36 stories mentioning HUMUpdated 8h ago
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Humana (HUM) has an average rating of hold and mean price target of $384.50, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://finwires.com/en/contact)
Humana (HUM) has an average rating of hold and mean price target of $384.50, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://finwires.com/en/contact)
Humana (HUM) has an average rating of hold and mean price target of $384.50, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://finwires.com/en/contact)
Humana (HUM) has an average rating of hold and mean price target of $350.54, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://finwires.com/en/contact)Price: $363.31, Change: $-25.40, Percent Change: -6.53%
Humana (HUM) has an average rating of hold and mean price target of $350.54, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://finwires.com/en/contact)Price: $365.15, Change: $-23.56, Percent Change: -6.06%
Healthcare stocks were higher premarket Wednesday, with the State Street Health Care Select Sector SPDR ETF (XLV) gaining by 0.3% and the iShares Biotechnology ETF (IBB) advancing 0.5%.Humana (HUM) stock was down more than 2% premarket after the company cut its 2026 GAAP earnings guidance.GE Healthcare Technologies (GEHC) shares were 9% higher after the company reported higher Q2 adjusted earnings and revenue.Fortrea (FTRE) gained more than 3% after the company reported higher-than-expected Q2 adjusted earnings and revenue.
Healthcare stocks were higher premarket Wednesday, with the State Street Health Care Select Sector SPDR ETF (XLV) gaining by 0.3% and the iShares Biotechnology ETF (IBB) advancing 0.5%.Humana (HUM) stock was down nearly 1% premarket after the company cut its 2026 GAAP earnings guidance.
The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was down 0.1%, and the actively traded Invesco QQQ Trust (QQQ) retreated 0.1% in Wednesday's premarket activity, ahead of the Federal Reserve's interest rate announcement.US stock futures were mixed, with S&P 500 Index futures up 0.2%, Dow Jones Industrial Average futures slipping 0.2%, and Nasdaq futures gaining 0.2% before the start of regular trading.Mortgage applications fell by 6.4% in the week ended July 24, with both refinancing activity and new home applications pushed lower by an increase in 30-year fixed mortgage rates, data released by the Mortgage Bankers Association showed Wednesday.The weekly petroleum stocks data will be released at 10:30 am ET.The Federal Reserve's monetary policy committee will announce its latest decision on interest rates at 2 pm ET, followed by a press conference from Fed Chair Kevin Warsh at 2:30 pm ET.In premarket action, bitcoin was up by 1%. Among cryptocurrency ETFs, the cryptocurrency fund ProShares Bitcoin Strategy ETF (BITO) was 1% higher, Ether ETF (EETH) retreated 0.4%, and Bitcoin & Ether Market Cap Weight ETF (BETH) was 2.2% lower.Power Play:IndustrialThe State Street Industrial Select Sector SPDR ETF (XLI) retreated 0.6%, while the Vanguard Industrials Index Fund (VIS) was flat and the iShares US Industrials ETF (IYJ) was inactive.Vertiv Holdings (VRT) stock was down more than 12% before the opening bell after the company reported higher Q2 adjusted earnings and revenue.Winners and Losers:Health CareThe State Street Health Care Select Sector SPDR ETF (XLV) advanced 0.4%, the Vanguard Health Care Index Fund (VHT) was flat, while the iShares US Healthcare ETF (IYH) slipped 0.9%. The iShares Biotechnology ETF (IBB) was 0.3% lower.Humana (HUM) stock was down more than 8% premarket after the company cut its 2026 GAAP earnings guidance.EnergyThe iShares US Energy ETF (IYE) was up 1.2%, while the State Street Energy Select Sector SPDR ETF (XLE) was up by 2.3%.Eni (E) stock was up more than 5% before the market open after the company reported higher Q2 net profit and sales.TechnologyThe State Street Technology Select Sector SPDR ETF (XLK) retreated 0.2%, the iShares US Technology ETF (IYW) was 0.2% higher, and the iShares Expanded Tech Sector ETF (IGM) was up 1.3%. Among semiconductor ETFs, the State Street SPDR S&P Semiconductor ETF (XSD) was 0.9% lower, while the iShares Semiconductor ETF (SOXX) declined by 0.9%.United Microelectronics (UMC) shares were down more than 3% in premarket activity after falling 9% at the prior close. The company reported higher Q2 earnings and operating revenue and announced a phased expansion plan to boost semiconductor manufacturing capacity in Singapore and Taiwan.ConsumerThe State Street Consumer Staples Select Sector SPDR ETF (XLP) was down 0.3%, the Vanguard Consumer Staples Index Fund ETF Shares (VDC) was up 0.035, and the iShares US Consumer Staples ETF (IYK) was 0.1% lower. The State Street Consumer Discretionary Select Sector SPDR ETF (XLY) gained 0.6%. The VanEck Retail ETF (RTH) was inactive, while the State Street SPDR S&P Retail ETF (XRT) retreated marginally by 0.02%.Unilever (UL) shares were down more than 2% pre-bell following a nearly 9% rise at the previous close. Reuters reported that the company agreed to protect the employment terms and conditions of workers in its European and UK food business for two years after its planned 2027 merger with McCormick (MKC). McCormick stock was 0.5% higher.FinancialThe State Street Financial Select Sector SPDR ETF (XLF) lost 0.02%. Direxion Daily Financial Bull 3X Shares (FAS) was up 0.2%, while its bearish counterpart, Direxion Daily Financial Bear 3X Shares (FAZ), was 0.1% higher.UBS Group (UBS) shares traded up 1% in early-hours activity after the company reported higher Q2 earnings and revenue.CommoditiesFront-month US West Texas Intermediate crude oil advanced by 4.8% to $83.05 per barrel on the New York Mercantile Exchange. Natural gas was down by 1.2% to $2.63 per 1 million British Thermal Units. The United States Oil Fund (USO) was up 6.8%, while the United States Natural Gas Fund (UNG) was 0.2% lower.Gold futures for November retreated 0.2% to $4,090.00 an ounce on the Comex. Silver futures were up 0.6% to $57.85 an ounce. SPDR Gold Shares (GLD) decreased 0.3%, and the iShares Silver Trust (SLV) was 0.3% lower.
The main US stock measures were mostly trending higher in Wednesday's premarket activity as traders await a major policy decision by the Federal Reserve and the latest quarterly results of two of the largest technology companies.The S&P 500 rose 0.2% and the Dow Jones Industrial Average edged up 0.1% before the opening bell, while the Nasdaq declined 0.1%. The S&P 500 and the Dow finished Tuesday trading in the green, with the latter recording its third consecutive day of gains, while the Nasdaq closed lower for the fifth straight session.The Fed's monetary policy committee will announce its latest decision on interest rates at 2 pm ET. The probability of the central bank leaving its benchmark lending rate unchanged stood at about 66% on Wednesday, with the remaining odds in favor of a quarter-percentage-point increase, according to the CME FedWatch tool.Fed Chair Kevin Warsh is expected to hold a press conference at 2:30 pm."The doves are optimistic that inflation could cool further into year-end as the impact of tariffs rolls off and energy prices stabilize," Stifel said in a report Tuesday. "The recent rise in tensions overseas, however, coupled with (artificial intelligence)-sector price pressures suggest further upside inflationary risks remain, shifting the pendulum back into the hawk's camp."Treasury yields were up in premarket action, with the two-year rate increasing 2.9 basis points to 4.31% and the 10-year rate adding 1.6 basis points to 4.62%.Iran's Islamic Revolutionary Guard Corps launched multiple ballistic missiles in "an attempted surprise attack" on US forces based in the Middle East, the US Central Command said in a Tuesday post on the X platform. "All Iranian missiles were successfully intercepted," according to CENTCOM.In a separate statement, CENTCOM said it launched joint strikes with the Saudi Arabian armed forces against "Iran-aligned terrorists" in Iraq on Tuesday.West Texas Intermediate crude oil inclined 3.7% to $82.03 a barrel before the open, while Brent advanced 3.7% to $87.16.Microsoft (MSFT) and Meta Platforms (META) are scheduled to release their latest financial results after the markets close, along with Arm Holdings (ARM), Qualcomm (QCOM) and Starbucks (SBUX).Procter & Gamble (PG), Amphenol (APH), General Dynamics (GD), Johnson Controls (JCI), Boston Scientific (BSX), Humana (HUM) and GE HealthCare Technologies (GEHC) post their earnings before the bell, among others.Shares of Visa (V) decreased 0.8% pre-bell after the payments company reported its fiscal third-quarter results. Ford Motor (F) gained 4.3% as the automaker lifted its full-year core profit outlook. Lucid Group (LCID) was down 0.8% following a 21% jump at the close of Tuesday as Saudi Prince Alwaleed Bin Talal Al Saud disclosed a 5% stake in the company.Wednesday's economic calendar also has the weekly mortgage applications bulletin at 7 am, followed by the EIA domestic petroleum inventories report at 10:30 am.Gold slipped 0.2% to $4,032 per troy ounce, while bitcoin rose 1.4% to $64,588.
