Humana (NYSE:HUM) Updates FY 2026 Earnings Guidance

Humana (NYSE:HUM) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided EPS guidance of 9.000- for the period, compared to the consensus EPS estimate of 8.870. The company issued revenue guidance of -.

Analyst Upgrades and Downgrades

Several brokerages recently commented on HUM. William Blair initiated coverage on Humana in a report on Wednesday, May 20th. They set an “outperform” rating on the stock. Needham & Company LLC assumed coverage on shares of Humana in a report on Wednesday, May 20th. They issued a “buy” rating on the stock. Raymond James Financial reiterated an “outperform” rating and issued a $260.00 target price on shares of Humana in a report on Friday, May 1st. Barclays boosted their target price on shares of Humana from $180.00 to $344.00 and gave the stock an “equal weight” rating in a report on Tuesday, May 26th. Finally, Truist Financial boosted their target price on shares of Humana from $270.00 to $320.00 and gave the stock a “hold” rating in a report on Monday, June 1st. One analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, sixteen have issued a Hold rating and three have issued a Sell rating to the company. According to data from MarketBeat.com, Humana currently has a consensus rating of “Hold” and a consensus price target of $291.35.

Humana Stock Down 2.0%

HUM stock opened at $361.95 on Thursday. The firm has a market capitalization of $43.46 billion, a P/E ratio of 38.71, a P/E/G ratio of 2.10 and a beta of 0.76. The company has a debt-to-equity ratio of 0.66, a current ratio of 1.77 and a quick ratio of 1.77. The company’s 50 day simple moving average is $279.36 and its 200-day simple moving average is $239.95. Humana has a 52-week low of $163.11 and a 52-week high of $380.86.

Humana (NYSE:HUM) last released its quarterly earnings data on Wednesday, April 29th. The insurance provider reported $10.31 earnings per share for the quarter, beating the consensus estimate of $9.97 by $0.34. The firm had revenue of $39.65 billion for the quarter, compared to analyst estimates of $39.37 billion. Humana had a net margin of 0.82% and a return on equity of 10.45%. The company’s revenue for the quarter was up 23.5% compared to the same quarter last year. During the same quarter in the prior year, the business earned $11.58 EPS. Humana has set its FY 2026 guidance at 9.000- EPS. As a group, equities research analysts anticipate that Humana will post 9.04 EPS for the current year.

Humana Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, July 31st. Shareholders of record on Friday, June 26th will be given a $0.885 dividend. This represents a $3.54 annualized dividend and a yield of 1.0%. The ex-dividend date of this dividend is Friday, June 26th. Humana’s payout ratio is currently 37.86%.

Institutional Trading of Humana

Several large investors have recently modified their holdings of the company. Larson Financial Group LLC boosted its holdings in Humana by 114.1% in the 3rd quarter. Larson Financial Group LLC now owns 152 shares of the insurance provider’s stock valued at $40,000 after purchasing an additional 81 shares during the period. Teza Capital Management LLC boosted its holdings in Humana by 9.4% in the 2nd quarter. Teza Capital Management LLC now owns 1,255 shares of the insurance provider’s stock valued at $307,000 after purchasing an additional 108 shares during the period. Sunbelt Securities Inc. boosted its holdings in Humana by 18.1% in the 3rd quarter. Sunbelt Securities Inc. now owns 719 shares of the insurance provider’s stock valued at $187,000 after purchasing an additional 110 shares during the period. Transamerica Financial Advisors LLC raised its stake in shares of Humana by 36.1% in the 4th quarter. Transamerica Financial Advisors LLC now owns 490 shares of the insurance provider’s stock valued at $126,000 after buying an additional 130 shares in the last quarter. Finally, Fulcrum Asset Management LLP acquired a new position in shares of Humana in the 3rd quarter valued at $42,000. 92.38% of the stock is owned by institutional investors.

About Humana

Humana Inc (NYSE: HUM) is a health insurance company headquartered in Louisville, Kentucky, that primarily serves individuals and groups across the United States. The company is best known for its Medicare business, offering Medicare Advantage plans and prescription drug (Part D) coverage, alongside a range of commercial and employer-sponsored group health plans. Humana’s products are designed to cover medical, behavioral health and pharmacy needs for members, with particular emphasis on seniors and Medicare-eligible populations.

In addition to traditional insurance products, Humana provides care-management and wellness services intended to support chronic-condition management, preventive care and care coordination.