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 EPS guidance of 9.000- for the period, compared to the consensus EPS estimate of 8.870. The company issued revenue guidance of -.

Wall Street Analysts Forecast Growth

A number of equities analysts recently commented on HUM shares. Seaport Research Partners cut shares of Humana to a “neutral” rating in a research report on Wednesday, May 20th. Cantor Fitzgerald restated a “neutral” rating on shares of Humana in a research report on Thursday, June 11th. JPMorgan Chase & Co. raised their price objective on Humana from $214.00 to $316.00 and gave the company a “neutral” rating in a research note on Monday, June 8th. Bank of America raised their price objective on Humana from $267.00 to $340.00 and gave the company a “neutral” rating in a research note on Thursday, June 4th. Finally, Raymond James Financial reiterated an “outperform” rating and issued a $260.00 price objective on shares of Humana in a report on Friday, May 1st. One equities research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, sixteen have issued a Hold rating and three have given a Sell rating to the stock. According to MarketBeat, Humana has an average rating of “Hold” and an average target price of $291.35.

Humana Stock Down 0.3%

Shares of Humana stock opened at $360.84 on Friday. The company has a debt-to-equity ratio of 0.66, a quick ratio of 1.77 and a current ratio of 1.77. Humana has a 52-week low of $163.11 and a 52-week high of $380.86. The company’s 50 day moving average price is $282.64 and its 200-day moving average price is $240.76. The stock has a market capitalization of $43.32 billion, a price-to-earnings ratio of 38.59, a P/E/G ratio of 2.06 and a beta of 0.76.

Humana (NYSE:HUM) last posted its quarterly earnings results on Wednesday, April 29th. The insurance provider reported $10.31 EPS for the quarter, beating 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 EPS. The firm’s revenue was up 23.5% compared to the same quarter last year. Humana has set its FY 2026 guidance at 9.000- EPS. Equities research analysts forecast that Humana will post 9.04 EPS for the current year.

Humana Announces Dividend

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

Institutional Trading of Humana

A number of institutional investors have recently modified their holdings of HUM. Larson Financial Group LLC increased its holdings in Humana by 114.1% during the 3rd 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 during the period. Teza Capital Management LLC lifted its holdings 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 during the period. Sunbelt Securities Inc. grew its position in shares of 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 during the last quarter. Transamerica Financial Advisors LLC grew its position 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 position in shares of Humana during the third quarter valued at approximately $42,000. 92.38% of the stock is currently owned by hedge funds and other 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.