HUM

Analyst Sentiment

Analysts are neutral — opinion is divided on direction.

Consensus Rating
Hold
25 analysts·High coverage
36%
Rating Distribution
Strong Buy
00%
Buy
936%
Hold
1456%
Sell
28%
Strong Sell
00%

Analyst ratings reflect Wall Street opinion, not guarantees. Historical accuracy varies by firm and sector.

Price Target Expectations

Analysts see modest upside — consensus target 13% higher.

Bear Case
$146.00
-27%
Consensus
$225.93
+13%
Bull Case
$344.00
+71%
Price Range25 analysts
Low
Consensus
High
$146.00
$344.00
Current Target
Current Price
$200.76
Upside to Target
$25.17

Price targets are 12-month forecasts. Actual results depend on earnings, market conditions, and sector trends.

Earnings & Revenue Estimates

Forward Growth Estimates (YoY)
FY2027
Rev+6.26%
EPS+66.53%
FY2028
Rev+6.58%
EPS+75.90%
FY2029
Rev+5.30%
EPS+46.56%

Earnings Surprises

Recent Analyst Actions

Apr 8, 2026Evercore ISI
Humana price target raised to $195 from $180 at Evercore ISI
Target:$195.00
-1.7%from $198.39
Apr 8, 2026Mizuho Securities
Humana price target lowered to $258 from $310 at Mizuho
Target:$258.00
+30.0%from $198.39
Feb 18, 2026Wells Fargo
Humana price target lowered to $206 from $290 at Wells Fargo
Target:$206.00
+11.4%from $184.99
Feb 17, 2026Truist Financial
Humana price target lowered to $200 from $285 at Truist
Target:$200.00
+7.9%from $185.36
Feb 13, 2026Deutsche Bank
Humana price target lowered to $180 from $231 at Deutsche Bank
Target:$180.00
-1.6%from $182.87
Feb 12, 2026UBS
Humana price target lowered to $195 from $285 at UBS
Target:$195.00
+10.6%from $176.24
Feb 12, 2026Raymond James
Humana price target lowered to $201 from $290 at Cantor Fitzgerald
Target:$201.00
+13.1%from $177.74
Feb 12, 2026Oppenheimer
Humana price target lowered to $250 from $310 at Oppenheimer
Target:$250.00
+43.8%from $173.81
Feb 12, 2026Morgan Stanley
Humana price target lowered to $146 from $174 at Morgan Stanley
Target:$146.00
-16.8%from $175.40
Feb 12, 2026Guggenheim
Humana price target lowered to $252 from $312 at Guggenheim
Target:$252.00
+43.7%from $175.40
Feb 12, 2026RBC Capital
RBC downgrades Humana on Medicare Advantage cost pressure
Target:$189.00
+7.8%from $175.40
Feb 2, 2026Morgan Stanley
Humana downgraded to Underweight from Equal Weight at Morgan Stanley
Target:$174.00
-10.9%from $195.20
Jan 7, 2026Wells Fargo
Humana downgraded to Equal Weight from Overweight at Wells Fargo
Target:$290.00
+3.6%from $279.84
Jan 6, 2026Bernstein
Humana price target raised to $344 from $341 at Bernstein
Target:$344.00
+22.4%from $281.03
Dec 18, 2025Morgan Stanley
Humana price target lowered to $262 from $277 at Morgan Stanley
Target:$262.00
+0.7%from $260.28
Dec 5, 2025Jefferies
Humana upgraded to Buy from Hold at Jefferies
Target:$313.00
+23.7%from $253.02
Nov 25, 2025Barclays
Humana price target lowered to $234 from $245 at Barclays
Target:$234.00
+2.1%from $229.20
Nov 10, 2025Truist Financial
Humana price target lowered to $285 from $300 at Truist
Target:$285.00
+17.4%from $242.75
Oct 14, 2025Truist Financial
Humana price target raised to $300 from $280 at Truist
Target:$300.00
+12.4%from $266.92
Oct 14, 2025Goldman Sachs
Humana initiated with a Sell at Goldman Sachs
Target:$235.00
-13.3%from $271.00
Oct 9, 2025Mizuho Securities
Humana price target raised to $345 from $300 at Mizuho
Target:$345.00
+15.8%from $298.04
Oct 7, 2025Wells Fargo
Humana price target raised to $347 from $344 at Wells Fargo
Target:$347.00
+17.5%from $295.20
Oct 3, 2025Mizuho Securities
Humana updates outside of star ratings positive, says Mizuho
Target:$300.00
+16.9%from $256.62
Oct 3, 2025Barclays
Humana price target lowered to $245 from $315 at Barclays
Target:$245.00
-4.5%from $256.62
Sep 4, 2025Barclays
Humana price target raised to $315 from $275 at Barclays
Target:$315.00
+1.0%from $312.00