Humana (HUM) Stock News

Humana entered a new joint venture with BlackRock to manage nearly 150 CenterWell Senior Primary Care clinics, replacing existing ventures with WCAS. BlackRock acquires WCAS's equity for about $2.8 billion. The deal removes a put option, reducing Humana's balance sheet liabilities. Humana affirmed 2026 adjusted EPS guidance of at least $9.00.

Humana disclosed that CenterWell will have the option to begin buying clinics from the new BlackRock joint venture starting in 2028. The option is part of the previously announced deal where BlackRock acquired WCAS's stake for ~$2.8B. No new material impact on guidance.

Truist Securities increased its price target for Humana from $415.00 to $475.00.

Oppenheimer increased its price target for Humana from $475.00 to $525.00.

Raymond James upgraded Humana (HUM) to an Outperform rating from Market Perform.

Raymond James raised its rating on Humana (HUM) to Outperform from Market Perform. No additional details, price target, or rationale were provided.

Humana shares jumped more than 10% after the insurer said 95% of its Medicare Advantage members are enrolled in plans rated at least four stars for 2027, a positive sign for profit margins. UnitedHealth Group gained about 3% as health-care stocks broadly advanced.

SpaceX rose 1.2% on a cellular spectrum deal. AT&T, Verizon, T-Mobile each fell more than 8% on the competitive threat. Humana surged 12% after the US government improved its Medicare Advantage rating. Delta ended flat after cutting its earnings outlook on high fuel costs. Apple fell 1.1% on a Nikkei report of iPhone production cuts. Avient dropped 7.8% on its CEO's departure. Lumentum gained 5.2% after its CEO said AI demand remains strong.

Barclays increased its price target for Humana from $515.00 to $582.00 per share.

Oppenheimer increased its price target for Humana from $405.00 to $475.00 per share.

CMS raised a key Humana Medicare Advantage contract to 4 stars from 3.5, covering 2.4 million members and making it eligible for bonus payments. Humana shares surged 15% in pre-market trading. CVS Health fell nearly 2% after three contracts dropped to 3.5 stars. Clover Health gained 11% on two 4-star contracts, while Alignment Health Care plunged 24% after a California plan fell to 3.5 stars.

Robert W.

S&P 500 futures up 0.40% premarket. Lennar +19.1%, Humana +15.0%. T-Mobile -7.8%, AT&T -6.8% on continued SpaceX spectrum pressure. 10-year yield at 5.249%.

CMS data shows Humana's key contract H5216 reached 4 stars, driving stock up 13% in after-hours. Company exceeded top-quartile goal and affirmed 2026 guidance.

Humana said it exceeded its goal of Top Quartile results for Bonus Year 2028, defined as Stars revenue per member per month 10% above the peer group median.

Humana: well positioned to deliver on 2028 earnings potential commitment.

Humana Achieves Significant Performance Improvement Across All Measure Categories.

SpaceX shares rose premarket after a deal for cellular spectrum licenses. AT&T, Verizon, T-Mobile fell on competition fears. Apple dropped nearly 2% on report of iPhone 18 production cuts due to softer demand. Delta Air Lines reports results today; shares ticked up. Humana gained after Medicare Advantage rating upgrade. AI stocks Nvidia, Oracle, CoreWeave rose.

Cantor Fitzgerald raised Humana (HUM) to Overweight from Neutral with a $460 price target. The upgrade signals confidence in Humana's Medicare Advantage business and cost management. Previous rating was Neutral.

Cantor Fitzgerald raised its rating on Humana to overweight from neutral. The analyst report did not include a price target.

An independent University of Louisville report estimates Humana's 2025 Kentucky operations produced $19.9 billion in total economic output, supported 51,000+ jobs, and generated $3.25 billion in tax revenue. The company serves 840,000 members in the state.

Barclays raised Humana to Overweight from Neutral, lifting the price target to $515 from $407. The firm estimates a 75% probability that Humana's key contract H5216 will regain bonus eligibility in the upcoming Medicare star ratings, expected around Oct. 8. Humana stock rose more than 8% to $411.93.

Barclays lifted its rating on Humana shares to overweight, previously equal-weight.

Barclays raised Humana to Overweight from Equal Weight. Price target is $515.