Analysts Offer Predictions for Humana FY2026 Earnings

Humana Inc. (NYSE:HUM - Free Report) - Cantor Fitzgerald issued their FY2026 EPS estimates for Humana in a note issued to investors on Monday, June 9th. Cantor Fitzgerald analyst S. James anticipates that the insurance provider will post earnings of $14.58 per share for the year. Cantor Fitzgerald has a "Neutral" rating and a $290.00 price objective on the stock. The consensus estimate for Humana's current full-year earnings is $16.47 per share.

A number of other equities research analysts have also issued reports on the stock. Mizuho upped their target price on shares of Humana from $305.00 to $316.00 and gave the stock an "outperform" rating in a report on Wednesday, April 9th. Truist Financial lowered their target price on shares of Humana from $325.00 to $305.00 and set a "hold" rating for the company in a research note on Monday, May 12th. Barclays dropped their price objective on Humana from $322.00 to $273.00 and set an "equal weight" rating for the company in a research note on Monday, June 2nd. JPMorgan Chase & Co. reduced their price target on shares of Humana from $257.00 to $256.00 and set a "neutral" rating on the stock in a research report on Tuesday, February 18th. Finally, Wall Street Zen upgraded shares of Humana from a "hold" rating to a "buy" rating in a report on Friday, May 9th. Sixteen analysts have rated the stock with a hold rating and eight have issued a buy rating to the company. According to MarketBeat, the company currently has an average rating of "Hold" and a consensus target price of $284.48.

Humana Price Performance

Shares of NYSE:HUM traded down $1.12 during midday trading on Tuesday, reaching $231.95. 1,137,367 shares of the company's stock traded hands, compared to its average volume of 1,784,913. The company has a fifty day simple moving average of $252.85 and a two-hundred day simple moving average of $264.23. Humana has a 1 year low of $212.45 and a 1 year high of $406.46. The company has a market cap of $27.99 billion, a P/E ratio of 23.31, a PEG ratio of 2.05 and a beta of 0.43. The company has a debt-to-equity ratio of 0.68, a quick ratio of 1.76 and a current ratio of 1.76.

Humana (NYSE:HUM - Get Free Report) last released its quarterly earnings data on Wednesday, April 30th. The insurance provider reported $11.58 EPS for the quarter, beating the consensus estimate of $10.07 by $1.51. Humana had a net margin of 1.02% and a return on equity of 11.70%. The business had revenue of $32.11 billion for the quarter, compared to the consensus estimate of $32 billion. During the same period in the prior year, the firm earned $7.23 EPS. The business's revenue for the quarter was up 8.4% on a year-over-year basis.

Humana Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, July 25th. Stockholders of record on Friday, June 27th will be given a dividend of $0.885 per share. The ex-dividend date is Friday, June 27th. This represents a $3.54 dividend on an annualized basis and a dividend yield of 1.53%. Humana's dividend payout ratio (DPR) is presently 25.04%.

Hedge Funds Weigh In On Humana

Institutional investors have recently modified their holdings of the business. Revolve Wealth Partners LLC purchased a new stake in shares of Humana in the fourth quarter valued at about $202,000. Sumitomo Mitsui Trust Group Inc. increased its position in Humana by 1.7% in the 4th quarter. Sumitomo Mitsui Trust Group Inc. now owns 330,906 shares of the insurance provider's stock valued at $83,954,000 after acquiring an additional 5,497 shares during the period. Apollon Wealth Management LLC raised its stake in Humana by 6.0% during the 4th quarter. Apollon Wealth Management LLC now owns 2,983 shares of the insurance provider's stock valued at $757,000 after acquiring an additional 168 shares during the last quarter. Savant Capital LLC raised its position in Humana by 1.9% during the 4th quarter. Savant Capital LLC now owns 3,327 shares of the insurance provider's stock worth $844,000 after buying an additional 63 shares during the last quarter. Finally, Van ECK Associates Corp lifted its stake in shares of Humana by 151.4% in the 4th quarter. Van ECK Associates Corp now owns 3,366 shares of the insurance provider's stock worth $854,000 after acquiring an additional 2,027 shares during the period. 92.38% of the stock is owned by institutional investors and hedge funds.

About Humana

Humana Inc, together with its subsidiaries, provides medical and specialty insurance products in the United States. It operates through two segments, Insurance and CenterWell. The company offers medical and supplemental benefit plans to individuals. It has a contract with Centers for Medicare and Medicaid Services to administer the Limited Income Newly Eligible Transition prescription drug plan program; and contracts with various states to provide Medicaid, dual eligible, and long-term support services benefits.