Bernstein Keeps Buy Rating on Humana with $269 Price Target

Bernstein analyst Lance Wilkes maintained a Buy rating on Humana (HUM) with a $269 price target. Wilkes has a 37.50% success rate on recommended stocks and an average return of -4.9%. RBC Capital's Ben Hendrix also recommended a Buy, while Truist Financial maintained a Hold rating on HUM. The company's market cap is $27.45B with a P/E ratio of 16.08.

Humana Inc. (NYSE: HUM), a leading private health insurer, has been the subject of recent analyst reviews. Bernstein analyst Lance Wilkes maintained a Buy rating on HUM with a $269 price target, reflecting his bullish outlook on the company's prospects [1]. Meanwhile, RBC Capital's Ben Hendrix also recommended a Buy, while Truist Financial maintained a Hold rating on the stock [1].

The company's market capitalization stands at $27.45 billion, with a P/E ratio of 16.08, indicating a relatively undervalued stock compared to its peers [1]. Humana's strong performance in the first quarter of 2025, with a revenue growth rate of 8.45%, has bolstered investor confidence [2].

Institutional investors have also shown interest in Humana, with the New York State Common Retirement Fund increasing its stake by 4.2% during the first quarter, owning 0.06% of the company's shares worth $20.449 million [1]. Other institutional investors, such as Revolve Wealth Partners LLC, Madison Investment Advisors LLC, and Cibc World Markets Corp, have also recently added to or increased their holdings in Humana [1].

Analysts have provided a range of ratings for Humana, with an average target price of $280.75, accompanied by a high estimate of $310.00 and a low estimate of $260.00 [2]. The recent change in analysts' ratings reflects their response to Humana's performance and market conditions.

Humana's stock has shown resilience, with a 50-day simple moving average of $236.58 and a 200-day simple moving average of $257.89, indicating a steady upward trend [1]. The company's debt-to-equity ratio of 0.71 and current ratio of 1.91 suggest a strong financial position [1].

In conclusion, Humana Inc. (HUM) has received a mixed bag of analyst ratings, with some analysts maintaining a Hold rating while others recommend a Buy. The company's strong financial performance and increasing institutional interest make it an attractive investment opportunity for investors seeking exposure to the healthcare sector.

References:
[1] https://www.marketbeat.com/instant-alerts/filing-new-york-state-common-retirement-fund-grows-stock-holdings-in-humana-inc-nysehum-2025-07-16/
[2] https://www.nasdaq.com/articles/expert-outlook-humana-through-eyes-8-analysts