Congressional Joint Economic Committee Pegs Medicare Advantage Overpayments at $7 Billion Annually and Rising
According to Kiplinger, the Congressional Joint Economic Committee found Medicare Advantage is overpaying insurers by $212 per enrollee.
HUM - Humana Inc.
Price:
--
--
|
CONSENSUS:
Hold
DETAILS
|
PRICE TARGET:
$274.00
DETAILS
HIGH:
$441.00
LOW:
$180.00
MEDIAN:
$260.00
CONSENSUS:
$274.00
DOWNSIDE:
11.02%
Stock News
Humana Just Got a Massive Upgrade From Deutsche Bank: Price Target Nearly Doubles to $441
Deutsche Bank just delivered one of the most aggressive analyst upgrades of 2026 on Humana (NYSE:HUM | HUM Price Prediction), lifting the managed care giant to Buy from Hold while nearly doubling its price target to $441 from $235.
Here Are Wednesday’s Top Wall Street Analyst Research Calls: BJ’s Wholesale Club, Centene, Cigna, Crown Castle, ETSY, Franco-Nevada, Humana, Ovintiv, X-Energy, and More
Pre-Market Stock Futures: Futures are trading higher on the heels of the third straight day of stock declines, and there is growing apprehension that yields will go even higher and that inflation may as well. All of the major indices finished Tuesday lower, and with Q1 earnings all but over and the incoming economic data... Here Are Wednesday's Top Wall Street Analyst Research Calls: BJ's Wholesale Club, Centene, Cigna, Crown Castle, ETSY, Franco-Nevada, Humana, Ovintiv, X-Energy, and More
Here's Why Investors Should Stay Neutral on Humana Stock for Now
HUM's Medicare growth, CenterWell expansion and strong cash flow support gains, but rising costs and high leverage keep caution in focus.
Humana Just Ripped 48% in a Month. Is It Outperforming Other Healthcare Stocks Like UnitedHealth and Cigna?
Shares of Humana (NYSE:HUM | HUM Price Prediction) are trading near $303 at midday Monday, slightly lower on the session after a flat open.
Humana: Perhaps The 'Buy The Dip' Thesis Was Right All Along (Rating Upgrade)
Humana Inc. is upgraded to Buy as shares rebound from a >65% decline, supported by improved CMS rate decisions and activist investor involvement. Despite 2026 EPS guidance below Q1 levels, HUM targets a sustainable 3%+ Medicare Advantage margin and long-term earnings growth by 2028. Recent Q1 results exceeded revenue and adjusted EPS expectations, with a favorable medical benefit ratio and affirmed 25% MA membership growth for 2026.
Humana Investigation Continued: Kahn Swick & Foti, LLC Continues to Investigate the Officers and Directors of Humana Inc. - HUM
NEW ORLEANS--(BUSINESS WIRE)--Former Attorney General of Louisiana, Charles C. Foti, Jr., Esq., a partner at the law firm of Kahn Swick & Foti, LLC (“KSF”), announces that KSF continues its investigation into Humana Inc. (“Humana” or “the Company”) (NYSE: HUM). On January 18, 2024, the Company announced its financial results for the fourth quarter and full year 2023, disclosing that its benefits expense ratio increased to approximately 91.4% for the fourth quarter of 2023 and approximately.
Piper Sandler Just Hiked Humana Price Target to $254: Medicare Advantage Beat Powers the Bull Case
Humana (NYSE:HUM | HUM Price Prediction) stock received a price target raise to $254 from $182 from Piper Sandler, which maintained a Neutral rating.
Humana Invests More Than $1 Million to Advance Health Outcomes Across Louisiana
LOUISVILLE, Ky.--(BUSINESS WIRE)--Humana invests more than $1 million to advance health outcomes across Louisiana through grants that support statewide priorities.
Diamond Hill Small-Mid Cap Strategy Q1 2026 Portfolio Activity
We do not believe Humana's current share price reflects the company's earnings power, and as industry conditions normalize, we believe it can return to target margins over the long term. We initiated a position in Antero Resources, a natural gas exploration and production company, to gain exposure given our constructive long-term outlook for US natural gas. We exited our position in First Advantage, a leader in the background check space, to pursue other opportunities with less macro exposure and AI-disruption concerns.
Artisan Value Fund Q1 2026 Portfolio Activity
We initiated four new positions in Q1, an above-average pace of activity. We also used the increased volatility to upgrade overall portfolio quality. Our three largest new positions were Amazon.com, Universal Music Group and IQVIA Holdings. In addition to sales of Humana and PayPal, we also exited our positions in social technology leader Meta Platforms and beverages company Diageo.
Did Humana Inc. Insiders Breach their Fiduciary Duties to Shareholders?
