Jefferies has upgraded Humana Inc (HUM) from Hold to Buy, signaling a more optimistic outlook on the company's future. The upgrade comes as Humana continues to navigate the health care landscape, which includes its diverse offerings in health insurance services.
Headquartered in Louisville, Kentucky, Humana employs 65,680 full-time employees and operates primarily in the Health Care industry. The company provides a range of health insurance products, including Medicare benefits and Medicaid services, through its Insurance segment. Additionally, its CenterWell segment encompasses pharmacy, primary care, and home solutions operations.
As of December 4, 2025, Humana's stock is priced at $257.08, with a market capitalization of $30.6 billion. The company boasts a P/E ratio of 23.68 and an impressive dividend yield of 137.8%. Upcoming earnings reports are scheduled for July 28, 2026, with an EPS estimate of $5.31 and revenue expected to reach $36.9 billion.
The upgrade reflects a shift in analyst sentiment that could point to improved fundamentals or greater confidence in Humana's strategic direction. Analyst ratings, while valuable, are based on research and financial models that may not always align with market realities. It’s essential for investors to consider a variety of factors, including company performance and industry trends, when making decisions.
Analyst consensus as of December 1, 2025, shows 5 Strong Buy, 6 Buy, 20 Hold, 1 Sell, and no Strong Sell ratings, indicating a general hold sentiment across the board. Recent actions include Jefferies' upgrade on December 5, 2025, alongside other analysts maintaining their ratings.
Such decisions reflect the evolving landscape of health care and the complexities involved in assessing a company like Humana, which remains a significant player in the insurance market.