Barclays raises target for Humana stock from USD 407.00 to USD 515.00

Published on 10/05/2026 at 14:40 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Q2 revenue reached USD 40.87 billion and net income USD 693.0 million. Humana stock costs EUR 345.00 after EUR 343.00 on October 5, 2026.

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Humana Inc. (ISIN US4448591028) was trading at EUR 345.00 at Lang & Schwarz on October 5, 2026 at 2:34 p.m. CEST, up 0.58 percent versus the prior close of EUR 343.00. According to Yahoo Finance on September 25, 2026, Barclays upgraded Humana to Overweight from Equal Weight and raised its price target from USD 407.00 to USD 515.00.

Barclays targets Medicare ratings

The upgrade centers on Humana's Medicare Advantage star ratings, which influence bonus payments and the economics of government-backed plans. Business Insider reported that Barclays expects greater potential for Humana's H5216 contract to reach bonus status; the contract covers 2.4 million members. The analyst raised the probability of that upgrade to 75 percent.

The same assessment puts the H5216 contract at USD 1.5 billion of EBIT and USD 9.00 of earnings per share if it reaches bonus status, according to Investing.com on September 25, 2026. The October star ratings release is therefore a concrete test for the bullish thesis.

Second-quarter results add scale

Humana's second-quarter 2026 revenue was USD 40.87 billion, compared with USD 32.39 billion in the second quarter of 2025. Net income reached USD 693.0 million, up from USD 545.0 million a year earlier, according to Business Insider. The revenue comparison shows the scale of the insurer's growth, while the profit figure remains central to judging whether improved plan ratings can translate into earnings.

Upcoming results set a date

Humana's investor-relations calendar lists the third-quarter 2026 earnings conference call for November 6, 2026, and an investor update for December 10, 2026, on the company's investor-relations page. Those dates give the market two scheduled checkpoints after the Medicare ratings discussion.

Euro quote and U.S. market context

On October 2, 2026, the NYSE context quote stood at USD 388.36 in after-hours trading at 4:01 p.m. EDT. Humana's market capitalization was USD 46.6 billion, while its 52-week range was USD 163.11 to USD 428.88 on the same date.

At Lang & Schwarz, Humana stock was trading at EUR 345.00 on October 5, 2026 at 2:34 p.m. CEST, plus 0.58 percent versus the EUR 343.00 prior close. The further course of trading is shown by the continuously updated real-time quote of Humana stock.