Equity Brief · Healthcare2026-05-20
HUM·Healthcare

Humana Inc

I · Analyse IA

En bref

Humana provides health insurance primarily through Medicare Advantage plans for seniors, along with standalone prescription drug coverage and specialty insurance like dental and vision [Yahoo Finance]. The company also operates senior-focused primary care centers under the CenterWell and Conviva brands, plus home health and pharmacy services [Yahoo Finance].

Humana is a major U.S. health insurance company that primarily sells Medicare Advantage plans to seniors and also operates primary care centers and home health services [Yahoo Finance]. The company generates $129.7B in revenue serving approximately 17 million members, with over 80% of revenue coming from federal government contracts [Yahoo Finance]. Recent analyst upgrades signal Wall Street believes the company has reached an earnings bottom after years of margin pressure, with Deutsche Bank nearly doubling its price target to $441 [Yahoo Finance].

Humana shows weak profitability despite strong revenue growth, with razor-thin margins and elevated debt levels.

En bref AI analysisConfiance 7/10

Score Sentinellis

3.2/10

Significant risks

Capitalisation boursière

$37.3B

Chiffre d'affaires (12 mois)

$129.7B

II · Actualités récentes

Ce qui a fait bouger le cours

6 stories · ranked by relevance

  • macro2026-05-20

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

    Yahoo Finance

  • macro2026-05-20

    Here Are Wednesday’s Top Wall Street Analyst Research Calls: BJ’s Wholesale Club, Centene, Cigna, Crown Castle, ETSY, Franco-Nevada, Humana, Ovintiv, X-Energy, and More

    Yahoo Finance

  • macro2026-05-20

    Deutsche Bank sees new upswing for health insurers after years of margin pressure

    Yahoo Finance

  • macro2026-05-20

    Cigna downgraded, Humana upgraded: Wall Street's top analyst calls

    Yahoo Finance

  • macro2026-05-19

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

    Yahoo Finance

  • macro2026-05-18

    CVRx Stock Up on Humana's Medicare Coverage for Barostim Therapy

    Yahoo Finance

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Humana derives over 80% of revenue from federal government contracts, making the business extremely vulnerable to Medicare policy changes, funding cuts, or regulatory shifts [Yahoo Finance]

1 sur 5 risques dans ce rapport

Risques

5

Opportunités

6

Signaux d'alerte

4

Direction

10

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Humana Inc (HUM) Analyse d'action en langage clair — Sentinellis