Humana
About: Humana is one of the largest private health insurers in the US, and the firm has built a niche specializing in government-sponsored programs, with nearly all its medical membership stemming from Medicare, Medicaid, and the military's Tricare program. Beyond medical insurance, the company provides other healthcare services, including primary-care services, at-home services, and pharmacy benefit management.
Employees: 65,680
0
Funds holding %
of 7,312 funds
0
Analysts bullish %
of 6 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
48% more call options, than puts
Call options by funds: $2.39B | Put options by funds: $1.62B
42% more funds holding in top 10
Funds holding in top 10: 12 [Q4 2024] → 17 (+5) [Q1 2025]
37% more first-time investments, than exits
New positions opened: 140 | Existing positions closed: 102
3% more funds holding
Funds holding: 861 [Q4 2024] → 883 (+22) [Q1 2025]
5% more repeat investments, than reductions
Existing positions increased: 318 | Existing positions reduced: 304
0% less capital invested
Capital invested by funds: $29.8B [Q4 2024] → $29.7B (-$133M) [Q1 2025]
3.37% less ownership
Funds ownership: 96.29% [Q4 2024] → 92.92% (-3.37%) [Q1 2025]
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$260
13%
upside
Avg. target
$285
23%
upside
High target
$310
34%
upside
6 analyst ratings
1 positive
17%
5 neutral
83%
0 negative
0%
B of A Securities Kevin Fischbeck | 13%upside $260 | Neutral Maintained | 17 Jun 2025 |
Truist Securities David Macdonald | 21%upside $280 | Hold Maintained | 17 Jun 2025 |
Barclays Andrew Mok | 16%upside $268 | Equal-Weight Maintained | 12 Jun 2025 |
Cantor Fitzgerald Sarah James | 26%upside $290 | Neutral Reiterated | 1 May 2025 |
Oppenheimer Michael Wiederhorn | 34%upside $310 | Outperform Maintained | 1 May 2025 |
Financial journalist opinion
Based on 15 articles about HUM published over the past 30 days
Neutral
Business Wire
2 days ago
Humana Inc. to Release Second Quarter 2025 Results on July 30, 2025
LOUISVILLE, Ky.--(BUSINESS WIRE)--Humana will release its 2Q25 financial results, as well as prepared management remarks (in PDF format), at 6:00 a.m. Eastern time on July 30, 2025. The company will host a live question-and-answer session at 8:00 a.m. Eastern time that morning to discuss its financial results for the quarter and earnings guidance for 2025. A webcast of the 2Q25 earnings call may be accessed via Humana's Investor Relations page at https://humana.gcs-web.com/. If you anticipate a.
Neutral
Business Wire
3 days ago
Humana Foundation Responds to Central Texas Flood Tragedy with $500,000 in Recovery Support
LOUISVILLE, Ky.--(BUSINESS WIRE)--The Humana Foundation, philanthropic arm of Humana Inc. (NYSE: HUM), announced today a $500,000 donation to aid recovery efforts in Central Texas following the tragic flooding that struck over the July 4 holiday weekend. The Humana Foundation is coordinating efforts with its partner in the region, Reach Resilience, and is matching their donation of $500,000. The catastrophic flooding has claimed the lives of at least 109 individuals, including 28 children. Amon.
Neutral
Seeking Alpha
3 days ago
Stock Picks From Seeking Alpha's June 2025 New Analysts
June saw a record number of 48 new Seeking Alpha analysts, each bringing fresh stock ideas and unique backgrounds to the platform. Analysts provided ratings from Sell to Buy, with detailed justifications based on market trends, company fundamentals, and sector-specific challenges. Key investment theses include bullish views on Alphabet, TSM, AppLovin, and Rolls-Royce, a bearish call Samsara, and a neutral stance on SoundHound AI.
Neutral
PRNewsWire
1 week ago
The Villages Health ("TVH") Announces Strategic Restructuring and Agreement to be Acquired by CenterWell
ORLANDO, Fla. , July 3, 2025 /PRNewswire/ -- The Villages Health ("TVH"), the trusted healthcare system for The Villages retirement community in Florida, today announced that it is proceeding with a strategic restructuring to preserve the business's day-to-day operations and further enhance patient care.
Positive
Zacks Investment Research
1 week ago
Humana Expands Medicaid Footprint With Virginia's Cardinal Care Win
Cardinal Care taps HUM to offer its Healthy Horizons Medicaid plan, unlocking new growth in Virginia's healthcare market.
Neutral
Business Wire
1 week ago
Humana Launches Medicaid Plan in Virginia
LOUISVILLE, Ky.--(BUSINESS WIRE)--Humana launches Medicaid plan in Virginia.
Positive
Zacks Investment Research
1 week ago
Is Humana (HUM) a Great Value Stock Right Now?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Positive
Zacks Investment Research
2 weeks ago
4 HMO Stocks Set to Thrive From Steady Premium Flows, M&A Strategy
Rising premiums, ongoing technological innovation and the growing demand for Medicare plans are anticipated to propel the performance of the Zacks Medical-HMO industry players. CI, HUM, CNC and MOH are poised to benefit from favorable industry prospects.
Neutral
Business Wire
2 weeks ago
National Mall of Pickleball Returns for Third Year with Expanded Footprint and New, Central Location
WASHINGTON--(BUSINESS WIRE)--National Mall of Pickleball Returns for Third Year with Expanded Footprint and New, Central Location.
Positive
Seeking Alpha
2 weeks ago
Humana: Margin Over Volume Signals A Buy
I maintain a Buy rating on Humana due to robust revenue growth and expanding margins, driven by strong demand in core markets. Management's guidance for the next quarter remains optimistic, supported by new product launches and recent customer wins. Valuation remains attractive relative to peers, with the stock trading at a discount despite superior earnings momentum and free cash flow generation.
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