Top U.S. Defense Stocks to Watch According to Jefferies Analysis
Investing.com - Cantor Fitzgerald has reiterated its Neutral rating on Humana (NYSE:HUM) with a price target of $290.00. The healthcare giant, with a market capitalization of nearly $35 billion, currently trades at $290.60. According to InvestingPro analysis, the stock appears undervalued based on its Fair Value metrics.
The research firm maintained its stance on the health insurance provider despite Humana facing a $281 million headwind. The company maintains strong fundamentals, with InvestingPro data showing healthy revenue growth of 9.9% over the last twelve months and a solid dividend yield of 1.22%.
Humana has reaffirmed its Medicare Advantage (MA) margin expectations of 2% for 2026, compared to 1% in 2025, according to the report.
The company’s management had previously confirmed this margin trajectory while disclosing that 20% of its members would be enrolled in plans rated at 4 Stars or higher.
Cantor Fitzgerald’s maintained rating comes as Humana navigates challenges in its Medicare Advantage business while working to improve profitability over the next two years.
In other recent news, Humana has announced its Medicare Advantage and Medicare Prescription Drug Plan offerings for 2026, emphasizing that over 80% of its members will enjoy stable benefits. This comes as Wolfe Research raised its price target for Humana to $313 from $283, maintaining an Outperform rating, following the company’s commentary on 2026 Medicare Advantage Star ratings. Meanwhile, Cantor Fitzgerald has maintained its Neutral rating with a $290 price target amid changes in Indiana’s Medicaid enrollment, which include new restrictions and requirements. Raymond James reiterated an Outperform rating for Humana, with a price target of $340, despite challenges in the 2026 Stars Ratings cut points that could affect the company’s ratings recovery. Additionally, a U.S. bankruptcy court has approved CenterWell Senior Primary Care’s acquisition of The Villages Health assets, which is expected to close in the fourth quarter of 2025.
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