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 7,323 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]
38% more first-time investments, than exits
New positions opened: 141 | Existing positions closed: 102
3% more funds holding
Funds holding: 861 [Q4 2024] → 884 (+23) [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 (-$119M) [Q1 2025]
3.33% less ownership
Funds ownership: 96.29% [Q4 2024] → 92.96% (-3.33%) [Q1 2025]
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$260
12%
upside
Avg. target
$281
21%
upside
High target
$310
33%
upside
6 analyst ratings
1 positive
17%
5 neutral
83%
0 negative
0%
Baird Michael Ha | 28%upside $297 | Neutral Maintained | 25 Jul 2025 |
Truist Securities David Macdonald | 12%upside $260 | Hold Maintained | 16 Jul 2025 |
B of A Securities Kevin Fischbeck | 12%upside $260 | Neutral Maintained | 17 Jun 2025 |
Barclays Andrew Mok | 15%upside $268 | Equal-Weight Maintained | 12 Jun 2025 |
Cantor Fitzgerald Sarah James | 25%upside $290 | Neutral Reiterated | 1 May 2025 |
Financial journalist opinion
Based on 23 articles about HUM published over the past 30 days
Neutral
Business Wire
2 hours ago
Humana Reports Second Quarter 2025 Financial Results; Raises Full Year 2025 Adjusted EPS and Revenue Guidance
LOUISVILLE, Ky.--(BUSINESS WIRE)--Humana Inc. (NYSE: HUM) today reported consolidated pretax results and diluted earnings per share (EPS) for the quarter ended June 30, 2025 (2Q25) versus the quarter ended June 30, 2024 (2Q24) and for the six months ended June 30, 2025 (YTD 2025) versus the six months ended June 30, 2024 (YTD 2024) as noted in the tables below. Consolidated income before income taxes and equity in net losses 2Q25 (a) 2Q24 (a) YTD 2025 (a) YTD 2024 (a) Generally Accepted Accou.
Positive
Zacks Investment Research
1 day ago
Curious about Humana (HUM) Q2 Performance? Explore Wall Street Estimates for Key Metrics
Besides Wall Street's top-and-bottom-line estimates for Humana (HUM), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended June 2025.
Positive
CNBC Television
1 day ago
Evercore ISI's Umer Raffat on finding value in the beaten-down health care sector
Umer Raffat, Evercore ISI senior analyst, joins 'The Exchange' to discuss if there's a turnaround coming for the health care sector.
Positive
Zacks Investment Research
1 day ago
Can Humana Beat Q2 Earnings Estimates on Insurance Unit Strength?
HUM's second-quarter earnings are likely to have witnessed strength in insurance premiums and Medicare, partly offset by rising costs and membership declines.
Negative
Benzinga
5 days ago
Centene, Cigna, Others Drop As Molina's Results Rattle Sector
Molina Healthcare Inc. MOH missed Wall Street expectations in its second-quarter earnings report Wednesday, triggering a selloff across the healthcare insurance sector.
Positive
Zacks Investment Research
6 days ago
Humana (HUM) Expected to Beat Earnings Estimates: Can the Stock Move Higher?
Humana (HUM) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Positive
Benzinga
1 week ago
Humana Moves To Cut Prior Authorization Delays, Streamline Care Approvals
Humana Inc. NYSE: HUM) on Tuesday announced accelerated efforts to approve care requests as quickly as possible and reduce the administrative burden for physicians associated with prior authorization.
Positive
Reuters
1 week ago
Humana to reduce prior authorization requirements
Humana said on Tuesday it would eliminate about one-third of prior authorizations for outpatient services by January 1, 2026.
Neutral
Business Wire
1 week ago
Humana Accelerates Efforts to Eliminate Prior Authorization Requirements to Ensure a Faster, More Seamless Process
LOUISVILLE, Ky.--(BUSINESS WIRE)--Humana Inc., a leading health and well-being company, today announced accelerated efforts to approve care requests as quickly as possible and reduce the administrative burden for physicians associated with prior authorization. These actions will reduce the number of prior authorization requirements and make the process faster and more seamless, while preserving the system of checks and balances that protects patient safety by ensuring the most high-cost, high-r.
Negative
Reuters
1 week ago
Humana renews challenge to downgrade of US Medicare 'star' ratings
Humana on Monday filed a new lawsuit over the U.S. government's reduction in the health insurer's star ratings for government-backed Medicare plans, after an earlier challenge was dismissed on technical grounds.
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