HUMHealthcare · Healthcare PlansThe 26 Wall Street analysts covering Humana, Inc. hold a median 12-month price target of $415 — +6.7% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 44 of 100 as at 13 Aug 2026 — in the lower half.
Consensus tells you what everyone already believes. The model scores Humana, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Momentum (91): The shares have been drifting up relative to others.
Quality (32): Profits are thin or unreliable for the size of the business, or they are not turning into cash.
Size (6): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on HUM, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
The green dot is the last close — the median target sits +6.7% from it.
Of the 20 most recent actions, 10 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 10 Aug 2026 | JP Morgan | Maintains | Neutral | $316 → $393 |
| 5 Aug 2026 | Morgan Stanley | Upgrade | Equal-Weight | $249 → $370 |
| 31 July 2026 | Barclays | Maintains | Equal-Weight | $344 → $407 |
| 31 July 2026 | Barclays | Maintains | Equal-Weight | — |
| 31 July 2026 | TD Cowen | Maintains | Hold | $350 → $370 |
| 31 July 2026 | TD Cowen | Maintains | Hold | — |
| 30 July 2026 | Evercore ISI Group | Upgrade | Outperform | — |
| 30 July 2026 | Evercore ISI Group | Upgrade | Outperform | $430 → $480 |
| 30 July 2026 | Guggenheim | Maintains | Buy | $269 → $471 |
| 30 July 2026 | Guggenheim | Maintains | Buy | — |
| 30 July 2026 | Raymond James | Downgrade | Market Perform | — |
| 30 July 2026 | Raymond James | Downgrade | Market Perform | — |
| 30 July 2026 | UBS | Maintains | Neutral | — |
| 30 July 2026 | UBS | Maintains | Neutral | $320 → $405 |
| 14 July 2026 | TD Cowen | Maintains | Hold | — |
| 14 July 2026 | TD Cowen | Maintains | Hold | $211 → $350 |
| 14 July 2026 | Truist Securities | Maintains | Hold | — |
| 14 July 2026 | Truist Securities | Maintains | Hold | $320 → $415 |
| 13 July 2026 | Wells Fargo | Upgrade | Overweight | — |
| 13 July 2026 | Wells Fargo | Upgrade | Overweight | $227 → $502 |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. HUM appears on the weeks it earns a place.
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 22% of US stocks
Cheaper than 89% of US stocks
Cheaper than 41% of US stocks
Cheaper than 38% of US stocks
Higher than 76% of US stocks
Higher than 65% of US stocks
Higher than 52% of US stocks
Higher than 49% of US stocks
Higher than 57% of US stocks
Higher than 70% of US stocks
Higher than 21% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Humana, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Humana has partnered with HealthStream to fund 1,000 caregiver scholarships and develop new tools aimed at improving recruitment and retention in Indiana.
Why it matters — This deal reflects Humana's efforts to address caregiver workforce challenges, which could affect the company's ability to deliver services to its members.
Humana has agreed not to refer to drugmaker Teva as an Israeli company during an upcoming U.S. drug price-fixing trial. This follows Teva's argument that public views on the Gaza war could unfairly influence jurors.
Why it matters — For Humana watchers, this procedural agreement in an active drug pricing litigation could shape the trial's proceedings and outcome, which may have implications for the company.
Health insurers are dropping Medicare Advantage plans, potentially forcing many seniors, particularly in rural areas with limited options, to find new coverage next year.
Why it matters — This matters for Humana investors because Humana is a major Medicare Advantage insurer, and plan exits could reduce its market footprint and membership growth.
In Q2 2026, the Diamond Hill Mid Cap Fund reported that Humana was among its key contributors to performance, alongside Regal Rexnord and Illumina, against a backdrop of strong equity market returns. Key detractors were Huntington Ingalls, Wix.com, and Zoetis.
Why it matters — Humana being named a key contributor to the fund indicates the stock performed well during the quarter, which is relevant to HUM watchers tracking its recent relative strength.
Humana Healthy Horizons in Indiana has partnered with HealthStream to expand and strengthen the home care workforce. The collaboration aims to enhance the availability and quality of home care services.
Why it matters — This collaboration supports Humana's ability to address home care staffing challenges, which is critical for its Medicaid and Medicare Advantage operations.
The 26 Wall Street analysts covering Humana, Inc. have a median 12-month price target of $415, with estimates ranging from $280 to $513. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 26 analysts covering Humana, Inc., 12 rate it a Buy, 13 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks Humana, Inc. 44 out of 100 across roughly 4,600 US stocks as at 13 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 13 Aug 2026, Humana, Inc. ranks 44 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Momentum (91 of 100).
No one can know that. What the data says: the median 12-month target from 26 analysts implies +6.7% from the last close, and Ticker Nerd's factor model ranks Humana, Inc. 44 out of 100 as at 13 Aug 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Humana, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for HUM are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $280 to $513 over the next 12 months.
Humana, Inc. returned +40.3% over the 12 months to 14 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.
Humana Inc. is a U.S.-based health insurance and healthcare services company headquartered in Louisville, Kentucky.
The most recent item we track (Zacks Investment Research, 13 Aug 2026): "Can Humana Improve Caregiver Retention With HealthStream Deal?". Humana has partnered with HealthStream to fund 1,000 caregiver scholarships and develop new tools aimed at improving recruitment and retention in Indiana.
Humana Inc. is a U.S.-based health insurance and healthcare services company headquartered in Louisville, Kentucky. The company focuses on providing medical and specialty insurance products, with a particular emphasis on Medicare-related offerings for seniors, including individual and group Medicare Advantage plans, stand-alone prescription drug plans, Medicare supplement policies, and ancillary coverage such as dental, vision, life, and disability insurance. Humana also administers healthcare services for military members, retirees, and their families through administrative service contracts. Through its CenterWell segment, Humana operates senior-focused primary care centers, home health services, and pharmacy and hospice solutions, integrating clinical care with insurance to support coordinated, value-based care. By combining insurance products with direct healthcare delivery capabilities, Humana plays a significant role in the managed healthcare sector, serving individuals, employers, and government-sponsored programs across the United States.
CEO Mr. James A. Rechtin M.B.A. · 67,060 employees · United States · https://www.humana.com