Cantor Fitzgerald Reiterates Neutral Rating on Humana (HUM)

Cantor Fitzgerald analyst Sarah James reiterated a Neutral rating and $290.00 price target on Humana (NYSE: HUM).

The analyst commented, "Market share in IN is led by ELV at 37%, CNC 17%, HUM 2%, UNH 2% State-specific legislation impacting enrollment. IN enacted Senate Bill 2 on 7/1/25, which aims to limit TANF members via work requirements of at least 20 hours per week, more frequent eligibility checks & limiting most Medicaid advertising."

"ELV & CNC loss +10% vs. peers demonstrates impact of TANF exposure in current political environment. ELV & CNC are the only public payers in the state contracted to cover IN's TANF population. TANF is driving the bulk of IN's statewide disenrollment to 1.7M in August '25 vs. 2M in January '25, as this subset is down to 652K lives in August '25 vs. 752K in January '25. This exposure is driving ELV's IN enrollment down 35K lives Q/Q & CNC 14K vs. HUM 1K & UNH 0K."

For an analyst ratings summary and ratings history on Humana click here. For more ratings news on Humana click here.

Shares of Humana closed at $260.17 yesterday.

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