Humana (NYSE:HUM) Issues FY 2026 Earnings Guidance

Humana (NYSE:HUM) issued an update on its FY 2026 earnings guidance on Tuesday morning. The company provided EPS guidance of 9.000- for the period, compared to the consensus EPS estimate of 9.150. The company issued revenue guidance of -.

Humana Stock Up 3.1%

HUM traded up $12.04 during midday trading on Tuesday, reaching $395.27. The company’s stock had a trading volume of 167,447 shares, compared to its average volume of 1,715,778. The firm has a market capitalization of $47.46 billion, a price-to-earnings ratio of 37.41, a PEG ratio of 2.20 and a beta of 0.72. The company has a current ratio of 1.74, a quick ratio of 1.74 and a debt-to-equity ratio of 0.62. Humana has a 1 year low of $163.11 and a 1 year high of $428.88. The stock’s 50-day moving average is $386.07 and its 200-day moving average is $290.60.

Humana (NYSE:HUM) last released its earnings results on Wednesday, July 29th. The insurance provider reported $7.61 earnings per share (EPS) for the quarter, beating the consensus estimate of $7.27 by $0.34. Humana had a net margin of 0.88% and a return on equity of 11.20%. The firm had revenue of $40.89 billion during the quarter, compared to analyst estimates of $40.58 billion. During the same period last year, the business earned $6.27 earnings per share. The business’s revenue was up 26.2% on a year-over-year basis. As a group, research analysts expect that Humana will post 9.12 EPS for the current year.

Wall Street Analysts Forecast Growth

Several equities research analysts have commented on the company. Royal Bank Of Canada boosted their target price on Humana from $246.00 to $415.00 and gave the stock a “sector perform” rating in a report on Thursday, July 9th. Oppenheimer restated an “outperform” rating and issued a $405.00 price objective on shares of Humana in a research report on Thursday, July 30th. Seaport Research Partners cut Humana to a “neutral” rating in a research report on Wednesday, May 20th. Wells Fargo & Company raised shares of Humana from an “equal weight” rating to an “overweight” rating and boosted their target price for the stock from $227.00 to $502.00 in a report on Monday, July 13th. Finally, Raymond James Financial downgraded shares of Humana from an “outperform” rating to a “market perform” rating in a report on Thursday, July 30th. Fourteen investment analysts have rated the stock with a Buy rating, fifteen have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, Humana has a consensus rating of “Hold” and a consensus price target of $403.91.

Institutional Trading of Humana

Institutional investors have recently modified their holdings of the company. Larson Financial Group LLC raised its stake in shares of Humana by 114.1% during the 3rd quarter. Larson Financial Group LLC now owns 152 shares of the insurance provider’s stock worth $40,000 after acquiring an additional 81 shares in the last quarter. Fulcrum Asset Management LLP purchased a new position in shares of Humana in the 3rd quarter valued at approximately $42,000. DV Equities LLC purchased a new position in shares of Humana in the fourth quarter worth $43,000. BOKF NA increased its stake in shares of Humana by 4,125.0% in the third quarter. BOKF NA now owns 169 shares of the insurance provider’s stock worth $44,000 after acquiring an additional 165 shares during the period. Finally, Caden Capital Partners LP acquired a new stake in Humana during the fourth quarter valued at $112,000. 92.38% of the stock is currently owned by institutional investors.

Humana Company Profile

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.