Target
$399 → $399.49
Current stock research snapshot · 7/31/26 26 days old
HUMHumana
Investment conviction●●○○○2 of 5 · current snapshot
Research target$399.49Current stock price target
Investment thesis statusNEEDS_MORE_DATALast reviewed 7/31/26
Market cap$43.87BSnapshot value · 7/31/26
Research history
See all HUM changes ↗What changed
Healthspan taxonomy seed — see taxonomy_path
Humana Q2 2026 earnings; Medicare Advantage enrollment trend; Star ratings impact; MLR vs premium trajectory
Thesis weakens if float erosion (~$1.30B structural DCP decline from IRA Part D redesign) continues, or GAAP vs adjusted gap (~$2.48) widens on put/call valuation adjustments (Kindred/onehome/CenterWell JV). (vault 2026-08)
Neutral — Earnings date noted Jul 29 [X search Aug 2026]
Snapshot · 7/31/26🟢 Lean-Bull · ins+$0.2M(1buy) · 13F 16+/7-×0.5 · short↑0.34
Snapshot · 7/31/26