FY2028 Earnings Estimate for Humana Issued By Zacks Research

Humana Inc. (NYSE:HUM) – Equities researchers at Zacks Research issued their FY2028 earnings per share (EPS) estimates for Humana in a research note issued to investors on Wednesday, February 25th. Zacks Research analyst Team forecasts that the insurance provider will earn $18.36 per share for the year. Zacks Research has a “Strong Sell” rating on the stock. The consensus estimate for Humana’s current full-year earnings is $16.47 per share.

Humana (NYSE:HUM) last announced its quarterly earnings results on Wednesday, February 11th. The insurance provider reported ($3.96) EPS for the quarter, beating the consensus estimate of ($4.01) by $0.05. The company had revenue of $32.64 billion for the quarter, compared to analyst estimates of $32.08 billion. Humana had a net margin of 0.92% and a return on equity of 11.43%. The firm’s revenue was up 11.3% on a year-over-year basis. During the same period in the prior year, the firm posted ($2.16) earnings per share. Humana has set its FY 2026 guidance at 9.000-9.000 EPS.

A number of other analysts have also recently commented on HUM. KeyCorp reiterated a “sector weight” rating on shares of Humana in a research report on Friday, December 12th. Jefferies Financial Group cut their price target on Humana from $310.00 to $235.00 and set a “buy” rating on the stock in a research report on Thursday, February 12th. TD Cowen reduced their price objective on Humana from $260.00 to $173.00 and set a “hold” rating for the company in a research note on Friday, February 13th. Deutsche Bank Aktiengesellschaft set a $180.00 target price on shares of Humana and gave the stock a “hold” rating in a research report on Friday, February 13th. Finally, Morgan Stanley set a $146.00 price target on shares of Humana in a research report on Thursday, February 12th. Seven equities research analysts have rated the stock with a Buy rating, fifteen have assigned a Hold rating and four have given a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus target price of $225.48.

Humana Price Performance

Shares of NYSE:HUM opened at $176.12 on Thursday. Humana has a 12 month low of $169.61 and a 12 month high of $315.35. The firm has a market capitalization of $21.24 billion, a P/E ratio of 17.94, a P/E/G ratio of 1.87 and a beta of 0.44. The company has a debt-to-equity ratio of 0.70, a current ratio of 2.00 and a quick ratio of 2.00. The company’s fifty day moving average price is $232.20 and its 200 day moving average price is $257.02.

Humana Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, April 24th. Shareholders of record on Friday, March 27th will be paid a $0.885 dividend. This represents a $3.54 annualized dividend and a yield of 2.0%. The ex-dividend date of this dividend is Friday, March 27th. Humana’s payout ratio is currently 36.05%.

Insider Buying and Selling

In other news, insider Sanjay K. Shetty bought 810 shares of Humana stock in a transaction dated Monday, February 23rd. The stock was bought at an average price of $185.21 per share, for a total transaction of $150,020.10. Following the purchase, the insider owned 11,657 shares of the company’s stock, valued at approximately $2,158,992.97. The trade was a 7.47% increase in their ownership of the stock. The purchase was disclosed in a document filed with the SEC, which is accessible through the SEC website. Insiders own 0.37% of the company’s stock.

Institutional Investors Weigh In On Humana

A number of hedge funds and other institutional investors have recently bought and sold shares of the business. Vanguard Group Inc. grew its stake in shares of Humana by 0.7% during the 4th quarter. Vanguard Group Inc. now owns 14,261,860 shares of the insurance provider’s stock worth $3,652,890,000 after purchasing an additional 106,030 shares during the period. Dodge & Cox boosted its holdings in Humana by 5.6% during the second quarter. Dodge & Cox now owns 11,352,920 shares of the insurance provider’s stock worth $2,775,562,000 after buying an additional 597,705 shares in the last quarter. Capital International Investors grew its position in Humana by 113.9% during the fourth quarter. Capital International Investors now owns 5,818,008 shares of the insurance provider’s stock worth $1,490,239,000 after buying an additional 3,097,571 shares during the period. State Street Corp increased its holdings in Humana by 1.8% in the fourth quarter. State Street Corp now owns 5,462,549 shares of the insurance provider’s stock valued at $1,403,877,000 after buying an additional 97,211 shares in the last quarter. Finally, Massachusetts Financial Services Co. MA lifted its position in shares of Humana by 28.9% during the 4th quarter. Massachusetts Financial Services Co. MA now owns 4,496,775 shares of the insurance provider’s stock valued at $1,151,759,000 after acquiring an additional 1,008,514 shares during the period. 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.