Humana (NYSE:HUM) Issues FY 2026 Earnings Guidance

Humana (NYSE:HUM) issued an update on its FY 2026 earnings guidance on Tuesday. The company provided earnings per share (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 Performance

Shares of NYSE HUM opened at $394.58 on Wednesday. The stock has a fifty day moving average price of $386.76 and a two-hundred day moving average price of $292.15. Humana has a 1 year low of $163.11 and a 1 year high of $428.88. The firm has a market cap of $47.38 billion, a P/E ratio of 37.33, a PEG ratio of 2.18 and a beta of 0.72. The company has a debt-to-equity ratio of 0.62, a quick ratio of 1.74 and a current ratio of 1.74.

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

Wall Street Analyst Weigh In

A number of research analysts have commented on the company. Raymond James Financial lowered Humana from an “outperform” rating to a “market perform” rating in a research report on Thursday, July 30th. Needham & Company LLC initiated coverage on shares of Humana in a report on Wednesday, May 20th. They set a “buy” rating for the company. Wells Fargo & Company raised Humana from an “equal weight” rating to an “overweight” rating and increased their price target for the company from $227.00 to $502.00 in a research note on Monday, July 13th. Royal Bank Of Canada lifted their price objective on Humana from $246.00 to $415.00 and gave the stock a “sector perform” rating in a research note on Thursday, July 9th. Finally, Bank of America upgraded shares of Humana from a “neutral” rating to a “buy” rating and set a $500.00 price objective for the company in a report on Wednesday, July 29th. Fourteen investment analysts have rated the stock with a Buy rating, fifteen have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus price target of $403.91.

Institutional Inflows and Outflows

Institutional investors have recently made changes to their positions in the stock. Revolve Wealth Partners LLC bought a new position in shares of Humana in the 4th quarter valued at about $202,000. Woodline Partners LP lifted its stake in Humana by 460.0% in the 1st quarter. Woodline Partners LP now owns 10,192 shares of the insurance provider’s stock valued at $2,697,000 after purchasing an additional 8,372 shares during the last quarter. Sivia Capital Partners LLC lifted its stake in Humana by 53.7% in the 2nd quarter. Sivia Capital Partners LLC now owns 1,293 shares of the insurance provider’s stock valued at $316,000 after purchasing an additional 452 shares during the last quarter. Cresset Asset Management LLC grew its holdings in Humana by 10.3% during the second quarter. Cresset Asset Management LLC now owns 2,369 shares of the insurance provider’s stock worth $581,000 after purchasing an additional 222 shares during the period. Finally, WINTON GROUP Ltd lifted its position in shares of Humana by 58.5% in the second quarter. WINTON GROUP Ltd now owns 2,381 shares of the insurance provider’s stock valued at $582,000 after buying an additional 879 shares during the last quarter. Institutional investors and hedge funds own 92.38% of the company’s stock.

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.