Humana (NYSE:HUM) Issues FY 2026 Earnings Guidance

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

Wall Street Analyst Weigh In

A number of equities analysts have recently commented on HUM shares. Morgan Stanley boosted their price target on Humana from $217.00 to $249.00 and gave the stock an “underweight” rating in a report on Thursday, June 4th. Weiss Ratings raised Humana from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Friday, June 12th. TD Cowen lifted their target price on Humana from $173.00 to $211.00 and gave the company a “hold” rating in a research report on Friday, May 1st. Seaport Research Partners downgraded Humana to a “neutral” rating in a research note on Wednesday, May 20th. Finally, Wolfe Research raised shares of Humana from a “hold” rating to a “strong-buy” rating in a report on Thursday, June 4th. One investment analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating, sixteen have given a Hold rating and three have assigned a Sell rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Hold” and an average price target of $291.35.

Humana Stock Up 0.1%

Shares of NYSE HUM opened at $360.84 on Friday. The company has a 50 day simple moving average of $285.88 and a 200 day simple moving average of $241.60. The company has a debt-to-equity ratio of 0.66, a current ratio of 1.77 and a quick ratio of 1.77. Humana has a 1 year low of $163.11 and a 1 year high of $380.86. The firm has a market cap of $43.32 billion, a PE ratio of 38.59, a price-to-earnings-growth ratio of 2.05 and a beta of 0.76.

Humana (NYSE:HUM) last posted its earnings results on Wednesday, April 29th. The insurance provider reported $10.31 earnings per share for the quarter, topping analysts’ consensus estimates 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 period in the previous year, the firm posted $11.58 EPS. Humana has set its FY 2026 guidance at 9.000- EPS. On average, research analysts forecast that Humana will post 9.04 EPS for the current year.

Humana Dividend Announcement

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

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently bought and sold shares of the stock. Larson Financial Group LLC raised its stake in Humana by 114.1% in the third 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 in the last quarter. Teza Capital Management LLC grew its stake in Humana by 9.4% in the 2nd quarter. Teza Capital Management LLC now owns 1,255 shares of the insurance provider’s stock worth $307,000 after buying an additional 108 shares in the last quarter. Sunbelt Securities Inc. grew its stake in Humana by 18.1% in the 3rd quarter. Sunbelt Securities Inc. now owns 719 shares of the insurance provider’s stock worth $187,000 after buying an additional 110 shares in the last quarter. Transamerica Financial Advisors LLC increased its holdings 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 worth $126,000 after buying an additional 130 shares during the last quarter. Finally, Fulcrum Asset Management LLP purchased a new stake in shares of Humana during the 3rd quarter valued at $42,000. 92.38% of the stock is 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.