Healthcare stocks were higher late Monday afternoon, with the NYSE Healthcare Index rising 0.2% and the State Street Health Care Select Sector SPDR ETF (XLV) adding 0.5%.The iShares Biotechnology ETF (IBB) fell 1.4%.In corporate news, Conmed (CNMD) shares jumped 9% after Bloomberg Law reported that the company is exploring options including a potential sale amid takeover interest from private equity firms.A federal appeals court on Monday vacated a district court's earlier dismissal of plaintiff claims that they were not warned that prenatal ingestion of Kenvue's (KVUE) Tylenol and its generic equivalents could cause autism spectrum disorder and attention-deficit/hyperactivity disorder. Kenvue shares were down 1.5%.Humana (HUM) shares gained 4.1% after Wells Fargo upgraded the company's stock to overweight from equal-weight and increased the price target to $502 From $227.Hemab Therapeutics' (COAG) HMB-002 is particularly well suited for Type 1 von Willebrand disease patients despite encouraging early data from Incyte's (INCY) latarcibart, Wedbush Securities said in a note. Hemab shares rose 3.3%, and Incyte was down 1.5%.
Humana (HUM) shares were up 4% in afternoon trading on Monday after Wells Fargo upgraded the company's stock to overweight from equal-weight and increased the price target to $502 From $227.Trading volume stood at over 549,000 shares against a daily average of about 1.6 million.Price: $407.81, Change: $+15.59, Percent Change: +3.97%
Humana (HUM) has an average rating of hold and mean price target of $315.42, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://finwires.com/en/contact)
UnitedHealth Group (UNH) is likely to report second-quarter earnings above Wall Street's consensus, supported by favorable utilization trends, as managed care organizations prepare to file their financials, Morgan Stanley said in a client note emailed Tuesday.The brokerage estimates the health insurance giant to post adjusted earnings of $4.95 per share for the second quarter, compared with the consensus view of $4.85.UnitedHealth's utilization trends are seemingly favorable, which bodes well for managed care organizations heading into second-quarter earnings, Morgan Stanley said. UnitedHealth is executing well, including across its Optum Health business."We expect (UnitedHealth) will set a positive tone when it kicks off reports on July 16," the brokerage said in the note.Humana (HUM) recently affirmed its guidance, while Ardent Health's (ARDT) first-quarter core profitability jumped year-on-year despite softer seasonal volume. All that points "to a more manageable utilization environment," according to Morgan Stanley.The brokerage said artificial intelligence is an "underappreciated" earnings driver for UnitedHealth, which is investing $1.5 billion in AI to save about $1 billion in operating costs in 2026.Morgan Stanley views UnitedHealth as an "AI enabler," with Optum Insight evolving into an AI-enabled healthcare platform. The brokerage estimates AI could drive about 20% EPS upside, excluding new high-margin insight revenue streams.For 2026, Morgan Stanley projects UnitedHealth to report adjusted EPS of $18.27, while the Street is currently looking for $18.39.Morgan Stanley expects 2027 EPS of $20.96 versus the market's view for $20.94. The brokerage sees an upside of 22% to these estimates if the health insurer achieves its margin recovery strategy and moves closer to target profitability levels.Morgan Stanley raised its price target on UnitedHealth to $468 from $453, while maintaining an overweight rating on the company's stock.
