HUMHealthcare · Healthcare PlansThe 26 Wall Street analysts covering Humana, Inc. hold a median 12-month price target of $466 — +8.9% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 48 of 100 as at 14 Oct 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 (94): The shares have been drifting up relative to others.
Quality (33): Profits are thin or unreliable for the size of the business, or they are not turning into cash.
Size (5): 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.
Data provided by Twelve Data
The green dot is the last close — the median target sits +8.9% from it.
Of the 20 most recent actions, 13 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 12 Oct 2026 | Oppenheimer | Maintains | Outperform | $475 → $525 |
| 12 Oct 2026 | Raymond James | Upgrade | Outperform | $520 |
| 12 Oct 2026 | Truist Securities | Maintains | Hold | $415 → $475 |
| 12 Oct 2026 | UBS | Maintains | Neutral | $405 → $495 |
| 9 Oct 2026 | Baird | Upgrade | Outperform | $390 → $596 |
| 9 Oct 2026 | Barclays | Maintains | Overweight | $515 → $582 |
| 9 Oct 2026 | Oppenheimer | Maintains | Outperform | $405 → $475 |
| 7 Oct 2026 | Cantor Fitzgerald | Upgrade | Overweight | $300 → $460 |
| 25 Sept 2026 | Barclays | Upgrade | Overweight | — |
| 25 Sept 2026 | Barclays | Upgrade | Overweight | $407 → $515 |
| 10 Aug 2026 | JP Morgan | Maintains | Neutral | $316 → $393 |
| 10 Aug 2026 | JP Morgan | Maintains | Neutral | — |
| 5 Aug 2026 | Morgan Stanley | Upgrade | Equal-Weight | — |
| 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 |
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.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 14 Oct 2026, Humana, Inc. returned +65.1% against +17.5% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
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 18% of US stocks
Cheaper than 86% of US stocks
Cheaper than 34% of US stocks
Cheaper than 30% of US stocks
Higher than 75% of US stocks
Higher than 64% of US stocks
Higher than 51% of US stocks
Higher than 49% of US stocks
Higher than 57% of US stocks
Higher than 70% of US stocks
Higher than 69% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Humana, Inc. has a market value of $52.1B and an enterprise value of $43.0B.
Revenue in the twelve months to 30 June 2026: $145.7B. The latest quarter grew 26.2% year on year.
Net income over the same four quarters: $1.3B, a 0.9% net margin.
Free cash flow in the twelve months to 30 June 2026: $1.9B.
Humana, Inc. spent $150.0M on share buybacks and $430.0M on dividends in the twelve months to 30 June 2026.
Trailing P/E: 41.1×; forward P/E: 25.6× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.82%, paying out 33% of earnings.
Humana, Inc. employs 67,060 people — $2.2M of revenue per employee.
Data provided by Twelve Data
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’s CenterWell venture with BlackRock brings in $2.8 billion in capital, easing balance sheet liabilities and supporting clinic expansion.
Why it matters — HUM watchers may be interested in how the capital supports CenterWell’s expansion while easing balance sheet liabilities.
A PRNewsWire notice asks Humana shareholders to contact a law firm to discuss their rights and options concerning a question about whether company insiders breached fiduciary duties. The firm says there is no cost or obligation to discuss the matter and that it would work on a contingent-fee basis.
Why it matters — The notice raises a potential governance concern that HUM watchers may wish to follow.
Benzinga reported that Wall Street analysts changed their outlooks on several stocks and directed readers to its analyst ratings page for a full list of rating changes. The excerpt does not identify a Humana-specific forecast or rating change.
Why it matters — HUM watchers should note that the headline refers to analyst forecasts, but the provided excerpt gives no Humana-specific details.
Humana announced a joint venture with funds and accounts managed by HPS Investment Partners, part of BlackRock, to manage and operate nearly 150 existing CenterWell Senior Primary Care clinics. The venture will be majority owned by BlackRock and minority owned by CenterWell.
Why it matters — The agreement changes the ownership and operating structure for a sizable network of CenterWell clinics, a development relevant to Humana’s care-delivery business.
Humana said it will release its third-quarter 2026 financial results and prepared management remarks at 6:00 a.m. Eastern on November 6, 2026. It will hold a live question-and-answer session at 8:00 a.m. that morning to discuss the results and 2026 earnings guidance.
Why it matters — HUM watchers can note when the company will publish results and discuss its financial performance and guidance.
The 26 Wall Street analysts covering Humana, Inc. have a median 12-month price target of $466, with estimates ranging from $280 to $596. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 26 analysts covering Humana, Inc., 16 rate it a Buy, 9 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks Humana, Inc. 48 out of 100 across roughly 4,600 US stocks as at 14 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 14 Oct 2026, Humana, Inc. ranks 48 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 (94 of 100).
No one can know that. What the data says: the median 12-month target from 26 analysts implies +8.9% from the last close, and Ticker Nerd's factor model ranks Humana, Inc. 48 out of 100 as at 14 Oct 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 $596 over the next 12 months.
Humana, Inc. returned +65.1% over the 12 months to 14 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Humana Inc. is a U.S.
The most recent item we track (Zacks Investment Research, 14 Oct 2026): "Humana's CenterWell Expansion Gets a Boost From BlackRock's Capital". Humana’s CenterWell venture with BlackRock brings in $2.8 billion in capital, easing balance sheet liabilities and supporting clinic expansion.
Humana Inc. is a U.S. healthcare company focused on health insurance and healthcare services. Humana provides a broad range of products and services through its Insurance and CenterWell segments, including Medicare Advantage plans, Medicare prescription drug coverage, Medicare supplement products, Medicaid-related offerings, military health administration, and employer-sponsored medical and specialty benefits. Through CenterWell, the company also delivers senior-focused primary care, pharmacy services, home health care, and other coordinated care solutions designed to support members across different stages of treatment. Humana serves individuals, families, employers, government program beneficiaries, and military personnel, with a strong emphasis on government-sponsored healthcare programs and senior care. Headquartered in Louisville, Kentucky, Humana plays a significant role in the U.S. managed care market by combining insurance coverage with integrated care delivery services.
CEO Mr. James A. Rechtin M.B.A. · 67,060 employees · United States · https://www.humana.com
