Humana (NYSE:HUM) Announces FY 2026 Earnings Guidance

Key Points

• Humana guided to FY 2026 EPS of $9.50, above the $9.13 consensus estimate, but forecast revenue of $160 billion, below analysts’ $162.5 billion estimate.
• For the quarter, Humana reported a loss of $0.70 per share, narrower than expected, while revenue rose 26.1% year over year to $41.16 billion and topped estimates. The loss compares with earnings of $3.24 per share a year earlier.

Humana (NYSE:HUM - Get Free Report) issued an update on its FY 2026 earnings guidance on Friday. The company provided earnings per share guidance of 9.500- for the period, compared to the consensus estimate of 9.130. The company issued revenue guidance of $160.0 billion, compared to the consensus revenue estimate of $162.5 billion.

Humana Price Performance

Shares of HUM stock traded up $13.22 during trading on Friday, hitting $425.01. The company had a trading volume of 823,486 shares, compared to its average volume of 1,633,355. The company has a debt-to-equity ratio of 0.62, a quick ratio of 1.74 and a current ratio of 1.74. The firm has a market capitalization of $51.04 billion, a P/E ratio of 40.21, a price-to-earnings-growth ratio of 2.57 and a beta of 0.65. The stock's 50-day moving average price is $403.16 and its 200 day moving average price is $311.45. Humana has a one year low of $163.11 and a one year high of $456.50.

Humana (NYSE:HUM - Get Free Report) last released its earnings results on Friday, November 6th. The insurance provider reported ($0.70) EPS for the quarter, beating the consensus estimate of ($1.00) by $0.30. The firm had revenue of $41.16 billion for the quarter, compared to analyst estimates of $40.87 billion. Humana had a net margin of 0.88% and a return on equity of 11.20%. The business's quarterly revenue was up 26.1% compared to the same quarter last year. During the same period last year, the firm earned $3.24 EPS. Humana has set its FY 2026 guidance at 9.500- EPS. Equities analysts expect that Humana will post 9.03 EPS for the current fiscal year.

Humana Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, January 29th. Stockholders of record on Thursday, December 24th will be paid a $0.8850 dividend. This represents a $3.54 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date is Thursday, December 24th. Humana's dividend payout ratio (DPR) is presently 33.49%.

Analysts Set New Price Targets

Several equities research analysts recently issued reports on the stock. Wolfe Research reaffirmed an "outperform" rating and set a $450.00 price target on shares of Humana in a report on Monday, August 24th. TD Cowen boosted their price objective on Humana from $350.00 to $370.00 and gave the stock a "hold" rating in a research report on Friday, July 31st. Zacks Research lowered Humana from a "strong-buy" rating to a "hold" rating in a research note on Tuesday, August 11th. Lake Street Capital initiated coverage on Humana in a report on Thursday, July 30th. They set a "buy" rating on the stock. Finally, Monness Crespi & Hardt upgraded Humana to a "buy" rating in a report on Friday, October 9th. Twenty-one analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has issued a Sell rating to the company's stock. According to MarketBeat.com, the company presently has an average rating of "Moderate Buy" and an average target price of $453.30.

Key Stories Impacting Humana

Here are the key news stories impacting Humana this week:

• Positive Sentiment: Humana raised its full-year 2026 adjusted EPS guidance as quarterly revenue climbed 26.1% year over year to $41.16 billion, ahead of analysts’ $40.87 billion estimate. Higher revenue and a better outlook are the clearest positive catalysts in the reports. Humana Lifts Outlook as Quarterly Revenue Jumps
• Positive Sentiment: The quarterly loss of $0.70 per share was narrower than analysts’ expected loss of about $1.00–$1.03, delivering an earnings beat despite the year-over-year downturn. Humana Reports Q3 Loss, Beats Revenue Estimates
• Neutral Sentiment: Recent coverage noted Humana’s strong Medicare ratings, a potentially supportive factor for its Medicare business, while flagging that investors remain focused on healthcare-cost trends. Humana Aced Key Medicare Ratings. Earnings Will Spotlight Other Cost Trends.
• Negative Sentiment: Humana’s $0.70-per-share loss compares with earnings of $3.24 per share a year earlier. The steep deterioration underscores pressure from costs and benefit expenses, which could temper the positive impact of the raised outlook. Humana Reports Third Quarter 2026 Financial Results; Raises Full Year 2026 Adjusted EPS Guidance

Humana Company Profile

Humana Inc is a health and well-being company that provides insurance products and health care services in the United States and Puerto Rico. The company's primary business is government-sponsored health coverage, particularly Medicare Advantage plans for older adults, along with Medicare prescription drug plans, Medicaid coverage and certain commercial health insurance products.

Humana also operates CenterWell, its health care services platform focused on older adults. CenterWell includes primary care clinics, home health services and pharmacy services, with an emphasis on coordinated care, chronic-condition management and helping members receive care in lower-cost settings.

Founded in 1961 as a nursing-home company, Humana expanded into hospital operations before shifting its focus toward health insurance and related services.

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