UnitedHealth (UNH), CVS Health (CVS) and Cigna (CI) are among the managed-care companies that could benefit from improving utilization trends and potential artificial intelligence-driven efficiency gains across the healthcare system, Morgan Stanley said in a note Thursday.The firm said early signs of softer utilization have supported recent gains in managed-care stocks. The group has delivered a series of medical-loss-ratio beats in Q1 and some companies raising guidance. However, it noted that investors are still awaiting clearer confirmation of underlying trends and utilization signals remaining mixed ahead of Q2 results.AI adoption is increasingly embedded across managed-care operations, including prior authorization, call centers, provider portals, care management, pharmacy utilization and payment integrity.Morgan Stanley said UnitedHealth stands out as a leading "AI enabler," particularly through Optum Insight initiatives, which support both efficiency gains and potential revenue upside.The firm's scenario analysis assumes 0.5% to 2.0% AI-driven insurance margin expansion, which could translate into an illustrative 18% to 71% EPS upside across managed-care companies. It added that administrative workflows, particularly prior authorization, remain key areas of automation potential.Morgan Stanley boosted its price targets on UnitedHealth, CVS Health, Elevance Health (ELV), Centene (CNC), Molina Healthcare (MOH), and Humana (HUM).Price: $399.90, Change: $+22.90, Percent Change: +6.07%
Healthcare stocks declined Monday afternoon, with the NYSE Healthcare Index falling 1.6% and the State Street Health Care Select Sector SPDR ETF (XLV) dropping 1.4%.The iShares Biotechnology ETF (IBB) shed 1.6%.In corporate news, GRAIL's (GRAL) stock dropped 14% after the company said the NHS-Galleri trial of its Galleri multi-cancer early detection test missed its primary endpoint.Jasper Therapeutics (JSPR) shares dropped 17% after it said Monday that its board has launched a review of strategic alternatives, including a potential sale of assets, licensing deals, collaborations, merger, business combination, sale of the company or an orderly wind-down of operations.Edgewise Therapeutics (EWTX) has agreed to sell its muscular dystrophy business to Servier for up to $2.65 billion, Servier said Monday. Edgewise shares jumped 13%.Humana (HUM) shares climbed 6.1% after the company said it plans to reaffirm its full-year adjusted earnings guidance of at least $9 per share during upcoming meetings.
Healthcare stocks were declining premarket Monday, with the State Street Health Care Select Sector SPDR ETF (XLV) down 0.6% and the iShares Biotechnology ETF (IBB) 0.1% lower.Humana (HUM) shares were up more than 4% after the company said it plans to reaffirm its full-year adjusted earnings guidance of at least $9 per share during upcoming meetings.GRAIL's (GRAL) stock was down more than 17% after the company said the NHS-Galleri trial of its Galleri multi-cancer early detection test missed its primary endpoint.Biohaven (BHVN) shares were up more than 1% after the company said it has initiated first-in-human dosing of BHV-8100, an experimental oral, brain-penetrant PKM2 modulator being developed for neurological, retinal and inflammatory diseases.
Healthcare stocks were declining premarket Monday, with the State Street Health Care Select Sector SPDR ETF (XLV) down 0.2% and the iShares Biotechnology ETF (IBB) marginally lower.Humana (HUM) shares were up more than 4% after the company said it plans to reaffirm its full-year adjusted earnings guidance of at least $9 per share during upcoming meetings.
Humana (HUM) has an average rating of Hold and mean price target of $256.92, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://finwires.com/en/contact)
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We raise our 12-month price target to $330 from $256, 21.5x our 2027 EPS estimate, a premium to HUM's five- and 10-year historical forward averages of 16.7x and 17.1x, respectively. We lift our 2026 EPS estimate by $0.12 to $8.83 and our 2027 EPS view by $0.30 to $15.34. We recently upgraded our 12-month fundamental outlook for the managed health care sub-industry to neutral from negative, with HUM and peers taking steps to improve profitability via increased medical premiums, strategic portfolio shifts/exits, and heightened focus on cost control within an elevated medical cost landscape. We anticipate that these actions may improve margins and profitability looking ahead to 2027-2028 and think valuations could gradually improve. However, we see 2026 as a challenging year, as guidance reflects significant earnings pressure from Star ratings headwinds, with adjusted EPS guidance of "at least $9.00," down almost 50% from $17.14 in 2025.
Humana (HUM) has an average rating of hold and mean price target of $237.29, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://finwires.com/en/contact)Price: $236.41, Change: $-0.03, Percent Change: -0.01%
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