Shareholders are encouraged to contact the firm to discuss their rights and options at no cost or obligation. We would handle any matter on a contingent fee basis, whereby you would not be responsible for out-of-pocket payment of our legal fees or expenses.
Florida Seniors Face High Rates of Poor Mental Health -- A Looming Crisis as State Braces for Aging Population Boom
LOUISVILLE, Ky.--(BUSINESS WIRE)--Florida ranks among the top three states in the nation for the largest senior population, with projections showing that one-third of its residents will be over 60 by 2050. However, a new research brief by the Humana Foundation, the philanthropic arm of Humana Inc. for the past 45 years, finds that a significant number of older Floridians are facing mental health challenges, many of which go unrecognized and unaddressed. The research brief, The State of Senior E.
Major health insurers show signs of recovery – but a key test looms
Solid first-quarter results from major insurers like UnitedHealth, Elevance, Cigna and Humana have helped lift investor sentiment, even as insurers continue to grapple with higher medical costs. But analysts caution that insurers have incomplete data on medical costs in the first quarter due to a lag in claims processing, which sets up the second quarter as the real proving ground.
UnitedHealth or Humana: Which Managed Care Stock Had the Healthiest Returns in April?
The April scoreboard is in for managed care. UnitedHealth Group (NYSE:UNH | UNH Price Prediction) stock and Humana (NYSE:HUM) stock both staged ferocious rallies, yet UnitedHealth won by roughly 56 basis points (bps).
Humana Beats Q1 Earnings Estimates on Increasing Premiums
HUM posts Q1 earnings beat as premiums surge and membership grows, but rising costs and benefit ratio pressure weigh on profit.
Humana Inc. (HUM) Q1 2026 Earnings Call Transcript
Humana Inc. (HUM) Q1 2026 Earnings Call Transcript
Humana (HUM) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
Although the revenue and EPS for Humana (HUM) give a sense of how its business performed in the quarter ended March 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Humana (HUM) Beats Q1 Earnings and Revenue Estimates
Humana (HUM) came out with quarterly earnings of $10.31 per share, beating the Zacks Consensus Estimate of $9.97 per share. This compares to earnings of $11.58 per share a year ago.
Humana Profits Eclipse $1 Billion As Medicare Costs Ease Slightly
Humana reported first quarter net income of nearly $1.2 billion as costs of care for older adults in its Medicare Advantage plans eased a bit but remained high.
Price Targets
Humana price target raised to $320 from $262 at UBS
$320.00
(was $303.68)
UBS
Humana price target raised to $335 from $290 at Mizuho
$335.00
(was $310.55)
Mizuho Securities
Humana upgraded to Buy from Hold at Deutsche Bank
$441.00
(was $310.55)
Deutsche Bank
Humana price target raised to $217 from $146 at Morgan Stanley
$217.00
(was $301.35)
Erin Wright
·
Morgan Stanley
Humana price target raised to $254 from $182 at Piper Sandler
$254.00
(was $295.35)
Piper Sandler
Humana price target raised to $260 from $230 at Raymond James
$260.00
(was $236.44)
Raymond James
Humana price target raised to $246 from $189 at RBC Capital
$246.00
(was $240.92)
Ben Hendrix
·
RBC Capital
Humana price target raised to $235 from $180 at Deutsche Bank
$235.00
(was $241.10)
Deutsche Bank
Humana price target raised to $260 from $250 at Oppenheimer
$260.00
(was $242.68)
Oppenheimer
Humana price target raised to $270 from $220 at Truist
$270.00
(was $243.12)
David MacDonald
·
Truist Financial
Humana price target raised to $269 from $252 at Guggenheim
$269.00
(was $243.12)
Guggenheim
Humana price target raised to $262 from $195 at UBS
$262.00
(was $243.12)
UBS
Humana price target raised to $180 from $176 at Barclays
$180.00
(was $243.12)
Barclays
Humana price target raised to $195 from $180 at Evercore ISI
$195.00
(was $198.39)
Evercore ISI
Humana price target lowered to $258 from $310 at Mizuho
$258.00
(was $198.39)
Mizuho Securities
Humana price target lowered to $206 from $290 at Wells Fargo
$206.00
(was $184.99)
Wells Fargo
Humana price target lowered to $200 from $285 at Truist
$200.00
(was $185.36)
Truist Financial
Humana price target lowered to $180 from $231 at Deutsche Bank
$180.00
(was $182.87)
George Hill
·
Deutsche Bank
Humana price target lowered to $195 from $285 at UBS
$195.00
(was $176.24)
UBS
Humana price target lowered to $201 from $290 at Cantor Fitzgerald
$201.00
(was $177.74)
Sarah James
·
Raymond James