HUM: Medicare Advantage Stars And ACA Premiums Will Shape Balanced Near-Term Outlook

Humana's analyst price target increased slightly, rising by approximately $0.83 to $295.38. Analysts cite mixed dynamics in Medicare Advantage star ratings and improving earnings visibility as factors supporting cautious optimism.

Humana’s analyst price target increased slightly to $294.54 from $292.87. Analysts cite improved earnings visibility and the stability of Medicare Advantage star ratings as supporting factors for the upward revision.

Humana's analyst price target has fallen from approximately $299 to $293 per share, as analysts cite ongoing challenges in Medicare Advantage star ratings and a more cautious growth outlook. This comes despite recent plan diversification efforts.

Humana’s modestly higher fair value reflects improving investor sentiment, positive management commentary on future plan positioning, raised earnings guidance, and incremental legislative benefits, offset by some caution around interest rates and policy uncertainty, resulting in the consensus analyst price target rising slightly from $293.05 to $294.86. Analyst Commentary Improved investor sentiment and sector group valuations suggest estimates may have bottomed, with upcoming catalysts including government budget deals, Medicare Advantage and ACA pricing, and star ratings for future plans.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget has increased revenue growth from 2.9% to 5.1%.