Bernstein SocGen Group Reiterates ‘Outperform’ Rating on Humana (HUM)

On June 3, Bernstein SocGen Group analysts reiterated an ‘Outperform’ rating on Humana Inc. (NYSE:HUM) and a $313 price target. The bullish stance follows the company reaffirming its 2025 guidance, which is seen as a positive indicator for the overall healthcare industry.

A smiling customer with a health insurance plan, a customer that was successfully acquired thanks to the company’s efforts.

According to Bernstein SocGen Group analysts, the company’s 2025 guidance aligns with stable utilization trends in the sector. The company expects its full-year earnings per share to come in at $16.25 due to a significant increase in general and administrative investments. Improving hospital-reported results and payroll capacity data also supports the outlook.

The analysts also reiterated the Outperform rating based on expectations that the healthcare sector is recovering. They have downplayed the recent concerns raised by UnitedHealth Group, insisting they are company-specific issues. Humana’s guidance and insights from the research firm support a stable outlook in the industry amid company-specific topics.

Humana is a health insurance company that offers a wide range of plans, including those for individuals, families, and employers, as well as Medicare Advantage plans. It also provides services like CenterWell health care services, with the overall goal of improving the quality of life for its members by providing care and resources.

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Disclosure: None.