Like Humana Stock? β€” Analysis and Market Outlook -

AI-generated analysis

Humana (HUM) stock has plummeted over 20% in the past quarter, wiping out billions in market value following a disastrous earnings report where the company missed analyst estimates. The primary driver of this decline is a struggling Medicare Advantage business, which has stalled in enrollment...

Bullish Signals

  • Morgan Stanley sees 20% peer discount as attractive.
  • Goldman Sachs cites Medicare Advantage growth potential.

Bearish Signals

  • Net loss of $1.2 billion reverses prior year profit.
  • Medicare Advantage enrollment stalled causing revenue and share decline.
  • Government star ratings pressure margins and reimbursement rates.
  • Thousands of jobs cut in Louisville to reduce costs.
  • Analysts warn Medicare business steeply declines from estimates.
19
Bullish +55

Andra AP fonden Buys New Stake in Humana Inc. $HUM

AI-generated analysis

Andra AP fonden increased its position in Humana Inc. (NYSE:HUM) during the first quarter by purchasing 2,082 shares valued at approximately $361,000. This move adds to a broader trend of institutional activity, with other firms like Montag A & Associates and CoreCap Advisors also adjusting...

Bullish Signals

  • EPS of $10.31 beat consensus estimate of $9.97.
  • Revenue surged 23.5% year-over-year to $39.65 billion.
  • Royal Bank of Canada raised price target to $415.
  • Piper Sandler increased objective to $254 from $182.
  • Debt-to-equity ratio stands at a healthy 0.66.

Bearish Signals

  • Analysts rate the stock as Hold with limited upside.
  • High P/E of 42.18 limits appreciation if growth slows.
20
Bullish +55

HUM News | HUMANA INC (NYSE:HUM) - ChartMill

AI-generated analysis

Humana Inc. (NYSE: HUM) has been selected by the Illinois Department of Healthcare and Family Services to manage HealthChoice Illinois, the state's Medicaid managed care program. This statewide contract covers 102 counties and represents a significant expansion of Humana's presence in the Illinois Medicaid market....

Bullish Signals

  • Secured Illinois Medicaid contract covering 102 counties.
  • Launching new FIDE-SNP product line Jan 1, 2026.
  • Strong buying pressure and price momentum observed.