Humana Inc. (NYSE:HUM) to Post Q1 2026 Earnings of $6.59 Per Share, Zacks Research Forecasts

Humana Inc. (NYSE:HUM) – Equities researchers at Zacks Research lowered their Q1 2026 EPS estimates for Humana in a report issued on Wednesday, April 17th. Zacks Research analyst D. Chatterjee now anticipates that the insurance provider will post earnings per share of $6.59 for the quarter, down from their prior estimate of $6.90. The consensus estimate for Humana’s current full-year earnings is $16.06 per share. Zacks Research also issued estimates for Humana’s FY2026 earnings at $24.29 EPS.

A number of other equities analysts also recently weighed in on HUM. UBS Group reaffirmed a “neutral” rating and set a $370.00 price target (down previously from $530.00) on shares of Humana in a research note on Friday, January 26th. Bank of America reaffirmed a “neutral” rating and set a $342.00 price target (down previously from $470.00) on shares of Humana in a research note on Tuesday, April 2nd. Cantor Fitzgerald reaffirmed a “neutral” rating and set a $391.00 price target on shares of Humana in a research note on Wednesday, April 10th. Mizuho cut their price target on shares of Humana from $550.00 to $400.00 and set a “buy” rating on the stock in a research note on Friday, January 26th. Finally, Stephens cut their target price on shares of Humana from $550.00 to $430.00 and set an “overweight” rating on the stock in a research note on Friday, January 26th. Eleven investment analysts have rated the stock with a hold rating and nine have issued a buy rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Hold” and an average price target of $465.42.

Humana Stock Performance

NYSE:HUM opened at $328.33 on Thursday. The company has a quick ratio of 1.59, a current ratio of 1.59 and a debt-to-equity ratio of 0.63. The company has a market cap of $39.61 billion, a P/E ratio of 16.57, a P/E/G ratio of 1.90 and a beta of 0.45. Humana has a fifty-two week low of $299.23 and a fifty-two week high of $541.21. The firm’s 50 day moving average is $330.40 and its two-hundred day moving average is $400.99.

Humana (NYSE:HUM) last announced its earnings results on Thursday, January 25th. The insurance provider reported ($0.11) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.76 by ($0.87). Humana had a return on equity of 19.44% and a net margin of 2.34%. The firm had revenue of $26.46 billion for the quarter, compared to analyst estimates of $25.47 billion. During the same quarter last year, the business posted $1.62 EPS. The firm’s revenue was up 17.9% compared to the same quarter last year.

Humana Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, July 26th. Shareholders of record on Friday, June 28th will be issued a $0.885 dividend. The ex-dividend date of this dividend is Friday, June 28th. This represents a $3.54 dividend on an annualized basis and a yield of 1.08%. Humana’s dividend payout ratio is currently 17.86%.

Insiders Place Their Bets

In other news, Director Jorge S. Mesquita acquired 545 shares of the business’s stock in a transaction on Tuesday, February 20th. The shares were purchased at an average price of $367.09 per share, for a total transaction of $200,064.05. Following the acquisition, the director now directly owns 2,578 shares of the company’s stock, valued at approximately $946,358.02. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link. 0.32% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Humana

Several hedge funds and other institutional investors have recently modified their holdings of HUM. Norges Bank bought a new stake in shares of Humana in the 4th quarter worth about $676,800,000. Sanders Capital LLC bought a new stake in shares of Humana in the 4th quarter worth about $489,300,000. Starboard Value LP bought a new stake in shares of Humana in the 1st quarter worth about $421,332,000. Putnam Investments LLC grew its position in shares of Humana by 550.3% during the 4th quarter. Putnam Investments LLC now owns 875,489 shares of the insurance provider’s stock valued at $400,808,000 after buying an additional 740,858 shares during the last quarter. Finally, Allspring Global Investments Holdings LLC grew its position in shares of Humana by 255.4% during the 1st quarter. Allspring Global Investments Holdings LLC now owns 620,793 shares of the insurance provider’s stock valued at $215,241,000 after buying an additional 446,124 shares during the last quarter. Institutional investors own 92.38% of the company’s stock.

Humana Company Profile

Humana Inc, together with its subsidiaries, provides medical and specialty insurance products in the United States. It operates through two segments, Insurance and CenterWell. The company offers medical and supplemental benefit plans to individuals. It has a contract with Centers for Medicare and Medicaid Services to administer the Limited Income Newly Eligible Transition prescription drug plan program; and contracts with various states to provide Medicaid, dual eligible, and long-term support services benefits.