Humana (NYSE:HUM) Issues FY 2026 Earnings Guidance

Humana (NYSE:HUM) updated its FY 2026 earnings guidance on Tuesday. The company provided EPS guidance of 9.000- for the period, compared to the consensus EPS estimate of 9.150. The company issued revenue guidance of -.

Analyst Upgrades and Downgrades

HUM has been the subject of several recent research reports. Cantor Fitzgerald increased 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. Wells Fargo & Company upgraded Humana from an “equal weight” rating to an “overweight” rating and increased their price objective for the company from $227.00 to $502.00 in a research report on Monday, July 13th. Needham & Company LLC initiated coverage on Humana in a research note on Wednesday, May 20th. They set a “buy” rating for the company. Lake Street Capital started coverage on Humana in a research report on Thursday, July 30th. They set a “buy” rating on the stock. Finally, Zacks Research lowered Humana from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, August 11th. Fourteen investment analysts have rated the stock with a Buy rating, fifteen have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, Humana currently has an average rating of “Hold” and an average target price of $403.91.

Humana Stock Up 3.6%

NYSE HUM traded up $13.86 during trading on Tuesday, hitting $397.09. 193,731 shares of the company traded hands, compared to its average volume of 1,716,161. Humana has a 12 month low of $163.11 and a 12 month high of $428.88. The business has a fifty day simple moving average of $386.07 and a 200 day simple moving average of $290.60. The company has a current ratio of 1.74, a quick ratio of 1.74 and a debt-to-equity ratio of 0.62. The company has a market capitalization of $47.68 billion, a P/E ratio of 37.67, a PEG ratio of 2.20 and a beta of 0.72.

Humana (NYSE:HUM) last released its quarterly earnings results on Wednesday, July 29th. The insurance provider reported $7.61 earnings per share (EPS) for the quarter, topping the consensus estimate of $7.27 by $0.34. The company had revenue of $40.89 billion during the quarter, compared to the consensus estimate of $40.58 billion. Humana had a return on equity of 11.20% and a net margin of 0.88%.The firm’s revenue was up 26.2% on a year-over-year basis. During the same quarter in the prior year, the company posted $6.27 EPS. As a group, sell-side analysts predict that Humana will post 9.12 EPS for the current year.

Institutional Inflows and Outflows

Several hedge funds have recently bought and sold shares of HUM. Revolve Wealth Partners LLC acquired a new position in Humana during the fourth quarter valued at approximately $202,000. Woodline Partners LP boosted its position in shares of Humana by 460.0% during the first quarter. Woodline Partners LP now owns 10,192 shares of the insurance provider’s stock worth $2,697,000 after purchasing an additional 8,372 shares in the last quarter. Sivia Capital Partners LLC grew its holdings in shares of 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 buying an additional 452 shares during the period. Cresset Asset Management LLC increased its position in shares of Humana by 10.3% in the 2nd quarter. Cresset Asset Management LLC now owns 2,369 shares of the insurance provider’s stock valued at $581,000 after buying an additional 222 shares in the last quarter. Finally, WINTON GROUP Ltd lifted its holdings in Humana by 58.5% during the second quarter. WINTON GROUP Ltd now owns 2,381 shares of the insurance provider’s stock worth $582,000 after acquiring an additional 879 shares in the last quarter. 92.38% of the stock is currently owned by institutional investors and hedge funds.

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.