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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.
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.Price: $236.41, Change: $-0.03, Percent Change: -0.01%
Humana (HUM) has an average rating of hold and mean price target of $237.29, according to analysts polled by FactSet.Price: $236.03, Change: $-0.41, Percent Change: -0.18%
Humana (HUM) has an average rating of hold and mean price target of $237.29, according to analysts polled by FactSet.Price: $236.29, Change: $-0.16, Percent Change: -0.07%
Humana (HUM) has an average rating of hold and mean price target of $230.96, according to analysts polled by FactSet.Price: $238.21, Change: $-4.91, Percent Change: -2.02%
Humana (HUM) has an average rating of hold and mean price target of $230.96, according to analysts polled by FactSet.Price: $238.01, Change: $-5.11, Percent Change: -2.10%
Humana (HUM) has an average rating of hold and mean price target of $228.67, according to analysts polled by FactSet.Price: $241.48, Change: $-1.64, Percent Change: -0.67%
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%
Humana (HUM) has an average rating of hold and mean price target of $228.67, according to analysts polled by FactSet.Price: $242.12, Change: $-1.00, Percent Change: -0.41%
Humana (HUM) has an average rating of hold and mean price target of $228.67, according to analysts polled by FactSet.Price: $242.12, Change: $-1.00, Percent Change: -0.41%
Humana (HUM) has an average rating of hold and mean price target of $228.67, according to analysts polled by FactSet.Price: $243.87, Change: $+0.36, Percent Change: +0.15%
Humana (HUM) has an average rating of hold and mean price target of $228.67, according to analysts polled by FactSet.Price: $243.87, Change: $+0.36, Percent Change: +0.15%
Humana (HUM) has an average rating of hold and mean price target of $228.67, according to analysts polled by FactSet.Price: $243.42, Change: $-0.09, Percent Change: -0.04%
Humana (HUM) has an average rating of hold and mean price target of $228.67 according to analysts polled by FactSet.Price: $242.80, Change: $-0.32, Percent Change: -0.13%
Humana (HUM) has an average rating of hold and mean price target of $228.67, according to analysts polled by FactSet.Price: $243.06, Change: $-0.45, Percent Change: -0.19%
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 target to $256 from $215, a 17x multiple of our 2027 EPS estimate, near HUM's 16.7x five-year historical forward average multiple. We think HUM is in the midst of a multiyear turnaround to improve profitability, with significant earnings growth expected looking out to 2027-2028. However, we see 2026 as a challenging period, characterized by industry-wide cost pressures and elevated levels of medical utilization. We lower our 2026 EPS estimate by $0.34 to $8.71 and our 2027 EPS estimate by $0.03 to $15.04. We think HUM improved investor confidence in the turnaround plan by maintaining its 2026 financial outlook and goal of 3% Medicare Advantage margin by 2028, though we note significant Medicare Stars Quality ratings updates (a more detailed outlook anticipated in Q2 earnings reports), as well as 2028 Bonus Year Stars ratings (expected in October), which add some uncertainty to near-term expectations.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:HUM delivered Q1 2026 results that beat consensus with adjusted EPS of $10.31 vs. $10.20 estimate, though down 11% Y/Y, while revenue of $39.6B vs. $39.4B consensus grew 23.5% Y/Y. The Insurance segment benefit ratio of 89.4% deteriorated 200 bps Y/Y, impacted by FY 2026 Star Ratings downgrades and ~25% MA membership growth following a successful annual election period. New MA members generally carry higher benefit ratios relative to more established insured populations, in our view. We view the report as a solid step towards more stable footing as HUM continues its long-term recovery efforts. HUM affirmed full-year 2026 adjusted EPS guidance of at least $9.00, representing a near 50% annual decline as the company executes its multiyear transformation program targeting significant earnings recovery by 2028. We note shares are up ~40% since their March lows, consistent with significant gains among health insurers.
Humana (HUM) is partnering with Tuesday Health to expand access to palliative care for eligible members in Texas under a new program, the latter said Tuesday.The program, set to launch on June 1, will provide clinical guidance, symptom management and caregiver assistance for members living with serious illness, Tuesday Health said.Price: $198.56, Change: $+0.33, Percent Change: +0.17%
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