Research Analysts Set Expectations for Humana Q2 Earnings

Humana Inc. (NYSE:HUM) – Equities research analysts at Zacks Research boosted their Q2 2026 earnings estimates for shares of Humana in a research note issued on Tuesday, July 14th. Zacks Research analyst Team now forecasts that the insurance provider will post earnings per share of $4.72 for the quarter, up from their prior forecast of $4.71. Zacks Research has a “Strong-Buy” rating on the stock. The consensus estimate for Humana’s current full-year earnings is $9.03 per share. Zacks Research also issued estimates for Humana’s FY2026 earnings at $9.04 EPS, Q1 2027 earnings at $8.70 EPS, Q2 2027 earnings at $4.20 EPS, Q3 2027 earnings at $2.32 EPS, FY2027 earnings at $13.30 EPS, Q1 2028 earnings at $8.58 EPS, Q2 2028 earnings at $7.01 EPS and FY2028 earnings at $22.28 EPS.

Several other equities analysts have also recently issued reports on HUM. William Blair began coverage on Humana in a research note on Wednesday, May 20th. They set an “outperform” rating on the stock. Royal Bank Of Canada raised their price target on Humana from $246.00 to $415.00 and gave the stock a “sector perform” rating in a research note on Thursday, July 9th. The Goldman Sachs Group raised their target price on shares of Humana from $158.00 to $195.00 and gave the stock a “sell” rating in a research report on Thursday, April 30th. Cantor Fitzgerald lifted their target price on shares of Humana from $264.00 to $300.00 and gave the company a “neutral” rating in a research note on Tuesday, July 7th. Finally, Weiss Ratings upgraded shares of Humana from a “hold (c-)” rating to a “hold (c)” rating in a research report on Monday, June 29th. Two research analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating, fifteen have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat.com, Humana has an average rating of “Hold” and a consensus target price of $325.87.

Humana Trading Up 0.2%

NYSE HUM opened at $406.70 on Wednesday. Humana has a fifty-two week low of $163.11 and a fifty-two week high of $415.00. The company has a debt-to-equity ratio of 0.66, a quick ratio of 1.77 and a current ratio of 1.77. The stock has a 50 day simple moving average of $345.52 and a two-hundred day simple moving average of $257.26. The stock has a market cap of $48.83 billion, a P/E ratio of 43.50, a price-to-earnings-growth ratio of 2.31 and a beta of 0.71.

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. Humana had a net margin of 0.82% and a return on equity of 10.45%. The company had revenue of $39.65 billion during the quarter, compared to analyst estimates of $39.37 billion. During the same period in the prior year, the business posted $11.58 earnings per share. Humana’s revenue for the quarter was up 23.5% on a year-over-year basis. Humana has set its FY 2026 guidance at 9.000- EPS.

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of HUM. Montag A & Associates Inc. grew its holdings in Humana by 1,880.0% in the fourth quarter. Montag A & Associates Inc. now owns 99 shares of the insurance provider’s stock worth $25,000 after purchasing an additional 94 shares during the period. CoreCap Advisors LLC lifted its holdings in shares of Humana by 54.4% during the fourth quarter. CoreCap Advisors LLC now owns 105 shares of the insurance provider’s stock valued at $27,000 after purchasing an additional 37 shares during the last quarter. Fideuram Asset Management Ireland dac bought a new stake in shares of Humana in the 4th quarter worth approximately $27,000. Reflection Asset Management bought a new stake in shares of Humana in the 4th quarter worth approximately $29,000. Finally, Rosenberg Matthew Hamilton grew its stake in shares of Humana by 136.0% in the 4th quarter. Rosenberg Matthew Hamilton now owns 118 shares of the insurance provider’s stock worth $30,000 after buying an additional 68 shares during the last quarter. 92.38% of the stock is currently owned by institutional investors.

Trending Headlines about Humana

Here are the key news stories impacting Humana this week:

• Positive Sentiment: Zacks Research upgraded Humana to Strong-Buy from Hold, a constructive signal that can support the stock. Zacks upgrade
• Positive Sentiment: The firm nudged up earnings estimates across multiple periods, including FY2026 to $9.04 EPS, FY2027 to $13.30 EPS, and FY2028 to $22.28 EPS, suggesting expectations for steady longer-term growth.
• Positive Sentiment: Truist also raised its price target on Humana to $415, which is close to the stock’s recent highs and may have added to bullish sentiment. Truist price target update
• Neutral Sentiment: Recent articles also highlight improved Medicare Advantage sentiment and a better-than-feared reimbursement backdrop, which helps support the stock but is not a fresh company-specific announcement. Humana insurance network terminating agreement with Ohio State
• Negative Sentiment: Humana’s network relationship with Ohio State’s Wexner Medical Center is ending, which could create some near-term noise around provider access and market perception. Wexner Medical Center agreement ending

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.