Humana (HUM) PT Lowered to $258 at Mizuho

Mizuho analyst Ann Hynes lowered the price target on Humana (NYSE: HUM) to $258.00 (from $310.00) while maintaining a Outperform rating.

The analyst commented: "HUM is the most debated stock in our coverage universe. While the managed care sector broadly offers attractive earnings recovery profiles if healthcare utilization growth does not accelerate over current elevated levels, HUM stands out as one of the most compelling stocks—albeit the company with the greatest risk if utilization trends accelerate. A key debate on HUM is whether the company’s outsized Medicare Advantage (MA) growth in 2026 places risk on the adjusted EPS trajectory and margin recovery story. In this note, we provide an analysis of the key debates. Separately, we are updating our estimates and price target to $258 from $310. Based on our analysis, we believe the risk/reward is attractive at current levels and maintain our Outperform rating."

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