NYSE:HUM

Humana Inc (HUM)

355.98
+5.90 (1.69%)
as of Jun 8, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJun 8, 2026, 12:00 am

This summary was created by AI, based on 1 opinions in the last 12 months.

Humana Inc (HUM-N) has recently experienced a significant decline in its stock performance, plummeting 23.8% in January. The company is heavily reliant on the Medicare sector, which poses certain vulnerabilities in its financial outlook. Recently announced flat payment increases from healthcare companies came as a shock to investors, contrasting sharply with the anticipated 5% growth. This disappointing news has further impacted Humana's stock performance, raising concerns about its resilience in a challenging market environment. Analysts have expressed apprehension regarding Humana's ability to recover, given these unfavorable developments and its exposure to Medicare.

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Consensus
Sell
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Valuation
Overvalued
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TOP PICK
It is in a very interesting part of the insurance space in the US, focusing on Medicare. 10,000 people a day in the US are turning 65. The demographic tailwind is going to be huge. This is part of the healthcare market he really likes. (Analysts’ price target is $327.14)
TOP PICK
There's great opportunity in U.S. health insurers. But Pressure from politicians ahead of the 2020 election are pressuring drug and health stocks. He doesn't believe the State will go to nationalized healthcare, as the Democrats want. Humana is a Medicare Advantage provider; over 70% of revenue comes from here, and Americans are aging--demographics favour Humana. (Analysts’ price target is $334.86)
BUY ON WEAKNESS

Closed at $182.52 and his model price is only $129, so it is trading 30% over what it should be valued at. He would be interested in this at $156.

TOP PICK
Likes the Health Management Sector.
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