Humana stock gets a higher target as Cantor sees margin gains

Published on 10/08/2026 at 05:41 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Humana stock faces a Medicare Advantage test as Cantor Fitzgerald lifts its target to USD 460 from USD 300 on October 7. Q2 revenue rose 26.2 percent to USD 40.867 billion.

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Humana stock (ISIN US4448591028) was last at USD 396.51 on the NYSE on October 7, 2026, at 4:02 p.m. ET, down 1.92 percent from USD 404.27. According to TradingPedia on October 7, 2026, Cantor Fitzgerald upgraded the insurer to Overweight from Neutral and raised its price target to USD 460 from USD 300.

Cantor raises target to USD 460

The analyst firm also lifted its 2027 EPS forecast to USD 17.96 from USD 15.86 and its 2028 forecast to USD 28.27 from USD 25.38, according to TradingPedia. Cantor Fitzgerald linked the changes to a projected recovery in Medicare Advantage margins and improved STARS quality ratings.

Consensus stays moderately bullish

MarketBeat reported on October 7, 2026, that 30 analysts cover Humana, with 16 Buy ratings, 13 Hold ratings and one Sell rating. The consensus is Moderate Buy with an average price target of USD 415.57, which lies 4.8 percent above USD 396.51.

The latest reported quarter adds operating substance to the debate. Humana generated Q2 2026 revenue of USD 40.89 billion, up 26.2 percent year over year, and reported EPS of USD 7.61 against USD 7.27 consensus, a USD 0.34 beat, according to MarketBeat.

Stock stays below its yearly high

At USD 396.51, Humana stock stood 7.5 percent below its 52-week high of USD 428.88 on October 7, 2026, while the 52-week low was USD 163.11. The insurer's market capitalization was USD 47.6 billion and trading volume reached 1,827,332 shares on that date.

November results set the next checkpoint

Humana's investor-relations calendar lists November 6, 2026, for the third-quarter earnings conference call, according to Humana. That date will put the margin-recovery thesis against another reported quarter.