financetom
Personal Finance
financetom
/
Personal Finance
/
Research Alert: CFRA Reiterates Hold Opinion On Shares Of Humana Inc.
News World Market Environment Technology Personal Finance Politics Retail Business Economy Cryptocurrency Forex Stocks Market Commodities
Research Alert: CFRA Reiterates Hold Opinion On Shares Of Humana Inc.
Jul 30, 2025 10:31 AM

01:15 PM EDT, 07/30/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:

We lift our 12-month target by $1 to $277, based on 16.2x our 2025 EPS view, in line with HUM's historical forward average. We raise our 2025 EPS estimate to $17.11 from $16.33 and trim 2026's to $13.88 from $14.15. Q2 EPS of $6.27 vs. $6.96, beat consensus by $0.40. While the peer group has been lowering its 2025 EPS guidance, HUM lifted its guidance to approximately $17.00 from $16.25. Revenue growth was robust at $32,388M (+9.6% Y/Y), primarily due to higher per-member Medicare premiums resulting from the Inflation Reduction Act's increased direct subsidy, partially offset by a decline in individual Medicare Advantage membership due to the strategic exit from unprofitable plans. The Insurance segment's benefit ratio of 89.9% in Q2, though up 50 bps Y/Y, aligned with management's previously disclosed expectation of "approximately 90%," suggesting that cost pressures may be stabilizing and becoming more predictable. We think the Insurance segment's benefit ratio will average 90.2% for full-year 2025.

Comments
Welcome to financetom comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
Related Articles >
Research Alert: CFRA Reiterates Buy Opinion On Shares Of Carnival Corporation & Plc
Research Alert: CFRA Reiterates Buy Opinion On Shares Of Carnival Corporation & Plc
Sep 30, 2025
01:50 PM EDT, 09/30/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows: We raise our 12-month target by $2 to $35 based on an unchanged FY 26 (Nov.) P/E of 14x, which is slightly below its 16x long-term average forward multiple, reflecting...
Research Alert: CFRA Keeps Buy Opinion On Shares Of Seagate Technology Holdings Plc
Research Alert: CFRA Keeps Buy Opinion On Shares Of Seagate Technology Holdings Plc
Sep 30, 2025
01:35 PM EDT, 09/30/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows: We lift our 12-month target to $275 from $174, shifting to 22x our CY 27 EPS view of $12.50. We lift our FY 26 EPS view to $10.74 from $10.24...
Research Alert: CFRA Upgrades To Buy From Hold Opinion On Shares Of Spotify Technology S.a.
Research Alert: CFRA Upgrades To Buy From Hold Opinion On Shares Of Spotify Technology S.a.
Sep 30, 2025
02:40 PM EDT, 09/30/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows: We see an enhanced buying opportunity with the share price down today on news of leadership changes at the company. We keep our 12-month target price at $790 per share...
Research Alert: CFRA Keeps Buy Opinion On Shares Of Jefferies Financial Group Inc.
Research Alert: CFRA Keeps Buy Opinion On Shares Of Jefferies Financial Group Inc.
Sep 30, 2025
01:00 PM EDT, 09/30/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows: We hold our 12-month target price at $76 on a P/E of 17.5x our FY 26 (Nov.) EPS view, in line with peers. We increase our FY 25 EPS estimate...
Copyright 2023-2026 - www.financetom.com All Rights Reserved