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Investor Insights

This summary was created by AI, based on 8 opinions in the last 12 months.

Experts have mixed opinions on Humana Inc's stock. Some believe that the proposed merger with Cigna is a terrible idea and that the company reiterating weak guidance has led to a sell-off, while others view the company as dominant in the healthcare sector with potential for continued growth. The stock's performance has been affected by concerns over the upcoming US election, as investors worry about potential limitations on drug company profits. However, the company's strong earnings and long-term management are seen as positive factors. Healthcare stocks, including Humana, are climbing, with some experts preferring healthcare insurance over drug companies due to more predictable earnings. Overall, the stock has experienced volatility but is viewed as a profitable and defensive investment.

Consensus
Mixed
Valuation
Fair Value
Similar
UnitedHealthcare, UNH-N
DON'T BUY
Humana Inc

Affected by upcoming US election concerns. Investors worried new government will limit profits on US drug companies. Generally speaking, better names for investors in healthcare sector. Does not own shares. 

medical services
COMMENT
Humana Inc

The proposed merger with Cigna is a terrible idea. Humana was doing well, so why do they need Cigna? The FTC will resist this merger and the FTC will be right.

medical services
PAST TOP PICK
Humana Inc
(A Top Pick Feb 01/23, Up 1%)

It's been a choppy year for US health insurers, limited by an uptick in elective surgeries. But this is temporary. Human remains dominant in this sector and the population is aging. Should continue to compound. Happy to hold onto this.

medical services
BUY ON WEAKNESS
Humana Inc

The markets has this wrong. They reported last week then shares tumbled more than 6% in a strong market week. He's taken profits on this but still owns many shares. Is beating the S&P since June. HUM actually reported a good quarter: strong earnings beat, 6% up YOY, sales up 18%. But shares came up way too high leading up to that report, so high expectations. Their benefits expense ratio came in lower than expected (good), but the core insurance segment ratio's was higher than expected. Also, their forecast suggests this ratio could go higher, due to a wave of Covid cases that hit sooner than they expected. Wall St. didn't like that HUM did not upgrade their full-year guidance. HUM projected slower, but more profitable growth. Run by good managers. Own for the long term.

medical services
BUY
Humana Inc

Cheaper than UHN which he strongly likes, and shares the same fundamenentals.

medical services
BUY
Humana Inc

Humana has gone from $420 to $500 in the past month. Healthcare stocks are climbing, but he prefers HC insurance than the drug companies, because their earnings are more predictable and trade a lot cheaper. 42% of Americans are obesity, so there's a lot of potential demand for these new, popular diet drugs. However, a lot of these people are also insured. Remember that the drugs space is competitive and eventually new drugs go generic. Insurance doesn't suffer that problem, and there isn't much variability in their earnings (they're more predictable). He also likes UNH.

medical services
BUY ON WEAKNESS
Humana Inc

He added on today's sell-off, which is an overreaction to HUM reiterating weak guidance. The company has a strong record of performance.

medical services
BUY
Humana Inc
Upgraded today

He just bought it. Profitable healthcare is a good place to be this year; it's very defensive

medical services
BUY
Humana Inc
Caller works at a health facility where UNH is rejecting claims from a significant number of patients

That news is distressing. That's unfair. He switched to Humana for coverage, but also bought Humana shares.

medical services
TOP PICK
Humana Inc

They serve 17 million benefits plan members, focusing on Medicare, the fastest-growing segment in US healthcare. Boasts 20% return on shareholder equity, growing earnings at 14% compounded over the past decade. This should continue, given demographics and inflation. Also, in a non-cyclical part of the market in coming quarters. Pullback allows a good entry point.

(Analysts’ price target is $597.91)
medical services
COMMENT
Humana Inc
They reported today. Their quarter was good--not as bad as the street thought--but UnitedHealth's and Centene's reports were even better. UNH is best in terms of technology. He prefers these two.
medical services
PAST TOP PICK
Humana Inc
(A Top Pick Oct 28/19, Up 41%) He trimmed it but still owns it. He likes their focus on the Medicare segment of the healthcare space. A lot of the headline risk has gone following the election. There is a huge tailwind of new customers for them as people turn 65 in the US. There is still huge growth opportunity over the next few years.
medical services
PAST TOP PICK
Humana Inc
(A Top Pick Sep 03/19, Up 45%) He bought it 18 months ago, when there were worries about Democratic candidates who may pressure U.S. medical insurance. The Medicare advantage is a serious tailwind given aging demographics in coming years--a lot of people will buy this insurance and Humana sits in the sweet spot. There'll be volatility in this space before the November vote, but medical insurance will remain a force. He sold some shares, but still likes this stock and sees a good long term.
medical services
TOP PICK
Humana Inc
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)
medical services
TOP PICK
Humana Inc
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)
medical services
Showing 1 to 15 of 17 entries

Humana Inc(HUM-N) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 7

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 1

Total Signals / Votes : 8

Stockchase rating for Humana Inc is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Humana Inc(HUM-N) Frequently Asked Questions

What is Humana Inc stock symbol?

Humana Inc is a American stock, trading under the symbol HUM-N on the New York Stock Exchange (HUM). It is usually referred to as NYSE:HUM or HUM-N

Is Humana Inc a buy or a sell?

In the last year, 8 stock analysts published opinions about HUM-N. 7 analysts recommended to BUY the stock. 1 analyst recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Humana Inc.

Is Humana Inc a good investment or a top pick?

Humana Inc was recommended as a Top Pick by on . Read the latest stock experts ratings for Humana Inc.

Why is Humana Inc stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Humana Inc worth watching?

8 stock analysts on Stockchase covered Humana Inc In the last year. It is a trending stock that is worth watching.

What is Humana Inc stock price?

On 2024-04-17, Humana Inc (HUM-N) stock closed at a price of $323.46.