FINWIRES · TerminalLIVE
FINWIRES

$HUM

23 stories mentioning HUM

Every FINWIRES story that references HUM, newest first.

Wire

UnitedHealth, CVS, Cigna Seen Benefiting From Utilization Trends, AI Upside, Morgan Stanley Says

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%

$CI$CNC$CVS$ELV$HUM$MOH$UNH
Sectors

Sector Update: Healthcare Stocks Fall in Afternoon Trading

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.

$EWTX$GRAL$HUM$JSPR
Sectors

Sector Update: Healthcare Stocks Decline Premarket Monday

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.

$BHVN$GRAL$HUM$IBB$XLV
Sectors

Sector Update: Health Care

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.

$HUM
Research

Deutsche Bank Upgrades Humana to Buy From Hold, Adjusts PT to $441 From $235

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://www..com/contact-us)

$HUM
Research

Research Alert: CFRA Maintains Hold Rating On Shares Of Humana Inc.

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.

$HUM
Wire

TD Cowen Adjusts Price Target on Humana to $211 From $173

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://www..com/contact-us)Price: $236.41, Change: $-0.03, Percent Change: -0.01%

$HUM
Wire

Raymond James Adjusts Price Target on Humana to $260 From $230

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://www..com/contact-us)Price: $236.03, Change: $-0.41, Percent Change: -0.18%

$HUM
Wire

JPMorgan Adjusts Price Target on Humana to $214 From $180

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://www..com/contact-us)Price: $236.29, Change: $-0.16, Percent Change: -0.07%

$HUM
Wire

Leerink Partners Adjusts Humana's PT to $255 From $185, Keeps Market Perform Rating

Humana (HUM) has an average rating of hold and mean price target of $230.96, 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://www..com/contact-us)Price: $238.21, Change: $-4.91, Percent Change: -2.02%

$HUM
Wire

Goldman Sachs Adjusts Humana's PT to $195 From $158, Keeps Sell Rating

Humana (HUM) has an average rating of hold and mean price target of $230.96, 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://www..com/contact-us)Price: $238.01, Change: $-5.11, Percent Change: -2.10%

$HUM
Wire

Oppenheimer Adjusts Price Target on Humana to $260 From $250, Maintains Outperform Rating

Humana (HUM) has an average rating of hold and mean price target of $228.67, 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://www..com/contact-us)Price: $241.48, Change: $-1.64, Percent Change: -0.67%

$HUM
Wire

UBS Adjusts Humana Price Target to $262 From $195, Maintains Neutral Rating

Humana (HUM) has an average rating of hold and mean price target of $228.67, according to analysts polled by FactSet.Price: $240.49, Change: $-2.63, Percent Change: -1.08%

$HUM
Wire

Mizuho Adjusts Price Target on Humana to $290 From $258

Humana (HUM) has an average rating of hold and mean price target of $228.67, 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://www..com/contact-us)Price: $242.12, Change: $-1.00, Percent Change: -0.41%

$HUM
Wire

Jefferies Adjusts Price Target on Humana to $290 From $235

Humana (HUM) has an average rating of hold and mean price target of $228.67, 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://www..com/contact-us)Price: $242.12, Change: $-1.00, Percent Change: -0.41%

$HUM
Wire

Cantor Fitzgerald Adjusts Price Target on Humana to $264 From $201

Humana (HUM) has an average rating of hold and mean price target of $228.67, 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://www..com/contact-us)Price: $243.87, Change: $+0.36, Percent Change: +0.15%

$HUM
Wire

Barclays Adjusts Price Target on Humana to $180 From $176

Humana (HUM) has an average rating of hold and mean price target of $228.67, 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://www..com/contact-us)Price: $243.87, Change: $+0.36, Percent Change: +0.15%

$HUM
Wire

Evercore ISI Adjusts Price Target on Humana to $250 From $195

Humana (HUM) has an average rating of hold and mean price target of $228.67, 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://www..com/contact-us)Price: $243.42, Change: $-0.09, Percent Change: -0.04%

$HUM
Wire

Truist Raises Price Target on Humana to $270 From $220, Keeps Hold Rating

Humana (HUM) has an average rating of hold and mean price target of $228.67 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://www..com/contact-us)Price: $242.80, Change: $-0.32, Percent Change: -0.13%

$HUM
Wire

Guggenheim Adjusts Price Target on Humana to $269 From $252

Humana (HUM) has an average rating of hold and mean price target of $228.67, 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://www..com/contact-us)Price: $243.06, Change: $-0.45, Percent Change: -0.19%

$HUM

Showing 1-20 of 23