Humana Analysts Raise Their Forecasts After Q3 Results

Humana Inc. (NYSE:HUM) on Friday posted a narrower-than-expected third-quarter loss and raised its 2026 adjusted earnings guidance.

Humana reported an adjusted loss of 70 cents per share, beating the consensus loss estimate of $1, compared with adjusted earnings of $3.24 a year earlier. Revenue rose to $41.158 billion from $32.65 billion, beating the consensus of $40.89 billion.

Humana raised its fiscal 2026 adjusted earnings per share guidance to at least $9.50, above the Wall Street estimate of $9.15 and prior guidance of at least $9. The company also raised its GAAP EPS guidance to at least $15.09 from at least $6.52.

“Humana is delivering positive results for our members, our patients and their health,” said Humana President and CEO Jim Rechtin. “We are also increasingly driving financial and operating performance toward being ‘ahead’ of our plan.”

Humana shares gained 0.6% to trade at $436.27 on Monday.

These analysts made changes to their price targets on Humana following earnings announcement.

• Cantor Fitzgerald analyst Sarah James maintained the stock with an Overweight rating and raised the price target from $460 to $495.
• Barclays analyst Andrew Mok maintained the stock with an Overweight rating and raised the price target from $582 to $587.
• Guggenheim analyst Jason Cassorla maintained the stock with a Buy and boosted the price target from $471 to $521.
• Piper Sandler analyst Jessica Tassan maintained the stock with an Overweight rating and raised the price target from $463 to $526.

Considering buying HUM stock? Here’s what analysts think:

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