Oppenheimer lowered the firm’s price target on Humana (HUM) to $250 from $310 and keeps an Outperform rating on the shares. The firm says Humana issued the long-awaited FY2026 adjusted EPS guidance of at least $9.00, which was below Street expectations, reflecting Star Ratings headwind of $3.5B; new member growth of 25% due to increased retention and higher quality new sales that are expected to be net-accretive to earnings; and outsized conservatism.
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Read More on HUM:
- Humana price target lowered to $146 from $174 at Morgan Stanley
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