Humana Just Got a Massive Upgrade From Deutsche Bank: Price Target Nearly Doubles to $441

Deutsche Bank just delivered one of the most aggressive analyst upgrades of 2026 on Humana (NYSE:HUM | HUM Price Prediction), lifting the managed care giant to Buy from Hold while nearly doubling its price target to $441 from $235.

24/7 Wall Street • 21 hours ago

U.S. Health Insurers Raise EPS Estimates After Strong Q1'26, Higher Medicare Rates

The first quarter proved to be a boon for many major US managed care insurers, as earnings results exceeded consensus estimates, leading to rises in stock prices and higher full-year earnings estimates. The Centers for Medicare & Medicaid Services released higher-than-expected 2027 rates for Medicare Advantage plans that are aimed at seniors, assuaging some investor concerns.

Seeking Alpha • May 20, 2026

Here's Why Investors Should Stay Neutral on Humana Stock for Now

HUM's Medicare growth, CenterWell expansion and strong cash flow support gains, but rising costs and high leverage keep caution in focus.

Zacks Investment Research • May 19, 2026

Humana Just Ripped 48% in a Month. Is It Outperforming Other Healthcare Stocks Like UnitedHealth and Cigna?

Shares of Humana (NYSE:HUM | HUM Price Prediction) are trading near $303 at midday Monday, slightly lower on the session after a flat open.

24/7 Wall Street • May 18, 2026

Humana: Perhaps The 'Buy The Dip' Thesis Was Right All Along (Rating Upgrade)

Humana Inc. is upgraded to Buy as shares rebound from a >65% decline, supported by improved CMS rate decisions and activist investor involvement. Despite 2026 EPS guidance below Q1 levels, HUM targets a sustainable 3%+ Medicare Advantage margin and long-term earnings growth by 2028. Recent Q1 results exceeded revenue and adjusted EPS expectations, with a favorable medical benefit ratio and affirmed 25% MA membership growth for 2026.

Seeking Alpha • May 18, 2026

Humana Investigation Continued: Kahn Swick & Foti, LLC Continues to Investigate the Officers and Directors of Humana Inc. - HUM

NEW ORLEANS--(BUSINESS WIRE)--Former Attorney General of Louisiana, Charles C. Foti, Jr., Esq., a partner at the law firm of Kahn Swick & Foti, LLC (“KSF”), announces that KSF continues its investigation into Humana Inc. (“Humana” or “the Company”) (NYSE: HUM). On January 18, 2024, the Company announced its financial results for the fourth quarter and full year 2023, disclosing that its benefits expense ratio increased to approximately 91.4% for the fourth quarter of 2023 and approximately.

Business Wire • May 15, 2026

Piper Sandler Just Hiked Humana Price Target to $254: Medicare Advantage Beat Powers the Bull Case

Humana (NYSE:HUM | HUM Price Prediction) stock received a price target raise to $254 from $182 from Piper Sandler, which maintained a Neutral rating.

24/7 Wall Street • May 13, 2026

Humana Invests More Than $1 Million to Advance Health Outcomes Across Louisiana

LOUISVILLE, Ky.--(BUSINESS WIRE)--Humana invests more than $1 million to advance health outcomes across Louisiana through grants that support statewide priorities.

Business Wire • May 13, 2026

Easing medical costs a positive for health insurers, but real test lies ahead, analysts say

U.S. health insurers' strong first-quarter results signaled more stable medical costs after prolonged pressure, but Wall Street analysts want to see another similar quarter before they are convinced.

Reuters • May 13, 2026

Diamond Hill Capital Management Mid Cap Strategy Q1 2026 Drivers And Decisions

Regal Rexnord outperformed in Q1 as the company reported strong orders for a new data center product, which should support solid revenue growth in 2027. Diamond Hill initiated a position in Antero Resources, a natural gas exploration and production company, to gain exposure given a constructive long-term outlook for US natural gas. Carrier Global is now a focused, high-quality business that Diamond Hill believes is in an excellent position to continue to gain market share and improve margins long-term.

Seeking Alpha • May 8, 2026